Run reports to track learners' progress
Set up reports, download them, and schedule them for routine delivery.
Availability: all customers
Reports provides:
- basic reports that organizations know and trust, for reports with results up to 10,000 rows
- advanced reports (previously called Report Builder) with drag-and-drop layouts to set up and manage large report volumes
Access permissions for basic reports
- Admins: full access to all reports
- Managers: can run reports for the learners they manage in groups
- Instructors: can run reports on the courses they lead
Access permissions for advanced reports
- Admins: full access to all reports
- Managers: can run progress reports only, to download immediately. Saving and scheduling reports is not yet available
See:
- Managers: set permissions to manage groups
- Users: create an instructor, and assign them to a course
- Reports: schedule a report
Note: newly-assigned managers can encounter temporary delays, the first time they run a basic course status report. If the delays persist contact the Support team.
Basic reports: overview
Basic reports (previously called legacy) are the longstanding LearnUpon report features that many organizations have used for years.
When you run a basic report, you get an onscreen display version for quick review, and an option to download to CSV or PDF.
Downloaded basic reports are more complete and detailed than onscreen displays, with more columns of data. If you're new to basic reports, download samples of each report to find out what's available.
Note: LearnUpon can download basic reports with up to 10,000 rows of data. If your report generates more than 10,000 rows, you can use filters to refine the report to a downloadable size.
See:
- Run your first basic report in LearnUpon
- Basic reports: set filters and Using basic report filters: tips and tricks: use filters to focus your reports and pull up fine-grained details
- Schedule a basic report: admins and managers can schedule reports for daily, weekly or monthly results
- Basic automated reports: users created and course completion reports: automate daily reports to share essential figures
Default basic report types
Eight basic report types are available by default in your portal, depending on which features you use. For example, if you don't use SCORM modules or exams, you won't see their report types.
Note: the Exams/Interactions transcript report is not currently available for SCORM 2004.
- Course Status: how many learners have reached which statuses for a course
- Course Modules: statuses of each module, along with started and completed timestamps
- Course History: record of enrollments for a specific learner
- Certifications and Credits: record of recognitions given for a course, learning path, or user
- Exams: review of exam answers, provided in charts or transcripts
- Survey: review of survey answers, provided in charts or transcripts
- SCORM Exams/Interactions: for modules that report interaction data, report on module-specific interaction data
- Tin Can Exams/Interactions: for modules that report interaction data, report on module-specific interaction data
Basic report types on request
Active Users: numbers of unique users who have logged in at least 1 time per month, for each portal.
This report is available on request. Ask your Customer Success Manager to enable this option.
Basic reports for specific features
The following 5 basic report types are available, when your portal has the related features enabled. See Collection: portal setup options to discuss with your implementation consultant for a summary of features associated with different LearnUpon plans.
- Gamification: achievements of levels by individuals and groups - see Enable leaderboards and gamification
- Legacy ILT Report: attendance results for legacy ILT sessions - see Instructor Led Training: overview
- External Training: report on any external training your learners record in LearnUpon - see Associations: record and self-award credits for external training
- Course Sales: overview of how your sellable courses are performing - see eCommerce: make a course available for sale
- Learning Paths: status of learners on a learning path - see Learning paths: create a path, add courses, set progression and publish
The following screenshot shows saved basic reports, and the menu of both advanced and basic reports available from Create report.
Advanced reports: overview
Create flexible reports using data tailored to the needs of your business, to report on:
- learner progress, for one portal or multiple portals
- Live Learning sessions. For legacy ILTs, use the legacy ILTs report
- learning paths
Tip: use the advanced Live Learning report to track learner registrations on sessions. Filter the results by learners' names to see their registrations across multiple courses.
Filters
Focus on the information you want most.
In the main filter fields, if you leave a field blank, by default LearnUpon runs the report on all the options in the filter. For example: if you don't select a course or event for the report, the report runs on all courses or events in the portal.
Note: custom user data fields work differently from the default report filters. To use custom user data as a filter, you must select entries in the field.
Layout: choose how to display your data
LearnUpon provides Your Report with a set of column titles as a default starting point, alongside all Available Data. Drag and drop items to include or remove columns, and move them around freely to present them in an order that works for you.
The following screenshot shows the advanced Report layout for a course status report, where you can choose which data to include in your report.
Report summaries highlight your learners' progress
By default, each advanced report displays the figures for completion statuses across the top of the report, for quick access.
Edit report
You can edit an advanced report right after running it, to change which fields to include, or change the order the fields appear.
Sort by results in the report columns
After running the report, select a column name to sort the report by that column.
Save report
Give the report a name, and save the results. Rename a saved report if required.
Export results
Select Export to generate a CSV of the report for download.
Schedule a report
Routine automated reports help you monitor your learners' activity and enrollments effectively.
See Reports: schedule an advanced report.
See: