Skip to content
English
Login to your account
  • There are no suggestions because the search field is empty.

Reports

Learn how to view and pull a report for your team members, content, and account activity!


Need to pull a report on content completion? Want to see the details on how your teammate's completion scores look? What has recently happened within your Playbook? Check out how to make the most of your reports page! 👇


🗂️ Table of contents: Skip around to just the parts you need with these links.


📊 Content reports

You can use the content report page to navigate and view completion rates. You can also download a copy of your content reports.


👀 View the content reports page:

  1. Click Reports in the side navigation bar.
  2. Click on the Content report section.
  3. *Optional* Click on Filters and sort by completion percentages, group, e-signature requirements, verification status, or published status.
  4. Click the Content name.
  5. Click By User to see the completion percentage for every person assigned the content.
  6. Click By content to view the average completion percentage of the content.


⬇️ Download a content report:

  1. Click on the Reports tab on the left navigation.
  2. Click on the Content report option
  3. *Optional* Click on Filters and sort by completion percentages, group, e-signature requirements, verification status, or published status.
  4. Click Download .csv and this report will be sent directly to your email on file.

📝 Please note: If you downloaded a report with the same filters applied before, your CSV might export to your computer's desktop!

 

Download a content user report:

  1. Click on the Reports tab on the left navigation.
  2. Click on the Content report option.
  3. Click on the content name you want to view individual teammate reporting for.
  4. This will lead you to the "By user" sorting automatically.
  5. Press Download .csv to get a copy of the individual teammate reporting emailed directly to you.

 

🕵️ Filtering content results -

Now that you have a pretty good idea of what the content reports page looks like - use the guide below to dig deeper into the Filters feature. 🔎


From the content reports page:

Completion score - Use this section to sort your results to correspond with completion score levels.

🗒️Note: The vertical bars in this section represent the amount content at this overall completion score level.

Group - Sort your results to see which content is assigned to team members belonging to a certain group.

Verification - Filter by "Verified" or "Unverified" content.

After clicking on content within the Content reports page, the same filters will be available.


👱‍♀️ People reports

Get an in-depth look at where your team members stand with their completion scores for their content. Download a report to share with your team or save it for later.


👀 View individual team member reporting:

  1. Click on the Reports tab on the left navigation
  2. Click on the People Report section.
  3. Find the name of the person you are viewing reporting for.
  4. You can see their completion percentage under their row's Completion score tab.
  5. Press View Details under the Actions column to view the completion score for each piece of content the team member is assigned.

⬇️ Download a people report:

  1. Click on the Reports tab on the left navigation.
  2. Click on the People report section.
  3. *Optional* Click on Filters and sort by completion score, group, or last active date.
  4. Click Download CSV. This will send a CSV file of the Report directly to your email on file!

📝 Please note: If you have downloaded the same report before (with the same filters applied), your CSV may export to your computer's desktop!


🕵️ Filtering people results -

Now that you have a pretty good idea of what the people report page looks like - use the guide below to dig deeper into the Filters feature.


🔎 From the people report page:

Completion score - Use this section to sort your results to correspond with completion score levels.

🗒️Note: The vertical bars in this section represent the amount team members at this overall completion score level.

Group - Sort your results to see which pieces of content are assigned to team members belonging to a certain group.

Last active - Sort your results to view team members by their last active date in Trainual.

 

 

Filters when viewing an individual team member:

Status - Sort your results to view pieces of content that are either "Not Started," "In progress," "Completed," or "Overdue."

Completion score - Use this section to sort your results to correspond with completion score levels.

🗒️Note: The vertical bars in this section represent the amount team members at this overall completion score level.

E-signature - Sort your results to view content assigned to the team member that have been e-signed, are awaiting e-signature, or do not require an e-signature.

Tests - Sort your results to view content assigned to a team member that either have a test required or content that does not.

Group - Sort your results to see which group(s) a team member belongs to.

Learn more about viewing test results.

 


👀 Latest activity

  1. Click on the Reports tab on the left navigation.
  2. Click on the Latest activity section.
  3. *Optional* Click on Filters to sort by user, content, or activity type.
  4. View all recent activity in your account!

❌ Follow the link to learn more about Recovering Deleted Content. ❌


✍️ Download an e-signature report for an individual team member

  1. Click on the Reports tab on the left navigation.
  2. Click on the People report section.
  3. Click on the team member whose signature you would like to view.
  4. Click on the dropdown arrow next to the content where the e-signature lives.
  5. Under the Actions column, press the download arrow.
  6. The report will automatically download.

🔥Tip: Don't forget to use filters to sort content requiring an e-signature.

 


Questions? Please feel free to contact us.


Learn more about Trainual: