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Advanced reports

Advanced reporting provides you access to all available reporting features.

You can access it by opening the simple reporting interface and clicking on the "Advanced mode" button on the top right.

By clicking on the "Simple mode" button you can switch back to the simple reporting interface. Depending on the report options you have selected it might not be possible, though.

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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

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:

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  1. Total target group – everyone in the report scope excluding anyone not matching the target employee group filters.
  2. Completed – the amount of that have
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    the training.
  3. Not completed – the amount of that have not started the training or it 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) - from the selection window, you can select one
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    , multiple
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    , or a content
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    /
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    which will select all contents under the categories.
  • Archived button
    • ON - allows to select
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      from the dropdown selection window
    • OFF (default) -
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      are hidden, and cannot be selected

Report scope

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

  • Include mandatory assignees (must take the content) – include the users that are assigned to the content(s) as mandatory.
  • Include recommended assignees (the content would be useful) – include the users that are assigned to the content(s) as recommended.
  • Include optional assignees (may take the content at will) – include the users that are assigned to the content(s) as optional.
  • Everyone who has started the content – will include all users that have started the content(s).

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
  • The user must have completed any of the selected contents – useful for checking the results of equivalent trainings, or trainingfs that have a simple and an advanced version

Per-content results

(only visible when multiple contents have been selected)

Here you can see a table with the results for each of the selected contents:

  • "Name" – the name of each content.
  • "Total" – the total target group number per content.
  • "Completed" – the total number and percentage of completions per content.
  • "Incomplete" – the total number and percentage of incomplete users per content.
  • "Expired" – the total number and percentage of expired completions per content.
  • "Not started" – the total number and percentage of users that haven't started the content, per 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%

Click on the relevant subdepartment on the chart to drill 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).

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Note that this section is only available if your company's organization structure has been imported into the

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.

Target employee group

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

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See how to use assignment for details on how to use the filtering interface. Note that 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.

In the upper right corner, you can choose which view to use:

  • The "Monthly" button toggles the monthly view.
  • The "Grouped" button toggles between the grouped and stacked view.
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, e.g. per each business unit or collar.

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Detailed results

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

The list can be downloaded in the Excel format by clicking on the "Download full" or "Download filtered" buttons. The former will download the full report along with all available user data, the latter allows you to select the fields to include.

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 the Excel format by clicking on the "Download full" or "Download filtered" buttons. The former will download the full report along with all available user data, the latter allows you to select the fields to include.

Aggregate completion status

Here you can see results by completion status.

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

Report options

Here you can choose various report options:

Session options

  • Include sessions created or updated between – select a time range by setting start date and end date. Note that any users who have
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    the
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    outside that range are considered as not having started the training.
  • Include all sessions – normally only the latest relevant sessions are included in the reports. This option includes all sessions. Note that this will skew the percentages.

Expiration

  • Consider only active completions (e.g. not expired) as completed – when this is enabled, expired completions are considered as "not started".
  • Show only users whose completion for any selected content has expired or expires in X days

Miscellaneous

  • Include results of blocked users – blocked users are excluded from reports by default.

Save and schedule email report

Here you can save the report as you have it currently configured and (if you'd like) schedule it to be sent to your or another administrator's email address.

The scheduled report is the same that can be downloaded from the "Detailed results" section.

This section consists of the following tabs:

Save report

Before you save the report, make sure that you selected all the desired options.

  • Name – enter here the name for your report, for instance, a name that will imply what this report is about or what is its purpose.
  • Save as a new report and keep the old version as it is – (only visible when editing an existing report)
  • Permission labels – select the ones that fit best.

You can find all saved reports from the saved reports page.

Scheduled reports

Here you can see the existing scheduled reports.

To edit a schedule, click on the relevant row, and to delete the scheduling click on its delete button.

Schedule new report

Here you can create a new scheduled report:

  • Frequency – choose the frequency this report should be sent to the recipient: daily, weekly, or monthly.
  • Day – choose desired the day of the week (weekly reports) or the day of the month (monthly reports) the report should be sent at.
  • Hour – choose the desired hour the report should be sent at.
  • Time zone – choose the time zone of the recipient.
  • Recipient – choose the recipient of the scheduled report. Only LMS administrators can be the recipients.
  • Fields to include – choose which report fields should be included. You can choose all fields or select only the desired fields.
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The content of all reports, including those sent by email, 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.

If you are scheduling the report to be sent to someone else, make sure they have the relevant permissions or the report could be empty or partial.