Which Report Do I Use?

Find what you want to do in the tables below, then open the report listed beside it.

What you see depends on your role and, for most standard reports, your Reporting Preferences: supervisors see their direct reports or extended team, and system administrators can also see all users (Restricting the Users in my Reports).

Compliance

Start with Compliance Summary for a team-level view, and use Compliance Overview for one person's due dates.

I want to…	Use this report	Good to know
See how compliant my team is	Compliance Summary, then Compliance Details	Counts online, classroom and imported completions, but only for users registered through a program. Supervisors can get a monthly compliance email.
See exactly who is compliant or not, across the system or in one course	Compliance Details (System Level), or Compliance Details (Course Level) for one course	Month-end snapshots are archived automatically and can be downloaded later.
See who is overdue and when each course is due	Compliance Overview (one learner)	Sorted by due date, with an option to hide completed courses. How due dates are worked out: Understanding Due Dates. Due dates are calculated for each learner, so they are not available as a custom report column; use the compliance email and open Compliance Overview.
Snapshot compliance for chosen programs or teams	Program Completion	Every column can be filtered. Can be emailed to supervisors on a schedule. For a custom view, build a custom report and group the columns by department, or export the raw data to Excel and summarize it there.

Completions

Use Learning Records to look up who completed what and when, and Completion Status to see who has not finished a course.

I want to…	Use this report	Good to know
See who completed a course or training on a given date	Learning Records (system level), or course level for one course	Filters include dates, learner, course, action and object type. Exports to Excel or CSV.
See who has not completed a course	Completion Status (course level)	Lists everyone enrolled and whether they have finished each activity and the course, including uploaded records and equivalencies.
See who completed a course in the learning environment itself	Course Completion (course level)	Counts only completions made in the learning environment, not uploaded records or equivalencies. Use Completion Status for the full picture.
See who completed which activities in a course	Activity Completion (Basic / Advanced)	The Advanced version can split results by face-to-face session.
See how many users completed each course in a period, and the average grade	Completion Rate (system level)	Filter by start date, end date and course.
See what share of users completed one course in a period, grouped by department or job title	Completion Rate (Course)	Group by profile fields such as department.
Check one learner whose record looks wrong	Learning History (the learner's own view), and Learning Records filtered by name	For course checkmarks that do not match, see Troubleshooting Green Checkmarks.

Classroom Attendance

Attendance is exported from the face-to-face activity, for one session or for all sessions.

I want to…	Use this	Good to know
Export attendance for one classroom session	Open the face-to-face activity and click the Export attendance icon beside the session (Exporting the List of Attendees)	Exports as CSV.
Export attendance for all sessions of a face-to-face activity in one file	Open the face-to-face activity and export attendance for all sessions	You can also export each session on its own.
See who completed each face-to-face session of an activity	Activity Completion (Advanced)	Splits results by face-to-face session.

Programs

Program Completion shows each learner's progress in a program.

I want to…	Use this	Good to know
See each learner's progress in a program	Program Completion	Shows name, program, compliant or not, and percent complete. Names link to the learner's Compliance Overview. Supervisors see only their own staff. Can be emailed to supervisors automatically, for example monthly.
Find which program a course belongs to, or how programs are set up	Finding Which Program References a Course	Program Completion lists the users registered in a program. To see a program's membership rules, build a custom report with the Programs source.

Learner Activity and Usage

These reports show what people did and how courses and the system are used.

