Learn Reports

Learn Reports Overview

Learn Reports Overview You can access comprehensive learning reports to track student progress, completion rates, and assessment performance across your organization. The Learn module provides several report types to help you monitor professional development activities. Accessing Learn Reports Role Requirements: reporter, organization_administrator, or system_administrator 1. Navigate to Reports from the main menu 2. Select the Learn section 3. Choose from available report categories Available Report Types Guided Content Progress Report Track learner progress across all courses, videos, assessments, and other guided content. Key Features: - View progress percentages for individual learners - Filter by content type, organization, or completion status - Export data to CSV or PDF formats - Track time spent and completion dates Use Case: Monitor which teachers have started or completed required professional development courses. Transcripts Report Generate comprehensive learning transcripts showing completed certifications and continuing education units. Key Features: - Display all completed content with completion dates - Show certificates earned and CEU credits - Filter by user, organization, or date range - Export individual or bulk transcripts Use Case: Compile annual professional development records for teacher evaluations or state reporting requirements. Assessment Progress Report Monitor performance on assessments, quizzes, and proctored exams. Key Features: - Track pass/fail rates by assessment - View attempt history and scores - Identify learners who need additional support - Filter by assessment type or passing status Use Case: Identify teachers who may need additional training after failing required assessments. Required Content Progress Track completion of mandatory training assignments across your organization. Key Features: - View required vs. optional content separately - Monitor deadline compliance - Track assignment dates and due dates - Filter by organization or content category Use Case: Ensure all staff complete mandated safety training or new curriculum requirements by specified deadlines. Organization-Level Reports Generate reports scoped to specific schools or departments within your organization. Key Features: - Compare progress across different schools - View organization-specific completion rates - Track professional development goals by building - Export data for individual organizations Use Case: Compare professional development participation rates between elementary and secondary schools in your district. Report Filtering Options You can filter most reports using these criteria: - Organization: Select specific schools or departments - Content Type: Filter by courses, assessments, videos, or PDFs - User: Focus on individual learners or groups - Date Range: Specify time periods for completion or assignment - Status: Filter by completion status (completed, in progress, not started) - Categories: Filter by content categories or subjects Exporting Report Data Most Learn reports support multiple export formats: 1. CSV Export: Raw data for further analysis in spreadsheets 2. PDF Export: Formatted reports for printing or sharing 3. Individual Transcripts: Single-user completion records To export a report: 1. Apply desired filters to narrow your data 2. Click the Export button 3. Select your preferred format 4. You'll receive an email when the export is ready for download Understanding Report Data Progress Indicators - Not Started: Content assigned but not yet accessed - In Progress: Content started but not completed - Completed: Content finished successfully - Failed: Assessment completed but did not meet passing requirements Time Tracking Reports show various time-related data: - Assigned Date: When content was assigned to the learner - Started Date: When the learner first accessed the content - Completion Date: When the content was finished - Last Activity: Most recent interaction with the content Scoring Information For assessments, reports include: - Final Score: The score used for completion (usually the highest) - Passing Score: Minimum score required to pass - Attempts: Number of times the assessment was taken - Status: Pass, fail, or in progress Best Practices Regular Monitoring - Review progress reports weekly during active training periods - Set up regular exports for compliance documentation - Monitor approaching deadlines for required content Using Data for Support - Identify learners struggling with content completion - Reach out to staff who haven't started required training - Provide additional support for those who have failed assessments Compliance Tracking - Export transcripts regularly for personnel files - Track continuing education requirements by certification period - Maintain records of mandatory training completion for audits The Learn reporting system provides the data you need to ensure effective professional development delivery and compliance with training requirements across your educational organization.

