The Reports page and its capabilities

Introduction

Catalog admins can access a centralized view of downloadable reports, as well as various dashboard views that help them better understand the status and performance of their learning resources in the current catalog. This is all available via the Learn365 Admin Center > Reports. Some of the reports available here are also available from other areas of LMS365 (Learn365).

Some of the reports and dashboards are also available to line managers via the Line Manager Dashboard > Reports. With these reports, line managers can track the progress of their direct reports and direct reports’ subordinates.

In this article, we describe how catalog admins and line managers can run catalog reports, view dashboards, and analyze the information in the reports and dashboards.

 

Actions available from the Reports page

Required role: catalog admin

You can generate the following reports from the Reports page:

Some of the reports are available to line managers via the Reports page on the Line Manager Dashboard. With these reports, line managers can track the progress of their direct reports and direct reports’ subordinates.

 

Dashboard views

The main part of the Reports page shows dashboard views, which help catalog admins better understand the status and performance of their learning resources in the current catalog.

 

Overview dashboard

Required role: catalog admin.

Select the Overview tab to open the Overview dashboard.

The Overview dashboard shows general information about courses and course activity in the current catalog.

You can filter the information displayed on the Overview tab by date.

 

Overview dashboard on the Reports page

 

Total courses

This section shows the total number of e-learning and instructor-led training courses in the current catalog.

 

Enrollments

This section shows the following information:

  • Overdue out of not started. The total number of course enrollments that are overdue out of the total number of enrollments that have the Not started status.
  • Overdue out of in progress. The total number of course enrollments that are overdue out of the total number of enrollments that have the In progress status.
  • Completions. The total number of course enrollments with the Completed status.

For more information about completion statuses, see this article.

 

Enrollments - Not started

For each course in the current catalog, the horizontal bar graph in the Enrollments | Not started section shows a graphical representation of the number of learners who are enrolled in the course but haven't started it yet.

Hover over a bar in the graph to see the number of enrolled learners who haven't started the course yet. Learners who have previously completed the course, forced to retake it, but haven't started the new attempt yet, are also counted because they have the Not Started status for the new attempt.

 

Enrollments - In progress

For each course in the current catalog, the horizontal bar graph in the Enrollments | In progress section shows a graphical representation of the number of learners who are enrolled in the course, have started it, but not completed it yet.

Hover over a bar in the graph to see the number of enrolled learners who have started the course but not completed it yet.

 

Enrollments - Completed

For each course in the current catalog, the horizontal bar graph in the Enrollments | Completed section shows a graphical representation of the number of learners who have completed the course.

Hover over a bar in the graph to see the number of enrolled learners who have completed the course.

 

Overview dashboard on the Reports page enrollments completed section

 

Courses dashboard

Required roles: catalog admin or line manager.

Select the Courses tab to open the Courses dashboard.

The Courses dashboard shows enrollment and progress information about e-learning and instructor-led training courses in three sections: Enrollments by status, Enrollments by course, and Learner details.

You can filter the information displayed on the Courses tab by date.

 

Enrollments by status

The donut chart shows a graphical representation of the percentage of course enrollments (rounded to the nearest full number) in the current catalog by status: Not started, In progress, and Completed. You can hover over a segment of the chart to see the precise percentage. This is particularly helpful if the segment is too small to display the number.

 

Course enrollments by status

 

Enrollments by course

For each course in the current catalog, the horizontal bar graph shows a graphical representation of the percentage of its course enrollments by status: Not started, In progress, and Completed. Courses are displayed in alphabetical order by default.

Hover over a bar in the graph to see a summary of this information.

 

Learner details

The default view of the Learner details section shows all learner enrollments in all courses. For each course enrollment, you'll see the learner's name, course title, course progress status (Completed, In progress, or Not started), and the course progress expressed as a percentage. The Catalog column is displayed for line managers who select All catalogs from the catalog selector.

 

NOTE   

Only courses that have enrollments are shown here.

 

Course enrollment progress

 

You can change the display order of information in this section by selecting the relevant column heading.

To easily find information, you can apply filters to the Learner name, Course, and Status columns. Select the filter icon in the relevant column heading then enter all or part of the relevant text and press Enter. Only course enrollments that match the applied filters will be displayed.

 

Training plans dashboard

Required roles: catalog admin or line manager.

Select the Training plans tab to open the Training plans dashboard.

The Training plans dashboard shows information in three sections: Enrollments by status, Enrollments by course, and Training plans.

You can filter the information displayed on the Training plans tab by date.

 

Enrollments by status

The donut chart shows a graphical representation of the percentage of training plan enrollments (rounded to the nearest full number) in the current catalog by status: Not started, In progress, and Completed. You can hover over a segment of the chart to see the precise percentage. This is particularly helpful if the segment is too small to display the number.

 

Training plan enrollments by status

 

Enrollments by course

For each training plan in the current catalog, the horizontal bar graph shows a graphical representation of the percentage of its course enrollments by status: Not started, In progress, and Completed. Training plans are displayed in alphabetical order by default.

Hover over a bar in the graph to see a summary of this information.

 

Training plans

The default view of the Training plans section shows all of the training plans for which there is at least one current enrollment. For each training plan, you'll see the number of learners who have completed it, are in progress with it, and haven't started it yet. The total number of learners who are enrolled in the training plan is also displayed. The Catalog column is displayed for line managers who select All catalogs from the catalog selector.

Expand a training plan to see its courses. For each course within a training plan, you'll see the number of learners who have completed it, are in progress with it, and haven't started it yet. The total number of learners who are enrolled in the course is also displayed.

