Completions Summary by Demographics for Required Courses (CSV Only)

The Completion Summary by Demographics for Required Courses report lists selected attribute(s), the total count of assigned courses to the attribute(s), a breakdown of course counts based on their completion status, and a percent complete calculation for the attribute(s).

Unlike other reports within Percipio Compliance, this report defaults all attribute filters to “NONE,” requiring admins to select the attribute(s) they would like to report on.

Use this report to view completion summary data for required courses associated with each defined demographic group(s).

For example: You want to understand the current percent complete for employees within your organization in Phoenix, Arizona that are assigned specific courses.

  1. From Reports, go to General Reports and select Completion Summary by Demographics for Required Courses (CSV Only).
  2. To filter the report, select the course(s) you would like to see in the report.
  3. Select the applicable attributes you want to see regarding the courses.
  4. Run the report.
  5. Once the report completes, download the CSV file from the Current Reports list. The report will reflect the attribute(s) and course(s) the report is filtered by, giving you a count of total courses assigned to the attribute, the breakdown on completion status as well as the percent complete.

Supported output

CSV: Creates a comma delimited version of the report which is available for 48 hours on the reports main page under Current Reports. Once the report is processed, you can download it to your local storage device and open it in Excel or a similar program.

Filters

Delivery Method: Only lists courses based on the selected delivery method. Default is all courses.

Courses Status: Lists courses based on a status of Active, Inactive, or All. Default is Active.

The default for all Demographic (audience) filters is NONE, which returns no results. If you select a value and still do not see results, this indicates there are no completions for any users within that audience, for the course(s) selected.

The maximum number of demographics you can select is 10.

Demographic Filters include all user attributes associated with your organization. For each attribute, select the value you want to filter by. If you filter by more than one attribute, users must be associated with each attribute value selected.

For example, if you select the State value of Arizona, and the City value of Phoenix, only users assigned both values are included in the report results.

Note: For reports that use attribute filters, the user-specific attributes mapped on the Setup > Percipio Settings page, only display values that are associated with an audience. All other values are removed from the drop down, but still display in CSV reports.

User Status: Select All, Active or Inactive. Defaults to Active.

Security Level: Filters by the security level assigned to each user, or all users. Defaults to All.

Courses Completed From/To: Includes data for users who completed the course during the selected dates. Results can only include dates in the past.

Results

Row 1 provides information about the filters you selected, and starts with the demographics:

  • If you selected a value for a demographic, the demographic and the value are listed. For example, Location - Phoenix.
  • If you selected " NONE," the demographic is listed followed by NONE. For example, Hire Date - NONE.
  • If you selected "ALL," the demographic is not listed in this row.
Note: Row 1 is informational only and should not be confused as column headers for the data.

The row 2 column headers include the demographics you selected to filter by and lists them alphabetically.

Additional columns include:

  • Selected attribute(s): A line for each selected attribute. If multiple attributes are selected, a line for each combination of attributes that have associated assignments will be listed.
  • Total courses: Total count of course(s) assigned to learners with that attribute or combination of attributes.
  • C + EX+ EQ: Count of course(s) with a status of “Complete”, “Exempt” or “Equivalent” assigned to learners with that attribute or combination of attributes.
  • C: Count of course(s) assigned to learners with that attribute or combination of attributes with a status of “Completed”
  • EX: Count of course(s) assigned to learners with that attribute or combination of attributes with a completion status of “Exempt”
  • EQ: Count of course(s) assigned to learners with that attribute or combination of attributes with a completion status of “Equivalent”
  • OD: Count of course(s) assigned to learners with that attribute or combination of attributes with a status of “Overdue”
  • I/NS Not OD: Count of course(s) assigned to learners with that attribute or combination of attributes with a status of “Not Started” or “Incomplete”
  • Percent Complete: Percent complete calculation based on the number of courses with a “Complete,” “Exempt,” and “Equivalent” status (count found in “C + EX + EQ” column) and the total course(s) assigned (count found in the Total Courses column).