Reports

Learn about the Reports associated with Administrator role in Captivate Prime application.

Adobe Captivate Prime enables you to create varied reports to track, monitor, and control learner activities. Learners activities are tracked and captured automatically into the database. Manager and Administrator reports are generated from the database.

Overview

Reports generation process is similar for both Administrator and Manager. Managers can view reports corresponding to their subordinates whereas Administrator can view all organization-wide reports.

Reports are aggregated in a dashboard. A report has to exist inside a dashboard. A Default Dashboard exists by default in the reports page. Any report added by you moves into this default dashboard. To add reports to individual dashboards, use the drop-down arrow and choose Add Report. For more information on creating dashboards, refer to Dashboards section on this page.

Learning Summary dashboards

See a summary report of all the learning activities in the platform. On this page, you can see the following summary information for the selected root user’s team and external profiles. Time range can also be selected:

  • Learning Summary in form of Enrollments, Views, and Completions
  • Top skills
  • Compliance summary 
Summary charts
Summary charts

If there are internal root level managers, they will be displayed one after another. 

All external profiles will be listed after internal profiles (Internal root level users).

If an external profile has a manager, then the manager hierarchy will be displayed in the Showing Data For drop-down list. - User will be listed in manager hierarchy in all the details page (Learning summary, compliance, and skill status)

If not, then all individual user details will be displayed in the list.

To see more granular details of enrollments of various internal teams, click Learning Summary Details.

Learning Summary details
Learning Summary details

When you click any enrollment, you can see the learners for each manager, and enrollment to which Learning Objects. You can also see the progression and completion details of each learner. 

Learners for a manager
Learners for a manager

Click any team and export its report as a csv. An Admin can export the report for any of the User Group or individual user by selecting the User Group or individual user, and then export details from the Action drop-down list.

Also, you can see a bar chart view of skills that are in progress and have been achieved. You can add/remove skills that you want to feature in the graph.

Skill status stacked bar chart
Skill status stacked bar chart

In the final visualization, you can check the compliance status of learners, and take appropriate action.

Also, an Admin can view individual training data in the Compliance Dashboard.

For instance, the Administrator has identified three trainings to track compliance. Captivate Prime provides the compliance snapshot for all three trainings at once.

Now an Admin can click on any training and quickly view the compliance for the selected training.

Compliance dashboard
Compliance dashboard

You can also see the compliance status for each internal team.

Click the link Compliance Status Details on the bottom of the visualization. 

You can see that, for a team, the number of learners in the team are violating or honoring the learning compliance.

Compliance status of a team
Compliance status of a team

User Activity dashboards

See a summary of all user activity on the platform over time. Configure user groups and apply filters.

The user activity dashboard displays the activity of users in the account. The three reports that are listed are:

  • Registered Users: This report provides information of the number of users registered in your account week over week. For accounts with Monthly Active Units licensing, the report shows the MAU units instead.

  • User Visits Report: This report provides information about the number of users accessing the platform on a day to day basis. Monthly report is also available.

  • Learning Time Spent Report: This report provides information about the Learning Time Spent in the platform on a day to day basis. Monthly report is also available.

Registered Users

Captivate Prime records the number of users registered in the system every week. Administrators can view this report to understand the registered count of users on that day of the week. Registered count once stored for a week does not change. Hence historical registered count is not related to the current set of learners in the system. 

This report provides information of the number of users registered in your account week over week.

For accounts with Monthly Active Units licensing, the report shows the MAU units instead.

Registered Users report
Registered Users report

For Monthly Access Unit accounts:

Monthly Active Users report

This report shows the count of learner active in the learning platform each month. User is considered active for the month if he/she performs any of the learning actions mentioned here. It is the same way Monthly Active Units are counted.

The monthly active count once counted and stored for a month, does not change. Hence the historical count displayed is not related to the current set of learners in the system.

User Visits

This report shows the total learners accessing the system in a day or month period. Browsing the learning platform without consuming any learning is also considered as 'accessing' the learning platform. This helps the Administrator understand the total set of users accessing the system. On the first of the month, captivate prime creates a record of total users accessing the platform for the previous month. It also captures the usergroup information for these users.