Guided Content Progress Reports

Guided Content Progress Reports Track learner progress through courses, learning paths, and guided content to monitor professional development outcomes and identify learners who need additional support. Role Requirements: System Administrator, Organization Administrator, or Reporter role Accessing Progress Reports 1. Navigate to Reports from the main menu 2. Select Learn Reports from the available categories 3. Choose Guided Content Progress from the report options The system displays progress data for all guided content enrollments within your organization hierarchy. Understanding Progress Metrics Progress Status Categories | Status | Description | |--------|-------------| | Not Started | Enrolled but hasn't begun content | | In Progress | Actively working through content | | Completed | Successfully finished all requirements | | Failed | Did not meet passing requirements | Progress Calculations Progress percentages reflect: - Courses: Completion of sections, chapters, and assessments - Videos: Time watched versus total duration - Assessments: Attempt status and scores - Learning Paths: Overall bundle completion Filtering Progress Data By Organization 1. Click the Organization filter dropdown 2. Select one or more organizations from your hierarchy 3. Click Apply to update the report This filters results to show only learners from selected organizations. By Content Type Filter by specific guided content categories: 1. Select Content Type filter 2. Choose from available options: - Courses - Assessments - Videos - Learning Paths - Content Libraries 3. Apply the filter to focus on specific content types By Progress Status 1. Use the status filter buttons: - Completed (green background) - Required (yellow background) - Not Started (white background) - In Progress (orange background) 2. Click a status button to show only enrollments with that status By Date Range Filter enrollments by start date, completion date, or assignment date: 1. Click Date Range filter 2. Select start and end dates 3. Choose which date field to filter by 4. Apply the filter Report Columns Learner Information - Name: Learner's full name - Organization: Learner's assigned organization - Email: Contact information Content Details - Content Name: Title of the course, assessment, or learning path - Content Type: Category (Course, Assessment, Video, etc.) - Required: Whether the content is mandatory - Due Date: Completion deadline (if assigned) Progress Tracking - Progress: Completion percentage (0-100%) - Status: Current enrollment status - Started: Date enrollment began - Last Activity: Most recent access date - Completed: Completion date (if finished) - Attempts: Number of attempts (for assessments) Sorting and Searching Search Functionality Use the search bar to find specific: - Learner names - Content titles - Organizations The search looks across all visible columns. Column Sorting Click column headers to sort by: - Name: Alphabetical by learner name - Progress: Percentage complete (ascending/descending) - Started: Enrollment date - Last Activity: Most recent access - Completed: Completion date Working with Progress Data Identifying At-Risk Learners Look for patterns indicating learners who may need support: - High progress percentage but no recent activity - Multiple attempts on assessments without completion - Required content with approaching due dates - Long gaps between start date and last activity Monitoring Required Training Use filters to focus on compliance-critical content: 1. Apply Required status filter 2. Sort by Due Date to prioritize urgent items 3. Check Progress column for completion status Exporting Progress Reports CSV Export 1. Apply desired filters to narrow the dataset 2. Click Export button 3. Select CSV format 4. Choose export options (all data or current view) 5. The system generates a downloadable file Export Contents The exported file includes all visible columns plus additional data: - User ID and organization hierarchy - Detailed timestamps - Assignment metadata - Progress tracking history Progress Report Use Cases Professional Development Planning - Identify skill gaps across organizations - Track progress toward certification requirements - Plan additional training based on completion patterns Compliance Monitoring - Ensure required training completion before deadlines - Generate compliance reports for administrators - Track renewal requirements and schedules Performance Analysis - Compare completion rates across different content types - Analyze time-to-completion patterns - Identify high-performing and struggling learners Refreshing Report Data Progress reports update in real-time as learners access content. The Last Updated timestamp shows when data was last refreshed. For the most current information, refresh your browser or re-apply filters to reload the dataset.

