Advanced Reporting gives Admins a dedicated space to review Learning Progress directly from an Admin reporting area. Here, you can open the Default Report for an overview of learning, or select a Custom Admin Report to review progress on specific Learning items.

Admins can also open Custom Admin reports shared with Managers directly, making it easier to review the data and support reporting needs.

To access the Advanced Reporting space as an Admin, you must navigate to the top bar of the platform and select Reports > Advanced reporting.

This replaces the previous location under Admin > Settings > Reports.

Clicking the Advanced reporting option will bring you to this page:

From here, you will find direct access to the Default report in the top of the page. Below the Default report, you will find your Recently viewed reports allowing you quick access to revisit most frequently used reports.

Navigating further down the page, you will find a list of all Reports in your platform. These are referred to as Custom Admin reports, and can be configured to be visible for all Managers in the platform or select Managers only depending on the purpose of the report.

The Reports list shows the following metrics:

When an Admin clicks the View report button for the Default report, you will be taken to a new page illustrating the Default report for the entire platform. This report gives Admins a quick view of the Learning Progress of all Employees as it reflects all assigned Content for each User, and summarizes the following metrics:

The Default report is not subject to change or customization, meaning Admins will not be able to customize the report Columns or apply Filters.

Use the Search option to find a Learner in the Default report, sort the table by User or Job Title, and click to Download the Report in Excel format.

If a learner has a value greater than zero in Overdue or Due Soon, you can click the number to see which Learning items need attention.

In the top right corner of the page, you will also be able to click Change report to open a dropdown listing all Admin reports to navigate between them.

Custom Admin Reports allow Admins to track progress across a selected set of Courses, Learning Plans and Events. To create a new one, click the New button in the top-right corner of the page.

If you already have a Report open, select Change Reports > Create Report.

First, enter a Report Title. Next, click Add content to select the Learning items you want to include. You can choose which Managers should have access to the Report, using All managers or Specific managers.

Review the default columns and, if needed, enable Send report as an email to configure scheduled delivery. Finish be clicking Create Report.

Once created, the Report will be available from the Reports list and the Shared Reports section in Change Reports.

A Custom Admin Report includes all learners assigned to at least one of the selected Learning items. Each learner appears in one row in the Users table, even if they are assigned to several items in the Report. While the learners are displayed in the Users table vertically in rows, the Learning items are displayed horizontally above the defined table Columns.

When you open a Custom Admin Report, the Users table displays learner data for the selected Learning items. From here, you can: