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Report Management

Updated by Carolina Martin

Plan requirement: Basic reports (who is enrolled, how far learners have progressed and their assessment scores) are on every plan, including Free. The Reports dashboard described in this article, with CSV exports and scheduled reports, is part of advanced reports, available on Pro + LMS and Enterprise. Compare plans.

Admins see every published course in the portal. Course Owners, Collaborators and Facilitators see the courses they run. Learners can't see course or learner reports.

Reports shows how learners are doing across your courses on one page: who is enrolling, who is finishing, which courses need attention and which learners are falling behind. From there you can open any course, then any learner, to see exactly where they are up to. You can also download CSV reports or have them emailed on a schedule.

Prefer the previous version? Click Classic reports in the top-right of the Reports page. See Classic Reports.

Open Reports

Click Reports in the left-hand menu. The Reports overview opens.

Reports overview with headline number cards, the Enrolments chart and Learner status

Choose which courses and dates to show

The controls at the top of the page apply to everything below them.

Reports header with Organisation and My courses, the date range buttons, the download icon, Exports & schedules and Classic reports
  • Organisation shows every published course in your portal. Only admins see this option.

  • My courses shows only the courses where you are the Owner, a Collaborator or a Facilitator.

  • 7 days, 30 days, 90 days or 12 months sets the period. The default is 30 days.

  • The download icon downloads a CSV report for every course in view. Each downloaded file has a descriptive name, and the dates in it are shown in your own time zone.

  • Exports & schedules opens the page where you email a report or set up a scheduled report. See Exports and Scheduled Reports.

  • Classic reports opens the previous version of Reports.

Headline numbers

The cards across the top give you the main numbers for the period you picked. Where it makes sense, each card compares the period with the one before it, so 30 days is compared with the previous 30 days.

Card

What it means

Active learners

Learners who opened a course in this period.

New enrolments

Enrolments made in this period.

Completions

Courses completed in this period.

Completion rate

Completed enrolments out of all enrolments. This covers all time, not just the period you picked.

Average progress

Average progress across all enrolments.

Average quiz score

Average quiz score, with the change in points against the previous period.

Median time to complete

The typical number of days between enrolling and completing.

Enrolments chart and learner status

The Enrolments chart shows enrolments or completions over time. Switch between them with the Enrolments and Completions buttons. Tick Compare to previous period to add a dotted line for the period before.

Learner status shows every enrolment by where it stands today:

  • Completed: the learner has finished the course.

  • In progress: the learner has started and is still active.

  • Not started: the learner is enrolled but hasn't opened a lesson.

  • At risk: the learner has been inactive for 14 days or more with less than 50% progress, or has failed the same quiz twice.

Course performance

This table lists your courses, most enrolments first. Click any column heading to sort by it, and use the search box to find a course or owner.

Course performance table with health filters, search and a Health label for each course

Each row shows the number enrolled, active learners, average progress, completion rate, average quiz score, and a small chart of enrolments over the last 12 weeks. The Health label tells you which courses to look at first:

  • On track: completion rate of 40% or more and average progress of 55% or more.

  • Watch: completion rate of 20% or more, or average progress of 40% or more.

  • Needs attention: anything lower than that.

Use the All, Needs attention, Watch and On track buttons to filter the list. Click a course name to open its course report, or click the download icon at the end of the row to download that course's CSV.

Learners at risk

This card lists up to 8 learners who have been inactive for 14 days or more with less than 50% progress, or who have failed the same quiz twice. Each learner shows the course, their progress, when they were last active and why they are at risk.

Learners at risk list with Remind all and envelope icons, next to the When learners study heatmap
  • Click a learner's name to open their learner report.

  • Click the envelope icon to email that learner a reminder.

  • Click Remind all to email a reminder to everyone on the list.

See Send a reminder email below for what learners receive.

When learners study

This heatmap shows when learners complete lessons and quizzes, by day of the week and time of day, in your time zone. The darker the square, the busier the time. The busiest slot is shown underneath. Use it to choose when to send announcements or run live sessions.

View a course report

Click a course name in Course performance to open its report. The top of the page shows the number of lessons and quizzes, the owner, the pass grade, how the course is graded and its duration. The date range buttons and the download icon work the same way as on the overview.

