Reporting Managers

What Data Is Shown? (Filtering Overview)

The Team Dashboard will show all data for all users in your direct and indirect reports.
1. To isolate your own direct and indirect reports in Team Dashboard, search for yourself in the audience names.
2. Filters will only show on tabs that they are relevant for.
3. Preset filters
  1. Team Dashboard (Formerly Team Progress)
    1. Administrators are omitted from all screens except assigned learning.
      1. If admins are assigned content, it means they're expected to complete it, so they should be included.
    2. All screens are pre-filtered to exclude suspended users.
    3. Completions is pre-filtered to the last 30 complete days, i.e. up to the end of yesterday.

What Are the Datasets? (Tabs Overview)

Team Dashboard (Formerly Team Progress)
1. Things to know
  1. Date filters are available on screens with ever-growing data by date, and have preset date ranges that can be altered and saved to views.
2. Overview
  1. A new one-pager designed to give a simpler, easier-to-digest landing screen for team managers, surfacing the data they need. Minimal filters give the simplicity of the old 'Teams' reporting.
    1. Assigned Learning
      1. RAG (red, amber, green) bar of learners by name.
      2. List of overdue learning sorted by most overdue.
        Using the 'Overdue or Open' parameter at the top, this can be swapped to show open learning, surfacing the content nearest to its due date first.
    2. Events
      1. Call-outs of the number of event occurrences with team members registered, upcoming in the next two weeks.
      2. Call-out of the number of team members registered to events upcoming in the next two weeks.
      3. Bar graph calendar chart showing the number of team members attending events across the next two weeks.
      4. Split bar chart showing the event and % of registrations and cancellations of events coming in the next two weeks.
      5. List of team members and the events they have registered for or cancelled, upcoming in the next two weeks.
    3. User Reach
      1. Call-outs of total users, users who have viewed content, and the percentage this represents.
      2. Line graph showing the number of team members viewing content each month.
3. Assigned Learning
  1. Assigned learning is an overview of compliance in the current moment. This dataset updates when status changes to overdue, or when an assigned piece of learning is completed.
  2. Key Performance Indicators (KPIs) and call-outs for totals and users with outstanding assignments.
  3. Full table list of all active enrolments.
    1. Where progress is measured as a percentage, this is included, such as for a pathway or video.
      1. A null value here indicates that the content doesn't progress based on a percentage complete, or has yet to be started.
  4. Completions
    1. Is all content completions.
    2. This includes historical and imported completions.
  5. Badges
    1. Is a highlight of the custom badges earned.
    2. Data will only populate here if you've enabled custom badging.
  6. My People
    1. Is a list of all users within your platform.
    2. How many have or haven't viewed content this month.
    3. Average time spent learning trend.
    4. List of users with latest activity date.
  7. Pathways
    1. The counts of content items to complete are exclusively what is visible to the user.
      1. For example, User A could be assigned Pathway 1 and need to complete 10 items, while User B has the same pathway but only eight of the 10 are visible to them. Between the two, there are 18 content items to complete.
    2. Overview of all assigned pathways.
    3. Tabular list of assigned pathways to users, including:
      1. List breakdown of all content items to complete, and whether they're complete or incomplete.
      2. % complete
    4. Tabular list of all pathways to users. If a user has started a pathway, it shows here, including assigned pathways:
      1. List breakdown of all content items to complete, and whether they're complete or incomplete.
      2. % complete
  8. Events
    1. Full detail and call-out figures for all users against events.
  9. Attempts
    1. Overview of all assessment and quiz content, with detail on pass, fail, and incomplete attempts.
    2. Highlights of most incorrect answers.
    3. Detail on all answers given for all assessment types:
      1. SCORM and cmi5 packages need to be authored correctly for this information to be present.
      2. Question names in SCORM and cmi5 modules are cleaned up, so a question a learner retakes shows under one name instead of appearing as several different questions.
    4. Includes cmi5, SCORM packages, Quiz, Mixed Content, and Assessment:
      1. SCORM and cmi5 packages need to be authored correctly for this information to be present.
    5. Where an assessment was observed, the assessor's name and email show against that attempt.