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.

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
  1. Provide the name and description of the dashboard.
  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.
  3. 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.

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. Add Report creation dialog appears.
  3. Enter the required values in corresponding boxes.
  4. Click Save to complete creating a report. 
Creating reports
Creating reports

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

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, and enrolled. 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.

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 the 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. 

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

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.

  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 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.

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-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.

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 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.

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

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

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:

1. Open Reports > Excel Reports > Job Aid Reports. The Generating Report Request dialogue box appears. Click Ok.

2. Open Job Aid > Actions > Export Report.

Job Aids report
Job Aids report

3. 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 dialog 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 scoredbreakup 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
    Gamification Transcripts
  3. Click Generate to generate the report.

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

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