Transcript Reports

Transcript Reports Transcript reports show completed courses, certifications, and learning records for your staff. You can view individual transcripts or generate bulk reports for multiple users across your organization. Accessing Transcript Reports From Reports Menu 1. Click Reports in the main navigation 2. Select Transcript Reports from the reports dashboard From System Admin 1. Navigate to System Admin 2. Click Reports 3. Select Transcript Reports Note: Requires reporter role or higher to access transcript reports. Understanding Transcript Information Transcript reports include: - User Details: Name, email, organization - Course Completions: Completed courses and assessments - Completion Dates: When training was finished - Scores: Final scores for assessments - Certificates: Available completion certificates - Duration: Time spent on training - Status: Pass/fail status for assessments Filtering Transcript Data Use filters to narrow down transcript records: By Date Range 1. Click the Date Range filter 2. Select start and end dates 3. Choose from completion date or enrollment date 4. Click Apply By Organization 1. Click Organization filter 2. Select one or more organizations 3. Include or exclude sub-organizations 4. Click Apply Note: You can only view transcripts for organizations you have access to. By User 1. Click User filter 2. Search for specific users 3. Select individual learners 4. Click Apply By Content Type Filter by specific types of training: - Courses: Standard learning content - Assessments: Tests and evaluations - Certifications: Certification programs - Learning Paths: Structured learning sequences Viewing Individual Transcripts Single User Transcript 1. Select a specific user from the filter 2. Click View Transcript 3. Review completed training history 4. Click Export PDF to download Individual transcripts show: - Complete learning history - Chronological completion order - Detailed scores and attempts - Available certificates Transcript Details Each transcript entry includes: - Course Name: Training completed - Completion Date: When finished - Final Score: Assessment results - Duration: Time invested - Certificate: Download link if available Bulk Transcript Reports Generate Bulk Report 1. Apply your desired filters 2. Click Export button 3. Choose export format (CSV or PDF) 4. Click Generate Report You'll receive an email when the report is ready for download. CSV Export Contents CSV exports include columns for: - User name and email - Organization details - Course completions - Completion dates - Scores and status - Certificate availability PDF Export Format PDF exports create: - Individual transcript pages per user - Professional formatting - Organization branding - Complete learning records Organization-Specific Transcripts Viewing by Organization 1. Navigate to specific organization 2. Click Reports tab 3. Select Transcript Reports 4. View organization members only Organization Transcript Features Organization-level reports show: - All members' transcripts - Organization completion rates - Training compliance status - Bulk certificate downloads Working with Transcript Data Sorting Options Sort transcripts by: - User Name: Alphabetical order - Completion Date: Most recent first - Course Name: Training title - Organization: Group by department Searching Transcripts Use the search function to find: - Specific users - Course names - Organization names - Completion periods Export Scheduling For regular reporting: 1. Set up your filters 2. Click Schedule Export 3. Choose frequency (weekly, monthly) 4. Set email recipients 5. Save schedule Note: Scheduled exports require system administrator role. Understanding Transcript Status Completion Status - Complete: Training successfully finished - Passed: Assessment passed with required score - Failed: Assessment not passed - In Progress: Training started but not finished Certificate Status - Available: Certificate can be downloaded - Pending: Certificate being generated - Not Applicable: No certificate for this training Best Practices For Regular Reporting - Schedule monthly transcript exports - Filter by completion date ranges - Include organization breakdowns - Review compliance requirements For Compliance Tracking - Export by required training categories - Include completion deadlines - Track overdue assignments - Monitor certification renewals For Professional Development - Generate annual learning summaries - Track continuing education credits - Document skill development progress - Prepare for performance reviews

