Reporting - The Learning progress report

ℹ️ Info: This article refers to Reporting and Analytics with Power BI. View the FAQ for more details.

The learning progress report provides detailed insights to answer everyday questions about both mandatory and optional learning activities. It also delivers a high-level summary of overall compliance for business reporting. From the summary metrics, you can apply specific filters to drill down into the details with just a few clicks, allowing you, for example, to:

• See how new starters are getting on with one-off and repeat learning
• Find your most/least popular optional Courses
• List the Users with outstanding Course assignments
• See the 'big picture' of training that must be repeated each month for the coming year

Please note: The Learning Progress Report, and other PowerBI reports, are the only reporting option for the new Refresher training feature. BusinessObjects does not support Refresher training.

In this article we'll start by explaining the Summary compliance metrics then we'll cover:

• Typical use cases for this report
• Video tour of the report
• How to use filter and drill-through with the report
• Your FAQ's answered

Summary compliance metrics 

The key visuals on the summary page are the summary metrics for compliance from 3 perspectives – Course assignments, Courses, and people:

• Course assignments: The overall number of Course assignments, and the number of assignments that are complete/incomplete
• Courses: The overall number of Courses assigned to your people, and the number of Courses that have been completed by all Users assigned it
• People: The overall number of Users, and the number of Users that have completed all Courses assigned to them

View the FAQ Why does the compliance report have 3 headline metrics for compliance? for a detailed summary of the different perspectives.  

Typical use cases

The report is designed to get you quick answers to this kind of questions. Select the question for a summary of the steps:

The Health & Safety officer asks if Sales and Retail teams have completed ‘Manual handling’

Here's a summary of the steps to get your answer quickly:

1. Open the 'Course title' filter, and select the Manual handling Course
2. Open the 'Group' filter and select the Sales and Retail Groups
3. View the 'People' summary metric for your answer

View How do I find the mandatory Course completion rate for a Group of Users? for a detailed step-by-step, including options to dive deeper into the detail. 

Now you have the results, what next? 

• Save and share a report view
• Organise report views into groups
• Export a table visual straight to Excel

To print the screen straight to PDF, select CNTRL+P. Alternatively, use a snipping tool to grab a specific area. 

The L&D manager wants to know how new starters are getting on with onboarding training

Here's a (very!) brief summary of the steps to get your answer quickly:

1. Open the 'Days since user start date' filter, specify the required number of days

View How do I see learning progress for users that started in the last 90 days? for detailed steps to answer this query. We'll also explore further filtering options that may be useful, for example by filtering by a User field or Group membership.

Now you have the results, what's next? 

• Save and share a report view
• Organise report views into groups
• Export a table visual straight to Excel

To print the screen straight to PDF, select CNTRL+P. Alternatively, use a snipping tool to grab a specific area. 

The L&D team want to know how users are engaging with recently launched optional Courses

Here's a brief summary of the steps to get a summary of enrolments and completions with just a few clicks:

1. Switch the 'Course is mandatory? filter to show only optional learning
2. Open the 'Course title' filter, and select the optional Course(s)
3. View the 'Courses' summary metric for your answer

View Which optional Courses have had the most enrolments and completions? for detailed steps to answer this query. We'll also explore further options to drill right into the detail.

Now you have the results, what's next? 

• Save and share a report view
• Organise report views into groups
• Export a table visual straight to Excel

To print the screen straight to PDF, select CNTRL+P. Alternatively, use a snipping tool to grab a specific area. 

Video tour of the learning progress report

Get a guided tour of the Learning progress report from the team that built it: 

How to use filter and drill-through with the report

There are two key techniques to get from the summary to the detail. 

Apply filters at 3 levels

As with all fixed reports, the Learning Progress report has a selection of filters to help you find the detail you're looking for. There are 3 places where filters can be applied: to all pages, to this page, and to a specific visual. 

Watch the video below to see the filters configured for this report:

Drill-through to Course, lesson, or person-level detail

Data drill-through takes you from summary-level information, right through to the granular detail you need. Watch the below video to see examples with the Learning Progress report:

Your FAQ's answered

Follow the links for detailed step-by-step's to answer key questions about learning activity. In each case, we'll share options to dive further into the details and get exactly the information you need:

• Why does the Learning progress report have 3 headline metrics for compliance?
• How do I find the mandatory Course completion rate for a Group of Users?
• How many mandatory Courses need just a few User completions for 100% compliance?
• Which optional Courses have had the most enrolments and completions?
• Overall, how many mandatory Course assignments are due to expire next month?
• How do I see learning progress for Users that started in the last 90 days?
• How do I see the number of mandatory assignments for a Course, and who is not compliant?
• How do I show mandatory and/or optional Courses in the Learning progress report?
• How do I find out when a User completed a Course?
• How do I find out learning progress for a specific Lesson?
• How do I filter the Learning progress report to show completions between two dates?

How often does the reports database refresh?

• The report database refreshes twice every 24 hours
• A time stamp showing the most recent database refresh is shown in every fixed report
• The 'database refresh' time stamp can also be added to a user-created report
• The 'database refresh' time stamp displays in GMT/BST time
• Each Dataset is refreshed individually, so the time stamp may differ between reports using different Datasets
• When a fixed report and a user-created report are built using the same dataset, the time stamp will be the same

Discover more about the Fixed reports

Want to get the most out of Fixed Reports? Our step-by-step guides cover the top queries on compliance and Event management, helping you use Fixed Reports effectively while learning key techniques along the way.

When you're ready to explore further, view Key techniques for using the Fixed reports in which Gary walks through real-world use cases.

Need quick answers? Check out FAQ, Reporting and Analytics with Power BI, packed with over 100 common questions and links to in-depth resources. You can also join our regular Ask Me Anything: Reporting live events - come along and ask your question directly to our panel of experts. 

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