Insights

How to gather insights and setup scheduled automated reporting

eloomi Admin avatar
Written by eloomi Admin
Updated over a week ago

With Insights, you can create custom reports, schedule auto-exports of Insights reports, and share these reports.

Reports can be scheduled and sent to specific colleagues or to you directly.

Go to Discover > Insights to look into this functionality. 

Get inspiration on creating a report for Overview of Admins on the Platform.

"How to" video: 

The below video will show in detail how to create your own reports. If you want to learn about a specific topic, simply navigate to the timestamp, specified in the below list.

Timestamps:
Insights (00:00)
Filtering data (00:55)
Managing the report columns (02:24)
Scheduling & sharing the report (03:21)
Duration (04:16)

Create an Insights report

You can access Insights under Discover > Insights.

Insights areas

From the Overview you will have the opportunity to choose and set filters in three areas:

  • User

  • Organization

  • Learning

Note: Insights supports reporting for learning and user data.

Insights: User

Under User, you can choose an unlimited number of data strings. Click User > "Add new string" > Add Filter button.

In case you chose the wrong strings you can simply click on Clear Filter.

At any given time, you can click on "Show Created Filters" and either select or deselect filters to see the desired data.

Insights: Organization

Under the Organization option, you can choose or search for Filters related to Insights for Departments or Teams

You can choose to search for the results from either a specific department or multiple departments (the same as for Teams).

Furthermore, you can choose to look through a specific department at the same time as you search through teams inside of that department. You can also select to only search through the Teams tab.

Insights: Learning

In Learning, you will have the ability to choose different filters to get Insights on all types of Learning, whether it be Online, Onsite, Webinar or Program.

Inside of the learning field, you can filter down into what type of the learning you are searching for. The top bullet point selection from the type will affect what is inside of the “Title” and “Filter based on” drop downs.
E.g. by default the selection is on “Online” - the drop down for “Title” will contain only titles of Online modules and NOT Onsite learning as well.

Insights: Learning > Online

This Filter will work perfectly if you would like Insights on a particular online module. You can choose to see Completion stats, who has not completed, how many users have the modules assigned as Required and many other Insight options available to choose a filter from and view the report

Insights: Areas > Learning > Onsite

The Insight engine offers amazing opportunity to get an in-depth look into Onsite courses and how users have interacted with them

After you select a specific Onsite course, you have the ability to select which schedule you would like to get the results from.
You can filter based on "Participants" - all the people who have been assigned to or signed-up for the Onsite course.
Requests can be filtered to either all requests or in more detail. For example: "Requested; Approved Requests; Rejected Requests".

Insights: Areas > Learning > Webinar

In the Learning filter, you can select Webinar to search for a specific webinar and schedule.

You can filter these by:
• Participants
• Attended
• Not attended
• Requested

Insights: Areas > Learning > Program

For this applies the same as for Online courses without the option to see Requested courses

Note: You can rearrange your columns and also add data points in the same way as the above filters, by clicking the three hovering dots "..."

To save the report for later viewing, click Save.

Here you can give the report a Title, add a cover image to the Report Card, schedule an auto-export of the report at your desired frequency, and Share the report with platform users of your choosing.

Bonus info: If an Insights report is exported and sent to Learning Managers with a custom access group, the report they receive will only include users they have permission to see.

A newly created report will have a tag "New" for 24 hours.

NOTE: per design of the reporting settings, the first auto-export of a scheduled report will be triggered with the desired frequency after the defined start date. E.g. if you would like to trigger the first report on the 1st of May, with an auto-export frequency of every month, the 'Starting From' date should be the 1st of April.

Insights: Report Cards > Your Own Reports

Your Own Saved Reports will appear here.
You can expand the view to show all of your own Reports.

You will also have the possibility to arrange the order of your reports which is similar to how Standard Report cards can be re-arranged by using drag and drop method to arrange as required.

Insights: Report Cards > Shared Reports

These are the reports which have been shared with you by other colleagues. You are not the owner of these reports but will have the option to modify and create a personal version of this report - or simply view them.

NOTE: When sharing an Insights report the platform checks for user rights and a user's placement in the organizational hierarchy and through this determines which reporting data to show. E.g. a department manager will see the data of their subordinates whereas a regular user with no added access rights will only see data in the report related to themselves.

More info: To learn more about Insights reports, we suggest this article.

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