Only those usergroups configured by the Administrator are recorded. This allows the Administrators to apply filter on usergroups for historical monthly data as well. Note that incase usergroups configuration is modified and Captivate Prime has not recorded data for this usergroup in earlier months, then Captivate Prime cannot display the data for this newly configured usergroups for previous months. 

This report contains users accessing the platform using all formats like web, mobile app, headless custom solutions, and so on. The device app usage graph specifically mentions only the users accessing the platform using Captivate Prime's device app. This helps Administrators identify the usage of mobile app in their account. 

User Visit report
User Visit report

Learning Time Spent Report

Here, you can see a dual-axis line charts that show total learning time spent for all learners across a 12-month period. The second axis represent the median time spent in learning for an individual.

The time spent for different Learning Objects, such as, Learning Programs and Certifications, is calculated for the following:

  • Self-paced course with static and interactive content
  • Activity courses with url.
  • Weekend sessions with the weekend flag enabled. 
  • VC connect session where attendance is auto marked.
  • The time spent for different Learning Objects, such as, Learning Programs and Certifications
  •  xAPI statements for an xAPI activity course.

You can further export the graph as an Excel spreadsheet.

A filter to choose User group configuration is provided which will help in viewing the data with respect to different user groups.

The selected date and user group filter is applied to all the relevant graphs in the dashboard. 

Note:

For User Visits and Learning Time Spent reports, the default data (when no user group is configured) shown will be for the entire account.

Training Content dashboard

The Training content dashboard offers insights into trainings available on the platform. You can view popular trainings or track all available trainings. 

Trainings Report

This report provides information of the total trainings available in the platform (in published state) month over month. It gives an indication of the number of trainings offered over time. 

Training report
Training report

Active Trainings Report

This report provides information of the trainings which are active over the selected time range. Active trainings are trainings which are enrolled, viewed in player, or completed in the given time.

For active trainings, data of all root user (with manager role) internal groups will be available for selection when no user group configuration is done. Apart from the root user user groups, you can configure 10 more user groups if needed.

Active trainings report
Active trainings report

Note:

The data does not display as expected when All Users and 12 months filters are selected, but the data displays when you select All internal user group.

Reference

Metric

Description

1

Start Ratio (%)

Ratio of the number of learners who have started the course to the number of enrollments.

2

Completion Ratio (%)

Ratio of total users who have completed the course to the total users who have started the course.

3

Learner Feedback

Average of all L1 feedback responses received on a scale of 1 to 10 rounded to the nearest integer.

4

Manager Feedback

Average of all L3 feedback responses received on a scale of 1 to 5 rounded to the nearest integer

Note:

Start ratio, Completion ratio, Learner Feedback, and Manager Feedback are not affected by the filters applied. The filters affect only enrollment, views, and completions.

Note:

For both the reports (Training Content, User Activity), you can configure a maximum 10 user groups. It may take upto 24 hours for the processing to complete and make the newly configured filters available.

Dashboard Reports

A dashboard is a collection of reports. Reports can be grouped into a dashboard as per your choice.

Sample Reports

The Sample Reports tab to show some indicative reports which are based on sample data points. Explore these reports to get an idea of different types of feature-rich reports that you can generate using your account data.

Dashboard Reports

To view all the boards that you created, click this board tab. From the View Dashboard drop-down list, you can select the default board or a dashboard you created.

Create a dashboard

  1. To start creating your own boards, click Add Dashboard on the right side of the page.

    Add dashboards
    Add dashboards

  2. Provide the name and description of the dashboard.

  3. If you want to share the dashboard with any Manager, choose them in Share With field. You can use any normal selection criteria for this operation.

  4. Click Save.

You can view the recently created board in the Dashboard Reports tab.

To add reports to your board, click the drop-down at the upper right corner of your board window and click Add Report. The report you create in this way is associated with your dashboard.

Note:

The reports that you create by clicking Add on the upper right corner of Reports page, are added to your default dashboard.

Shared dashboards

Shared boards are a collection of reports that have been shared with you by other users within your organization. Any reports that you add to a shared board are automatically shared with other users who have access to that board.

You can share the board by following two ways:

  • By entering users in Share With field with whom dashboard is shared.
  • Choose Edit Board in the drop-down list and enter user details for sharing the dashboard.
Note:

A manager can only view the reports of their team members from a shared dashboard.

