Tracking People & Courses

When tracking groups of people or multiple courses assigned to a tag, create and view a report from the Tags tab. When tracking an individual or single course, use the People or Course tags. You can customize reports to display a certain date range or to include courses that have been completed, started and archived. Additionally, you can save a report and share it with others.

Tracking groups of people or courses:

  1. Click the Tags tab.
  2. Click the Action icon for a tag.
  3. Click View Report for the course tag.
  4. To see a report for a certain date range or to include courses that have been started or archived, click Settings.
  5. Select a date range from the available options, including: all dates, a range you specify, the last 30 days, quarter or year.
  1. Click Update Report.

Tracking an individual person:

  1. Click the People tab.
  2. Click the Action icon for a course.
  3. Click View Report.
  4. To see a report for a certain date range or to include courses that have been completed, started and archived, click Settings.
  5. Select a date range from the available options, including: all dates, a range you specify, the last 30 days, quarter or year.
  6. Click Update Report.

Tracking a single course:

  1. Click the Courses tab.
  2. Click the Action icon for a course.
  3. Click View Report.
  4. To see a report for a certain date range or to include courses that have been completed, started and archived, click Settings.
  5. Select a date range from the available options, including: all dates, a range you specify, the last 30 days, quarter or year.
  6. Click Update Report.

Saving and publishing favorite reports:

  1. From the report you want to save to your favorites, click Settings.
  2. Type a name for the report or accept the default name.
  3. Click Save Report to Favorites. The report displays in your favorite reports and is published to the group or individual.
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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