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See how users learn with Coach engagement reports

  • Updated

Showpad’s detailed Coach engagement reporting brings you the fine-grain details on how Users in your organization are learning. With options to aggregate data by User, User Group, and Course itself, these detailed insights will help you see which Users are making progress and who may need extra attention.

Every report is customizable with fields that can be added or removed with the tick of a box, so you can create and download the data sets that bring you and your peers the greatest value.

Learn how to effectively understand the following reports:

See how it works

 

 

Key features

  • View Coach progress metrics in one place 
  • Sort by relevant time period
  • Download reports as a .CSV file
  • Compare course engagement stats between Users and User Groups

You need this to succeed

  • Showpad admin account or promoted user with reporting permissions
  • A browser to use Showpad's Online Platform with Coach enabled

See how it looks

Coach_Engagement_Full.png

Do this step by step

Course Engagement report

  1. Navigate to the Reports tab in the Online Platform and select Engagement Reports. Reports_Tab_Select.png
  2. Select the Coach engagement tab. This will give you an overview of your data and what filters you can apply to drill down for specific information. Choose Course to show the report.
    Select_Course.png
  3. Choose whether you want to View by individual User or by User group by using the drop-down menu.
    Step_3_View_By_User_User_Group.png
  4. When viewing by User, you will see a column for Direct Manager as well as Manager. These can be assigned under the admin user tab. Managers are in charge of groups of users, while Direct Managers can be assigned one on one. More information is available in this article.
  5. If desired, choose a Course creation date range for the results you want to compare.
  6. If you'd like, you can select which Divisions you want to compare. Check the box for each Division, then click Save.
  7. Filter which Managers, User groups, and/or Course titles you wish to view. Check your preferred boxes, then click Save.
    Managers_User_Groups_Course_Titles_Selected.png
  8. Use the options on the top right side to show or hide filters, add or remove fields in the report,  or download the report as a .CSV file.
    Filter_Fields_and_Download.png
  9. You are now equipped with the ability to filter through all User's course progress, and to see at a glance specifics as broad as who completed each course to how far along have they gotten on assigned PitchIQs, and much more. 

Path engagement report

  1. Navigate to the Reports tab in the Online Platform and select Engagement Reports. Reports_Tab_Select.png
  2. Select the Coach engagement tab. This will give you an overview of your data and what filters you can apply to drill down for specific information. Choose Path to show the report.
    Select_Path.png
  3. This report shows you by User the progress completed on Paths, with required assignments showing automatically. You can choose to include elective results as well. Select a single date or range of days that the Path was created to narrow your results.
    Path_Creation_Date_New.png
  4. When viewing by User, you will see a column for Direct Manager as well as Manager. These can be assigned under the admin user tab. Managers are in charge of groups of users, while Direct Managers can be assigned one on one. More information is available in this article.
  5. If applicable, choose what Division you’d like to include. Check the box for each Division and click Save.
  6. Select which Managers, Users, and/or User Groups you would like to compare and click Save for each menu.
  7. Refine by Path titles and Path assignment types. Choose between Required and users who opted-in to Elective Paths.
    Path_Titles_and_Path_assignment_types.png
  8. Use the options on the top right side to show or hide filters, add or remove fields in the report, or download the report as a .CSV file.
    Export_Path_eng.png

Path item engagement report

  1. Navigate to the Reports tab in the Online Platform and select Engagement Reports. Reports_Tab_Select.png
  2. Select the Coach engagement tab. This will give you an overview of your data and what filters you can apply to drill down for specific information. Choose Path Item to show the report.
    Select_Path_Item.png
  3. This report shows you by User the progress completed on Paths by item specifically, such as a Course, Task, or Live Training. You can choose to filter by a range of Path Item creation dates, Divisions, Managers, and User groups. Click Save or Apply as you tick boxes for each.
    Path_Item_Selections.png
  4. When viewing by User, you will see a column for Direct Manager as well as Manager. These can be assigned under the admin user tab. Managers are in charge of groups of users, while Direct Managers can be assigned one on one. More information is available in this article.
  5. Narrow your results by selecting specific Path titles, Users, Path assignment types (required or opted-in) and Path Item types (Course, Task, Live Training).
    Bottom_Row_Filters_Path_Item.png
  6. Use the options on the top right side to show or hide filters, add or remove fields in the report, or download the report as a .CSV file.
    Path_Item_Side_Menu_Filters_3.png
  7. When due dates are assigned at the overall path level and not for each individual path item, reporting will not show individual path items as overdue.

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