Overview of LMS365 tracking and reporting options

Introduction

LMS365 includes a wide range of options to measure the different aspects of the learning process and track progress of employee training.

This guide provides an overview of the different ways LMS365 allows you to track the learning process, create, and download reports.

 

Tracking progress of courses and training plans

By tracking the progress of courses and training plans, you can understand how training in general, and on a course and learning item level is being completed by learners.

This can help you understand, for example, which courses and materials that are effective and which that fail to engage learners. Also, you can check and document whether training has been completed for compliance reasons.

LMS365 includes a selection of out-of-the-box reports that deliver these metrics.

 

General progress of training in a catalog

Required role: catalog admin.

To understand how training in a catalog is performing, LMS365 offers reports that show comparable metrics for all courses and training plans in a catalog.

From the LMS365 Admin Center > Training Management > Training Reports on the top menu bar, you can generate reports that provide data on all courses and training plans in a catalog.

 

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In the downloaded generated report, you can get a picture of how the different courses and training plans in a catalog are performing by seeing the status of the progress of each training and how many learners that have signed up for each course or training plan. 

Filtering on course capabilities like Category, Course Type, and Course Duration, you can compare how different course types, categories, and length of the course affect, for example, the course progress. Or you can filter on Course Requirement to understand whether mandatory training has been completed.

Read more about this reporting option here.

 

Progress of specific courses and training plans

Required role: catalog or course admin.

To get an overview of the progress for a specific course or training plan, this can be found in the Course/Training Plan Progress dashboard.

From the LMS365 Admin Center > Training Management > select relevant course/training plan > Course Progress/Training Plan Progress, you will be presented to a dashboard showing data on the general progress of the course or training plan in question. From here, you can see how many users that are enrolled in the course/training plan and the status of the general progress.

Select the expand arrow of Summary of Progress for Selected Course/Training Plan to expand or collapse the information.

 

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Read more about the metrics of the course progress dashboard and report and see this article about how to read the data.

Read more about the metrics of the training plan progress dashboard and report and see this article about how to read the data.

 

Overview of progress with learning items in a course

Required role: catalog or course admin.

If you would like to get an overview of the progress with different learning items in a course, this can be seen from the LMS365 Admin Center > Training Management > Select the relevant course > Manage Course Content.

From this view, you can compare the learners' progress on different learning items in a course.

Find more details in this article.

 

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Progress of specific learning items

Required role: catalog or course admin.

To get deeper insights into the progress of specific learning items, you can generate a report that provides data on the engagement with, respectively, content packages, learning modules, and quizzes in a course. 

From the LMS365 Admin Center > Training Management > Select a course > on the Course Management panel, select Course Reports. From this interface, you can create reports to understand how specific learning items in the course are performing in terms of number of users that have engaged with the content, the level of engagement, average time to complete the learning item, and score (if applicable).

Find more information about Course Reports in this guide.

 

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Tracking progress of users

By tracking the progress of users, you can understand how users, in general, and how individual users are progressing with their training.

This can help you understand, for example, how individual users are progressing with the training they need to complete for their professional development. Also, you can check and document whether employees have completed training that is mandatory for compliance reasons.

LMS365 includes a selection of out-of-the-box reports that deliver these metrics.

 

Progress of users in a catalog

Required role: catalog admin.

To understand how users in a catalog is progressing with their training, LMS365 offers reports that show comparable metrics for all users in a catalog.

From the LMS365 Admin Center > Training Management > Training Reports, you can generate reports that provide a metrics on all users in a catalog and their individual, general progress.

 

Training_reports

 

From this report, you can get a picture of how the different users in a catalog are progressing by seeing data as what course and training plan each user is enrolled in, their general completion status and their completion status for all training they are enrolled in or were enrolled in.

This allows you to get an overall picture of users' progress with the training, but you can also zoom in on individual users to see the status of their progress with training. Going further into details with the report, you can also see how specific users are progressing with the specific courses and training plans they are enrolled in or were enrolled in. Filtering on, for example Department or Office, you can compare how different units are progressing with their training.

To read more about the general course catalog reports, see this article.

 

Learners' progress with a specific course or training plan

Required role: catalog or course admin.

You can get an overview of how learners are progressing with a specific course or training plan from the Course/Training Plan Progress dashboard.

