Enablement Guides

This article outlines how different user groups and specific personas – including Super Admins, Leadership, Reporting Managers, and Content Managers – can access, view, customise, and automate their Insights data reports in Thrive.

Key Functionality

1. All dashboards are created with a stakeholder persona in mind, to get the most out of this reporting it is essential for these to be set up in the platform.

   1. These are pre-filtered to show the relevant data to the viewing stakeholder

      1. Leadership dashboard - Leaders/managers of a cohort of users often larger set of users than a direct reporting perspective

         1. Must have “insights” permission within an audience “people managers” permissions

         2. Shows all learning data for the users within the audience

      

   2. Team dashboard (formerly Team Progress) - Direct and indirect reporting managers

      1. Must have at least one direct report

      2. Shows all learning data for the users that are in their direct and indirect reports

      

   3. Content dashboard -  Content collaborators

      1. Must be part of a collaboration

      2. Shows all learning data for all content titles by all authors within the collaboration

   

   

2. Further granularity can be achieved and saved as quick interchangeable views by each stakeholder

   1. Apply filters at the top for more granularity

      1. For example, I manage multiple audiences and I wish to quickly isolate my audiences against a specific key content item.

      2. Here I have applied a filter to the Agile audience and content title Laura’s pathway

      

   2. Save view and name

      1. I have named this “Agile - Laura’s pathway”

         

         

         

   3. Change any filters to be able to update existing or save new views

      1. able to seamlessly switch between views, or reset Liveboard to base view

         

      

   4. Schedule to receive automated reports specifically tailored to your views (scheduling steps next up)

   5. When you close the page, upon your return the dashboard will be on the last saved view when exiting

3. Schedule to receive updates on an automated basis

   1. Flexible schedule timings and frequencies

      1. automatically generates name relevant to view

      2. best practice is weekly or less frequent

         

   2. Schedule to receive a PDF of the entire Liveboard

      1. Choose individual pages and visuals for presentations or internal comms

         

      

   3. Schedule to receive tables as csv’s or xlsx

      1. Currently receive all tables in the Liveboard as part of the automation, Q1 2026 to be able to select individual tables to reduce csv/xlsx attachments received

         

   4. Schedule can be set to be from a saved view

      1. This means any tables and visuals will be filtered to the relevant view upon sending

         

   5. Updating or removing schedules can be done in the same area using “manage schedules”, selecting the 3 dots and can

      1. pause

      2. edit to go back into the create schedule workflow

         1. you can update recipient list here

      3. view run history

      4. delete

      

      

      

4. Drill down and explore for deeper granularity and viewpoints

   1. Use drilldown to explore a particular datapoint in more depth  (For example discover the content items within the pathway and what are incomplete)

      

   2. follow up with explore to create a tabular viewpoint of the datapoint you are exploring

      1. bring in extra columns to create the right POV for you (such as “user full name”, “pathway title” and “content completed?”)

      2. use explore on any visual or table to expand out on what it tells you

         

         

   3. Download to csv/xlsx on the spot