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Progress Page Overview

Watch this video for an overall walkthrough of your learner's progress page

 

🚨 You can adjust user privileges to have access to the overview tab, assessment tab, and/or report tab.

Navigate to [Settings] > [Organization]> [User Privileges]>[Progress] to give and/or remove access based on user roles
Click here to review User Privileges 

Want to dig deeper? See Graph Settings, Insights Graphs, Assessments, and Reports.

Save Preferred Views

You can now save preferred views on the Progress table, including your group-by, filters, columns, and column order, so you can get quick insights in less time. Managers can also create and share role-based views with their team, making it easy to standardize reporting across the organization.

Steps to Save Preferred Views:

  1. Customize your layout as preferred by using any of these options in the Progress table header:
    1. [+ Add filter] to filter programs by tags, status or program data
    2. [Group by] drop down menu to group programs by status, treatment area or none
    3. Gearwheel to add/ remove or reorder columns.
  2. Select the to the far right corner of the Progress table to create a saved view.

  3.  

    Select [Save Current View]

  4. A pop up will appear.
  5. Type in a name to title this preferred view.
  6. Choose who you want to make this view visible for (me, all users, specific user roles)
  7. Select [SAVE]
Once saved, all preferred views will be accessible by selecting the .
To apply a saved view, select it from the drop down list.
To remove a saved view, click the X on the blue chip with the name of your saved view.