MANAGER RESOURCE: Manage Reports for Your Team

Megs Salazar-Merriman

If you are a manager, you'll be able to pull reports on your team via the Reports page. From this page you can edit and view path progress, course progress, and response data reports.

Navigate to the Reports Page

The Reporting page is where you’ll go to pull reports. To get there:

1. Select the Profile and Account Settings icon in the top right menu.
2. Select Reports.

Note: Only managers and those granted Company-Wide Reporting permissions will have access to this tab. Available permissions within this tab will vary by role. Managers will only see report data on their team members. If you are also a Company Admin, you can learn more about admin permissions but visiting the Admin Resource Guide.

Report Types

• Path Progress: Report on progress at the path level.
• Course Progress: Report on progress at the course level. Report on progress at the course level. Global course progress reports:
  • Assigned: Course > Manager > Learner
  • Courses assigned outside of a path. Recommended Use: EA, in-person manager training, OM onboarding, opportunity coaching.Tip: Filter by assignment name.
  • Assigned: Path > Manager > Learner > Course
    • Courses assigned as part of a path. Courses are listed in path sequence. Recommended Use: virtual manager training, training, fast start, continuous learning, certification (if assigned).Tip: Filter by assignment name.
  • Self-Enrolled Courses
    • Flat table view of all self-enrolled courses.
• Response Data: Pull text-based pre-work responses (e.g., for EA call, facilitator certification).
• (New) Certification Progress
  • Can see all users who report to you and their progress throughout a Certification, including number of requirements completed, remaining, and total.
  • Able to filter by Status of Final Assessment or Certification Status
• (New) Certification Requirements
  • Can see all users in the company(s) that are an Admin for and have selected.
  • Can filter by specific requirement names, if final assessment has been completed, if it can be re-attempted

Report Functionality

The reports offer a lot of flexibility to set it up as you like. Here’s a list of some of the available functionality:

• Search — This searches all of the report fields, filters to show any row with a relevant result, and highlights the relevant result text.
• Fields list (hamburger icon) — Contains a drop-down list of fields that you can decide to show or hide in the report table.
• Column Headers — Click on a column header to sort rows by that column. Select the filter icon on a column header to filter by value or condition. If you want to filter and group by the same column, apply the filter first before setting it as a group.
• Groups — Click on a column header and then drag and drop it in the Groups section above the column headers. You can create several layers of grouping. You can also click on a group in this section to sort by that group. Once a column is changed to a group, you can expand/collapse that group in the report table.
• Freeze/Unfreeze Columns — Right-click on a cell in the report to be given the option to freeze the column that cell is in. Right-click on any cell in the report to unfreeze columns.
• Export — Right-click on any cell in the report and select Export → to CSV or To Excel. This will export the currently filtered view. Note: The Export button at the top right of the page is for quicker export.
• Views — Once you've filtered, grouped, and sorted your report as you like, you can save that view to easily access it later on by clicking the Save New button.
  • Access: Any views you create will be private, meaning only you can view them.
  • Name: Must be a unique name for each view.
  • Description: Use this to provide additional details about the view.
  • Note: You will be able to delete your private views.