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What is the Roles People report and when should I use it?
What is the Roles People report and when should I use it?

The Roles People report shows progress (as a percentage) towards the skill attainment of individuals with assigned skills.

Lou Monsour avatar
Written by Lou Monsour
Updated over a week ago

Overview

The Roles People (Roles Assigned People) report shows the progress of individual users with assigned skills towards attaining those skills, as a percentage.

Note: This report is only visible if the Roles feature is in use within your portal.

Filtering your report


By default, this report shows all people, however, you can filter the report by:

  • People (default and custom fields)

  • Roles (any roles that exist in your portal)

  • Groups (any groups that exist in your portal)
    ​Note: This filter option is only visible when 'Groups' are enabled in your portal.


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 Roles People 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 BigBusiness company have been driving the professional development of a select group of employees as part of their succession planning.

For this, they've created a 'Leadership' role within their portal and assigned the associated skills to various topics and pathways. They've also assigned the role to the select employees in line for upcoming leadership opportunities.


They want to review the group's progress towards attaining the role, so they run a Roles People report filtered to see just those who have the 'Leadership' role assigned to them (using the Roles filter and selecting the 'Leadership' role).

The report shows varying percentages of attainment including some who are just 28% there and others who are already at 100%.

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