Course report with headline numbers, Learner journey and Progress distribution
  • Learner journey shows how far enrolled learners get: Enrolled, Started, 25% done, 50% done, 75% done and Completed. The number under each step is how many learners stopped before the next one.

  • Progress distribution groups learners by how far through the course they are today. A bump in the middle means learners are stalling, and the highlighted band tells you which part of the course to check.

Lesson completion and drop-off chart and the Quiz performance table
  • Lesson completion and drop-off shows the share of enrolled learners who completed each lesson. The lesson with the biggest drop is highlighted. Click any lesson to see how many learners completed it and the change from the previous lesson.

  • Quiz performance lists each quiz with the number of takers, first-try pass rate, overall pass rate, average score and average attempts, lowest first-try pass rate first. Hardest questions shows the 5 questions learners most often get wrong on their first attempt.

Learners table on a course report with status filters and search

The Learners table lists everyone enrolled in the course, 20 at a time, with when they enrolled, when they were last active, when they completed, their progress, average quiz score and status. Filter by Not started, In progress, Completed, At risk or Removed, or search by name or email. Click a learner to open their learner report.

View a learner report

A learner report shows one learner's progress in one course.

Learner report with Send reminder, Download learner CSV and Force completion, Lesson progress, Weekly activity and Quiz results
  • Lesson progress shows how many lessons they have done compared with the course average, and lists every lesson as Completed (with the date), In progress or Not started.

  • Weekly activity shows the lessons and quizzes they completed each week over the last 12 weeks.

  • Quiz results shows each quiz they attempted, the number of attempts, their average score and whether they passed.

Enrolment details and Timeline on a learner report
  • Enrolment details shows whether they are still enrolled, when they enrolled, started and completed, and their course grade.

  • Timeline lists the key moments in the course, newest first, such as lessons completed, quizzes passed or failed, and when they were last seen.

  • Quiz answers shows their latest attempt at each quiz, question by question, marked Correct, Incorrect or Not answered.

  • Checkpoints and Surveys appear when the course has them.

The buttons at the top of a learner report let you:

  • Send reminder: email the learner a reminder to continue the course. This button is hidden once the learner has completed.

  • Download learner CSV: download this learner's report for the course.

  • Force completion: mark the course as complete for this learner, for example after they finish an offline assessment. Click Confirm: mark course complete to finish, or Cancel.

Send a reminder email

You can send reminders from Learners at risk on the overview, or with Send reminder on a learner report. Coursebox asks you to confirm before anything is sent.

The learner gets an email with the subject Pick up where you left off in followed by the course name, and a Continue the course button. The wording changes depending on whether they have been inactive or failed a quiz.

  • Each learner can be reminded about the same course once every 24 hours.

  • Learners who have completed the course, have turned off email notifications, or have unsubscribed from course reminders are skipped automatically.

  • Learners can stop these emails with the unsubscribe link, which turns off Course Reminders in their notification settings.

Who can see what

Role

What they can do in Reports

Super Admin and admins

See every published course with Organisation, open any course and learner report, send reminders, and export or schedule reports for the whole portal.

Course Owners, Collaborators and Facilitators

See the courses they run with My courses, open those course and learner reports, send reminders, and export or schedule reports for their courses.

Learners

Can't see course or learner reports. They see their own progress on their profile.

Admins can also show or hide the Reports menu for each account type under Settings, Permissions.

Troubleshooting

Reports shows no data.

Reports only includes published courses, and numbers only appear once learners have enrolled and started. Try a longer date range, such as 90 days or 12 months.

A learner's latest activity isn't showing yet.

The overview numbers can take up to 5 minutes to update. Refresh the page after a few minutes.

I don't see the Organisation option.

Only admins can see every course in the portal. Other roles see the courses where they are the Owner, a Collaborator or a Facilitator.

The Send reminder button is greyed out.

That learner was already reminded about this course in the last 24 hours. You can send another reminder the next day.

I need Group, Resources, Newsfeed or Certificate reports.

These are still in Classic reports. Click Classic reports at the top of the Reports page. See Classic Reports.