People reports

On the People tab, you’ll find snapshot and detailed reports for a person or group of people associated with a tag. Snapshot reports give you a preview of the information you’ll see in a detailed report. Detailed reports provide in-depth information. You can view detailed reports onscreen or export the data, including interaction data, to a CSV file. You can also customize reports to include a certain date range or all assignment records. Additionally, you save reports as a Favorite Report.

People snapshots

People snapshots display the number of courses a person has started or completed and the number of people associated with a tag.

  • Person snapshot
    To see a snapshot for a person, click the People tab, then click the Edit icon in the Actions column for a person.
    Note: If the person is inactive, report information is not available.
  • People tag snapshot
    To see a snapshot for a people tag, click the People tab, then click a tag from the Filter People By Tag area. Next, click View Report from the tag’s details.
    Note: A people tag snapshot displays when at least one person is associated with the tag.

Tracking a person

A person report shows the details for all courses assigned to that person and their progress with those courses.

Follow these steps to run a person’s report:

  1. Click the People tab.
  2. Click the Edit icon in the Actions column for a person.
  3. Click View Report.
  4. To see the details for content and quizzes related to the course, click the Expand icon.
  5. To export content results, click Export Basic Report.
  6. To export SCORM interaction data, select the SCORM course from the drop-down and click Export.
  7. To see a report for a certain date range or to include courses that have been completed, started and archived, click Settings.
  8. Select a date range from the available options, including: all dates, a range you specify, the last 30 days, a quarter or a year.
  9. Check the Include all assignment records checkbox, if desired.
  10. Click Update Report.

Tracking a group of people

A report for a people tag shows people associated with the tag and their progress with assigned courses.

Follow these steps to run a detailed report about a tagged group of people:

  1. Click the People tab.
  2. Click the tag for the group of people from the Filter People By Tags area.
  3. Click View Report for the tag.
  4. To view the details of each course by person, click the Expand icon.
  5. To export the content results, click Export Basic Report.
  6. To export SCORM interaction data, select a course and click Export.
  7. To see a report for a certain date range or to include courses that have been started or archived, click Settings.
  8. Select a date range from the available options, including: all dates, a range you specify, the last 30 days, a quarter or a year.
  9. Check the Include all assignment records checkbox if desired.
  10. Click Update Report.

See also:

Updates from Percolate LMS Support
In our next update, we'll be improving our reports and adding discussion options for both courses and individual pieces of content. Keep checking back here for more news about our planned updates.
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