Tracking progress and generating reports can be time-consuming and complex. Our new Progression Reporting Page in Control addresses these pain points by offering intuitive, user-friendly features that make reporting straightforward and insightful.
Navigate to Control > Reporting > Progression
Filtering your data
Filters help you focus on the data that matters most, allowing for a more customised and relevant analysis.
Easy filtering options for users and content:
User and group filters: Select specific user groups, such as departments or districts, to narrow down your data. Filter by contract start dates to view progress for new hires or long-term employees.
Content filters: Select the relevant content you'd like to investigate. If you're interested in your groups' overall performance, you can skip this step.
Custom Reports:
Create and save reports tailored to your specific needs. This will streamline your workflow and ensure consistent data analysis.
Creating custom reports:
Step 1: Filter Your Data
Apply filters such as user groups, content types, or specific time frames to focus on the most relevant data.Step 2: Save Your Configuration as a Report
Click on the "Save report" button to save your filtered view as a report, making it easy to revisit and use later.Step 3: Scheduling Reports
After setting up your report, click on the "Create schedule" button to set up automated reporting:Title of your report: Give your report a clear and descriptive title. This helps you and your recipients quickly identify the report's purpose.
Start Date: Specify when the report should start being generated.
Repeat Frequency: Choose how often the report should be sent: weekly or monthly.
Email Recipients: Add the email addresses of those who should receive the report, including yourself or other stakeholders.
Separate each email address with a comma.
E.g.,
mark@example.com, lucy@example.com
Email subject and text: Customise the email's subject line and message content. This personal touch ensures that recipients understand the context and importance of the report.
💡 Tip: Use relative time filters to automatically pull data for specific time periods (e.g., "last week" or "last month"). Set the filter once, and it will keep reporting on the correct time period, such as weekly compliance completions or monthly performance reviews.
All scheduled reports are automatically saved as a report. Once you click the "Schedule report" button, your settings will be saved, making it easy to revisit and manage your scheduled reports at any time.
This automation keeps your team updated on progress without any manual steps.
For future analyses, select your saved report to automatically apply the same filters and settings, ensuring consistent reporting.
⚠ Please note, automated reports are not currently available to admins with restricted permissions. Such admins can continue to export data for their own groups but won’t yet be able to schedule the reports to be sent out.
Progress over time graph
Visualise your team's progress with a clear line graph that shows activity completion over time. The graph offers a dynamic and visual representation of your team's progress, making it easier to identify trends, pinpoint challenges, and celebrate successes.
Toggle views:
Switch between percentage and absolute number views to understand both relative and actual performance.
In the absolute number view, compare the activities available to each group with the activities completed.
Flexible viewing options:
Change the view from monthly to weekly or yearly, depending on the level of detail you need.
Interactive details:
Hover over data points for more detailed information, providing deeper insights into specific time periods.
Completion overview table
The completion overview table provides a clear, at-a-glance comparison of progress across different user groups. The colour-coding helps you quickly identify where to focus your efforts to improve completion rates.
Colour-coded insights:
Quickly identify low, medium, and high completion rates with colour-coded cells, making it easy to spot areas that need attention.
Progression Exports
With the ability to export detailed data, you can dive deeper into your data, create custom analyses, and share insights with stakeholders. The templates make it easy to generate structured reports that highlight key performance metrics.
For a detailed guide on creating progression exports, check out our article: Creating a Progression Export. This will help you monitor individual and group achievements, track completion rates, and personalise learning experiences effectively.