Reporting and Analytics

Reporting and analytics 101

• Reporting and analytics 101
• Reporting - FAQ, Reporting and Analytics with Power BI
• Reporting - Give a User permission to access Reporting and Analytics
• Reporting - How the security model ensures Users only see the right people in reports

Get to know the fixed reports for Learn LMS

• Reporting - The Learning progress report
• Reporting - The Event management and analysis report
• Reporting - The Accreditation analysis report
• Reporting - The Evaluation report
• Reporting - The Catalogues, Courses, and Lessons administration report
• Reporting - The CPD report

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Get to know the fixed reports for Perform

• Reporting - The Global objectives report
• Reporting - The Objectives summary report
• Reporting - The Reviews summary report

FAQ: Learning progress report

• Reporting - Why does the Learning progress report have 3 headline metrics for compliance?
• Reporting - How do I find the mandatory Course completion rate for a Group of Users?
• Reporting - How do I find how many mandatory courses need a few more user completions for 100% compliance?
• Reporting - How do I see which optional Courses have had the most enrolments and completions?
• Reporting - How do I check how many mandatory Course assignments expire next month?
• Reporting - How do I see learning progress for Users that started in the last 90 days?

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FAQ: Event management and analysis report

• Reporting - How can I monitor and manage Event capacity?
• Reporting - How can I spot trends with Event cancellations? Do specific people, teams, or lessons cancel more often?
• Reporting - How can I find out which Events have the highest and lowest attendance?
• Reporting - How can I spot 'no-show' trends for Events? Are specific people, teams, or lessons more affected?
• Reporting - How can I view Events for a specific date range only?

Get started with User-created reports

• Reporting - Using the Perform 'Review details' data-set
• Reporting - Walkthrough of the Power BI Embedded report interface
• Reporting - Start a new User-created report
• Reporting - Datasets: select the right dataset for a User-created report
• Reporting - Datasets: Understanding data folders and data fields
• Reporting - Save a User-created report

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Visualise data on the page

• Reporting - Add 'database last refresh date and time' to a report
• Reporting - Add a chart visualisation to a report
• Reporting - Summarise key metrics with card visuals
• Reporting - Add a table visualisation to a report
• Reporting - Add a matrix visualisation to a report
• Reporting - Format the appearance of a Visualisation

Filters: refine and simplify a report

• Reporting - 3 ways to filter report data
• Reporting - Basic and advanced filters
• Reporting - Configure a filter so it is locked or hidden from viewers
• Reporting - Use a Slicer to provide a simple filter option on a report
• Reporting - Filter a report by a specific date range or period

Report design and layout

• Reporting - Change the order of columns in a table
• Reporting - Change the title of a data field or measure
• Reporting - Add a background image to a report page
• Reporting - Apply conditional formatting to a Table Visualisation
• Reporting - Add data drill through to a report

Export, save and share report views

• Reporting - Save and share a report view
• Reporting - Organise report views using groups
• Reporting - Export a table Visualisation to Excel

Reporting Product Updates

• Reporting and Analytics update 19th September 2024: Group saved views, New Perform fixed reports
• Reporting and Analytics update 1st August 2024: New Perform fixed reports, 'Default' report view, and saved views available for user created reports