User Summary Report - Feedback and View More Options
The User Summary Report provides detailed information about a learner's feedback, learning progress, participation, skills, and achievements.
Feedback Section
The Feedback section provides insights into a user's learning progress, engagement, and performance.
To view feedback for a specific user, click Feedback under the Actions column in the Users section.
The feedback report displays feedback received by the user for assigned learning assets.
Column Definitions
| Column | Description |
|---|---|
| Send By | Displays the email address of the person who sent the feedback. |
| Send Date | Displays the date and time when the feedback was sent. |
| Feedback Type | Specifies the type of feedback, such as a comment, suggestion, or compliment. |
| Message | Displays the feedback provided to the user. |
View More Section
The View More option provides access to the detailed learning report for a specific user.
- Navigate to the Users section in the User Summary report.
- Locate the required user.
- Under the Actions column, click View More.
- The platform redirects you to the user's My Report section.
- Use the scrollbar to view the complete report.
The report follows the same layout as the learner's My Report view and contains the following sections in order:
My Profile Details
The My Profile Details section displays the learner's basic profile information.
Column Definitions
| Column | Description |
|---|---|
| Name | Displays the learner's full name. |
| Displays the email address associated with the learner's account. | |
| Role | Shows the user's role, such as Learner, Author, Admin, or Manager. |
| Group | Displays the department or team to which the learner belongs. |
| Country | Shows the learner's registered country or location. |
| Joined Date | Displays the date the learner registered on the platform. |
| Last Login Date | Shows the most recent date the learner accessed the platform. |
| Learning Hours | Displays the total time spent on courses and other learning activities. |
| Rank | Shows the learner's position relative to others based on engagement and performance. |
| Points Earned | Displays the total points accumulated through learning activities and course completions. |
My Learning Assets
The My Learning Assets section uses color-coded charts to show the learner's engagement and progress across assigned learning activities.
Performance Color Codes
| Performance Level | Color |
|---|---|
| Poor | Red |
| Average | Yellow |
| Good | Orange |
| Very Good | Light Green |
| Excellent | Dark Green |
Overall Activity
The Overall Activity section summarizes the learner's assigned, completed, and pending learning assets.
| Color | Represents |
|---|---|
| Pink | Assigned learning assets |
| Blue | Completed learning assets |
| Yellow | Pending learning assets |
The section helps administrators assess learner progress and identify areas that may require attention.
Learning Asset Categories
Each learning asset card displays relevant progress metrics. Click the View More icon on a card to access detailed information.
Courses
The Courses card tracks progress in assigned courses and displays:
- Time Spent: Total time spent engaging with courses.
- Completion Percentage: Percentage of assigned courses completed.
- Total Assigned Courses: Number of courses assigned to the learner.
- Total Completed Courses: Number of courses completed.
The expanded report includes the following columns:
| Column | Description |
|---|---|
| Name | Displays the course title. |
| Assigned On | Shows when the course was assigned. |
| Completed | Indicates completion status or displays the completion percentage when unfinished. |
| Time Spent | Displays the total time spent on the course. |
| Points | Shows the points earned upon course completion. |
| Score | Displays the learner's evaluation score. |
| Viewed | Indicates whether the course was accessed and the number of views. |
Filtering and Exporting Courses
- Click the Filters icon to refine the report using available criteria, such as Name, Assigned Date, Completion Date, Skill, and Proficiency.
- Use AND conditions to display records that meet all selected criteria.
- Use OR conditions to display records that meet at least one selected criterion.
- Click Apply to display the filtered results.
- Click Export to generate a report. Enter a file name and, if required, select Include Archived Courses.
- Click Download. The report is downloaded in XLSX format.
Learning Paths
The Learning Paths card tracks the learner's progress through structured learning paths.
It displays:
- Completion Percentage: Percentage of assigned learning paths completed.
- Total Assigned Learning Paths: Number of learning paths assigned.
- Total Completed Learning Paths: Number of learning paths completed.
Click the View More icon to access the detailed report.
| Column | Description |
|---|---|
| Name | Displays the learning path title. |
| Assigned On | Shows when the learning path was assigned. |
| Completed | Indicates whether the learning path was completed. |
| Points | Displays the points earned upon completion. |
| Completion Level | Shows the percentage of the learning path completed. |
| Progress | Displays the learner's progress against assigned learning paths. |
Filtering and Exporting Learning Paths
- Click the Filters icon to filter the report by available criteria, including Name, Assigned Date, Completion Date, Completion Percentage, Skill, and Proficiency.
- Use AND and OR conditions to combine filter criteria.
- Click Apply to display the filtered results.
- Click Export, enter the required details, and select Include Archived Learning Paths if needed.
- Click Download to download the report in XLSX format.
Virtual Meetings
The Virtual Meetings card tracks the learner's participation in scheduled online sessions.
It displays:
- Completion Percentage: Percentage of assigned virtual meetings attended.
- Total Assigned Virtual Meetings: Number of meetings assigned.
- Total Completed Virtual Meetings: Number of meetings attended.
Click the View More icon to access the detailed report.
| Column | Description |
|---|---|
| Title | Displays the meeting name or subject. |
| Recordings | Indicates whether a recording is available. |
| Scheduled On | Shows the scheduled meeting date and time. |
| Scheduled To | Displays the meeting's final scheduled date or deadline. |
| Time Spent | Shows the time the learner spent in the meeting. |
| Duration (mins) | Displays the scheduled meeting duration in minutes. |
| Joined | Indicates whether the learner joined the meeting. |
| Actions | Provides access to additional meeting details. |
To view meeting details, click View More under the Actions column. The Event Details pop-up displays individual meeting dates for recurring meetings and additional information.
The Visible Columns option allows you to select or deselect columns displayed in the Event Details view.
Filtering and Exporting Virtual Meetings
- Click the Filters icon to filter by Name, Scheduled On, and Joined.
- Combine AND and OR conditions to refine the results.
- Click Apply to display the filtered results.
- Click Export and complete the required report details.
- Click Download to download the report in XLSX format.
Classrooms
The Classrooms card tracks participation in instructor-led training sessions conducted online or in person.
It displays:
- Total Time Spent: Total time spent attending classroom sessions.
- Completion Percentage: Percentage of assigned classroom sessions attended or completed.
- Total Assigned Classrooms: Number of classroom sessions assigned.
- Total Completed Classrooms: Number of classroom sessions attended or completed.
Click the View More icon to access the detailed report.
| Column | Description |
|---|---|
| Name | Displays the classroom name. |
| Type | Indicates whether the session is online or offline. |
| Attended | Indicates whether the learner attended the session. |
| Time Spent | Displays the duration of participation. |
| Scheduled From | Shows the session start date and time. |
| Scheduled To | Shows the session end date and time. |
| Actions | Provides access to additional classroom details. |
Click View More under Actions to open the Event Details pop-up. For recurring sessions, the pop-up lists the scheduled dates.
Use Visible Columns to customize the columns displayed in the Event Details view.
Filtering and Exporting Classrooms
- Click the Filters icon to filter by Name, Scheduled From, Scheduled To, Type, and Attended.
- Use AND and OR conditions to refine the report.
- Click Apply to display the filtered results.
- Click Export, complete the required details, and click Download.
- The report is downloaded in XLSX format.
Resources
The Resources card displays information about the learning materials assigned to the user.
It includes:
- Time Spent: Total time spent on the resource.
- Progress (%): Percentage of completion.
- Attempts: Number of attempts made.
- Status: Current status of the resource.
- Pending: Number of resources yet to be completed.
- Completed: Number of resources completed.
Click the View More icon to view the detailed report.
| Column | Description |
|---|---|
| Name | Displays the resource title. |
| Assigned On | Shows when the resource was assigned. |
| Completed | Indicates whether the resource was completed. |
| Time Spent | Displays the time spent on the resource. |
| Viewed | Indicates whether the resource was accessed. |
Filtering and Exporting Resources
- Click the Filters icon to filter by Name, Assigned Date, and Completion Date.
