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How to Use Learning Plan Reporting
How to Use Learning Plan Reporting

Learning Plan reporting is a way to track the progress of your users who have been assigned Learning Plan.

Nick Thayer avatar
Written by Nick Thayer
Updated this week

How to access the Learning Plan Overview Page


You can access Learning Plan reporting by navigating (as an admin) to Reports > Learning Plan or by navigating to the Reports page, and clicking the Learning Plan option at the bottom of the sidebar:

Once here, you can see the general overview of all the Learning Plans. Here you have two graphs displaying the total Learning Plans over a year-long period, and the total Learning Plans completed:

Clicking one of the Learning Plans will bring you to this page below:

At the top of this page, you will have a comprehensive view of all the Learning Plans on your platform. You can access various metrics regarding the Learning Plans from the table further down β€” for example: majority completion; assigned users; and the percentage of completed users.

You also have the option to export an Excel report of the specific overviews you have selected.

Take note that the time will be displayed in UTC format when exported to Excel. This ensures standardized time representation, maintaining accuracy and consistency for a seamless understanding of the data.


Specific Learning Plan Page

As shown above, clicking any of the Learning Plans on the general overview page will bring you here:

Below the overview, you will see the courses that are assigned to the users via the Learning Plan. In this section, you can see the number of courses completed, required completion, optional completion, and how much time was spent on the courses:

Clicking a user will bring up a more in-depth view of their statistics. The Courses tab is selected by default:

As shown in the image above, there is a graph to display the monthly views of the user, and a donut chart to show the amount of courses completed, in progress, and not started.

Clicking the Learning Plans tab at the top will bring you to the page below:

This page provides a great overview of the Learning Plans assigned to the selected user.

Clicking one of the Learning Plans in the Learning Plans section will bring you to the reporting page for that Learning Plan as well:

As explained in the previous section, you can see the number of assigned users, users in progress, users who have completed the courses as well as the percentage of total completion.

Selecting the Courses tab will show you the statistics for the courses in the Learning Plan:

As shown above, clicking the Courses tab shows you see the number of users who have started each course, completed each course as well as the average time of completion.

This table will also include courses that are Not Started, In Progress, and Completed Users. Downloading the report will also reflect the same data/numbers.

Please note, that users will not appear on the individual course list of assignees until they have started each course within the Learning Plan.

Upon starting each course, they will then show on the list of individuals assigned to each course, when viewing through Admin > Learning > Course > Assignments.

There is also the Events tab. Clicking this will show this page:

Here you will see a breakdown of the Events that are assigned to users via the Learning Plan you are reviewing. The only difference here is the new Event tab, which will record the data for that Event in the Learning Plan. This will display:

  1. Event - The name of the Event + the Session date and time

  2. Signed Up - The number of people signed up for the Event

  3. On Waiting List - The number of people on the Waiting List

  4. Attended - The number of people who attended the Event

  5. Unattended - The number of people who did not attend

  6. Canceled - The number of people who canceled their attendance for the Event.


Learning Records Settings

When a user is assigned learning via a Group, and they are removed from that Group, the user will by default lose access and reporting data regarding the completed, started, and assigned learning items.

You can change the settings and enable learning records to follow the user, regardless of their Group!

To enable this, first, you must navigate to Admin > Settings > Reporting

Here, you will see the option to Keep learning records when user is removed from a group. Clicking the drop-down will show you these options:

  1. Only completed learning

    1. Will keep records for only completed learning items, started and in-progress learnings will drop off and not be visible in reporting.

  2. Both started and completed learning

    1. Both started and completed learning items will move over with the user.

  3. All learning ever assigned

    1. All learning items ever assigned, in progress, or completed, will move over with the user.

  4. No records are kept

    1. Nothing is kept

Depending on the option you choose, the reporting data will reflect this, but only when the user is removed from a group and/or added to another group.

Please note: The learner records settings will affect the activities going forward and will not include learning from before the setting was changed.


Detailed Reporting View

When viewing the Learning Plan reporting view, you can click the three dots next to any of the users' names, and you will see the option to See Detailed Learning Plan status.

Opening this will show this menu:

Here you will see the Completion details for that user in the Learning Plan you are viewing, as well as another tab for Events.
​
In the Courses tab you will see:

  1. Status - The current status of that course in the Learning Plan, this will display either Not Started, In Progress, or Completed

  2. Time Spent - The amount of time that was spent on the course

  3. Started - The date the course was started

  4. Completed - The date the course was completed

  5. Deadline - The deadline the course needs to be completed by

  6. Required - Shows if the course is required or not. If the course is Required, it will display a Blue (or other branded color) checkmark. If it is Not Required, it will show the Grey line.

In the Events tab you will see:

  1. Event Name

  2. Status of the Event

  3. If the user is Enrolled or not


What do the Numbers Mean?

We have explained in detail through dropdown menus with an explanation of the data points and how they are calculated and displayed in Learning Plan reporting

Completed Learning Plans

The Total Learning Plan section shows the number of Learning Plans created on the platform. If a Learning Plan is deleted, it will no longer count towards the Total Learning Plan data point.

Average Learning Plans Per User

Average Learning Plan Per User calculates the average amount of Learning Plans per user. For example, if there are 2 users on your platform, and you have 1 Learning Plan assigned to both users, the Average would be 0.5 Learning Plans per user. So if you have 1 (Learning Plan) / 2 (users) = 0.50 Average Learning Plans per user. 2 (Learning Plans) / 2 (users) = 1.00 Average Learning Plans per user, and so on.

Average Completion

Average Completion is calculated by the average of Fully Completed Learning Plans. This means that the only Learning Plans factored into the Average Completion metric are Learning Plans where all assigned users have 100% completed the Learning Plan that is assigned. So in the instance above, there are 3 Learning Plans currently assigned to all users. Only 1 of those 3 Learning Plans have been 100% completed by all Assigned users. Thus, displaying the metric of 33% Average Completion, as 1/3rd of the Learning Plans have been completed. (1/3 = 33% as 100% completion / 3 Learning Plans = 33% Average Completion)


If you have any questions or concerns, please be sure to reach out to our support team via the Support Hub

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