Reporting - How do I see the number of mandatory assignments for a Course, and who is not compliant?

*** Please note, this article refers to Reporting and Analytics with Power BI. 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

1. Open the Learning progress report
2. Find the Course title filter
3. Select the filter to open the properties
4. 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)

1. Follow the steps above to filter the report to filter results for a Course
2. 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
3. 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:
4. Select the Course compliance filter. Use the search if required:
5. 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. 

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.

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