Create a Progress report

Create a Progress report

Intended Audience: Admins, Managers

Set up and customize Progress reports

Download reports as a CSV file, or schedule for future delivery. 

Draft a report on the details you need, save a report to run again, edit saved reports, and export the finished report as a CSV file.

All Progress reports provide highlights for quick review: see the "headline" numbers at the top of each report.


Access permissions

  1. Admins: full access to all report types, and can change owners of existing reports
  1. Managers: can run progress reports only for the learners they manage in groups. 

Progress report owners

The person who creates a report becomes the report owner. All report owners can manage the following aspects of their own progress reports:

  • create
  • edit
  • rename
  • schedule
  • delete
  • create copy

Admins can change the report owner, and assign it to themselves or to another admin. This option allows admins to take over reports in case people leave your organization, to ensure reporting continuity.

The following screenshot shows the admin options for a Progress report available through More (aka 3-dot menu). 




Create a Progress report

Each Progress report provides filters relevant to the report type. 

Notes
Note: for a Progress report, you can select up to 100 courses for the report, or leave the field empty to report on ALL courses.

  1.  From main navigation go to Reports > + Create report.
  2. Select one of:
    1. Progress report
    2. Learning path report
  3. From Filters, select the filters you need including custom user data, if in use.
  4. Select Report Layout to set layout options:
    1. Select columns from Available Data to add to Your Report
    2. Remove columns from Your Report by selecting X on the column name
    3. Drag and drop columns to change their display order
  5. When complete, select Create report. 

The following screenshot shows a sample filter setup for a Progress report that uses a custom date range for Enrollment period. 




Edit and Save the current report

You can edit a Progress report while you’re drafting it - before saving - to change its contents or layout.

1.    Select Edit Report to return to the settings of your current report, to change the filters or layout. 

2.    When ready, select Save and Preview to run the report again.

3.    When the report has the columns and filters you need displayed correctly, select Save report.

4.    In Save custom report dialog that opens, enter a Report name.

5.    Save to finish.

To start over, select Reports and discard your current work.

 

Work with existing reports

After you save a report, it appears on the Reports Dashboard. You can:

  • select Run to run the report without changing any parameters.
  • select More (aka 3-dot menu) to access the following options:

  1. Edit

  1. Rename

  1. Schedule

  1. Delete

  1. Create a copy

  1. Change owner (admins only)

Within each report, you can access additional options:

  • Export - download a CSV file
  • Share - provides a shareable link for admins


    • Related Articles

    • Schedule a Progress report

      Intended Audience: Admins Schedule your Progress reports to receive an email link to download Routine automated reports help you monitor your learners' activity and enrollments effectively. You can schedule Progress reports to run daily, weekly or ...

    • Create your first basic report

      Intended Audience: Admins and Managers Summary Set up and run basic reports about your learners' activity and their training history. Note : Safety Made Simple can run basic reports for up to 10,000 rows of data. If your report generates more than ...

    • Schedule a basic report

      Intended Audience: Admins, Instructors, Managers Summary Create and schedule basic reports to run automatically daily, weekly or monthly. Routine automated reports help you monitor your learners' activity and enrollments effectively. Safety Made ...

    • Course status report filters: tips and tricks

      Intended Audience: Admins, Managers Summary Filters on legacy reports let you focus your reports on the details that are important to your organization. Small changes to your basic report filters can give different results. These tips help you get ...

    • Overview and setup

      Intended Audience: Administrators, Managers 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 ...