Reports
Monitor compliance health and training progress across your organisation with material and user reports.
Reports provides organisation-wide visibility into training compliance and progress. Access it from Reports in the sidebar (Admins and Owners only).
Compliance Snapshot
The top of the Reports page displays a compliance snapshot—a quick overview of your organisation's training health:
- Overall completion rates
- Overdue assignment counts
- Key compliance metrics at a glance
Report Views
Reports offers two perspectives on your training data, accessible via tabs:
Material Report
View performance metrics for each material in your organisation:
| Column | Description |
|---|---|
| Material Name | The title of the material. |
| Type | Course, Policy, or Survey. |
| Status | Published or Draft. |
| Completion Rate | Percentage of assigned learners who completed. |
| Overdue Assignments | Number of learners past their deadline. |
| Avg. Assessment Score | Mean score across all completions (courses only). |
| Assigned To | Number of users currently assigned. |
Users Report
View training progress for each user:
| Column | Description |
|---|---|
| User Name | The learner's name. |
| The learner's email address. | |
| Assigned Materials | Total materials assigned to this user. |
| Completion Rate | Percentage of assignments completed. |
| Overdue Items | Number of assignments past deadline. |
Filtering and Sorting
Filters
Narrow your view using filters:
Material Report filters:
- Type: Show only courses, policies, or surveys.
- Status: Show published or draft materials.
Users Report filters:
- Groups: Show only members of specific groups.
Sorting
Click column headers to sort by any metric. Common sorting options:
- Overdue assignments (identify problem areas)
- Completion rate (find high or low performers)
- Material name or user name (alphabetical)
Search
Use the search bar to find specific materials or users by name.
Exporting Reports
Export your current view as a CSV file:
- Configure your filters and sorting.
- Click Export.
- The CSV downloads with all data matching your current view.
Exports include all columns visible in the table and respect your active filters.
Export All
Exports include all matching records, not just the current page. Large exports may take a moment to generate.
Permissions
Reports is available to Admins and Owners only. Creators and Regular users do not have access to organisation-wide reporting.
Use Cases
Compliance Audits
Prepare for audits by:
- Filtering to compliance-related materials.
- Sorting by overdue assignments.
- Exporting the report for documentation.
Identifying At-Risk Learners
Find users who need attention:
- Switch to the Users tab.
- Sort by overdue items (highest first).
- Follow up with users showing multiple overdue assignments.
Material Effectiveness
Evaluate which materials are performing well:
- View the Material tab.
- Sort by completion rate or average score.
- Identify materials with low engagement for review.