 

NOTE   

Training plans that don't have any enrollments aren't shown here, even if there are enrollments for courses within the training plan. Information about such courses can be found on the Courses dashboard instead.

 

Training plan and course progress

 

You can change the display order of information in this section by selecting the relevant column heading.

To easily find training plans, you can apply a filter to the Training Plan column. Select the filter icon then enter all or part of the training plan title and press Enter. Only training plans that match the applied filter will be displayed.

 

Filter by date

To filter the information on the Overview, Courses, and Training plans tabs by date, choose the relevant tab then select the date range option in the top left-hand corner of the Reports page. This opens a date range panel, where you can set the start and end dates.

 

Date filter on the Reports page

 

  • Start date. Set the start date. By default, this field is populated with the date that is exactly 24 hours before you opened the Reports page.
  • End date. Set the end date. By default, this field is populated with the date on which you opened the Report page.

Selecting any of the presets on the left-hand side enables you to change the default date range according to the selected preset. If you manually adjust the dates, the Custom option becomes selected.

Select Apply to view information according to the selected date range. Cancel will close the panel and revert to the default date range.

 

NOTE   

If you apply a date range filter, it will apply only to the current tab. If you navigate to a different tab, the date range filter will revert to the default setting.

 

Completions vs due dates dashboard

Required roles: catalog admin or line manager.

The Completions vs due dates dashboard shows learners’ progress against the due dates of their courses and training plans within the current catalog.

Select the Completions vs due dates tab to open the Completions vs due dates dashboard. The dashboard has three sections: Enrollments with due date by status, Enrollments with due date by training, and Learner details.

 

Due date summary dashboard

 

The Completions vs due dates dashboard is different to other dashboards on the Reports page, in that it has a due date instead of an enrollment date as its date range filter. To filter the information on the Completions vs due dates dashboard by due date, select the Due date option in the top left-hand corner. This opens a date range panel, where you can set the start and end dates.

 

Date range panel

 

  • Start date. Set the start date. By default, today’s date is set.
  • End date. Set the end date. By default, the date 30 days in the future is set.

Selecting any of the presets (Next 30 days, Next 90 days, or Next 180 days) on the left-hand side enables you to change the default date range according to the selected preset. If you manually adjust the dates, the Custom option becomes selected.

Select Apply to view information according to the selected date range. Cancel will close the panel and revert to the default date range.

 

Enrollments with due date by status

The donut chart shows a graphical representation of learners’ progress against due dates of their courses and training plans in the current catalog by the statuses:

  • Ongoing. Learner’s training is either in progress or not started, but its due date hasn’t passed yet.
  • On Time. Learner completed training before its due date.
  • Late. The due date for a learner’s training has passed.

The due dates take both due date and time into account.

 

Enrollments with due date by training

For each course in the current catalog, the horizontal bar graph shows a graphical representation of learners’ progress against due dates by the same statuses: Ongoing, On Time, and Late. Training plans and courses are displayed in alphabetical order by default.

Hover over a bar in the graph to see a summary of this information.

 

Learner details

The default view of the Learner details section shows every learner enrollment for all courses and training plan that have a due date. For each course enrollment, you'll see:

  • Learner's name.
  • Training title.
  • Training progress status against its due date (Ongoing, On Time, or Late).
  • Training progress status (Completed, In progress, or Not started).
  • Completed date. This column is empty if the learner hasn’t completed the training yet. This column takes a user’s local time zone into account.
  • Due date and time. This column takes a user’s local time zone into account.
  • Catalog. This column is displayed for line managers who select All catalogs from the catalog selector.

You can filter the view by any of the columns. For example, you can show only training with the Completed progress status. To filter the view:

1. Select the filter icon in the relevant column heading.

2. Select the relevant value, or enter all or part of the relevant text and press Enter. You can use more than one filter in every column and you can apply filters to multiple columns.

 

Filter the results

 

Training overview report

Required role: catalog admin.

LMS365 (Learn365) enables the generation of reports for all or specific learners in the current catalog, and all or specific training in the current catalog. In this way, catalog admins can view information relating to learners' progress. For more information about how to generate these reports and an explanation of their content, see this article.

 

Content package reports

Required role: catalog admin.

The Content package reports provide information about content packages included in courses in the current catalog and learners' attempts at completing them. For more information about how to generate this report and an explanation of the report content, see this article.

 

Learning module reports

Required role: catalog admin.

The Learning module reports provide information about learning modules included in courses in the current catalog and learners' attempts at completing them. For more information about how to generate this report and an explanation of the report content, see this article.

 

Quiz reports

Required role: catalog admin.

The Quiz reports provide information about quizzes included in courses in the current catalog and learners' attempts at completing them. For more information about how to generate this report and an explanation of the report content, see this article.

 

Courses information report

Required role: catalog admin.

The Courses information report provides information about courses in the current catalog. For more information about how to generate this report and an explanation of the report content, see this article.

 

Session Attendance report

Required roles: catalog admin or line manager.

The Session Attendance report provides information about session attendance for courses in the current catalog. For more information about how to generate this report and an explanation of the report content, see this article.

 

Users report

Required role: catalog admin.

The Users report includes information about all users in the current catalog. All user columns are included in the report, including any custom fields. For more information about how to generate this report, see this article.

 

Training progress report

Required roles: catalog admin or line manager.

The Training progress report provides information about enrolled learners' progress for courses in the current catalog. For more information about how to generate this report and an explanation of the report content, see this article.

 

Learner progress report

Required roles: catalog admin or line manager.

The Learner progress report provides information about learners' training progress in the current catalog. For more information about how to generate this report and an explanation of the report content, see this article.

 

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