Reports

A variety of reports and report features are available through the Reports tab. To get started, select a report from the provided list or from the top Reports navbar, and interact with the selected report through the second navbar.

Features

Each report has corresponding options for interacting with the data in a meaningful way. Not all reports have the same options. Below are report features.

Download as csv or pdf

Downloads a copy of the report in the selected format - pdf or csv.

View/Print (pdf)

Opens the report in a new tab allowing for quick viewing, print and additional options

Filters

Filter data by date range or period. Date range is a specific range of dates such as 3/1/18-4/2/18. Date period is an amount of time prior to today’s date such as last month or the last 2 weeks. Combine date period with scheduled emails to receive automated updates from the website.

Email

Send email

Send the current report preserving filtering/sorting options to any email address.

1. Add or remove one or more valid email addresses
2. Select pdf or csv attachment
3. Enter a message for the recipient which may include text, pictures, links, etc.

Schedule email

Send the current reports preserving filtering/sorting options to any email address on a regular schedule

1. Follow the instructions for Send Email, plus optionally include the recipient name(s).
2. Choose Start/End dates. A blank end date will continue indefinitely.
3. Choose how often the report should send, by entering a number and selecting Days, Weeks, Months or Years.

Scheduled emails

View scheduled reports to email, sorting and filtering options, recipients, repeat schedule, and schedule dates. Select the trashcan icon to cancel a scheduled email.

Columns

Add/remove default columns on a report with drag and drop. Save changes to view the data as arranged. Reports which contain lists of users may add/remove any registration field, such as Address, Company, or any custom field.

Reports

Recent

Recent reports show the last 5 reports viewed. By selecting a recent report, the report is shown with the same filtering/sorting options that were selected the last time viewed.

eCommerce (STANDALONE USERS ONLY)

Site sales summary

View summary sales information arranged by months, weeks or days.

• The top row is always the total sales figure for the range of data selected.
• Weeks are always Monday-Sunday.

Package sales summaries

Find out how much money was earned from all packages. Note that the Base price multiplied times the Quantity may not equal the Income for a variety of reasons including:

• Change of base price
• Coupon use
• Group pricing
• Bulk discounts

Orders

View all order numbers, individuals, and amounts spent. Larger order numbers are more recent. Missing order numbers indicate cancelled, or abandoned orders. The coupon value is always indicated in dollars, even when percentages were applied. Select the blue details arrow to view the details of an individual order.

Order details

Access this report from the Orders report blue details arrow. Included are the specific packages sold and the information from the row of the Orders report.

Subscriptions

This is a log of package sales, where every entry is a course within a package. For instance, if a package had 4 courses and was sold as Order # 234, then four rows of data will appear - one for each Course within the package.

Courses

The following reports involve course data. Below are a few general tips for these reports.

• Admin use of Preview affects data. Cancel Preview for best results.
• Adding sessions to a course after users have completed it does not update the Complete status for users, however the session data updates.

Course progress summaries

View a list of courses with average progress information. The list contains every course currently in the Learning Center.

 

Column label	Details
Course	Course title of all current courses
Total owned	Quantity of packages/vouchers sold containing the course
Total complete	Quantity of users completing/passing every session in the course
Percent complete	Percentage of owners to complete all sessions. Total complete divided by the Total owned.
Total assessments	Total number of assessments in the course
Graded assessment average	Average percents of all attempts, including multiple attempts of individual users
Ungraded assessment average	Average of complete versus incomplete assessments. In progress assessments are 0% until completed.
Total lessons	Total number of lessons in the course
Lesson progress average	Average of complete versus incomplete lessons. In progress media lessons are 0% until completed.
Course progress average	Quantity of complete (passed) sessions divided by total sessions.

 

Course progress summaries by session

View a list of courses with summary progress data of lessons and assessments. The course title, total copies of the course sold, and report displays.

Column label	Details
Session titles	Lesson/assessment titles of current sessions in the course
Session type	Lesson or Assessment
Total complete	Quantity of users to complete/pass all session
Lesson progress average	Total complete divided by Total owned.
Passing score	For graded assessments, either the percentage or number of points required displays. Percentage scores use the % symbol.
Assessment average	Average percents of all attempts, including multiple attempts of individual users
Max attempts	If set, the maximum number of attempts allowed for an assessment.
Average attempts	Average number of attempts per user who has made at least 1 attempt.
Assessment avg. duration	Average time from start to submit for an assessment, with or without a time restriction.

Course progress by user

Select a course to see general progress information for all owners of the course.

Column label	Details
Purchase	Date the package/voucher containing the course was purchased
Start	Date of the first session completion
Recent	Date of the most recent lesson completion or assessment progress
Complete	Date of completion for all sessions
Assessment average	Average of all test attempts of all assessments
Course progress	Quantity of sessions completed divided by the total sessions

 

Course progress for user

Enter the first and/or last name of a user, then select the intended user. Next choose the user’s course. Course progress data for the selected user and course are displayed.

Assessment activity

Select an assessment to display assessment summary information for every attempt made by every user.

Column label	Details
Answered questions	Quantity of questions completed
Total questions	Quantity of questions on the assessment
Points received	Points received from given responses
Passing score	Quantity of points required to pass the assessment
Percentage correct	Percentage correct from given responses
Passing percentage	Percentage required to pass
Status	Passed, In progress, or Failed
Time spent	Time from assessment start to submit, with or without a time restriction.

Assessment responses

Select an assessment to see all questions and the responses from each user for every assessment attempt.

Question results

This report gives the average percentage and score for the assessment and each question. Filter the information by choosing a date range.

Certification/CEUs

Earned certificates by users

Select a certificate and receive a list of users who have earned it. Each result gives the issue and expiration date, if applicable.

CEUs by user

Review totals of every CEU type for all users.

Other

Registration fields

All users are listed with available registration field information, including custom, required and optional fields.

User list

View all user accounts with creation date, active status and account type.

Usage report - Rolling 12

Summary usage information for the past 12 months is displayed, including income, active users, certificates earned and assessments passed.