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Simple reports

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Simple reports provide a focused reporting view for one training.

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Report content is limited by the permissions of the administrator viewing or receiving the report.

In this section​

Training and filters​

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The simple report filter area contains:

  • Select training – the
    The fallback content to display on prerendering
    to report on.
  • Start date – reporting period start.
  • End date – reporting period end.
  • Target group filters – user-field filters such as country, department, or other available user fields.
  • White and blue-collars, Blue-collars only, or White-collars only – restrict the target group by collar type when collar filtering is available.
  • Managers and non-managers or Managers only – include all users or only managers.
  • Include mandatory assignees – include users assigned as mandatory.
  • Include recommended assignees – include users assigned as recommended.
  • Include optional assignees – include users assigned as optional.
  • Include everyone who has started the content – include users who started the content even if they are not assigned.
  • Only expired and expiring in X days – limit the target group to users whose completion is expired or expires within the selected number of days.

When a date range is used, completions outside that range are not counted as completions in the report.

Use Advanced mode when the report needs multiple contents, aggregate results, organization view, activity graphs, or advanced report options.

Detailed results​

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Detailed results list the users in the selected target group and their completion status.

Downloading results​

Use Download to download the currently configured detailed results in Excel format.

Because detailed results contain user data, the download opens the Select fields to include popup before the file is created. See Field selection for field groups, explicit selection of user detail and sensitive fields, and optional password encryption.

Save and schedule email report​

Here you can save the report as it is currently configured and schedule it to be sent to an administrator's email address.

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

This section contains these tabs:

Save report​

Save report stores the current report parameters.

The tab contains:

  • Name – the saved report name.
  • Permission labels – permission labels controlling access to the saved report.
  • Save as a new report and keep the old version as it is – shown when editing an existing saved report.

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

Scheduled reports​

Scheduled reports lists existing schedules for the saved report.

The table shows columns such as Frequency, Day, Hour, Time zone, Recipient, and Automated processing:

  • Frequency – daily, weekly, or monthly.
  • Day – every day, weekday, or day of month depending on the frequency.
  • Hour – the hour when the report is sent.
  • Time zone – the time zone used for the schedule.
  • Recipient – the administrator receiving the report.
  • Automated processing – whether the report is marked as being processed automatically by the recipient.

Schedule new report​

Schedule new report creates a new email schedule.

The schedule form contains:

  • Frequency – daily, weekly, or monthly.
  • Day – weekday for weekly reports, or day of month for monthly reports.
  • Hour – the hour when the report should be sent.
  • Time zone – the recipient's time zone.
  • Recipient – the administrator who receives the scheduled report.
  • Fields to include – all fields or selected fields.
  • This report is processed automatically by the recipient – marks the schedule for automated processing.

When Fields to include is set to selected fields, the Fields to include section lets you choose the fields included in the scheduled report.

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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.