Downloads

The exported sheet of dashboard reports provides detailed information instead of report summary. The downloaded report follows the format of a Learner Transcript.

Create reports

  1. Click Reports on the left pane. Report summary page appears.

    Note:

    By default, at least three sample reports appear in the sample board tab. You can only view the sample reports to get an idea as to how you could create and customize them. 

  2. On the top-right corner of the page, click Add.

  3. In the Add Report dialog box, in the Type drop-down list, you can choose either one of the pre-defined reports or you can select Custom. If you select a pre-defined report, you can see that the form is pre-populated. You can further make changes to some of the fields and click Save. This adds the report to your default dashboard.

    Create report
    Create report

    In Report Type, you can choose a pre-defined set of reports or choose custom values. You can view the following reports as part of a pre-defined set of reports:

    • Skills assigned and achieved
    • Course enrolled and completed
    • Effectiveness of courses
    • Learning programs enrolled and completed
    • Learning time spent per course
    • Learning time spent per quarter
    • Certification completion
  4. Choose the Y-axis for your report from the drop-down options. For some of the selected criteria, you can choose one or multiple states from the States options. For example, for a course enrollment statistics primary criterion, the states can be completed, incomplete, and enrolled. Primary range data is represented in the form of bar graphs in the report.

    Axes for reports
    Axes for reports

  5. Choose the secondary Y-axis criteria/range for your report from the drop-down options. For example, for a learning program enrollment option, choose one or multiple states from the States drop-down. Secondary range data is represented in the form of line graphs.

  6. Choose the appropriate X-axis criteria for your report from the drop-down options. If x-axis is chosen as date, then an option to group your x-axis criterion by day, month, quarter, and the year is available.

  7. In the Time Span section, choose the appropriate option from the drop-down. The available options are:

    • Last one month
    • Quarter
    • Year
    • QTD (last 90 days)
    • YTD (last 365 days)
    • Date range. Provide values in the From and To date fields.
    Time filter for report
    Time filter for report

  8. Filters section

    Filters appear in Add report dialog at the bottom based on types of reports you have chosen. Some of the prominent filters are mentioned below.

    • Manager: You can choose any one of the managers based on hierarchy. For some managers, there can be subordinate managers and multiple employees reporting to each subordinate manager.
    • Profile: Choose the designation of your employee. It would help in viewing reports of employees based on their profile/designation. For example, computer scientist, engineer.
    • User Group: Choose the user group based on which you want to filter the reports. Captivate Prime fetches the user groups defined for your account from Users feature.
    • Content: You can filter your report based on any course by choosing them from the drop-down.

    Expand this section and choose the required filters.

    Choose filters
    Choose filters

  9. Click Save to complete creating a report. 

    Sample report
    Sample report

Edit a report

On the report, click the drop-down arrow, and choose the option Edit Report.

report

Make the required changes to the report. To save the changes, click Save.

Move a report to a dashboard

Choose this option to move the current report to an existing dashboard. To move the report, click the option Move to Dashboard.

move a report to a dashboard

Choose the dashboard where you want the report to move to and click Move.

Create a copy of a report

To create a copy of the report, choose the option Create a Copy.

copy a report

Choose the dashboard where you want to copy the report to. To start copying, click Copy.

Delete a report

To delete a report, choose the option Delete Report. After you delete the report, you cannot restore the report. The process is irreversible. Proceed with caution when deleting a report.

Delete a report

Download a report

To download the report, choose the option Download Report.

Download a report

Resize a report

You can resize your reports in 1×1 (medium) and 1×2 (large) sizes. This gives you a better real estate to view your reports. Also, you can easily pan and zoom these reports.

User group reports

Track how user groups such as departments, external partners, and roles are performing in comparison with other user groups or against other learning objectives.

User groups

To generate reports based on user groups, choose User Group in the x-axis from the list of drop-down options as shown in the screenshot below. 

User group reports
User group reports

To choose a user group, type the name of the group. You can see the suggested groups that are displayed according to the string you enter. Once you see a list of groups, choose the required user group.

You can also choose multiple user groups with the help of type-ahead search.

Once you save and generate this report, if you selected multiple user groups, the report is generated with all the user groups represented in bar graph next to each other in x-axis. 

This user group report enables you to compare the performance of one department/division/role against the other to evaluate their learning achievements. 

Types of reports

Adobe Captivate Prime supports four major types of reports such as completion, time spent, skills, and effectiveness. You can use the following report types to generate reports of 300+ variations:

  • Course delivery statistics for learners
  • Effectiveness of courses report
  • Learner skill-based report
  • Learning program enrollment statistics for learners
  • Learning time spent by learners
  • Learner count
  • Certification completion

Viewing reports

On the Reports page, you can view all the reports. You can minimize each report by clicking minus (-) icon at the upper right corner of each report. Click (+) icon to view your report again.

Quick view with different dates

You can change the date range/value for any report and view quickly for a different date without modifying and saving the report. Click the edit icon (as shown with an arrow in the snapshot below) next to the date range, such as QTD , last one year. To confirm the change, choose the new value from the pop-up menu and click tick mark. You can cancel the change by clicking X mark.

Note:

The date values that you use to view the report are temporary. This view of the report is not downloaded when you choose the download option. This view is only temporary view.

Learner count
Learner count

Quick view with different managers

If there are multiple managers reporting to you, you can view the reports quickly for each manager. To display unique report for each manager, choose the manager name from the drop-down list.

Note:

The manager values that you use to view the report are temporary. This view of report is not downloaded when you choose the download option. This view is only temporary view.

View course reports

You can view the reports specific to each course by following the below steps:

  1. Click View course reports link in My Dashboards tab on the Reports page.
    A pop-up dialog appears. A text input field appears where you can enter the required course and suggested  course names appear in the drop-down list. Choose the course from the list shown.

    View course reports
    View course reports

  2. Select the course of your choice from the drop-down list and click Show.

  3. You are redirected to the Quiz score results page of the selected course to view the course-specific report.

Edit/Move to board/Create a Copy/Delete/Resize report

To view drop-down options as Edit/Move to Dashboard/Create a copy/Delete/Resize, click the drop-down arrow at the upper-right corner of each report.

Edit/Move to board/Create a Copy/Delete/Resize reports
Edit/Move to board/Create a Copy/Delete/Resize reports

Edit To go back to initial values while modifying data, click Reset. Click Save after modifying the values.

Move to Dashboard You can move the current report to another dashboard, which is chosen from the list of dashboards.

Create a Copy You can copy the report to same or another dashboard, which is chosen from the list of dashboards.

Delete Click Delete to remove the report. A warning/confirmation message appears before you can delete the report.

Resize You can resize your reports in 1×1(medium) and 2×2(large) sizes.

Generate and view reports for peer account

As an administrator, apart from generating reports for your account, you can also generate and view reports for peer accounts that you have set.

When you have established a peer account with another user, you can view the reports for that peer account from the Reports page. When you create a report, you find the Select Account field. From the drop-down list, that lists all the peer account with which you are associated, select the account for which you want to view the shared reports.

Manage reports for peer account
Manage reports for peer account

  1. Select the x-axis and y-axis for this report, and select the date for this report.

  2. Notice the filters field, the Shared Catalogs button is auto-enabled. It is mandatory. If Shared Catalog is not enabled, it implies that you cannot generate or view reports for the peer account.

  3. From the drop-down list below Shared Catalog, select the shared catalog for which you want to view the report.

  4. Click Save.

    Select Shared Catalog for peer account
    Select Shared Catalog for peer account

  5. After you click Save, you can view the graphical representation of your reports in your default dashboard. From this dashboard, you can further filter the report by the manager for the specific peer account.

  6. If there are any changes to the catalog from your side, the changes are immediately reflected in the reports and dashboard generated by the peer. However, when the peer modifies the catalog, the changes do not appear in your dashboard automatically. 

  7. If you want your dashboard to be updated automatically, your peer must send a new peer request to you.

    Note:

    Managers cannot view peer reports.

Email subscriptions

You can get your favorite reports in an email by subscribing to them.

In Reports page, click the  Subscription tab. Reports subscription page appears.

To select the report name from the drop-down list, start typing the report name in the Reports field. Choose the frequency of email from the drop-down. You can add the subject of the email and provide an alternate email id.