- Combine AND and OR conditions as required.
- Click Apply to display the filtered results.
- Click Export, complete the required details, and click Download.
- The report is downloaded in XLSX format.
Surveys
The Surveys card displays information about surveys assigned to the learner.
It includes:
- Completion Percentage: Overall survey completion progress.
- Total Surveys: Number of surveys assigned.
- Status: Current survey status.
- Completed: Number of surveys completed.
Click the View More icon to view the detailed report.
| Column | Description |
|---|---|
| Name | Displays the survey title. |
| Assigned On | Shows when the survey was assigned. |
| Classroom Name | Displays the associated classroom name or identifier. |
| Completed | Displays the completion date and time. |
| Submitted | Indicates whether the survey was submitted. |
Use Visible Columns to customize the columns displayed in the survey report.
Filtering and Exporting Surveys
- Click the Filters icon to filter by Name, Assigned Date, Classroom Name, and Submitted.
- Use AND and OR conditions to combine criteria.
- Click Apply to display the filtered results.
- Click Export, complete the required details, and click Download.
- The report is downloaded in XLSX format.
Assignments
The Assignments card displays information about coursework and tasks assigned to the learner.
It includes:
- Completion Percentage: Overall assignment completion progress.
- Total Assignments: Number of assignments assigned.
- Status: Current assignment status.
- Completed: Number of assignments completed.
Click the View More icon to access the detailed report.
| Column | Description |
|---|---|
| Name | Displays the assignment title. |
| Assigned On | Shows when the assignment was assigned. |
| Submitted | Displays the submission date and time. |
| Points | Displays the points available for the assignment. |
| Score | Shows the assignment completion percentage, as described in the source report. |
| Evaluate | Displays the scheduled evaluation date and time. |
| Reviewer | Identifies the person responsible for evaluating the assignment. |
| No. of Attempts | Shows the number of attempts made by the learner. |
Use Visible Columns to customize the columns displayed in the assignment report.
Filtering and Exporting Assignments
- Click the Filters icon to filter by Name, Assigned Date, Completed Date, Earned Points, and Evaluated.
- Use AND and OR conditions to refine the results.
- Click Apply to display the filtered results.
- Click Export to open the report download options.
- Click Download New Report, enter the mandatory File Name, and select Include Suspended Users if required.
- Click Download or use the Export icon in the Download Reports list to download the report in XLSX format.
- To delete a report, click the Bin icon and confirm by clicking Yes.
Catalog
The Catalog section tracks courses offered through external providers, such as Go1, O'Reilly, Udemy, LinkedIn Learning, OpenSesame, and Synthesia.
It includes:
- Completion Percentage: Percentage of catalog items completed.
- Total Assigned: Number of catalog items assigned.
- Status: Current status of assigned catalog items.
- Completed: Number of catalog items completed.
Click the View More icon to view the detailed report.
| Column | Description |
|---|---|
| Name | Displays the catalog course title. |
| Completed | Displays when the course was completed. |
| Provider | Identifies the external course provider. |
| Duration | Displays the course duration specified by the provider. |
| Time Spent | Shows the actual time spent engaging with the course. |
Use Visible Columns to customize the displayed columns.
Filtering and Exporting Catalog Courses
- Click the Filters icon to filter by Name and Provider.
- Use AND and OR conditions to refine the results.
- Click Apply to display the filtered results.
- Click Export, complete the required details, and click Download.
- The report is downloaded in XLSX format.
External Content
The External Content section tracks learning materials, courses, and resources from third-party platforms, such as Google and YouTube.
It includes:
- Completion Percentage: Percentage of external content completed.
- Total Assigned: Number of external content items assigned.
- Status: Current status of the assigned content.
- Completed: Number of external content items completed.
