Upskill People

Dave Branscombe

Useful stuff for people helping their team shine

Reporting

Get more from your learning data. This guide shows simple ways to use dashboards, Report Builder and the Learning Insights workbook to save time and make reporting clearer.

Learning Insights

With the right people in the right place, and with the right content assigned to upskill them, use the right tools to help them and their teams shine and reap…

Your Reporting Menu Explained

Viewing individual learner performance

Email digests, what you should know

Keeping your reporting accurate at all times!

Creating a reason to exclude someone from reports

Getting the most from post-course surveys

1. Getting started

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.