Assessment and Proctor Reports

Assessment and Proctor Reports Track assessment performance, proctoring activities, and certification progress through specialized reports focused on evaluative content. Assessment Progress Reports Accessing Assessment Progress You can monitor ongoing assessments and attempts through the assessment progress report. Role Requirements: Reporter, Organization Administrator, or System Administrator 1. Navigate to Reports → Assessment Progresses 2. The report displays assessments that are: - Started but not completed - In progress with partial attempts - Failed and being retaken Assessment Progress Columns | Column | Description | |--------|-------------| | User | Learner taking the assessment | | Assessment | Assessment name | | Progress | Completion percentage | | Attempts | Number of attempts taken | | Status | In Progress, Failed, Retaking | | Started On | When first attempt began | | Last Activity | Most recent attempt date | Filtering Assessment Progress Use filters to focus on specific assessment activities: - Organization: Filter by specific organizations - Assessment: Select individual assessments - Status: Filter by progress status - Date Range: Limit by activity dates - User: Focus on specific learners Assessment Results Reports Viewing Detailed Results Access comprehensive assessment results through the guided content results report. 1. Navigate to Reports → Guided Content Results 2. Filter to show assessments only 3. Click on any result to view detailed performance data Assessment Result Details Each assessment result shows: - Final Score: Overall assessment score - Passing Score: Required score to pass - Status: Pass, Fail, or In Progress - Attempts: Total number of attempts - Completion Date: When assessment was finished Exam Breakdown For assessments with multiple exam components, you can view: - Individual exam scores within the assessment - Performance on each exam section - Attempt history for each component - Detailed scoring breakdowns Proctor Certification Reports Accessing Proctor Reports Monitor proctor qualifications and certification status. Role Requirements: Reporter with proctor access, Organization Administrator, or System Administrator 1. Navigate to Reports → Proctor Certifications 2. View active proctor certifications and qualifications Proctor Certification Data The report includes: - Proctor Name: Certified proctor - Certification Status: Active, Expired, Pending - Certification Date: When qualification was earned - Expiration Date: When certification expires - Proctored Sessions: Number of sessions conducted - Organizations: Where proctor is qualified to serve Exporting Proctor Data You can export proctor certification reports: 1. Apply desired filters to the proctor certification report 2. Click Export 3. Choose PDF format for official documentation 4. Receive download link via email when ready Proctored Session Reports Session Activity Tracking Monitor proctored assessment sessions and participant performance. 1. Access assessment results for proctored content 2. View proctor information for each session: - Proctor name and credentials - Session start and end times - Participant list and results - Any session notes or incidents Proctored Assessment Results Results from proctored sessions include additional verification: - Proctor Details: Name, job title, employer, contact information - Session Information: Date, time, duration - Identity Verification: Confirmation of participant identity - Environment Notes: Any environmental factors or incidents Assessment Score Management Updating Exam Scores You can modify assessment scores when necessary. Role Requirements: Organization Administrator or System Administrator 1. Locate the assessment enrollment in Guided Content Results 2. Click Update Exam Scores 3. Modify individual exam scores or overall results 4. Document reason for score changes 5. Save updates Updating Passing Scores Adjust passing score requirements for specific learners: 1. Find the assessment enrollment 2. Click Update Passing Score 3. Enter new passing score requirement 4. System automatically recalculates pass/fail status 5. Save changes Assessment Analytics Performance Trends Track assessment performance patterns: - Pass Rates: Percentage of learners passing on first attempt - Average Scores: Mean performance across attempts - Retry Patterns: How many attempts learners typically need - Time to Completion: Average time spent on assessments Identifying At-Risk Learners Use assessment reports to identify learners who may need support: - Multiple failed attempts - Consistently low scores - Incomplete assessments past due dates - Extended time between attempts Export Options Assessment Data Export Export assessment results for external analysis: 1. Apply filters to focus on desired data 2. Click Export button 3. Choose CSV format for data analysis 4. Receive download notification when ready Certification Documentation Generate official certification reports: 1. Filter for completed, passed assessments 2. Select PDF export option 3. Include proctor verification details if applicable 4. Use for compliance documentation Best Practices Regular Monitoring - Review assessment progress weekly - Follow up on failed attempts promptly - Monitor proctor certification expiration dates - Track completion rates against deadlines Data-Driven Support Use assessment reports to: - Identify content areas needing improvement - Provide targeted support to struggling learners - Recognize high-performing participants - Adjust training programs based on results

