You can see detailed data about your members by generating an Email Report. This standard report includes three (3) separate comma-separated value (.csv) files to help you better understand your learners' progress:
- Usage Report: shows data on your learner’s individual progress on their enrolled courses
- Membership Report: shows data on your learners’ member status and their total enrollments
- Specialization Report: shows data on a learner’s progress in their enrolled specializations
The report includes personal information (name and email address) about all members in your programs.
After reading this article, you will know:
- How to send yourself the report via a one-time email
- How to schedule reports to be sent to you on a weekly cadence (note: this feature is available to Organization-level admins only)
Send yourself the report via a one-time email
- Open your Admin Dashboard and navigate to the Home tab.
- Select the Email Report link.
- Select whether to generate data only from:
- all active contracts or
- all active contracts and expired billable contracts (exclude non-billable expired contracts) or
- all contracts (active and expired billable and non-billable contracts)
- Select the Send now button to have the report emailed to you.
5. A message will appear confirming that the report will be emailed to you within an hour. The report will come in a zip file containing the three reports. Select Got it to close the message.
6. The email will contain a summary of the report request. To download the zip file, select the Download button at the bottom of the report summary.
Schedule weekly reports to be automatically sent via email
Organization-level admins can set up the Report Schedule on the Settings page to have the report emailed automatically to all administrators on a set schedule.
To set up the Report Schedule via the "Email Report" link:
- Open your Admin Dashboard and navigate to the Home tab.
- Select the Email Report link.
- Navigate to the section highlighted below and select the Click here link.
4. Select the program(s) and day(s) of the week for which you want to receive reports. Once selection is complete, click Save.