From the LMS365 Admin Center > Training Management > Select the relevant course/training plan > Course Progress/Training Plan Progress, you will be presented to a dashboard showing data on the progress of the course or training plan in question.

Looking at the list of enrolled users, you can see the progress of individual users on the training and the training learning items. 

Select the expand arrow of Summary of Progress for Selected Course/Training Plan to expand or collapse the summary information.

 

The course progress view

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The training plan progress view

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Read more about the metrics of the course progress dashboard and report and see this article about how to read this data.

Read more about the metrics of the training plan progress dashboard and report and see this article about how to read this data.

 

Learners' progress with learning items in a course

Required role: catalog or course admin.

To zoom in even more on the individual elements of a training, you can see how individual learners are progressing with learning modules, quizzes, content packages, or external apps in a course.

Navigating from the LMS365 Admin Center > Training Management > Select the relevant course > Manage Course Content, you will see a list of learning items in a course.

Selecting a learning item, you can see each enrolled user progress on this learning item in the course. With the next step of selecting an individual user, you can further track the details of learner's progress. 

To get more detailed information on the learner's progress with learning items in the course, follow the links:

 

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Progress and transcript of individual users

Via the Users page 

Required role: catalog admin.

From the Users page, you can download the following reports:

 

Via the Line Manager Dashboard

Required role: line manager.

Line managers can track their subordinate’s training progress via the Line Manager Dashboard:

1. From My Training Dashboard, select the Line Manager Dashboard.

2. Choose Direct Reports or Direct Reports Subordinates and select the relevant user.

3. From the opened panel, select:

  • View Learner’s Progress. to find more details on the metrics on users' training progress. For more details, see this article.
  • View Learner’s Transcript to get an overview of the training the user is enrolled and the user's progress with this training, the status of the user's certificates, and the status of the user's skills. To find more details on the learner's transcript available to line manager, see this article.
  • Downolad Certificates to download and view certificates of a specific user or selected users. Find more information about how line managers can view and manage certificates in this article.

 

Assessment tracking and reporting

Required role: catalog or course admin.

You can view, manage, and download the assessment report in one of the following ways:

  • The completion status of the learner's assessments can be tracked and managed from the User's panel and the Course Progress panel. For more information, see this article.

 

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  • The View Learners' Details action in the Content section of the required assessment allows you to view the progress made for the selected assessment for all the users enrolled in the course. You can also export the report to your device.

 

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Selecting Export to Excel will download the report. Only the progress of users with the selected Status will be exported. The report will display information in the language of your browser, if this language is supported by LMS365. Otherwise, it will be displayed in English.

For more information about assessments, see this article.

 

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Attendance registration and reports

For instructor-led training, learners' attendance for course sessions might be set as required for course completion.

Therefore, LMS365 enables the tracking of which sessions learners have participated in. Instructors and course admins can manually register learners' attendance and learners can register their attendance at sessions:

  • One of the ways instructors and course admins can register the attendance of individual learners for a session is to select the session in the Sessions section of the course in question and Register Attendance. From this view, by selecting Export, you can, also, download an Excel sheet with the overview of the session's attendance. Find more information about attendance registration, tracking, and reporting in this article. 

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  • Learners can self-register their attendance for sessions, either by scanning a QR code, provided by the session instructor, or by providing their signature. The attendance of learners will be calculated as part of their course progress. Read more about how learners can register their attendance in sessions in this article.
  • Finally, when sessions are held as meetings in Microsoft Teams, the Microsoft Teams meeting attendance report will show which user's participated in the session. This insight can be employed for instructors when they register attendance for the session.

 

Customized reports

If you have unique reporting needs that are not covered by the ready-made reports and metrics delivered out-of-the-box with LMS365, the full integration between LMS365 and Microsoft 365 allows you to create custom reports with Microsoft Power BI.

Reach out to your LMS365 partner or Customer Success Manager for more information about how to set up reports with Microsoft Power BI.

A list of standard ready-made report tables can be found in this article.

 

IMPORTANT   

We do not support the standard Power Bi templates provided by LMS365 if you have changed them.

 

See how to merge tables and export reports from Power BI in this article. 

Read this article for information on how to deal with duplicate values in Power BI.

 

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