Running Completion Reports

Gretchen
Gretchen
  • Updated

Completion reports are only available for Emtrain-hosted accounts. If you have a LMS-connected account, get completion data from your LMS.

Completion reports help you understand how learners are progressing through one or more campaigns, or particular content. They display information like what percentage of a campaign has been completed and which learners have begun training, giving you a clear picture of how training is going overall.

Report Types

You can run completion reports by Campaign and by Content. Reports by Campaign give you the big picture for specific campaigns and all the content they contain. Reports by Content provide detailed learner interactions for specific pieces of content across all campaigns.

When to use Campaign reports: To check on progress mid-campaign, or to report on incomplete assignments at campaign end. Campaign reports show percentage completion and minimum time requirements for the entire campaign, which is helpful for tracking overall campaign performance.

When to use Content reports: To review content-specific completion details or want to track specific content across multiple campaigns. Content reports include details about when learners began and how much time they’ve spent, which is helpful for compliance reporting, deadline tracking, or oversight where you need detailed data on individual training components.

Running a Report

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You can generate completion reports showing progress either across entire campaigns or by specific content pieces. Take these steps to run a report:

  1. Navigate to Reports via the Manage menu.
  2. Locate Completion Report and choose the Campaign or Content option.
  3. Select the campaign(s) or the content item(s) from the dropdown that you want included in your report.
  4. Generate the report by selecting the View Report button.    

After running the report, you can adjust which campaigns or content are part of your report criteria from within the report display screen (rather than returning to the previous screen). To do so, select the “x” to remove a campaign or piece of content, or use the dropdown menu to add them.  

Data Summary Pie Chart 

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The data summary pie chart that displays above the report table is a snapshot of real-time training data. This data is driven by the status of the content or campaigns included in your report and is not affected by the filter, search, or sort tools. To view the performance of a single campaign or a particular piece of content, select only that one.

Filter, Search, and Sort 

You can further refine your report by filtering, searching, or sorting the data.

Filter

Some columns let you filter the report data. Columns with limited options (like Yes/No fields) have a dropdown for selecting a single option for displaying users who match your selection.
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Columns with more choices (like User Status, US State, or Country) let you select multiple options at once.
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Date columns (like Last Activity or User Created) allow you to filter by date ranges.
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The report displays only Active users and hides Inactive and On Leave employees by default. Use the User Status column filter tool to make adjustments, when needed.
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The report also hides employees whose Assignment Status is Canceled, showing only Not Started, In Progress and Completed statuses. You can adjust this with the Assignment Status dropdown filter.
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Search

Columns with a search bar at the top let you find data within that column. For example, First Name, Last Name, and Email columns have search fields for finding specific employees. The report data updates instantly as you enter search criteria to display the matching user(s).
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Sort

You can sort the rows of your report data alphabetically or numerically. Columns that you can sort by have interactive headers that let you select the column and toggle between ascending or descending order. You can sort by one column at a time.  

The column header styling indicates the current sort order. Ascending order displays a border on the top with an upward arrow. Descending order shows a border on the bottom with a downward arrow.
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Adding or Removing Columns

Your report is organized by columns, which you can add or remove by selecting the Columns button. This opens the Columns to Display panel.
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Remove columns by selecting the "x" next to the column name. Add columns by opening the dropdown menu and selecting the columns you want to include. To add all available columns at once, choose Select All. Your changes apply immediately to the table.

Downloading the Report

You can download the report data via the “Download CSV” option:

  1. Select the Download CSV button to export the report.
  2. Download and save the .csv file to your local device.

Your downloaded file captures the data as it is displayed on your screen, based on your searching and sorting.  

Once a campaign concludes, you can run and download a completion report as a historical document for your records. Use a naming convention that will work for future reports and how you archive documentation.

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