You can Edit and Delete subscriptions.

Excel Reports

The Excel Reports tab allows you to export reports in XLS file format.

The following are the report types available for download.

  • Course Reports
  • Learner Transcripts
  • Announcements Report
  • Job Aids Report
  • Content Audit Trail
  • User Audi Trail
  • Login/ Access Report
  • Gamification Transcripts

Course Reports

As an administrator, you can download reports for courses. Follow these steps:

  1. Open Reports > Excel Reports > Course Reports.

  2. The Course Report dialogue appears. Select the course you want to fetch the report of and click Show.

    Course reports
    Course reports

  3. You are redirected to the course page. You can export quiz score by user and by question  based on each enrollment by choosing the specific enrollment type.

  4. Select Export Quiz Score to export the report. A Generating Report Request dialogue box appears. Click OK to confirm.

    Generating Report Request
    Generating Report Request

    Note:

    Exported quiz score report will contain the score details for every attempt if the multi attempt option is configured for the module.

Learner Transcripts

Adobe Captivate Prime enables the administrators of an organization to generate the transcripts associated with learners. The Learner Transcript report carries the following:

  1. Learner Transcript: Learning Activity Dashboard
  2. Skill: Skill Dashboard
  3. Compliance Dashboard

The Learner Transcripts in Excel reports displays the columns Credits Required and Credits Earned in decimal numbers.

For information on generating Learner Transcript reports and more information, see Learner Transcripts.

Announcements Reports

As an administrator, you can generate a report of all the announcements that you send. The report has details regarding:

  • Announcement type
  • Announcement name
  • Announcement date
  • State of the announcement
  • Learner name

To download a report, follow any one of these steps:

  1. Open Reports > Excel Reports > Announcements Report. The Generating Report Request dialogue box opens. Click Ok.

  2. Announcements > Actions > Export Report.

    Announcements report
    Announcements report

  3. You can extract a report for a specific announcement by clicking Export Report under the settings icon.

    Report for specific announcements
    Report for specific announcements

Job Aids Report

Job Aids are training content that a Learner can access without having to enroll for any specific learning object like a Course or Learning Program. Administrators can extract and download Job Aids report.

The extracted report includes information about the following:

  • Name
  • Type of Job Aid
  • State of Job Aid (published or withdrawn)
  • Enrollment date
  • Date of completion
  • Download date
  • Learner name 
  • Manager name
  • Created by

 

To download a report, do one of the following:

  • Open Reports > Excel Reports > Job Aid Reports. The Generating Report Request dialogue box appears. Click Ok.
  • Open Job Aid > Actions > Export Report.
Job Aids report
Job Aids report

  • You can also extract a report for a specific Job Aid by clicking Export Report under the settings icon.
Report for specific Job Aid
Report for specific Job Aid

Content audit trail reports

Use the Content Audit Trail report generator to generate a report of all the changes and edits made to a course during its life in the system. The generated report has the following information fetched.

  • Object id
  • Object name
  • Object type
  • Modification type
  • Description
  • Referenced object ID
  • Referenced object name
  • Modified by user name
  • Modified by user ID
  • Modified date (UTC Timezone)

Information regarding metadata is not fetched in the generated report.

To generate a Course trail audit report, follow these steps.

  1. Select Report > Excel reports> Course Audit Trail. The Content Audit Trail dialog box appears.

    Course audit trail
    Course audit trail

  2. Select the course, learning program and certification that you want to download the report of. If not specified, all reports are downloaded by default.

  3. Select a date range for the report and click Generate.

  4. The report is generated and you are notified that the content audit report is ready. You can download the report.

User audit trail reports

User audit trail captures the life cycle of users, user groups, and self-registration profiles. User addition, deletion, change in Manager, are all captured. Creation and deletion of self-registration profiles are recorded. You can also pause and resume self-registration.

You can Add, Enable, Disable, Pause, or Resume for External profiles while you can Add, Delete, Pause, or Resume for self-registration. CSV uploads are also captured.

  1. Select Report > Excel report > User Trail. The User Audit Trail  dialo g box appears.

  2. The User Audit Trail dialog box appears. Select the date range from the pop-up menu. You can either choose to generate report for last one week, last one month, or select custom date.

