Wondering how to use all the features of CLaaS Reports? Browse these frequently asked questions, which are orgnized by role. See how to use the new Administrator features, Poweruser features, and Learner features to get the most out of CLaaS Reports.

(Powerusers) How do I ...

View licensing information for a group
Select the license pool in the List pane, and the information for that license pool will be displayed in the Properties pane.

Create a license pool for a group
Select the group in the Groups pane and click the Create License Pool icon in the toolbar. In the dialog box that appears, enter the number of user licenses in the Adjust Total field and click Create.

Add license types to a pool
Select the license pool and click the Add License Type icon in the toolbar. In the dialog box that appears, select the license type from the Type drop-down list, enter the number of licenses in the Number field (or check the Unlimited box), and click Submit.

Edit licenses
Select the license pool, select the license type you need to edit from the Properties pane, and click the Edit License icon in the toolbar. In the dialog box that appears, edit the license data and click Submit.

Import users from a spreadsheet
In the Groups pane, select the top-level group (your organization) and click the Import Users icon in the toolbar. Browse to the location on your computer or network where the .CSV file is located and click OK. The data in the spreadsheet must be formatted exactly as in this template, and must be saved as a .CSV file.

Import a course
Select a group in the Groups pane and click the Import Course icon in the toolbar. Browse to the course on your computer or network drive and click Submit. Imported courses must be AICC, SCORM 1.2, or SCORM 2004 compliant, and must be in a
.zip file.

Edit course properties
Select the course in the List pane. In the Properties pane, edit the properties and click Save Changes.

Retire a course/course set
Right-click on the name of the course or course set, and select Retire Course or Retire Course Set from the pop-up menu.

Create a course category
Select a course or group and click the Create Course Categories icon in the toolbar. In the dialog box that appears, enter a name in the Category Name field, click Add, and click Save.

Put a course in a course category
Select the course in the List pane. In the Properties pane, select a category from the Category drop-down list and click Save Changes.

Delete a course category
Select a course or group and click the Create Course Categories icon in the toolbar. In the dialog box that appears, select the name of the category, click Remove, and click Save.

Allow a course to be self-assigned (include a course in the Course Catalog)
Select the course in the List pane. In the Properties pane, check the Allow course to be self-assigned box and click Save Changes.

(Administrators) How do I ...

Find a group, user, course, or course set
Enter your search term in the Search field above the List pane and click Search. Limit your search to the exact search term by checking the Exact box, or to a single category by selecting that category from the Search Type drop-down list.

Create a group
In the Groups pane, navigate to the location where you want to add the group and click the Create Group icon in the toolbar. In the dialog box that appears, enter a name in the Group Name field and click Submit.

See the names of the subgroups in a group
Select the group in the Groups pane, and the names of the subgroups will be displayed in the List pane. You can also expand the hierarchy in the Groups pane to see the subgroups.

See the names of the users in a group
Select the group in the Groups pane, and the users in that group will be displayed in the List pane.

See the courses/course sets available for assignment to users in a group
Select the group in the Groups pane, and the names of the courses for that group will be displayed in the List pane.

Rename a group
Select the group in the Groups pane. In the Properties pane, enter the new name in the Group Name field and click Save Changes.

Delete a group
In the Groups pane, right-click on the name of the group and select Delete from the pop-up menu that appears.
WARNING! When you delete a group, all users, courses, and subgroups in the group are deleted, and all report data for that group is also deleted.

Add a user
In the Groups pane, select the group to add the user to and click the Create User icon in the toolbar. In the dialog box that appears, enter the user's profile information and click Submit.

Reset a user's password
Right-click on the name of the user and select Reset Password from the pop-up menu that appears. In the dialog box that appears, enter a new password in the New Password and Confirm Password fields and click OK.

Reset the passwords for a whole group
Right-click on the name of the group and select Reset Passwords from the pop-up menu that appears. In the dialog box that appears, enter a new password in the New Password and Confirm Password fields, and click OK.

Make a user a CLaaS Reports administrator
Select the user in the List pane. In the Roles panel in the Properties pane, check the Administrator box and click Save Changes.

Change a user's profile information
Select the user in the List pane. In the Profile panel in the Properties pane, edit the user's information and click Save Changes.

Move a user to a different group
Expand the hierarchy in the Groups pane so that both the group the user is currently in AND the group you want to move the user to are visible. Select the user in the List pane, and drag the user over the name of the destination group in the Groups pane.

Expire or un-expire a user account
Right-click on the name of the user and select Expire or Un-Expire from the pop-up menu that appears.

Disable and re-enable a user account
Select the user in the List pane. In the Profile panel in the Properties pane, uncheck the Enabled box to disable the user or check the box to re-enable the user, and click Save Changes.

