Advanced reports

Advanced reporting provides you access to all available reporting features.

Advanced organization reports are available from the My Organization view with the Advanced mode action.

The Simple mode action switches back to the My Organization view when the selected report options are compatible with simple mode.

important

The content of all reports is limited by the permissions granted to the administrator viewing (receiving) them.

For example, when a user who has access to only Finnish users views a report about the whole company, they will see results only containing the Finnish users.

In this section

• Results overview – how to interpret the results
• Contents and scope – select the
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  included in the report, which assignees to include, and view per-content results.
• Organization view – drill down into your organization
• Target employee group – further narrow down the target group
• Activity – view a graph of daily or monthly activity
• Aggregate results by field – view results by a user field, e.g. per each business unit
• Detailed results – list all relevant users and their completion status
• Detailed aggregate results – list all relevant users and how many of the selected
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  they have completed
• Aggregate completion status – show results by completion status
• Report options – miscellaneous options

Results overview

First, you need to select the

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as explained under Contents and scope.

Once a

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is selected, the results will appear in the header:

1. Total target group – everyone in the report scope excluding anyone not matching the target employee group filters.
2. Completed – the number of users who have
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   the training.
3. Not completed – the number of users who have not started the training or whose training is incomplete.
4. Pie chart
   1. Completed – the percentage of users that have completed the training.
   2. Incomplete – the percentage of users that have not started the training or it is incomplete.
   3. Expired – the percentage of users whose completion has expired.
   4. Not started – the percentage of users who have not started the content(s).

In case of having selected multiple

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, you can select who is considered "

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" via the completion type option.

Contents and scope

In this section:

• Contents – the
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  or categories you want to view the results for.
• Report scope – which assignees to include in the report.
• Completion type – how to determine completion of multiple
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  (when multiple are selected).
• Per-content results – per-content results (when multiple are selected).

Contents

Here you can select the

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you wish to view in a report.

• Select content(s) – select one
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  , multiple
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  , or a content
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  that includes all contents under the category.
• Archived – include
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  in content selection.

Report scope

Here you can select which users to include in the report:

• Include mandatory assignees – include users assigned to the content as mandatory.
• Include recommended assignees – include users assigned to the content as recommended.
• Include optional assignees – include users assigned to the content as optional.
• Everyone who has started the content – include users who have started the content.

At least one of the options must be selected, otherwise the report will be empty.

Completion type

(only visible when multiple contents have been selected)

Here you can select what "completed" means:

• The user must have completed all the selected contents – count a user as completed only when all selected contents are completed.
• The user must have completed any of the selected contents – useful for equivalent trainings or trainings that have simple and advanced versions.

Per-content results

(only visible when multiple contents have been selected)

Per-content results show a table with the results for each selected content.

The table shows columns such as Name, Total, Completed, Incomplete, Expired, and Not started:

• Name – the content name.
• Total – the target group size for the content.
• Completed – the number and percentage of completions.
• Incomplete – the number and percentage of incomplete users.
• Expired – the number and percentage of expired completions, when expiration is included.
• Not started – the number and percentage of users who have not started the content.

Organization view

In this section you can easily drill down into the very lowest levels your organization.

The subdepartments of the selected department are displayed as a pie chart where the colours show the completion rate of the subdepartment:

• White – no data available.
• Red – 0%.
• Yellow – 50%.
• Green – 100%.

Selecting a subdepartment on the chart drills down into it.

Additionally, the same data is displayed as a table that also includes individuals in the selected department, managers, and the precise completion rates (or expiration information, if the relevant option has been selected under report options).

Target employee group

In this section you can narrow down the target group by specifying the relevant filtering rules.

See how to use assignment for details on the filtering interface. Manual assignment is not available here.

Activity

Here you can view a bar chart of daily or monthly activity. The yellow bars show started sessions and green completed sessions on the particular day or month.

Available chart actions include:

• Monthly – toggles the monthly view.
• Grouped – toggles between grouped and stacked views.

note

The numbers in the graph are sessions, not users. If a user has started and completed a training on the same day, the session will be included in both started and completed, and thereby it is counted twice in the activities graph.

Aggregate results by field

Here you can view results by a user field, for example by business unit, country, or collar.

The section contains Field to aggregate by and a Results table.

The Results table shows columns such as Field value, Status, Total, Completed, Incomplete, Expired, and Not started.

Detailed results

Here you can see a list of all relevant users and their completion statuses.

The list can be downloaded in Excel format with the Download action. Because detailed results contain user data, the download opens the Select fields to include popup before the file is created.

The table shows columns such as Content, Status, Assignment, Updated or Expires, Name, and Employee ID. When content versioning is enabled, session Version can also be included in report results and downloads.

The download popup lets you choose fields and optional password encryption. User detail fields and sensitive fields must be explicitly selected when they are needed in the downloaded file. See Field selection.

Detailed aggregate results

Here you can see the list all relevant users and how many of the selected

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they have completed.

For example, 2/3 means that the user has completed two out of the three relevant contents. Note that the amount of contents can vary per user according to the assignment status.

The list can be downloaded in Excel format with the Download action. The same field selection and optional encryption popup is used as in Detailed results.

The table shows columns such as Total, Mandatory, Recommended, Optional, Name, and Employee ID.

Aggregate completion status

Here you can see results by completion status.

This option is most useful when viewing results for multiple contents.

The table shows columns such as Status, Results, and % of total. Completion statuses can include Not started, Incomplete, Failed, Completed, and Completed, but expired.

Report options

Here you can choose various report options:

• Session options
• Expiration
• Miscellaneous

Session options

• Include sessions created or updated between – limits sessions by created or updated date. Users who
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  the
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  outside those dates are considered as not having started the training.
• Include all sessions – includes all sessions instead of only the latest relevant sessions. This can skew percentages.

Expiration

• Consider only active completions, for example not expired, as completed – expired completions are considered as Not started.
• Show only users whose completion for any selected content has expired or expires in X days – narrows results to users with expired or soon-expiring completions.

Miscellaneous

• Include results of blocked users – include blocked users in report results.