One HR Reporting COE GE Learning Reporting Portal

One. HR Reporting COE GE Learning Reporting Portal Updated January 2017

Training Purpose This training will help answer the following: ü Who has been assigned a certain course? ü Who has completed a certain course? ü Which report should I use in the event of a site audit? ü What is the course registration status for a set of employees? ü What Crotonville or Functional courses have my employees completed or been nominated for? 2 GE Learning Reports 10/21/2021

Access the Learning Reporting Portal 3 GE Learning Reports 10/21/2021

Access the Learning Reports Portal Access the GE Learning Reporting Portal at Direct Link - Datarequest. ge. com From GE Learning home page under “Guides & Resources”: 4 GE Learning Reports 10/21/2021

GE Learning Reporting Portal Access the GE Learning Reporting Portal at Datarequest. ge. com 5 GE Learning Reports 10/21/2021

To request a report or contact the Reporting COE, follow these steps: 1 Go to http: //datarequest. ge. com or if in HR go to “Request a Report” from the Analytics & Planning menu at One. HR or from the GCRM link in GE Learning home page 2 Select Request a Report within the “Expert Help & Special Requests” Menu 3 Select HR 3 Reporting 4 Select an option from the HR 3 Reporting Menu to complete your request 1 2 Choose: HR 3 Report request if you require new report. Modify current report if you want to add something to an existing report. Refresh/send/schedule if you want to create new report and to be refreshed or scheduled to your webi inbox. 3 6 GE Learning Reports 10/21/2021

To request a report, or contact the Reporting COE, follow these steps: 5 Provide a summary and description of what information you need (Can be high level) 6 Click to complete required template. . . a form will appear OPTIONAL - If you want to attach excel, choose: “ click here and fill out required template. “ 7 Type in all the mandatory fields NOTE: SENSITIVE INFORMATION will not be released w/o proper approvals. Refer to Data Release Guidelines for more information. Requesting aggregate data can still help you with your analysis, and you can get 7 your results faster! GE Learning Reports 10/21/2021

To request a report, or contact the Reporting COE, follow these steps: 8 Then click on “Save and Return” To attach a documents press on Attach and will give you the option to browse and attach the file you want. 9 Click on Submit 1 0 You’ll receive a system generated email within one business day for basic requests or 2 -3 business days for more complex requests Report will be sent to you via a secure link, or to your Webi Inbox (preferred) For further follow up, you can reach out to your Reporting Leader 8 GE Learning Reports 10/21/2021

Basic Webi Functionality 9 GE Learning Reports 10/21/2021

Refresh Webi Reports boreporting. corporate. ge. com 1. Click on the Report (Report will open in a new window) 2. Click on “Refresh Data” near the top right corner of the new window. 3. A “Prompts” menu will open. Complete prompts based on desired output. Use the values search window and > < options to move over desired values 4. Hit “Run Query” Please note: Depending on your security role, and search terms, report may take some time to run 10 GE Learning Reports 10/21/2021

How to Save Webi Documents Save as – Save a report to your Webi Favorites (save to My Favorites folder) Note: “Save as” will be important if you plan to schedule a recurring report Save to my computer as – choose Excel or Excel 2007 for best formatting. Note: Some format options such as CSV lose all formatting and tabs Save report to my computer as – Saves the tab you are viewing, not the entire report 11 GE Learning Reports 10/21/2021

Scheduling Reports 12 GE Learning Reports 10/21/2021

Scheduling Reports Find your report in your favorites folder, right click on the report name and select Schedule Scheduling Options: Instance Title – Title of the report (your choice) Recurrence – use to schedule a report to run at a later time or on a recurring basis – cannot be used if the report has prompts that will change each time the report runs Prompts – report parameters that will be used when the report runs Formats – Use Webi format and download to Excel later, if needed It is not necessary to complete other options 13 GE Learning Reports 10/21/2021 13

Scheduling Reports Scheduling Options – Recurrence and Prompts • Start and End Dates only need to be entered if you want the report to run for a certain timeframe • • Select Modify to display the prompt menu, enter the prompt values and choose Apply All Prompts must be completed unless noted as optional

Scheduling Reports Scheduling Options - Completion • After the report is scheduled a History screen will display the details • At this point, you may close the window and the report will run in the background at the scheduled time.

Scheduling Reports Retrieving the Report • Right click on the report title from My Favorites • Select History After the status of the report shows “Success”, you can then click on the Instance time to see the report results and download as normal.

Creating Collapsed SSO Lists for Webi Queries Learn how to create a collapsed list of SSO’s that you can paste into Webi if you have a list or set of SSO’s in another application

Formatting Lists (SSOs, Activities) for Webi Queries 18 GE Learning Reports 10/21/2021

Copy (Ctrl + C) your list of SSO’s From Word - From Excel - 19 GE Learning Reports 10/21/2021

Pasting SSO List in Word • Open up a new MS Word Document. • Right Click and under Paste Options, select “Keep Text Only (T)” - 20 GE Learning Reports 10/21/2021

Formatting SSO List in Word • Select All SSO’s in the Word File (Ctrl + A) • Select the Paragraph Marker / hidden character indicator – 21 GE Learning Reports 10/21/2021

Find and Replace Paragraph Mark • Do a Find what: “^p” • Replace with “; ” • • Alternatively, If you go to • More > > • Special > • “Paragraph Mark” This will fill in “^p” • Click “Replace All” and confirm 22 GE Learning Reports 10/21/2021

Collapsed List Uncheck the Paragraph Marker / hidden character option Remove the last semicolon and any spaces left over after the last SSO in the list List of SSO’s will now be ready to paste into Webi SSO In List Prompt or Query options! 23 GE Learning Reports 10/21/2021

Copy (Ctrl + C) your list of SSO’s Paste the SSO List in Webi SSO ID Prompt and select “>” SSO’s will now appear in SSO List 24 GE Learning Reports 10/21/2021

Security Access 25 GE Learning Reports 10/21/2021

Security Access Manager • Go to Security Access Manager (SAM) to request or modify a security role: https: //ohrapps. corporate. ge. com/GESM-context-root/faces/Home Click on “Request a Role” • Select “Role Wizard” and request for yourself or others • For the application, select HR 3/Webi and complete the rest of the requirements Please Note: Most users of learning data will have a “Reporting User – Learning Administration” role and all security requests go to the HR Operations leader of your business and your manager for review and approval If you are a contractor, you must complete GE-HR-105 (Employment Data Protection) first in GE Learning before you can locate your SSO in SAM to request a role. 26 GE Learning Reports 10/21/2021

GE Learning Loading Timelines • GE Learning (Up to 5 pm Friday*) • HR 3 Learning Data (Available 6 am Saturday) Sunday Monday • GE Learning (Up to Sunday 5 pm*) • HR 3 Learning Data (Available 6 am Monday) • GE Learning (Up to Monday 5 pm) • HR 3 Learning Data (Available 6 am Tuesday) Tuesday Wednesda y • GE Learning (Up to Tuesday 5 pm) • HR 3 Learning Data (Available 6 am Wednesday) • GE Learning (Up to Wednesday 5 pm) • HR 3 Learning Data (Available 6 am Thursday) Friday • GE Learning (Up to Thursday 5 pm) • HR 3 Learning Data (Available 6 am Friday) Thursday • GE Learning (Up to 5 pm Friday) • HR 3 Data (Available 6 am Saturday) Saturday Notes: * There is no GE Learning data feed on Saturday; if reports are run on Saturday or Sunday, they will reflect up to Friday 5 pm GE Learning completions. If you are scheduling reports to show weekend completions for use during business hours on Monday, schedule no earlier than 7 AM EST 27 GE Learning Reports 10/21/2021

Training Recap Which report to use for certain scenarios: ü Who has been assigned a certain course? ü Report Name: Assigned & Incomplete Courses ü Who has completed a certain course? ü Completed Courses - Current ü Which report should I use in the event of a site audit? ü All Assigned & Completed Courses ü What is the course offering registration status for a set of employees? ü Course Offering Registrations ü What Crotonville or Functional courses have my employees completed or been nominated for? ü Total Leadership & Functional History / Invitation Nominations ü How do I pull reports for learning data for ex-employees ? ü Completed Courses – Current & History ü How do I pull a report of the parent to child activity relationship (i. e. content objects or exams under a curriculum or an online course) from GE Learning? ü Course Structures Report 28 GE Learning Reports 10/21/2021

Additional Resources Additional links can be located from One. HR (Benefits) from: http: //onehr. ge. com or http: //benefits. ge. com under “Employee” View Links to: GCRM to raise HR Services Request Data Training HR Access (Security) Request a Report/Support 29 GE Learning Reports 10/21/2021

Q&A 30 GE Learning Reports 10/21/2021