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.
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.
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:
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.
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.
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.
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.
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.
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.
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.
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.
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.
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:
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.
For User Visits and Learning Time Spent reports, the default data (when no user group is configured) shown will be for the entire account.
The Training content dashboard offers insights into trainings available on the platform. You can view popular trainings or track all available trainings.
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.
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.
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.
Start Ratio (%)
Ratio of the number of learners who have started the course to the number of enrollments.
Completion Ratio (%)
Ratio of total users who have completed the course to the total users who have started the course.
Average of all L1 feedback responses received on a scale of 1 to 10 rounded to the nearest integer.
Average of all L3 feedback responses received on a scale of 1 to 5 rounded to the nearest integer
Start ratio, Completion ratio, Learner Feedback, and Manager Feedback are not affected by the filters applied. The filters affect only enrollment, views, and completions.
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.
A dashboard is a collection of reports. Reports can be grouped into a dashboard as per your choice.
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.
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.
To start creating your own boards, click Add Dashboard on the right side of the page.
Provide the name and description of the dashboard.
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.
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.
The reports that you create by clicking Add on the upper right corner of Reports page, are added to your default dashboard.
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:
A manager can only view the reports of their team members from a shared dashboard.
The exported sheet of dashboard reports provides detailed information instead of report summary. The downloaded report follows the format of a Learner Transcript.
Click Reports on the left pane. Report summary page appears.
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.
On the top-right corner of the page, click Add.
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.
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:
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.
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.
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.
In the Time Span section, choose the appropriate option from the drop-down. The available options are:
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.
Expand this section and choose the required filters.
Click Save to complete creating a report.
On the report, click the drop-down arrow, and choose the option Edit Report.
Make the required changes to the report. To save the changes, click Save.
Choose this option to move the current report to an existing dashboard. To move the report, click the option Move to Dashboard.
Choose the dashboard where you want the report to move to and click Move.
To create a copy of the report, choose the option Create a Copy.
Choose the dashboard where you want to copy the report to. To start copying, click Copy.
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.
To download the report, choose the option Download 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.
Track how user groups such as departments, external partners, and roles are performing in comparison with other user groups or against other learning objectives.
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.
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.
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:
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.
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.
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.
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.
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.
You can view the reports specific to each course by following the below steps:
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.
Select the course of your choice from the drop-down list and click Show.
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 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.
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.
Select the x-axis and y-axis for this report, and select the date for this report.
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.
From the drop-down list below Shared Catalog, select the shared catalog for which you want to view the report.
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.
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.
If you want your dashboard to be updated automatically, your peer must send a new peer request to you.
Managers cannot view peer reports.
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.
The Excel Reports tab allows you to export reports in XLS file format.
The following are the report types available for download.
As an administrator, you can download reports for courses. Follow these steps:
Open Reports > Excel Reports > Course Reports.
The Course Report dialogue appears. Select the course you want to fetch the report of and click Show.
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.
Select Export Quiz Score to export the report. A Generating Report Request dialogue box appears. Click OK to confirm.
Exported quiz score report will contain the score details for every attempt if the multi attempt option is configured for the module.
Adobe Captivate Prime enables the administrators of an organization to generate the transcripts associated with learners. The Learner Transcript report carries the following:
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.
As an administrator, you can generate a report of all the announcements that you send. The report has details regarding:
To download a report, follow any one of these steps:
Open Reports > Excel Reports > Announcements Report. The Generating Report Request dialogue box opens. Click Ok.
Announcements > Actions > Export Report.
You can extract a report for a specific announcement by clicking Export Report under the settings icon.
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:
To download a report, do one of the following:
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.
Information regarding metadata is not fetched in the generated report.
To generate a Course trail audit report, follow these steps.
Select Report > Excel reports> Course Audit Trail. The Content Audit Trail dialog box appears.
Select the course, learning program and certification that you want to download the report of. If not specified, all reports are downloaded by default.
Select a date range for the report and click Generate.
The report is generated and you are notified that the content audit report is ready. You can download the report.
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.
Select Report > Excel report > User Trail. The User Audit Trail dialo g box appears.
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.
Click Generate to generate the report.
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.
Select Report > Excel report > Gamification report.
The Gamification Transcripts dialog box appears. Select learners using their Name, Profile, User Groups, Email Id, or UUID.
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:
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.
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.
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.
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
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:
In the Advanced Options section, the following options are available:
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.
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.