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What is the Completion report and when should I use it?
What is the Completion report and when should I use it?

The Completion report provides details of completions based on date or status.

Kathleen McGahey avatar
Written by Kathleen McGahey
Updated over a year ago

Overview

The Completion report provides details on enrolments in knowledge (topics, articles and pathways) by completion date. This report allows you to display your data by dates or statuses and has many filter options such as groups, people, roles and categories.

By default, the report shows details of all knowledge, people, roles and by status, however, you can filter the report by:

  • Knowledge (topics, articles and pathways)

  • People (default and custom fields)

  • Roles (any roles that exist in your portal)

  • Groups (any groups that exist in your portal)

  • Status (filter by 'Status' or 'Dates')

  • Enrolled people (toggle between showing the data based on 'Enrolled people' or 'All people' in your portal. By default, data is displayed for enrolled people only).

After creating a filter, you can save it as a favourite search using the 'Save Search' button. Favourite searches are available when you click the star button (next to the 'Save Search' button).

To clear all applied filters, click the 'Reset' button.

Report downloads

You can download your report as a CSV file using the download button.

When you download reports, CSV files are generated in the background. Once ready, they can be accessed (and downloaded to your computer) from the Downloads area of Analytics.

Your downloaded Completion reports will be available to you for 30 days following their download, and are not visible to other users.

For auditing purposes, all downloads are recorded in the Timelines report.


Example

The ABCE Training company wants to know which of their staff members are overdue to complete their compliance training. They also want to understand any trends by 'job title' (which has been set up as a custom field in their portal).

ABCE Training uses the Completion report, filtering to show just their compliance training with the data displayed by 'Status'. They also use the People filters to view the data according to different job titles, identifying which groups of people have the best and worst completion rates.

With the data in hand, they follow up with the managers of employees who are overdue to complete their compliance training.
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