With Insights, you can create custom reports, schedule auto-exports of Insights reports, and share these reports.
Create an Insights report
You can access Insights under Discover > Insights.
From the Overview you will have the opportunity to choose and set filters in three areas:
Note: Insights supports reporting for learning and user data.
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.
Under the Organisation 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.
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 Programme.
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:
• Not attended
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.
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 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.