Reporting and analytics 101

In this article, we'll summarise the fixed reports available for Learn and Perform, and explain how you'll use them to keep track of your people's learning and development, and ensure your platform is neat, tidy, and running smoothly. 

Note that when stakeholders are given access to reporting and analytics, their view of the data will be limited by the Security model.

When you need a report that's unique to you then it's time to build a report from scratch, so we'll also share key detail for user created reports.

We'll cover:

• Fixed reports for Learn LMS
• Fixed reports for Perform
• Navigating the fixed reports
• Introduction to User-created reports
• Access to Power BI, updates, and FAQ

First let's take a walkthrough of analytics and reporting with Product Manager, Dan Megson:

Fixed reports for Learn LMS

A range of flexible and detailed fixed reports are available to help ensure your success with Learn LMS. Filter reports to show exactly the detail you need, then save and share the view with colleagues.

Explore all available fixed reports here, or read on for a summary of the available reports and how you'll use them.

Track compliance and learning activity

Use the Learning Progress report to track overall progress on mandatory and elective Course assignments and view upcoming monthly training requirements for the year. This report includes all training, including training that repeats. It's your 'go to' report for all things compliance:

Does your organisation use Accreditations? With the Accreditation analysis report, you can focus specifically on progress with Accreditations.

View detailed progress on continuous and fixed accreditations, track upcoming monthly expirations, and access User status with a single click:

 

Use the CPD report to get a high-level dashboard showing completion numbers, including one-click access to completion status, a monthly CPD timeline, and drill-down to User and activity details:

The Added learning report provides a summary of learning your people have completed outside of Learn, for example attended a webinar, conference, or research. Get data on the number and types of added learning records, user participation, time logged, and details on when and where activities occurred:

Evaluate the effectiveness of your learning content

Get the feedback you need to improve learning effectiveness with the Evaluation report. View evaluation request statistics, completion rates, overall CSAT, NPS, and Star Ratings, with the option to drill down into specific questions or User details:

Monitor instructor-led training activity

The Event management and Analysis report gives a detailed summary of instructor-led events, track attendance, analyse seat vacancies and no-shows, and assess effectiveness based on seat utilisation:

Keep your LMS neat, tidy, and running smoothly

The Catalogues, Courses, and Lessons administration report is a vital housekeeping tool for keeping your Learn LMS organised and efficient. You'll get an overview of assignments, enabled status, and the relationships between Courses, Catalogues, and Lessons:

The Users, Groups, and sign-in history report contains everything you need to track starters and leavers, sign-in activity, key metrics, user roles, and groups without managers to keep your Learn LMS organised:

The User import report details any exceptions or failures with the previous night's data feed.

The field mapping report shows the labels given to the custom fields available in Learn LMS - an essential reference when you're filtering reports based on your custom fields. 

Fixed reports for Perform

A range of flexible and detailed fixed reports are available for Perform to help you keep track of your people development. Filter reports to show exactly the detail you need, then save and share the view with colleagues.

Explore all available fixed reports for Perform here, or read on for a summary of the available reports and how you'll use them.

Get an overview of progress with objectives

The Objectives Summary Report offers a high-level overview of organisational progress on objectives, providing valuable insights without including detailed user comments. 

Get an overview or progress with reviews 

The Review summary report focuses on summary-level data, highlighting overall progress across organisational reviews without detailed individual comments, but includes information on all assigned reviews.

Navigating the Fixed reports

Every Fixed report includes a selection of pre-defined filters, which you can use to drill into the detail that matters - and once a report is filtered, you can save the view for next time, or to share with a colleague.

Take a look at the video below, in which Gary filters the Learning progress report to identify a narrow subset of data:

User created reports

When you need a report that's unique to you, then it's time to build a report from scratch. Start by watching a walkthrough of the Power BI embedded interface.

Understanding datasets

Datasets are at the heart of User created reports.

When you start a new report you'll be prompted to select a Dataset. This will include Data fields - information such as Name, Title, Course title etc. and measures. Measures are pre-built calculations with numeric data. For example, the % of enabled Users or the number of Users with a 'Not started' status for a Course. 

The Dataset selected will determine the Data folders available and the Data Fields available to include in the report. Find out more about the available datasets. 

Visualise data on the page

A range of visualisations are available, including:

• Summarise key metrics with a card visual
• Add a table to a report
• Add a matrix visualisation to a report

Filter, refine, and simplify a report

Filters can be added at report, page, or visualisation level, and can also be locked and hidden from view, giving you complete control over how the data is sliced and viewed.

Access to Power BI, updates, and FAQ

• Give a User permission to access Reporting and Analytics
• See whats new in Reporting updates
• Take a look at the FAQ for quick answers to common questions

Find out more about reporting and analytics with Microsoft Power BI

Join us live for Key techniques for using Power BI fixed reports in The Academy. We'll start with a tour of the Power BI reporting area, then, we’ll open up the Learning Progress report and using real-life examples, we’ll dive into the detail.

If you're using Reporting and Analytics already and have a question, come along to our 'Ask me Anything' events in the Academy to ask questions and share feedback directly with the team.

Join us for our update and roadmap live event to see the latest feature releases and roadmap for the next quarter and share feedback directly with the team. 

Don't have your Academy account yet? Contact your Customer Experience Manager or the Support Team to sign up today.