I want to…	Use this report	Good to know
Find the most active or most participatory courses in a period	Course Overview	System level.
See how often each person did something in a course, and who has not yet viewed an activity	Course Participation	Filter by activity, period, role and action. You can select users from the report and message them.
See how many views each activity got and when it was last accessed	Activity Report	Course level.
See how much time people spent in courses	Time Spent in Courses	The inactivity timeout is 15 minutes by default.
See how much time people spent in each activity of a course	Time Spent in Activities	Only users who were active in the period appear.
See views, posts or logins over time	Statistics (System Level), or Statistics (Course Level) for one course	Shown as a graphic and a table. Needs at least one week of data.
See how the whole system is used over time	Usage (System Level)	A summary of key counts, then tabs by period.
See how one course is used over time	Usage (Course Level)	Tabs for enrolments, last access, activities, completions and countries.
See what one user did today or over time	Today's Logs / All Logs	All Logs adds a chart of hits over time.
See what one user accessed in a course's activities	Outline, or Complete	Both show views, grades where they apply, and last access for each activity.

Grades and Assessments

I want to…	Use this report	Good to know
See every learner's grades in a course, per activity and overall	Grader Report	Pass and fail are colour-coded, and it shows averages.
See one user's grades for a course	Grade	Gradable activities only.
See one user's grades across all their courses	Grades Overview	Opened from the list of users, it shows every enrolled course.
Compare quiz results before and after training	Quiz Comparison	Compares pre-test, post-test and follow-up, with an improvement column.
See how survey answers changed between the start and end of a course	Pre and Post Survey Comparisons	Works with feedback activities only, and the questions must be identical.

Purchases and Licences

I want to…	Use this report	Good to know
See the purchases made for a fee-based course	Purchase History	Includes PDF receipts and licence keys or links.
See how many licences a purchase included, and how many were used and completed	Licensing Details	Open it from Purchase History > More Details.
See payments for fee-based courses, including failed ones	Payment Transactions	Shows the reason for a failure, which Purchase History does not.

System Administration

I want to…	Use this report	Good to know
Search for a specific event in the logs, such as when someone logged in	Extended Log Search	System administrators only. Same data as Logs with more search options; it can put heavy load on the database, so use it sparingly.
See what is happening now, or in the last hour	Logs / Live Logs	Live Logs shows the last hour and refreshes every minute.
Check that the system is healthy and find issues to fix	System Health	System administrators only.
Be notified when a specific event happens	Event Monitoring Rules	System administrators only. Create an event, then subscribe to it, for example to monitor user uploads.
See which cohort each user belongs to	Cohort Report	A grid of users and cohorts. Exports to CSV.

Custom Reports and Getting Data Out

Build a custom report when no standard report fits, and use the BI service when you need the data in Power BI or Tableau, or when you need to analyze a large volume of records (10k+).

I want to…	Use this	Good to know
Build a report no standard report provides	Managing Custom Reports: sources include users, courses, cohorts, course completions, programs and notifications. Then Scheduling Reports and Giving Access to Custom Reports.	Access can be given to all users, system roles, named users or a cohort. Very large reports can slow the system. See Custom Report Basics below.
Feed report data into Power BI or Tableau	Business Intelligence (BI) Systems and Database Schema (administrators; premium service)	Credit value and duration are currently blank for learner-entered activities.
See what the reporting database looks like	Database Schema	System administrators only. It is generated automatically, so it is always accurate.

Custom Report Basics

Pick one source first. Sources cannot be combined; each source lists its entities (think of them as tables), and the fields inside them become the columns you can add.
Conditions named “Select …”, such as Select courses or Select users, accept several values. Other fields use operators such as contains or starts with, and the same field cannot be added twice to build a condition, so there is no AND/OR between conditions.
Schedules run daily, daily (weekdays only), weekly, monthly or annually. Files can be CSV, Excel (.xlsx), HTML table, JSON, OpenDocument (.ods) or PDF.
To send only new data, add a date filter on a field such as user creation date or course completion date.
Reporting Preferences (direct reports or extended team) do not apply to custom reports.
To exclude suspended users, add the condition User > Suspended and set it to No.
Scheduled reports can go to anyone: choose by system role, by members of a cohort, or select users one by one. Excel files cannot be sent with filters already on.
Group columns together, for example by department, to summarize results.

If nothing here fits, raise a support ticket that names the closest report and what you want to see.