Manager or Direct Appraiser Version
1. Create module Attribute - can call it Points and select numeric type.
2. Create a Report Wizard (screen shots in Report Wizard section). Overview:
a. Training History type
b. Select Learner First Name, Last Name and Optional Module Attribute for Points
c. In Grouping tab, tick Sum next to Dynamic Module Attributes-Point Attribute
d. In filters add the Transcript Overall Status EQUALS Completed, and Direct Appraiser-UserID -> Use executing user's current PID (this will only display results for the direct reports of that person.
e. In Summary tab, update Permissions to allow a specific Role (Manager) to run or the whole organization for example.
3. Run the report to verify that is summarizing the point field.
4. In the URL at the top, capture the RptID=EKP000??? (you will need this to insert in the HTML code)

Learner Version where they View ALL Learners
1. Create module Attribute - can call it Points and select numeric type.
2. Create a Report Wizard (screen shots in Report Wizard section). Overview:
a. Training History type
b. Select Learner First Name, Last Name and Optional Module Attribute for Points
c. In Grouping tab, tick Sum next to Dynamic Module Attributes-Point Attribute
d. In filters add the Transcript Overall Status EQUALS Completed.
e. In Summary tab, update Permissions to allow the whole organization Read Only Access.
3. Run the report to verify that is summarizing the point field.
4. In the URL at the top, capture the RptID=EKP000??? (you will need this to insert in the HTML code)

Creating the HTML Widget
1. Navigate: Manage Center>System>HTML Widgets
2. Create and enter Name and Title.
3. Click Source Code link <> and paste in the code (see HTML Code section).
4. Update the RptID in the code to either the Learner one or the Manager one.
5. Click OK, then Save.

Add HTML Widget to Home Page Template
1. Navigate: Manage Center>System>Home Page Manager
2. Create Template for Learner or Manager
3. Drag HTML widget onto template
4. Select the widget from drop down (Learner or Manager)
5. Save template
6. Assign template to Role in Role Access Control.
7. Make sure the Role in is in the Primary Role field in User Profile

Report Wizard

PROPERTIES TAB:

COLUMNS TAB:

GROUPING TAB:

FILTERS TAB:

Learner version:

Manager version:

SUMMARY TAB:

HTML Code
NOTE:(same code used for Learner version and Manager version – Name them Different in Name and Title of HTML Widget

<div id="report1" style="display: none;"> </div>
<script type="text/javascript">// <![CDATA[ 
var reportID = 'EKP000001602';
var labels = new Array('','Last Name','First Name','Points');
       var site = location.pathname.slice(0,location.pathname.indexOf("/",1)); 
       var reportURL = site +
'/servlet/ekp?TX=REPORTWIZARDGENERATE&use_batch=N&PERSIST=false&CURRENT_TX=REPORTSUM MARY&GO_TO_TX=REPORTSUMMARY&LESS_OPTION=Y&RPID='+reportID+'&OUTPUT=HTML&SEPARAT E_ORG=Y&DISTINCT=Y&TIMEZONE=Y .sortable';

       $('#report1').load(reportURL, function(){
//after the report has been retrieved
//sort the third column descending to make top scores rise
$("#report1 table th:nth-child(3) a").trigger('click');
$("#report1 table th:nth-child(3) a").trigger('click');
//adjust the table heading styles
$("#report1 table th").css({"padding": "5px", "font-weight": "bold"});
//replace the link labels with custom text
$("th a").each(function( idx ) {
$(this).parent().text(labels[idx + 1]);
});
//now that everything is ready, display the report.
$("#report1").show();
});
// ]]></script>