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.

Creating 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 Reports page, click Add. Report creation dialog appears.
  3. Click Save to complete creating a report. A sample report creation dialog is shown below for reference.
Creating reports
Creating reports

In Report Type, you can choose a pre-defined set of reports or choose custom. 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

You can use the above report types to generate reports of 300+ variations.

Report Name Type a title for your report.

Primary Y-axis Choose the first/primary criteria 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, enrolled, and so on. Primary range data is represented in the form of bar graphs in the report.

Secondary Y-axis 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.

X-axis 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.

Time Span (Date) Choose the appropriate option from the drop-down. Options: last one month, quarter, year, QTD (last 90 days), YTD (last 365 days), and the date range. If you choose a date range, provide From and To date as follows:

From Choose the starting date from which you would like to see the report.

To Choose the end date for your report.

Filters

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, and so on.

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. 

Course You can filter your report based on any course by choosing them from the drop-down.

Apply filters
Apply filters

Note
Above the legend for the graph, you can view a zoom box. Move cursor over it, click, and drag the crossbar over any part of the zoom box graph area, to zoom in.

You can view the secondary y-axis values in the form of a line across the graph bars. For example, in the above sample, you can see the values for Effectiveness in gray line across the graph.

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

Another Select drop-down appears next to X-axis with a list of user groups available for your account. In this drop-down, you can select one or multiple user groups. 

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. 

Custom user groups/user attributes

You can also create customized user groups using Add users/user groups feature in Captivate Prime. After creating the user groups you can generate reports for those customized user groups with the help of a list of attributes like location, branch, and so on. 

In X-axis, choose the user attribute option and select the attribute the from the select drop-down next to it. To create a customized user group report based on these attributes, you also need to choose the appropriate user group in the filter. 

Types of reports

Adobe Captivate Prime 1.0 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

Dashboards

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

Sample dashboards

Click this board tab to view 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.

My dashboards

Click this board tab to view all the boards that you created. From the view board drop-down list, you can select the default board or any of your created dashboards.

Create a dashboard

  1. Click Add dashboard on the right side of the page, to start creating your own boards.
Add dashboards
Add dashboards

  1. Provide the name and description of the dashboard and click Save.
  2. If you want to share the dashboard with any Administrator/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 My dashboards list.

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 to your dashboard.

Note
The reports 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 should be shared.
  • Choose Edit Board in the drop-down list and enter user details for sharing the dashboard.

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 and so on. Choose the new value from the drop-down menu and click tick mark to confirm the change. 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 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. Choose the manager name from the drop-down list to display unique report for each manager.

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 is only temporary view.

View course reports

You can view the reports specific to each course.

  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

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

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

Edit/Move to board/Create a Copy/Delete/Re-size reports

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

Edit/Move to board/Create a Copy/Delete/Re-size reports
Edit/Move to board/Create a Copy/Delete/Re-size reports

Edit While modifying data, to go back to initial values, 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 re-size your reports in 1×1(medium) and 2×2(large) sizes.

Email subscriptions

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

In Reports page, click Email subscription next to Add button at the upper-right corner of the page. Reports subscription page appears.

Start typing the report name in the Reports field to select the report name from the drop-down list. Choose the frequency of email as daily, weekly, monthly as per your choice, add the subject of the email, and click Add to subscribe.

Click Edit to modify the subscription. Click Remove to delete the subscription.

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 will 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.

While creating a peer account, if the Share Catalog option had not been selected, you cannot view that peer account in this list.

Manage reports for peer account
Manage reports for peer account

Select the X-axis and Y-aixs for this report, and select the date for this report. 

Notice the filters field, the Shared Catalogs button is auto-enabled. This 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.

Click Save.

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

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 his 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.

Megjegyzés:

Managers cannot view peer reports.

Content audit trail reports

Use the 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 will be 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 dialog box appears.

  2. The User Audit Trail dialog box appears. Select the date range from the drop-down 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.

Job Aid, announcement, and unenrollment report

Job Aids

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 etc.
  • Manager name
  • Created by

 

To download a report follow these steps: Job Aid < Actions < Export Report.

Job Aids report
Job Aids report

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

Report for specific Job Aid
Report for specific Job Aid

Announcements

As an administrator, you can generate a report of all the announcements that has been sent by you. The report will have details regarding:

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

To download a report follow these steps: Announcements < Actions < Export Report.

Announcements report
Announcements report

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

Report for specific announcements
Report for specific announcements

Unenrollment report

Administrators and managers can extract a report of the learners who have been 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 will not be 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

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