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Branches dashboard
Michael Schiefer avatar
Written by Michael Schiefer
Updated over 5 months ago

The Branches Dashboard displays various statistics and graphs of your organization’s performance.

On the main reports page, navigate to the Branches Dashboard section and click the View button.

Branches View

By default, you will see only your organization (branch) to which you have visibility. The top of the dashboard includes:

  • Users in current branch. The total number of all users in your branch, including the root branch and sub-branches.

  • Enrollments. The total number of enrollments for all of the users in the root branch and sub-branches. Enrollments are counted on a user-to-course basis, so a user that is enrolled in five courses will be counted five times.

  • Completed, In Progress, or Not Started. The total number of course enrollments in which users have the Completed, In Progress, or Not Started status. Enrollment statuses are counted on a user-to-course basis, so a user that has a status of In Progress in three courses will be counted three times.

In the Performance by Branch section, the donut chart displays a summary of your organization's metrics.

Hover your mouse over the graph to view the enrollment statistics related to your branch. By clicking on the branch in the chart, the dashboard will display the same graphs and statistics related to your branch.

In the Overdues by Branch section, view a bar chart related to overdue enrollments (users enrolled into courses, but they did not complete the courses by the deadline). By clicking on the branch in the chart, the dashboard will display the same graphs and statistics related to your branch.

Users View

To view a list of all course enrollments for users in your branch, switch to the Users view in the Display View section in the navigation bar at the top of the page.

A list of all of the enrollments for users in the branch will appear. Please note that this list is created on a user-to-course basis, so users enrolled into multiple courses will appear multiple times in the list. For each enrollment, the row in the list will include:

  • The user’s first name, last name, and username

  • The user’s status in the course (Not Started, In Progress, or Completed)

  • The course’s code, name, and type (E-Learning, Webinar, or Classroom)

  • The dates that the user was enrolled into the course

  • The date of completion (If the user has completed the course)

  • The total time spent in the course (If the user has completed the course)

  • The score and credits of the course (If the user has completed the course, and only if applicable)

Exporting Reports

Branches view reports can be exported as a PDF or XLSX file using the corresponding buttons in the top of the page.

Users view reports can be exported as a XLSX file using the corresponding button in the top of the page.

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