Reports Management

Reports is where you’ll go to view and export data on your team’s learning progress.

Report Types

Reports can be found in the dropdown that appears when clicking on the :ProfileAccountSettings: Profile and Account Settings icon. Admins with company-wide reporting permissions will see data for all users in their company. If you're a manager and a reporting admin, you'll have a toggle to easily switch between company and your team.

Here’s an overview of the types of reports that are available:

Path Progress

The Path Progress report is what you’ll use to report on overall progress at the path level (e.g., Training Program, Fast Start Program).

Course Progress

The Course Progress report is what you’ll use to report on progress at the individual course level.

Response Data

The Response Data report is where you’ll view an pull text-based pre-work responses (e.g., for EA call, facilitator certification).

Certification Progress

The Certification Progress report is what you’ll use to report on overall progress at the certification level.

Certification Requirements

The Certification Requirements report is what you’ll use to report on progress for each requirement that is part of a certification.

Reports Functionality

The reports offer a lot of flexibility to set it up as you like. Here’s a list of some of the available functionality:

• Search — This searches all of the report fields, filters to show any row with a relevant result, and highlights the relevant result text.

• Fields list (hamburger icon) — Contains a drop-down list of fields that you can decide to show or hide in the report table.

• Column Headers — Click on a column header to sort rows by that column. Select the filter icon on a column header to filter by value or condition. If you want to filter and group by the same column, apply the filter first before setting it as a group.

• Groups — Click on a column header and then drag and drop it in the Groups section above the column headers. You can create several layers of grouping. You can also click on a group in this section to sort by that group. Once a column is changed to a group, you can expand/collapse that group in the report table.

• Freeze/Unfreeze Columns — Right-click on a cell in the report to be given the option to freeze the column that cell is in. Right-click on any cell in the report to unfreeze columns.

• Export — Right-click on any cell in the report and select Export → to CSV or To Excel. This will export the currently filtered view. Note: The Export button at the top right of the page is for quicker export.

• Views — Once you've filtered, grouped, and sorted your report as you like, you can save that view to easily access it later on by clicking the Save New button.

  • Access:

    • Private means only you can see and use the view.

    • Company means anyone at your company can use the view - only admins can create company views.

    • Global means this is a standard view created by Force Management for common use cases.

  • Name: Must be a unique name for each view.

  • Description: Use this to provide additional details about the view, especially helpful for those shared company-wide.

  • Deleting Views: You will be able to delete your private views. If you have company-wide manage reporting permissions, you’ll also be able to delete any company-wide views.