Introduction
As a manager, you can monitor the activity of your team members directly in your platform by managing parts of their learning experience or contacting them to investigate certain situations.
Depending on the platform settings, you may be able to build your team by sending requests to users to confirm you as their manager. Users will be added to your team only when they accept your request for the association.
The My Team page
If you are managing at least one user in the platform, open the main menu from the top left corner of your platform and click on My Team to access the My Team page that you can use to monitor and manage your team.
The My Team page is made up of the following tabs:
- Team members. The Team members tab offers an overview of your team. Learn more on managing your team members.
- Courses. The Courses tab shows your team’s progress across enrolled courses. Learn more on the Courses dashboard.
- Learning plans. The Learning plans tab shows your team’s progress across assigned learning plans. Learn more on the Learning plans dashboard.
- Skills overview. The Skills overview tab lists the skills available in your team and provides an overview of the available content, levels and improvements. If no user in your team has selected at least one skill, this tab will not appear. Learn more about the skills in your team.
- Checklists. The Checklists tab lists the checklists relating to your team members, learn more on how to manage checklists as a manager.
- Reports. Use the Reports tab to download reports about courses, users, learning plans, certifications and sessions involving your team members.
Managing report types
The Reports tab shows the list of the available reports:
- Users - Courses: this report shows you the progress details of users reporting to you, for each course.
- Users - Learning Plans: this report shows you the progress details of users reporting to you, for each learning plan.
- Users - Certifications: this report shows you the progress details of users reporting to you, for certification obtained.
- Users - Sessions: this report shows you the progress details of users reporting to you, for each ILT session.
Reports are pre-filtered with a default set of filters. In order to edit them according to your needs, click on the ellipsis menu at the end of the report row and select Edit. Execute your changes and click on Save to confirm them.
For each type of report it is possible to edit the filters listed in the following section. Moreover, depending on your Administrator’s configuration, you might be able to filter by dropdown user additional fields.
Users - Courses
For this type of report, you can edit the following filters:
- Hierarchy
- Enrollment Date
- Enrollment Status
Users - Learning Plans
For this type of report, you can edit the following filters:
- Hierarchy
- Enrollment Date
- Enrollment Status
Users - Certifications
For this type of report, you can edit the following filter:
- Hierarchy
Users - Sessions
For this type of report, you can edit the following filters:
- Hierarchy
- Enrollment Date
- Enrollment Status
Exporting your report
To export your report, press ellipsis menu at the end of the report row, select the Export as option and choose between .csv and .xls file type.
Important notes
- While an automatic update of data is running, you cannot export nor preview your reports. You have to wait until the update operation is completed before exporting your report.
- The data used to create the reports is not continuously updated and immediately available for reporting. Instead, it is refreshed nightly allowing you to create updated reports after the data has been renewed.