Reports and Export¶
Reports show you the numbers for your company over time — who has completed which courses, what the quiz scores look like, how many certificates have been issued. You can view them as live dashboards or export them as PDF / CSV / Excel for personnel files and compliance records.
Where to find reports¶
In the main menu under Analytics (or Reports — depending on the platform configuration). Several tabs to choose from:
| Tab | Content |
|---|---|
| Learning progress | Enrollment trend, completion trend, activity over time |
| Engagement | Active people per day/week, streaks, top performers, activity heatmap |
| Assessments | Score distributions, fail/pass rates per course |
| Certificates | Issued certificates, trend, at-risk expiry dates |
| Course details | Per course: participant list with status, score, last access |
| Person details | Per person: full learning history, gamification, 365-day trend |
Screenshot to follow
Analytics main page with tab navigation and filtered charts
Filters per report¶
| Filter | For what |
|---|---|
| Time period | Last 7 / 30 / 90 / 365 days or custom |
| Grouping | Day / week / month — affects trend charts |
| Department / learning group | Narrowing to a subgroup |
| Course | Only a specific course |
Filters affect all charts and tables of the current report. When you switch tabs, they're retained.
Reading the live dashboards¶
Learning progress trend¶
- The "enrollments" curve — how many people were enrolled per unit of time (day/week)?
- The "completions" curve — how many completed per unit of time?
- The gap between enrollment and completion shows you the "backlog" — many enrollments, few completions means: courses too hard, too many parallel mandatory assignments, or time constraints.
Engagement¶
- Active people per day — how many from your company are regularly active?
- Streak distribution — who is active daily, who only sporadically?
- Top performers — who completes the most? Handy for recognition in team meetings.
Assessments¶
- Score histogram per course — if a course only produces 50%–60% scores, it's either too hard or the learning materials have gaps. Inform the trainer.
- Fail rate — the proportion of people who don't pass the course on the first attempt.
Certificates¶
- Issued certificates over time — a compliance view
- Certificates expiring soon — a list of certificates that expire in the next 30/60/90 days → initiate re-trainings in time
Exporting reports¶
Every dashboard has an Export button — three formats:
| Format | For what |
|---|---|
| Quick to share, visualizations preserved, good for report attachments | |
| CSV | Table data, processable further in Excel or other tools |
| Excel (.xlsx) | Like CSV, but formatted with header styling and correct encoding |
Screenshot to follow
Export button with a format selection dropdown
Which format when?¶
- PDF: for personnel files ("Training record, person X 2026"), compliance audits, board reporting
- CSV/Excel: when you process the data further — e.g. feed it into your own HR spreadsheet, or combine several reports
Personal reports vs. team reports¶
Note the difference:
- Person detail report: all activities of one person over time. Good for performance reviews and personnel files.
- Team report: aggregated numbers across all people, filterable by course / time period / status. Good for reporting.
The person detail report exports as a PDF with a learning résumé, the team report as table data.
Standard reports vs. custom reports¶
The tabs mentioned above are the standard reports. If you need a specific analysis that isn't pre-configured like this:
- Analytics → Custom report.
- Configure:
- Dimensions (max. 3) — what to group by: course, person, department, month
- Metrics — what to count: enrollments, completions, average progress, etc.
- Filters — restrict to certain values
- Chart type — line, bar, or pie chart
- Run shows the result.
- Optional: Save as template — for recurring needs, create once, reuse always.
Custom reports are more for complex analyses. For everyday use, the standard reports are usually enough.
Tips for everyday use¶
- Before important meetings: a PDF export of your current learning progress report — good as an attachment or a basis for discussion
- Quarterly: pull the full compliance status (certificates active / expired / missing) as Excel, feed it into the HR system
- For performance reviews: bring the person detail PDF as a learning résumé
- Before annual training planning: look at engagement + assessments to understand where additional training or different teaching formats make sense
Frequently asked questions¶
Reports take a long time to load. For large time periods across many people, the system computes for a while. The system caches reports for ~5 minutes — if you trigger the same filter combination again shortly after a run, it comes up instantly.
The Excel file shows umlauts incorrectly. When opening in Excel, this matters: "From File → From Text/CSV" (not directly by double-clicking). The platform format uses UTF-8 with BOM, which Excel detects correctly — but on a direct double-click Excel sometimes still interprets it wrong.
A particular column is missing from the standard report. Build a custom report with the desired dimensions / metrics — see Standard reports vs. custom reports.
Can I get reports automatically by email every week? Not directly available in the UI at the moment. Workaround: set fixed appointments in the calendar, then pull the export manually.
The numbers differ slightly when I pull the same report twice in quick succession. It's a live system: between the two calls something may have happened (someone answered a quiz, completed a lesson). Not a bug, but a reflection of ongoing activity.
Do I also see data from other companies? No — your reports cover exactly your company (or your company group). Only the platform team (Operator) has cross-company reporting.