    User audit trail
    User audit trail

  3. Click Generate to generate the report.

Gamification reports

Administrators can download gamification transcript in CSV format. You can either download the report for  individual  user or user groups. User name , user email, User's UUID, total user points scored ,  breakup of points collected, name of groups the user plays in, name of the manager, and active field values are all fetched in the report. Administrators can use this report to evaluate and understand user rankings at the organization level or for a specific group.

  1. Select Report > Excel report > Gamification report.

    Gamification report
    Gamification report

  2. The Gamification Transcripts dialog box appears. Select learners using their Name, Profile, User Groups, Email Id, or UUID.

    Gamification transcripts dialog
    Gamification transcripts dialog

  3. Click Generate to generate the report.

    After you generate the report of a learner, you must be able to export the current and achieved-level information for all the users (internal, external, or deleted) in the account. You can also check the dates for the levels achieved by a learner:

    • Bronze Achieved Date
    • Silver Achieved Date
    • Gold Achieved Date
    • Platinum Achieved Date

    These columns contain the dates on which the level was achieved at the very first time. The column Current Level displays the current level of the learner. 

    When the Admin resets the gamification, all points of the learner get reset accordingly.

Enrollment and Unenrollment report

Administrators and managers can extract a report of the learners who have been enrolled and unenrolled. As an administrator, you can see any of the learner, administrator, or manager who has been enrolled or unenrolled from an instance of a course, learning program or certification and export the report. While, as a Manager, you can only fetch a report of your team members. As a manger, you are not able to see the deleted learners or your own name in the manager application as an enrolled or an unenrolled learner.

To download a report, follow these steps: Open the Course/ Learning program/ Certification > Learners > Action > Export report.

Unenrollment report
Unenrollment report

Feedback Report

As an Administrator, you can now fetch both Learner feedback (L1) and Manager feedback (L3) for selected trainings for a specified period. 

You can export the data from the UI or through PowerBI connector for more in-depth analysis.

L1 and L3 feedback reports provide an option to download a consolidated feedback report for the L1 and L3 responses for selected trainings for a one-year range or for up to 10 Selected trainings for any date range.

Sign in as an Administrator, click Reports > Custom Reports, and in the list of reports, click Feedback Report.

Download feedback report
Download feedback report

Clicking on download after selecting the filters, you will receive a notification to download the report in CSV format.

The downloaded report will have details such as Training name and type, Instance name, Learner name and email, Type of Feedback: L1 or L3, Dates of the feedback submitted for new data. 

For existing data prior to this feature implementation the LO completion date will be displayed, LO Completion date, L1 Feedback question Self-Paced actual text and Class Room Text in different columns, L1 Feedback respective responses, Manager name and email, L3 feedback value and submitted date, Active Fields.

You can also export the data from the UI or to Power BI, which supports all trainings for any date range for more in-depth analysis

Trainings Report

Captivate Prime supports Training Report which allows Administrators to download training details and its associated metadata like author, published date, skills, Catalog labels etc. 

On the Admin app, click Reports > Custom Reports > Excel Reports > Trainings Report

You can download reports for the following:

  • Selected trainings (Limit 10) - Selects one or multiple trainings (up to 10) from any catalog
  • Trainings in the selected Catalogs (Limit 5) - (catalog selection will be available up to five catalogs)
  • All trainings - (all trainings in the account)
Download training report
Download training report

In the Advanced Options section, the following options are available:

  • Include Course mappings with Learning Program / Certification
  • Include Module Level information

After selecting the filters and clicking Download, you will receive a notification to download the report in CSV format. 

The report will have the following fields:

Catalog Name, Training Type, Training Id, Training unique id, Training Name, Sub Trainings, Modules, Training or Module Duration, Format, Status of Training, Skills, Author, Last Published Date, Last completed Date, Instructors Enrollment Count, Started count, Completion count, Avg L1 score, Avg L2 score, Avg L3 score, L1 responses received, L2 responses received, L3 responses received, Catalog labels & Tags.

Additional options
Additional options

Frequently Asked Questions

1. How to share a custom dashboard with a manager?

When creating a dashboard, enter the name and description. To share with managers, enter the manager's name in the Share With field.

share dashboard

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