Click the View More icon to view the detailed report.
| Column | Description |
|---|---|
| Name | Displays the external content title. |
| Assigned On | Shows when the content was assigned. |
| Completed | Displays when the content was completed. |
| Time Spent | Shows the time spent engaging with the content. |
Use Visible Columns to customize the displayed columns.
Filtering and Exporting External Content
- Click the Filters icon to filter by Name, Assigned Date, and Completion Date.
- Use AND and OR conditions to refine the results.
- Click Apply to display the filtered results.
- Click Export, complete the required details, and click Download.
- The report is downloaded in XLSX format.
LEAP
The LEAP section tracks participation in the LEAP learning program.
It includes:
- Completion Percentage: Percentage of LEAP courses completed.
- Total Assigned: Number of LEAP courses assigned.
- Status: Current status of assigned LEAP courses.
- Completed: Number of LEAP courses completed.
Click the View More icon to view the detailed report.
| Column | Description |
|---|---|
| Name | Displays the LEAP content title. |
| Assigned On | Shows when the content was assigned. |
| Completed | Displays when the content was completed. |
| Time Spent | Shows the time spent engaging with the content. |
Use Visible Columns to customize the displayed columns.
Filtering and Exporting LEAP
- Click the Filters icon to filter by Name, Assigned Date, and Completion Date.
- Use AND and OR conditions to refine the results.
- Click Apply to display the filtered results.
- Click Export, complete the required details, and click Download.
- The report is downloaded in XLSX format.
My Journey
The My Journey section provides a chronological record of the learner's activities across the platform, including self-enrolled learning paths, completed courses, assignments, resources, and other learning activities.
Key Components
- Self-Enrolled Learning Paths: Displays learning paths the user enrolled in, including the learning path name and enrollment date and time.
- Completed Courses: Lists courses completed by the user, including the course name and completion date and time.
Filtering My Journey by Date
- Click the date filter, such as Last 31 Days.
- Select one of the available date ranges.
- Click Apply to display activities within the selected period.
Available date ranges include:
| Date Range | Description |
|---|---|
| All | Displays the complete recorded learning activity history. |
| Today | Displays activities recorded on the current day. |
| Last 31 Days | Displays activities from the previous 31-day period. |
| This Year | Displays activities from the beginning of the current calendar year to the selected date. |
| Custom | Allows you to select a specific start and end date. |
My Skills
The My Skills section displays the skills a learner has acquired or is developing through learning activities.
Skills are listed with their proficiency levels after managerial verification and approval.
Exporting My Skills
Click Export to download the learner's My Skills report in PDF format.
My Achievements
The My Achievements section displays badges and certificates earned through learning activities and successful completion of learning assets.
Key Components
- Badges: Awarded for completing specific courses or achieving designated learning milestones, including high scores where applicable.
- Certificates: Recognize successful completion of learning paths, courses, or assessments.
Click the View More icon on the Badges or Certificates card to access additional details.
- Badges: Displays the badges earned and the points associated with them.
- Certificates: Displays the certificates earned by the learner.
Exporting My Achievements
Click Export to download the My Achievements report in PDF format.
Top Skills
The Top Skills section highlights the learner's demonstrated strengths and areas that may need further development.
Key Elements
- Top Skills: Lists skills in which the learner has demonstrated proficiency.
- Skills That Need Improvement: Identifies skills that may require further training or practice.
- Feedback: Displays comments and suggestions from managers or administrators.
Click the View More icon in the Feedback section to view the detailed feedback report.
Feedback Column Definitions
| Column | Description |
|---|---|
| Send By | Displays the email address of the person who provided the feedback. |
| Send Date | Shows the date and time when the feedback was provided. |
| Feedback Type | Categorizes the feedback as a suggestion, comment, or compliment. |
| Message | Displays the feedback message. |
Exporting Top Skills
Click Export to download the Top Skills report in PDF format.
Related Topics
Trainer Profile - Filters and Export
Learn how to filter the Trainer Profile report by learning asset type and export or delete reports.
User Summary
Learn how to interpret the User Summary overview, understand user-level learning metrics, and access detailed information about user participation and progress.