Manager dashboard: view learner progress at a glance – Knowledge Base

A clear intuitive overview of learner progress

The manager dashboard gives you quick access to the numbers that matter most about learner enrollments.

Availability: all customers

Manager dashboard: overview

Cards, charts and graphs show users with manager permissions the current progress of learners, with options to filter by course, group or user status (enabled or disabled).

The following screenshot shows the top half of the manager dashboard.

manager dashboard above the fold.png

Learner progress defined with numbers

Each card includes the number of learners in that course status, and an option to view the relevant list of learners.

Filter to check by courses, groups, or user status

Break down the numbers to view progress statuses by courses, by groups, or by user status. The following screenshot shows the top half of a dashboard, with the User status of Login enabled highlighted.

Progress chart

See a high-level summary of the most important course statuses - Not Started, In Progress, and Completed/Passed - as a circular chart.

Refresh data

By default LearnUpon updates your status data at least every 4 hours.

Refresh data lets you access current data manually.

Note: The most recent changes to learners' status may not appear immediately.

Send reminder messages to learners by course status

Note: contact your Customer Success Manager to turn on the reminder option.

From the dashboard cards, select a group of learners to send a quick reminder message through the portal.

The following screenshot shows a group of learners with Past due enrollments, and the option to Send message.

manager dashboard select all past due.png

LearnUpon provides a short editable message that you can tailor as required.

The following screenshot shows an example of the message dialog.

past due message sent through bulk action.png

See

Send a reminder to learners through the dashboard in this article
Send a message or an announcement

Access permissions

admins with full portal permissions: can turn on the manager dashboard. An admin must turn on the manager dashboard for each top-level and sub-portal, as required
managers and managers with instructor permissions: can access the dashboard, in top-level and sub-portals

Manager dashboard is currently available to manager user types only.

Turn on the manager dashboard

From main navigation go to Settings > My Portal > Home and Dashboard.
From Manager Dashboard, select Show manager dashboard to manager users.
Save to finish.

The following screenshot shows Manager Dashboard highlighted, with the feature turned on.

manager dashboard setting.png

Access the manager dashboard

When available, manager dashboard appears by default to managers when they select Dashboard from the main navigation.

Filter for a course, group or user status

Select Filters.
Select one of Courses, Groups, or User status to view a smaller set of learners, and select Apply.
Select Clear > Apply to remove the filters.

View learners with a specific course status

From any of the status cards, select View list to see learner names and courses.
To filter the list further:
- select one of: Courses, Groups, or User Status
- from the dropdown select your course, your group, or the appropriate status > Apply
- select Clear > Apply to remove the filter
Apply another filter as required.

The following screenshot shows a sample of the In Progress list, filtered by Login enabled.

manager dashboard for completed enrollments.png

View course completions

By default the graph shows course completions from the last 7 days.

Select the date range to change the display and show alternative dates, up to the last 365 days. The following screenshot shows Course completions for Last 90 Days.

completions for the last 90 days.png

Send a reminder to learners through the dashboard