Disclaimer: Some content in this article outlines how to use functionalities that may not be available on all plans. Get in touch with your account manager (if your plan includes this option) or reach out to Docebo using your platform's Help center if you wish to upgrade your plan.
Introduction
The Courses and Learning Plans dashboards provide a clear and detailed overview of your team’s learning progress. If enabled in your platform, you’ll find two dashboards in the My team page–one for courses and one for learning plans–to help you track and monitor key training metrics for your direct reports.
The My team page
If you manage at least one user, open the main menu and select My team.
The My team page is made up of the following tabs:
- Team members. See an overview of your team. Learn more on managing your team members.
- Courses. View your team’s progress across enrolled courses
- Learning plans. View your team’s progress across assigned learning plans
- Skills overview. View the skills selected by your team members, along with related content, levels, and improvements. This tab appears only when skills are configured and at least one team member has selected a skill. Learn more about the skills in your team.
- Checklists. View the observation checklists associated with your team members. Learn more on how to manage checklists as a manager.
- Reports. Download reports about courses, users, learning plans, certifications, and sessions involving your team members. Learn more in the article Reports for managers.
Please note! The Courses and Learning plans tabs are only visible if enabled in the advanced settings of your platform. Contact your administrator for more information.
The Courses and Learning plans dashboards
You can open a dashboard in either of the following ways:
- Select Courses or Learning plans on the My team page
- On a team member’s card, select the ellipsis menu, then select Courses (dashboard) or Learning plans (dashboard). When you open a dashboard from a team member’s card, the dashboard is filtered for that user.
Filtering the dashboard data
Use the filters to focus on the data you need. The available filters are:
- Association level: Lists only direct reports or indirect reports, or both. Only direct reports show by default.
- Association type: Filters by the manager relationship, such as direct manager or another manager type.
- Overdue status: Displays content that is overdue or due within the next 14 days.
- User additional fields.
- User status: Lists active or inactive users, or both. Only active users show by default.
- Specific users: Lists your direct team members. You can select up to 10 users at a time.
- Course additional fields
- Courses or learning plans: Lists only items with at least one enrollment among your team members. You can select up to 10 items at a time
- Course type: Available only on the Courses dashboard.
- Enrollment type
- Enrollment status
- Learning plan type: Lists learning plans or certifications, or both. Available only for the Learning plans dashboard.
- Timeframe: In the upper-right area of the dashboard. This filter considers enrollment and completion dates. By default, the dashboard shows recent activity. Select All time to view the full available history.
You can also select a section of a graph to filter the dashboard by that data. For example, select Completed to display only completed courses or learning plans.
Filters shared by both dashboards remain applied when you switch between the dashboards during the same session. The Courses or learning plans filter and the Course type filter are not shared. All filters are cleared when your session ends.
Reviewing the dashboard data
The dashboards include the following graphs
- The number and percentage of enrollments by status for courses or learning plans.
- The number and percentage of courses or learning plans that are overdue or due within the next 14 days.
- A list of courses or learning plans by enrollment status, sorted by number of enrollments.
- A list of courses or learning plans by overdue status, sorted by number of enrollments.
- A detailed report of all courses or learning plans assigned to the team.
For the first four graphs, select the ellipsis menu to view a summary or export the data as a CSV file. For the detailed report, select the ellipsis menu and export the data as an XLS or CSV file.
Important notes
- Dashboard data is refreshed every 24 hours. It is not available in real time.
- Dashboard data is available only in English, even when the platform uses another language.