Run reports to track learners’ progress

Set up reports, download them, and schedule them for routine delivery.

Reports provides:

·        basic reports that organizations know and trust, for reports with results up to 10,000 rows

·        advanced reports with drag-and-drop layouts to set up and manage large report volumes

Access permissions for basic reports

·        Admins: full access to all reports

·        Managers: can run reports for the learners they manage in groups

·        Instructors: can run reports on the courses they lead

Access permissions for advanced reports

·        Admins: full access to all reports

·        Managers: can run progress reports only, to download immediately. Saving and scheduling reports is not yet available

Note: newly-assigned managers can encounter temporary delays, the first time they run a basic course status report. If the delays persist contact the Support team.

Basic reports: overview

Basic reports are the longstanding Safety Made Simple report features that many organizations have used for years.

When you run a basic report, you get an onscreen display version for quick review, and an option to download to CSV or PDF.

Downloaded basic reports are more complete and detailed than onscreen displays, with more columns of data. If you're new to basic reports, download samples of each report to find out what's available.

Note: Safety Made Simple can download basic reports with up to 10,000 rows of data. If your report generates more than 10,000 rows, you can use filters to refine the report to a downloadable size.

Default basic report types

Eight basic report types are available by default in your portal, depending on which features you use. For example, if you don't use SCORM modules or exams, you won't see their report types.

Note: the Exams/Interactions transcript report is not currently available for SCORM 2004.

·        Course Status: how many learners have reached which statuses for a course

·        Course Modules: statuses of each module, along with started and completed timestamps

·        Course History: record of enrollments for a specific learner 

·        Certifications and Credits: record of recognitions given for a course, learning path, or user

·        Exams: review of exam answers, provided in charts or transcripts

·        Survey: review of survey answers, provided in charts or transcripts

·        SCORM Exams/Interactions: for modules that report interaction data, report on module-specific interaction data

·        Tin Can Exams/Interactions: for modules that report interaction data, report on module-specific interaction data

·        Active Users: numbers of unique users who have logged in at least 1 time per month, for each portal.

Basic reports for specific features

The following 5 basic report types are available, when your portal has the related features enabled.

·        Gamification: achievements of levels by individuals and groups

·        External Training: report on any external training your learners record in Safety Made Simple

·        Learning Paths: status of learners on a learning path

The following screenshot shows saved basic reports, and the menu of both advanced and basic reports available from Create report.

Edit report

You can edit an advanced report right after running it, to change which fields to include, or change the order the fields appear. 

Sort by results in the report columns

After running the report, select a column name to sort the report by that column. 

Save report

Give the report a name, and save the results. Rename a saved report if required.

Export results

Select Export to generate a CSV of the report for download.

Schedule a report

Routine automated reports help you monitor your learners' activity and enrollments effectively.