Briefing reports

Five tabs answer five different questions, and all five live under Briefing. Overview is a dashboard telling you what needs attention today. Courses and Users tell you how something, or somebody, is doing. Skills and Competencies tell you where people fall short of what their job titles require. The report builder, where you make your own, is somewhere else entirely: under Reports.

Briefing: what needs attention

Briefing has two halves that do different jobs. A priority queue lists what is going wrong: overdue training, expired and expiring certificates, inactive learners and courses nobody is engaging with. Beside it, a set of measures shows active learners, learning hours, courses completed and your compliance rate.

On a new account these fill in as you go rather than appearing empty. A measure that needs assignments to exist stays switched off until you have assigned a course.

From the queue you can email everybody on one of those lists in one go, which is the fastest way to chase overdue training without setting up a schedule.

Courses: how a course is doing

1. Choose Briefing at the top of the page, then Courses.
2. Each row is a course, with Mandatory learners, Compliance rate, Total started, Completion rate, Average score and Average time spent.
3. Open a course to see the people on it.

Compliance rate and completion rate are not the same measure and regularly disagree. Before you quote either, read How compliance and completion are counted.

Users: how a person is doing

1. Choose Briefing at the top of the page, then Users.
2. Each row is a person, with Mandatory, Compliance rate, Started, Completion rate, Average score, Average time spent and Total time spent.

Average and total time are separate columns, and the names differ slightly from the Courses screen, so check which one you are reading before quoting it. Somebody with no mandatory training shows a dash for compliance rather than nought per cent, because there is nothing to be compliant with.

What you see here is governed by your visibility as well as your permissions. A manager sees their own people; an administrator without a visibility permission opens the page and finds it empty, which is correct rather than broken. See How roles and visibility work.

Skills: where people fall short of their job title

Skills compares the levels people have recorded against the levels their job titles require. Four figures head the page — skills tracked, active users with gaps, needs assessment, requirements met — and they count active users only, so archived, invited and pending people are left out.

A gap and a missing assessment are counted separately, and one person can be in both: a gap is a skill recorded below the required level, while needs assessment is a required skill with no level recorded at all. Choosing somebody opens their full profile, skill by skill. What the levels mean is in How skill levels work; why a skill someone passed can stop counting is in How skill expiry works.

Competencies: where people fall short of a required level

Competencies asks the same question against whole competency levels rather than single skills. It uses the same permission as the Skills tab, and also needs the Performance feature switched on, so somebody who sees Skills can still be missing Competencies when Performance is off. Its figures also need the View learning analytics facts permission; without it the tab cannot load them.

Two of its counts are about trust in the record rather than shortfall. Held with a lapsed skill is a level somebody still holds where a skill inside has since expired — the level has not been taken away, it is resting on something that lapsed. Sign-offs needing review is an assessor sign-off flagged because the competency changed after it was given; editing a competency never silently removes a sign-off, it flags it for somebody to confirm or remove. Setting the competencies up is Set up competencies.

Screenshot missingreports-courses

The Briefing area on the Courses tab, showing the five-tab navigation of Overview, Courses, Users, Skills and Competencies, with at least three course rows visible and the Mandatory learners, Compliance rate and Completion rate columns readable.

Expected at src/assets/screenshots/guides/briefing-reports/reports-courses.png

Building your own report

The three screens above are fixed. For anything else, Reports holds a builder where you choose a data source and build a table, chart or set of tiles.

The data sources are people, courses and learning paths, course engagements, and assessment responses, alongside sources for skills, goals, approvals, workflows and 360 feedback.

Each published form also has a data source of its own holding its answers, named after the form and its version, such as Form: Competency sign-off (v1). A form with repeating sections gets one more source per section. Anonymous course surveys never get one: their results are only on the course’s Survey results tab.

Building one runs in three steps: choose the fields, set the options, then preview it before saving. Your reports can be sorted into categories of your own making.

One thing to get right first time: the data source and the report type are fixed once a report exists. Changing either means building a new report rather than editing this one.

Exporting

A report can be exported to CSV, and charts to PNG, JPG or PDF. A large export is queued rather than downloaded on the spot, and the files it produces are kept for 30 days.

A table report’s Export menu (the download icon at the top right of the table) downloads the rows on the page you are looking at as Download this page (PDF), Download this page (CSV) or Download this page (Excel). The Excel file keeps numbers as numbers, so you can sum and sort them, while values such as an employee number with a leading zero stay exactly as shown. To get every row rather than one page, choose Export all data (CSV) from the same menu.

A very large export is refused outright and asks you to filter it down first, which is a limit on the export rather than on the report.

To send a report to somebody regularly, see Sharing and scheduling reports.