Here we’re going to focus on Reporting, so you can see how your business is moving in the right direction. This is where the whole learning platform hangs together and helps you plan your next move.
Let’s get going
From your top menu, pick Reporting:
The Performance screen
This at-a-glance screen shows you the Overall Completion at the highest level of organisational access that you have been granted.
Depending on what part of the organisational structure you have permission to see you will see locations or you may just see everyone in your current location (perfect if you are a location manager!):
If you manage multiple locations you will see how many active people are in each location and the overall completion presentation for each location.
The Overall Completion widget shows the completion percentage for all of the people that you have permission to see.
Explore the Completion bar in more detail to see the course status that each colour represents.
Use the arrows to navigate through the organisational structure and build a picture of where you should focus next to help your teams perform at their best. As you navigate through, a breadcrumb trail will keep you on track, so you know where you are looking at any point in time.
Note that the Overall Completion widget will not change, but your Completion bar will! Use this to gauge how the different levels and functions in your business are performing against each other.
At a location level you have 3 viewing options available to you:
Staff
Courses
Completion Grid
The default option is Staff. Use this view to see an individual’s completion percentage and press the arrow to see their individual learner performance.
Use the Filter By option to help you concentrate on what’s most important for your learning goals by focussing on:
mandatory content first
then your non-mandatory content
or everything if you need to see the whole picture
Pick Courses to see those most important content completions and keep on track. Filter and search to get right to the heart of the data that will inform your next critical decisions:
Your Learner(s) Count enables you to sense check what the reporting is telling you. If it looks a little high then you’ll need to take a closer look at how your leavers and excluded learners are being managed.
Pick Completion grid to see, at a glance, who has and has not completed their learning content:
Roll over each symbol to understand what it means and if there is no symbol then that course has not been assigned to that individual, another great way to see, at a glance, if your team has everything they need to shine.
A great feature for busy people managers!
Your data is automatically updated for you, and you’ll see when it was last updated (usually every few minutes) enabling you to make just in time decisions.