Your Reporting Menu Explained

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.

From your top menu, pick Reporting:

There’s a fair amount going on here, let’s face it, this is one of the most important areas of the learning platform to be aware of, so it deserves spending a little time getting to know it better.

These are the main areas, and what follows explains each area in a little more detail:

This at-a-glance screen shows you the Overall Completion at the highest level of organisational access that you have been granted:

The default view is Sub-items which shows you completions by organisational structure.

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, the 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 compared to the whole business.

Explore the Completion bar in more detail to see the course status that each colour is showing you.

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 User 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.

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.

Use the Filter By option to help you concentrate on what’s most important for your learning goals by focussing on:

This is your gateway to bespoke reporting, and this guide will show you everything you’ll need to get started.

But before you do that, check out this informative article on Learning Insights. This easy-to-navigate, 5-minute read will certainly get you off to a flying start when it comes to getting the most from your learning data!

Use this screen to access other key functions that will help keep your content fresh and your reporting accurate:

Use Reporting Exclusion Reasons to set and apply the conditions where some of your people should not appear in your reporting data.

Your people will tell you what they do and don’t like about the content and, most likely, a lot more besides; they won’t be able to help themselves! Use this vital Survey Feedback to keep your content up-to-date, fresh and relevant to your teams.

Here are a few suggestions for where you might like to explore next to get the best from the learning platform:

To dive a little further into managing your organisation then go here.

For a reminder of how to create and assign interactive content then this guide is for you.

To recap how to look after your learners then read this.