This article will introduce the reporting Insights functionality.
In the new Insights engine we have completely remodelled the old Filter Insights and redesigned it to introduce new parameters and functionality. The idea behind this is to make your day-to-day handling of reports a lot easier.
Admins and Managers will be able to get real time Insights on users, completion or sign-up on modules, save their favourite reports and automate weekly push reports
Let's get you started:
You can access Insights under Discover > Insights
From the Overview you will have the opportunity to choose and set filters in 3 Areas:
- Company (Organisation)
(Performance and Appraisals to follow in version 2.0)
Insights: Areas > Users
Insights into Users and their Data can be very useful for an Admin or Manager to have
Under Users, you will have the possibility to choose an unlimited amount of data strings with the ability to save the report for later viewing, sharing with team members or management, or setting up a push report to be sent to your inbox at intervals of your choice.
Again, you can choose an unlimited number of strings and keep adding them to build your Insight report - simply click on User and "Add new string" once you are done, by selecting the desired string. Simply click on the Add Filter button. In case you select the wrong strings, you can remove by clicking 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.
In order to save your favourite view simply click to "Save" the chosen Filters
Now you will have the option to give your chosen Filters a name or title. You can also upload an image file from your hard drive or use our online Pixabay image gallery to give this Filter report an appropriate image.
You can also toggle the option to Schedule an export of the report on a Daily, Weekly or Monthly basis.
Insights: Areas > Company (Organisation)
Under the Area > Company 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).
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 field.
Insights: Areas > Learning
In Learning, you will have the ability to choose different filters to get Insights on all types of Learning, whether it is Online, Onsite, Webinar or Program.
Inside of the learning field, you can filter down into what type of 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.
Info: by default the selection is on “Online” - the drop down for “Title” will contain only Online modules and NOT “Onsite” learning as well.
Insights: Areas > 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 option available to choose a filter from and view the report.
Insights: Areas > Learning > Onsite
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 aspecific webinar and schedule.
You can filter these by:
• Not attended
Insights: Areas > Learning > Program
The same as for Online courses without the option to see Requested courses
Insights: Report Cards
You will also be able to see 2 different types of Report Cards:
- Your own Reports
- Shared Reports
A newly created report will have a tag "New" for 24 hours.
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 just view them
NOTE: When sharing an Insights report the platform checks for user rights and a user's placement in the organisational 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.
In case of any questions or concerns feel free to reach out to firstname.lastname@example.org and we will be happy to assist further.