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How to Create a Quarterly Transaction Report

Download Source Data

  1. Login to the learning management system: HDI Learning

  2. From the administrative dashboard, hover over the "Analytics" tab from the left-hand menu.

  3. From the sub-menu that appears, select "Orders."
    Screenshot 2023-09-11 at 11.29.08 AM.png

  4. Select the "Date Range" drop-down.

    Screenshot 2023-09-11 at 11.31.27 AM.png

     
  5. Select the "Custom" tab. 

    Screenshot 2023-09-11 at 11.33.12 AM.png


  6. Select the start date and end date of the date range you would like a report for.

    Screenshot 2023-09-11 at 11.36.10 AM.png

  7. Press the "Update" button to apply the date filter.

    Screenshot 2023-09-11 at 11.38.28 AM.png


  8. Select the "Download" button from the far right of the screen.

    Screenshot 2023-09-11 at 11.39.25 AM.png


  9. The site will then send a report via email once it has been generated completed.

  10. Click the "Download your Orders Report" link in the email received.

    Screenshot 2023-09-11 at 11.52.05 AM.png


  11. Open the downloaded CSV file with Microsoft Excel.

    Screenshot 2023-09-11 at 11.54.08 AM.png

Generate the Report

  1. Make a copy of the LMS Quarterly Report: Learning Managment System

    Screenshot 2023-09-11 at 12.06.45 PM.png

  2. Select the "Copy here" button to copy the report template.

    Screenshot 2023-09-11 at 12.07.46 PM.png

  3. Rename the copied file to the current quarter you are generating a report for.

    For example: "LMSQuarterlyReport_Q2_2023.xIsm"

    Screenshot 2023-09-11 at 12.09.32 PM.png


    Screenshot 2023-09-11 at 12.15.32 PM.png


  4. Open the file in the desktop Microsoft Excel application.
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