Review training reports

Monitor compliance and training progress across an organisation or managed team.

Use Reports to monitor training compliance and progress. Admins and Owners can review organisation data, while people managers can review the people below them in the management hierarchy.

Choose an organisation or team scope

Your role and management responsibilities determine the available reporting scopes:

Admins and Owners: Open Reports for the organisation-wide view. If you manage users, use Organisation, My all reports, and My direct reports to change scope.
Creators and Regular users who manage people: Open Team Reports in the sidebar, then choose All reports or Direct reports.
Creators and Regular users who do not manage people: These roles cannot access reporting.

All reports includes your direct reports and everyone below them in the management hierarchy. Direct reports includes only users who report directly to you.

Review the compliance snapshot

The top of the page displays a compliance snapshot for the selected organisation or team scope:

Overall completion rates
Overdue assignment counts
Active user and published material counts

Compare report views

Reports splits your training data across two tabs:

Material tab

View performance metrics for each material in the selected scope:

Column	Description
Material Name	The title of the material.
Type	Course, Policy, or Survey.
Completion rate	Percentage of assigned learners who completed.
Avg. score	Mean score across all completions (courses only).
Assigned to	Number of users currently assigned.
Overdue assignments	Number of learners past their deadline.
Status	Published or Draft.

Users tab

View training progress for each user in the selected scope:

Column	Description
User name	The learner’s name, with their email address beneath it.
Assigned materials	Total materials assigned to this user.
Completion rate	Percentage of assignments completed.
Overdue items	Number of assignments past deadline.

Find report records

Use filters, sorting, and search to narrow the visible records.

Filter report records

The Material tab includes these filters:

Type: Show only courses, policies, or surveys.
Status: Show published or draft materials.

The Users tab includes this filter:

Groups: Show only members of specific groups.

Sort report columns

Click a column header to sort by its metric:

Overdue assignments (identify problem areas)
Completion rate (find high or low performers)
Material name or user name (alphabetical)

Search by name

Use the search bar to find specific materials or users by name.

Export report data

Export your current view as a comma-separated values (CSV) file:

Configure your filters and sorting.

Click Export.

Download the CSV file for the current view.

Exports include all columns visible in the table and respect your active filters.

Export all

Exports include all matching records, not only the current page.

Check report permissions

Report permissions limit each person to their organisation or management hierarchy:

Admins and Owners can view organisation-wide reports.
Any user who manages at least one active user can view reports for their management hierarchy.
Team reporting never expands access beyond the manager’s own direct and indirect reports.