Expire or un-expire all users in a group
Right-click on the name of the group and select Expire all Users or Un-Expire all Users from the pop-up menu that appears.

Delete a user
Right-click on the name of the user and select Delete from the pop-up menu that appears. WARNING! When you delete a user, all report data for that user is also deleted. Consider using Expire User instead.

Create a user list
Select a group in the Groups pane and click the Create User List icon in the toolbar. In the dialog box that appears, enter a name in the User List Name field and click Submit.

Add a user to a user list
Select a user in the List pane and drag the user over the name of the user list in the User Lists pane.

Remove a user from a user list
Select the user list in the User Lists pane, right-click on the name of the user in the List pane, and select Remove from list.

Assign a course/course set to the users on a user list
Select the user list in the User Lists pane and click the Assign Course or Assign Course Set icon in the toolbar. In the dialog box that appears, select the course/course set that you want to assign and click Assign.

Generate a report for a user list
Select the user list in the User Lists pane. In the Properties pane, click the View Report icon.

Delete a user list
Right-click on the name of the user list and select Delete from the pop-up menu that appears.

Create a course set
Select a group, course, or course set and click the Create Course Set icon in the toolbar. In the dialog box that appears, enter a name in the Course Set Name field. Click Add Course to access the list of available courses, select the box for each course to include in the set, and click OK.

Assign prerequisites to a course
Create a course set that includes the course and its prerequisite(s). In the Create Course Set dialog box, select the course from the course list and click Add Prerequisite. In the dialog box that appears, select the prerequisite course(s), and click OK. Back in the Create Course Set dialog box, select the prerequisite from the list and click Update Prerequisite. In the dialog box that appears, specify the completion status, success status, and/or post-test score needed to satisfy the prerequisite requirement and click OK.

Delete a course set
Right-click on the name of the course set and select Delete Course Set from the pop-up menu that appears.

Assign a course or course set to a user
Select the user and click the Assign Course or Assign Course Set icon in the toolbar. In the dialog box that appears, select the course/course set that you want to assign and click Assign.

Assign a course to all users in a group
Select the group and click the Assign Course or Assign Course Set icon in the toolbar. In the dialog box that appears, select the course/course set that you want to assign and click Assign. Check the Include subgroups box if you want the course/sourse set to also be assigned to users in any subgroups of that group.

Auto-reassign a course
Select the user, group, or user list then click the Assign Course icon in the toolbar. In the dialog box that appears, select the course that you want to auto-reassign and click Advanced. Check the Re-assign course if failed, specify the number of times to re-assign the course, and click Assign.

Delay a course assignment
Select the user, group, or user list then click the Assign Course icon in the toolbar. In the dialog box that appears, select the course that you want to delay-assign and click Advanced. Check the Delay Assignment Until box, specify the date that the course will be available, and click Assign.

Unassign a course/course set
Select the user in the List pane. In the Active Courses panel in the Properties pane, select the course or course set to unassign and click the Unassign Selected Courses icon. WARNING! Unassigning a course from a user deletes the user's report data for that course.

View a report for a single user
Select the user in the List pane. In the Profile or Active Courses panel in the Properties pane, click the View Report icon then click User Report.

View a report for a course
Select the course in the List pane. In the Properties pane, click the View Report icon.

View a report for a course set
Select the course set in the List pane. In the Course Set Information panel in the Properties pane, click the View Report icon.

View a report for a group
Select the group in the Groups pane. In the Properties pane, click the View Report icon.

View a report for a user list
Select the user list in the User Lists pane. In the Properties pane, click the View Report icon.

Customize a report
At the top of the report, click the Control Panel icon. Uncheck the boxes for the information that you don't want included in the report and click the Refresh Report icon.

Print a report
At the top of the report, click the Print Report icon. In the dialog box that appears, select the printer and click OK.

Export a report
At the top of the report, click the Export as .CSV icon. Browse to the location where you want to save the .CSV file and click OK.

Email users in a report
At the top of the report, click the Email Users icon. In the window that appears, designate the recipients, compose the email message, and click Send.

(Learners) How do I ...

Reset my own password
Click the Preferences button on the My Courses page. Enter your current password in the Old Password field, enter your new password in the New Password and Verify Password fields, and click Save.

Change how my assigned courses are organized on the My Courses page
Click the Preferences button on the My Courses page. Select an option from the Group Courses By drop-down list and click Save.

Generate my own curriculum report
Click the Curriculum Report button on the My Courses page.

Assign myself courses from the course catalog
Click the Course Catalog button on the My Courses page, check the box for each course you want to assign, and click Register.

Search for information in the courses assigned to me
Click the Search button on the My Courses page.

Edit my profile information
Click the Profile button on the My Courses page page. Edit your firts name, last name, CEU ID, and/or email, and click Save.

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