Viewing & Exporting Group Reports

If you are working with groups, it is possible to pull reports for each of the individual groups the same way you would for your entire platform. This can be helpful when tracking the progress of groups you have created, or pulling reports for an organization that has bulk purchased your Courses. Group Admins can also view reports for just the Courses and Students in their Group. You can quickly visualize how far along Students are in group Courses, and dive deeper into the data if needed. All reports are also available to export as an Excel file, to easily share progress information or store for recordkeeping.  

This guide will walk you through the report types available how to view them, and how to export their data as Group Admin. If you are an Admin, you'll be able to view more reports as well as filter reports by group--see these articles for more details: Viewing & Exporting Student & Course Reports (where you can filter reports by group if needed) and Viewing & Exporting Revenue & Order Reports (to view reports for the account as a whole as far as eCommerce goes).

For more information on reports, please review our guide: Introduction to Reports and if you would like details on Groups, please review our guide: Introduction to Groups

In this article

Group Admin Report Permissions

Group Admins have their own access to their group's LMS reports. They can be found in the Group Admin's dashboard at by choosing Reports and then LMS. They do not need to filter these reports by group the way an Admin does, because they can only view data concerning their own group. 

Note: It's possible that Group Admins may not have access to all these reports or will run into a permissions error due to differing settings. If this is the case and you find you are not able to view the reports in this document, please contact the Admin of the account to discuss permissions. 

LMS Reports 

Group Admins will be able to view the following reports for their Group only:

  • The Overview Report, which shows information on your Students' Self Paced Course progress broken down by Course. For Instructor Led Courses, you'll be able to see the attendance status for those within a class. This can be filtered by Group by Admins. 
  • The Course Insight Report, which is designed to display Self Paced Course progress for all the Students in one Course, and attendance status for Instructor Led Courses. This can be filtered by Group by Admins.
  • The Student Insight Report, which allows you to view the progress of an individual Student in all the Self Paced courses they are enrolled in at once, and their attendance status if they are enrolled in any Instructor Led courses. This can be filtered by Group by Admins. 
  • Survey modules to collect feedback. 

Each of these reports can be exported to Excel, and the Course Insight and Student insight have a graph with a visual representation of your data, and a chart with more detailed information. Both the graph and chart can be filtered to give you a more granular view of your data. 

For Admins, when they view LMS Reports, they must select a specific group to view in order to filter the data from the entire platform. 

Viewing & Exporting the Overview Report

The LMS Overview Report displays information on your Students' progress, broken down by Course. This will allow you to quickly see how far along the Students are in each particular Course. To view and/or export this report:

  1. From the Admin Dashboard, select Reports, then Overview Report 
  2. If you have both Instructor Led and Self Paced courses, select what kind you want to view in the bar across the top

    Note that Instructor Led courses may not be available to legacy users. The Admin of the platform can contact support for questions about the availability of this feature.
  3. View the report. To export, click Export Results at the bottom of the page

Graph View

The LMS Overview Report graph displays a high level view of your Students' progress in each Course. Hovering over a single bar in the graph will give you a breakdown of progress by the numbers. 

For Self Paced courses, it will show how many students have Not Started, are In Progress, or have Completed the course:

For Instructor Led courses, the breakdown will be based on attendance status: Registered, No Show or Attended, by each class instance.  You can filter by month as well. 

Chart

The LMS Overview Report chart shows the exact numbers for Student progress in each Course. This chart can be exported at any time, or it can be filtered further before exporting.

For Self Paced Courses, this will show look like this:

The following fields are included in the chart:

  • Course Name
  • Not Started
  • In Progress
  • Completed

If you opt to view by Instructor Led course, it will look like this:

With the fields being:

  • Course
  • Registered
  • Attended
  • No Show

Filtering

Instructor Led courses can be filtered by month/year. 

Export Results

When exported, the LMS Overview Report chart will look like this for a Self Paced course:

For Instructor Led courses, it will look like this:

Graph View

The LMS Overview Report graph displays a high level view of your Students' progress in each Course. Hovering over a single bar in the graph will give you a breakdown of progress by the numbers.

Chart

The LMS Overview Report chart shows the exact numbers for Student progress in each Course. This chart can be exported at any time, or it can be filtered further before exporting.

The following fields are included in the chart:

  • Course Name
  • Not Started
  • In Progress
  • Completed

Export Results

When exported, the LMS Overview Report chart will look like this:

Viewing & Exporting the Course Insight Report

The Course Insight Report is designed to display Course progress for all the Students in one Course. To begin viewing it, you must select one Course to investigate.

