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Reporting overview

Updated on Fri Aug 07 2026

The Reports workspace brings learning and business data together in shareable views. Use it to monitor account-level signals, compare courses and classrooms, identify learners who need attention, and distribute results.

Open Reports

  1. Sign in to the dashboard.

  2. Select Reports from the main navigation.

Understand the workspace

The Overview shows headline metrics for learning starts, completion, enrollments, and certificates. It also includes popular reports, a course summary, and scheduled deliveries.

Use the report views to investigate different questions:

  • Courses compares course enrollment, starts, progress, completion, ratings, certificates, and performance status.

  • Classrooms reviews classroom status, dates, members, sessions, progress, attendance, and readiness.

  • Engagement groups learners by engagement level and highlights inactive or low-activity learners.

Filter a report

  1. Choose a reporting period such as Last 30 days.

  2. Apply the available course, classroom, instructor, learner, or status filters.

  3. Select More filters for additional criteria.

  4. Select Run report.

  5. Check the updated time before interpreting or sharing the results.

Common actions

  • Select View report, Open, or View learner to investigate a row.

  • Use Columns to control which fields appear in supported tables.

  • Select Export or Export CSV to download results.

  • Select Schedule to automate recurring delivery.

  • Select Share to provide access to another person.

  • Select Save report to retain a useful filtered view.

Interpret results carefully

Check the selected time period and filters before comparing values. A low count may reflect limited enrollment or missing activity rather than poor performance. Use metric-definition links when a calculation is unclear.

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