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Kodiak100
Known Participant
March 5, 2018
Question

Housekeeping Reports

  • March 5, 2018
  • 2 replies
  • 523 views

How can I get a excel report that lists all of my users AND their manager? I need to delete some users who were managers so I need to assign a new manager first. How can I get a report of all of the employees and who is their manager in Captivate Prime?

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2 replies

zweigle@clarix.com
zweigle@clarix.com
Participating Frequently
March 8, 2018

To see current managers...

From Reports>Excel Reports select 'Learner Transcripts' filter 'Learners' and the 'Learner Transcript' tab of the resulting excel file will show 'Manager' field (usually one of the last - far right fields).

If you already have a CSV file that you intend to upload to make changes, just keep the managers at the top rows, and change the 'Manager' field for each user, then upload a complete file with all users including managers and learners.

Feel free to contact me directly. Walter Zweigle 585-899-5300 x156 Zweigle@clarix.com

Walter Zweigle - Sales Account Manager | Clarix Technologies Inc. | 585-899-5300 x156 | zweigle@clarix.comAdobe Connect | Adobe Learning Manager | Adobe Acrobat Sign
Lilybiri
Lilybiri
Legend
March 5, 2018

I will move your question to the Prime forum, this is the Captivate forum.

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