  1. From the Admin Dashboard, select Reports, then Course Insight Report 
  2. If you have both Instructor Led and Self Paced courses, select what kind you want to view in the bar across the top

    Note that Instructor Led courses may not be available to legacy users. The Admin of the platform can contact support for questions about the availability of this feature.
  3. Select a Course to view by typing into the search bar
  4. View the report and filter by Student, or Status (and by Group if you are an Admin and not a Group Admin)
  5. To export, click Export Results at the bottom of the page

Graph View

The Course Insight Report pie graph is a quick visual overview of all Student progress in this one Course. Hovering over the graph will give you a breakdown of progress by the numbers. For Self Paced courses, this will break down how many have Not Started, are In Progress, or have Completed the course. 

For a class in an Instructor Led course, the graph will break down the attendance status: Registered, Attended, No Show and Cancelled:

Chart View

The Course Insight Report chart gives a detailed breakdown of each Student's progress. For a Self Paced course, this includes the Student's final grade, and if a certificate was awarded. This chart can be exported at any time, or it can be filtered further before exporting.

The following fields are included in the chart:

  • Name/Email
  • Status
  • Enrollment Date
  • Start Date
  • Completed Date
  • Last Accessed
  • Percentage Achieved
  • Time Spent
  • Certificate Achieved

For a class in an Instructor Led course, the chart will show when the student was enrolled, what their attendance status was, and if a certificate was awarded:

The following fields are included in the chart for a class in an Instructor Led course:

  • Name/Email
  • Attendance Status
  • Enrollment Date
  • Last Accessed (if they accessed course study materials)
  • Certificate Achieved 

Filtering 

The Course Insight Report chart can be filtered by Student name and by progress status.

Export Results

When exported, the LMS Course Insight Report chart will look like this for a Self Paced course:

And like this for a class in an Instructor Led course: 

Viewing & Exporting the Student Insight Report

The LMS Student Insight Report works similar to the Course Insight Report, but it allows you to view the progress of an individual Student in all the Courses they are enrolled in, at once. To begin viewing it, you must select one Student to investigate.

  1. From the Admin Dashboard, select Reports, then Student Insight Report
  2. If you have both Instructor Led and Self Paced courses, select what kind you want to view from the Study Method

    Note that Instructor Led courses may not be available to legacy users. The Admin of the platform can contact support for questions about the availability of this feature.
  3. Select a Student to view by typing into the search bar
  4. View the report and filter by Course, Status (Not Started, In Progress, or Complete), or Group if necessary
  5. To export, click Export Results at the bottom of the page

Graph

The Student Insight Report pie graph is a quick visual overview of the progress of a single Student in all the Courses in which they are enrolled. Hovering over the graph will will give you a breakdown of progress by the numbers.

For a Self Paced course, this will show their status of courses: how many have Not Started, are In Progress, or are Completed:

For a class in an Instructor Led course, this will show their attendance status: Registered, Attended, No Show or Cancelled 

Chart

The Student Insight Report chart gives a detailed breakdown of each Student's progress. For a Self Paced course, this includes the Student's final grade, and if a certificate was awarded. This chart can be exported at any time, or it can be filtered further before exporting.

The following fields are included in the chart:

  • Course
  • Status
  • Enrollment Date
  • Start Date
  • Completed Date
  • Last Accessed
  • Percentage Achieved 
  • Time Spent
  • Certificate Achieved

For a class in an Instructor Led course, the chart will show more details about each of the classes the student was enrolled in:

The following fields are included in the chart:

  • Course Name
  • Attendance Status
  • Class Start/End Date
  • Location
  • Enrollment Date
  • Last Accessed 
  • Certificate Achieved 

Filtering

The Student Insight Report chart can be filtered by Course name, by progress status (for Self Paced courses) or by attendance status (for Instructor Led courses).

Export Results

When exported, the LMS Student Insight Report chart will look like this for Self Paced courses:

And like this for Instructor Led courses: 

Viewing & Exporting the Survey Report

The Survey Report allows you to export a bulk report of Student's Survey responses for a Self Paced Course if you're using Survey modules to collect feedback. 

  1. From the Admin Dashboard, select Reports, then Survey Report
  2. Find the Course you wish to view, or search for it using the search bar
  3. Expand the report by clicking the down arrow. This will show you the name of the Survey Module, and how many responses there are  
  4. To export, click Export Results
  5. Clicking the name of the Survey Module when the bar is expanded will show a list of the Student who submitted the Survey for that Course

Export Results

When exported, the report will look like this:

It includes the student's ID, name, email, the name of the Course, and the questions and answers to the survey.