Docebo 4.x Wiki
  • English
  • Italian

To obtain a Report monitoring the progress of training activity in the platform, select Report from the E-Learning menu.


It is possible to create a new report or view data from a previously created report updated in real-time.

To create a new report, click “Create a new report”.

 

Assign it a name and type:

·          Users;

·          Courses;

·          Aggregate.

 

Choose the users for whom you wish to create a report; all the users on the platform can be selected by clicking the specific check box.

Select the type of data you wish to include in the report.

User reports: these cover a specific group of users associated with the courses, showing details for each user;

Course reports: these cover a slot of courses in relation to the subscribed users;

Aggregate reports: these show the data regarding groups of users associated to course categories.

We will see an example from the first type, the one most commonly used, relating users to the courses.

The courses to associated users with can be chosen either by clicking “All courses”, to automatically select all courses, or using the “Manual course selection” option to create a report for a specific group of courses.

Select the course or courses to be analysed in the report by clicking the check boxes.
 

Select which additional fields regarding users’ personal information are to be included in the report through the appropriate check boxes.

Select the information about the courses.         

Select which user information is to be viewed for the selected courses by clicking the appropriate check boxes.

Note:  the “status” field shows whether a user has finished a course (Completed), has begun the course but has not yet completed it (ongoing) or has never entered the course (Subscribed).

 

The file can be saved and exported in three formats:

·          HTML

·          .csv

·          .xls:

The files are normally saved in .xls format so that they can be changed using other filters and saved locally.

The html format allows files to be imported into other management systems for interfacing.

 

The active menu beside each report can be used for:

·          Making the reports public for other administrators;

·          Viewing and updating data;

·          Exporting reports in .csv format;

·          Exporting reports in .xls format;

·          Making report schedules so that they are produced and sent to specific people at regular intervals;

·          Change the data structure of a report;

·          Delete reports.

 

To schedule automatic report delivery:

Select “Add new schedule for this report”

Give the schedule a name and specify how often the report should be created and sent to the person concerned.

Select the user to whom you wish to send the reports and conclude the operation by clicking on the “Create” button.

 

Through the active menu beside each schedule, it is possible to:

·          Check the recipients of the report;

·          Activate or disable the schedule;

·          Change the settings;

·          Delete the schedule.