Reporting - general information

Reporting - general information

Intended Audience:  Administrators, Managers

Reporting is a key feature of learning management systems – below are a few identifiable reporting needs and the corresponding reports you should use within your Safety Made Simple portal.

Learner Progression

The SMS report you need: Course Status Report

The Course Status Report is the most commonly used learning management system report for businesses. At first glance, this report will give you a status update on every learner enrolled in a specific course or courses.

You’ll see the learner’s profile information, if they have started the course, when they started, if they have completed the course and if they passed or failed as well as their score (if applicable). The data in this report can be filtered to the exact segment of users you need to report on.  For example, all users that started but didn’t complete the course, users in a specific group/team or even by granular profile data criteria such as your custom user data.

Course Status

The SMS report you need: Course Status Report + Status filter

To identify who is falling behind on their training, you can run a course status report and then filter by the course due date. This handy SMS reporting tool shows you anyone who has missed the due date. You can then give them a gentle nudge, in the form of an email reminder, directly from the report result screen making it easy to ‘encourage’ timely completion of the assigned training.

Below is an example of the filtering options.  Filters displayed are determined by the type of report being run.

 The next image shows results after running a Course Status Report with no filtering.  At a glance, the breakdown of users is displayed by course status.

Learner Course History

The SMS report you need: Course History Report

If you need information on an individual’s training history you can run a course history report. With a couple of clicks, you can see each user’s full course history. This is perfect if you want to check in to see what courses a particular user has completed in a set period of time.

Scheduling your SMS reporting

If you’re using the same SMS reports regularly, you should consider setting up schedules to save yourself time. Scheduled reports allow you to automate your reporting processes without the need for any technical resources or manual effort. Reports can be scheduled daily, weekly, or monthly.

Sharing your learning management system reports

Safety Made Simple reporting features allow you to quickly generate rich, actionable data. And, you can export that data into PDFs or Excel spreadsheets. This information can then be easily distributed to your management or other recipients.

When setting up scheduled reports you choose the recipients you want to send it to from a user list in your portal.

So, for example, you can run a Course Status Report on an ‘SMS Orientation Course’, set up how frequently you want it to generate and send (daily, weekly or monthly) and then select a user from the drop-down that you want to receive it. That user will then receive the report into their inbox that informs them on the new hire’s progress without ever having to even log into Safety Made Simple.

Maybe the recipient for your report isn’t a user in SMS? No problem, just use an email address. Set up schedules for:

  • Users who don’t have the ability to run reports within SMS, for example, a Learner
  • Sending reports to an external email address(es)
  • Sending reports to distribution lists, such as a Management Team.

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