Required Progress Report

Required Progress Report The Required Progress Report tracks completion of required and recommended content for current assignments. Use it to monitor compliance with mandatory training, follow up on people who haven't started a required course, and verify that certification or onboarding requirements are being met before a deadline. What This Report Covers The report shows one row per person and content pairing, limited to current, active assignments. It includes: - Required content — content explicitly required by an organization the person belongs to - Recommended content — content recommended to a person, drawn from a license available through their organization Expired or inactive product assignments, expired or inactive licenses, and historical (prior school year) requirements are excluded — only what each person needs right now appears in the report. Accessing the Report 1. Navigate to Reports → Learn Reports 2. Click Required Progress You can also reach the report from the breadcrumb: LEARN → Reports → Required Progress. Required Role: Reporter, System Administrator, or Organization Administrator. Understanding the Columns - Person — Each person's row also displays their email and the organizations the requirement(s) on this row come from. If a person has multiple requirements rooted in different organizations, all originating organizations appear. - Product — The course or content the person is required or recommended to complete. - Assigned On — The date the person was assigned the content. For recommended content this is the recommendation date; for required content it is the assignment date. - Complete By — The deadline set on the assignment, if any. - Started On — The date the person first opened the content. - Completed On — The date the person reached 100% completion. - Progress — Percentage complete. Filtering Results Search Use the search box above the table to filter by person name (first, last, or first + last) or by content name. Results update as you type. Status Quick-Filter The status button next to the search box lets you narrow the report by progress: - Not Started — Person has no enrollment, or has an enrollment with 0% progress. - In Progress — Person has started but is below 100%. - Completed — Person has reached 100%. Multiple statuses can be selected at once. The button label updates to reflect the current selection ("All Statuses", a single status name, or a count when several are selected). Advanced Filters Click the Filter button (top right) to open the filter panel. The following filters are available: - Content — Limit to specific courses or guided content. The dropdown shows only content that's visible to your role. - Users — Limit to specific people. Active users only. - Organizations — Limit to requirements that originated from the selected organization(s). - Important: this filter is based on which organization made the content required (or made the license available for recommendation), not simply on which organizations the person belongs to. - If a person belongs to several organizations and only one of those organizations required a particular course, only that organization's requirement appears when you filter to it. - Content Type — Filter by guided content type. - Topics, Subjects, or Skills — Filter by content category. Filters compound — selecting more than one filter narrows the results further with each addition. The current criteria appear as a small note above the table. Bookmarkable Views All filters are encoded in the page URL. You can: - Bookmark a filtered view for later reuse - Share the URL with a colleague to send them the same filtered set - Use browser back/forward to navigate filter history Sorting Click any column header to sort by that column. Click again to reverse the sort direction. Available sort columns: Person, Product, Assigned On, Complete By, Started On, Completed On, Progress. Exporting The three-dot menu at the top right of the report opens an Export dropdown with two options: - Export PDF — Downloads a formatted PDF, branded with your organization's settings. - Export CSV — Downloads a CSV with the columns Person, Organizations, Product, Assigned On, Complete By, Start On, Completed On, Progress. Exports always reflect your current filters, search, and sort. The export runs as a background job and downloads automatically when ready. Common Use Cases - Compliance tracking — Verify that mandatory safety training, certification renewals, or onboarding requirements are completed by the deadline. - At-risk follow-up — Combine the Not Started status with an organization or content filter to identify people who haven't begun a required course as a deadline approaches. - New-hire onboarding — Filter by a New Hire group to review onboarding completion rates across recent hires. - Content rollout audit — When a new required course is published, filter by that content to see overall progress and identify pockets of low engagement. - Content Type — Filter by guided content type. - Topics, Subjects, or Skills — Filter by content category. Filters compound — selecting more than one filter narrows the results further with each addition. The current criteria appear as a small note above the table. Bookmarkable Views All filters are encoded in the page URL. You can: Multiple statuses can be selected at once. The button label updates to reflect the current selection ("All Statuses", a single status name, or a count when several are selected). Advanced Filters Click the Filter button (top right) to open the filter panel. The following filters are available: - Content — Limit to specific courses or guided content. The dropdown shows only content that's visible to your role. - Users — Limit to specific people. Active users only. - Organizations — Limit to requirements that originated from the selected organization(s). - Important: this filter is based on which organization made the content required (or made the license available for recommendation), not simply on which organizations the person belongs to. - If a person belongs to several organizations and only one of those organizations required a particular course, only that organization's requirement appears when you filter to it. - Content Type — Filter by guided content type. - Topics, Subjects, or Skills — Filter by content category. Filters compound — selecting more than one filter narrows the results further with each addition. The current criteria appear as a small note above the table. Bookmarkable Views All filters are encoded in the page URL. You can: - Bookmark a filtered view for later reuse - Share the URL with a colleague to send them the same filtered set - Use browser back/forward to navigate filter history Sorting Click any column header to sort by that column. Click again to reverse the sort direction. Available sort columns: Person, Product, Assigned On, Complete By, Started On, Completed On, Progress. Exporting The three-dot menu at the top right of the report opens an Export dropdown with two options: - Export PDF — Downloads a formatted PDF, branded with your organization's settings. - Export CSV — Downloads a CSV with the columns Person, Organizations, Product, Assigned On, Complete By, Start On, Completed On, Progress. Exports always reflect your current filters, search, and sort. The export runs as a background job and downloads automatically when ready. Common Use Cases - Compliance tracking — Verify that mandatory safety training, certification renewals, or onboarding requirements are completed by the deadline. - At-risk follow-up — Combine the Not Started status with an organization or content filter to identify people who haven't begun a required course as a deadline approaches. - New-hire onboarding — Filter by a New Hire group to review onboarding completion rates across recent hires. - Content rollout audit — When a new required course is published, filter by that content to see overall progress and identify pockets of low engagement. - Deadline planning — Sort by Complete By (ascending) to surface the most urgent upcoming deadlines. Permissions and Data Scope The report respects your role and organizational scope: - System Administrator — Sees required progress across the entire account. - Organization Administrator — Sees progress for people within the organizations you administer. - Reporter — Sees only data you have read access to. Filters and exports are automatically scoped to your permissions. Filter dropdowns only show content, users, and organizations you're authorized to see, and the report results never include data from outside your scope. Related Reports - Learn Reports dashboard — Index of all learning reports. - Transcripts — Historical, person-level record of all completed content (including expired or archived assignments).