*** Please note, this article refers to the All-new Reporting and Analytics. View the FAQ for more details. ***
In this article, we'll show how with just a few clicks, you can see the number of mandatory assignments for a Course. Then we'll dive deeper to:
- View a list of Users who are not fully compliant for the Course
- Signpost options to export, save, and share the results
To answer this question, we'll use the Learning progress report. Note that by default, the Learning Progress report is pre-set to include mandatory Course assignments only. View this article to see how to switch to view optional assignments.
See the number of mandatory assignments for a Course
- Open the Learning progress report
- Find the Course title filter
- Select the filter to open the properties
- Select the Course. Use the search option if required:
The 'People' summary metric shows your answer:
In this example, 81 (55.6%) people are assigned the Course. 45 are fully complete, 36 are not fully complete.
From this point, it's possible to select 'View' on the People metric to get more detail. However, where the report is filtered to show results for just one Course (as in this example), there's another way to drill into the detail that will give you more useful filtering options. Follow the steps below to see how.
View a list of Users who are not fully compliant for the Course(s)
- Follow the steps above to filter the report to filter results for a Course
- In the 'Course assignments' panel, select View:
The resulting table details all Course assignments and includes useful data items to further filter the report, for example:
- Course Compliance status
- Primary Group
-
Next repeat training date
For this example, we'll filter the list to show only Users with a Not compliant' status
-
Select the edge of the table visual. This will give access to apply further filters to the visual, including all the data items in the table:
- Select the Course compliance filter. Use the search if required:
- Select Not compliant. The data table will be filtered instantly. The resulting list can be exported, saved, and shared with colleagues as required:
Export, save, and share the results
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.
Get deeper learning in The Academy
If you’re completely new to reporting and analytics, then Get started: Reporting and analytics with Power BI is the place to start. We'll start by introducing Power BI’s top five features, then, we’ll take a deep dive into each feature, with links to related learning and tips from the Kallidus team along the way.
If you're starting to explore user-created reports, take a look at Power BI Reporting: Deep dive previews. In this short course, you'll get a quick preview of each 'deep dive' scenario. If a scenario sparks your interest, follow the links in the Lesson description to view the full course.
Do you have a question about reporting? Come to our 'Ask me Anything' events in the Academy to ask questions 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.
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