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Simple reports

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Simple reports in My Organization show one selected training across the organization structure available to the manager.

info

Use Advanced reports when the report needs multiple contents, detailed result tables, or advanced target employee group filters.

In this section​

Training and target group​

The Training and target group section defines what the organization report shows.

Fields and options include:

  • Select the training to show – the selected content for the report.
  • Managers and non-managers – include both managers and non-managers.
  • Managers only – include only managers.
  • Only expired and expiring in X days – show expired completions and completions expiring within the selected number of days.

After a training is selected, the report can show course information such as Short description, Description, Objectives, Target group, and Duration.

Organization view​

Organization view shows the selected training results through the organization structure.

The chart colors represent completion level:

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

The organization table includes:

  • Name – department or employee name.
  • Manager – the manager for the department or employee.
  • Completion rate – completed users compared with assigned users.
  • Expiration – expiring and expired counts, shown when the expiration-only view is used.

Selecting a department drills down into that department. The back action returns to the parent department.

Remind the incomplete​

The Remind the incomplete action is available when there are incomplete users for the selected training.

The action prepares an email to relevant managers and users. The email includes the selected training, current organization completion status, department completion details, a learner training link, and a link back to My Organization.