Assignment Summary Report

The Assignment Summary report provides summary information on assignments that are in draft, in progress, or archived. Canceled one-time assignments do not display in this report. This report is a Skillsoft template report These reports contain all data and activity going back to your initial contract start date with Skillsoft. Because the data in these reports is stored in our data warehouse, you cannot get up-to-the-minute information. Use these reports for trending and year over year analysis. These are flexible reports that allow you to create and save a customized view for later, as well as download and share it..

Access this report

To access the report and customize it for your needs:

1. From the left navigation bar select Analytics, then select the All Reports tab.
2. From the Assignments section, select Assignment Summary.
3. Set global filters

   To see just the data you need, specify global filters for this report. You find all filters under the Filters drop down.

   

   You can filter data on this report by date range, users or audiences, assignment titles and categories.

   Filters you can set for this report include:

   • Date Range: Filters the data by a specified range of dates that you select from the drop-down list. When you select the date range, you must also select the type of report you want to see. Your options include:
     • Assignments launched within the date range: Select this option to only show assignments that launched within the specified date range.
     • Assignments due in the date range: Select this option to only show assignments that have a due date within the date range selected.
     • Assignments completed in the date range: Select this option to only show assignments that were completed in the date range selected.
   • User filters: Under the Users filter option, you may see options for Audiences and Users. Select the more arrow next to the option you want to specify. Search for the audiences or users you want to see, then select them from the list. You can perform multiple searches and make multiple selections and see them on the Selected tab. When you are done selecting all audiences or users, select Add more filters to return to the main filter list.
   • Include Inactive users: Select if you want to include users whose account status has been set to inactive because they left the company or went on leave.
   • Assignment filters: There are three filters under this section. Use these filters if you want to just review specific assignment titles, categories of assignments, or assignment status. Select the more arrow next to the option you want to specify. Search for the item(s) you want to see, then select them from the list. You can perform multiple searches and make multiple selections and see them on the Selected tab. When you are done selecting all items, select Add more filters to return to the main filter list.

   What you select for filters here impacts what you see on the rest of the page.

4. After you set filters, select Apply filters to update the data shown on the page. If you want to reset filters, you can select Reset to default.
5. If you want, you can create and save your data view

   After applying global filters, the table loads with a default set of columns presented in a default order. To use your data in a way that makes the most sense to you, you can organize the columns in the table by sorting, filtering, changing the order, and choosing which ones to display. You can also pin columns and group by them.

   To create and save your own view of the Assignment Summary report:

   1. Organize the columns to present the data in the way that makes the most sense

      The following options are available to organize the columns in the report:

      Column Action	How to Use
      Sort	From within the column heading, select the arrow button to toggle between ascending and descending.
      Filter	To filter a column for select data, from within the column heading: Select the more options button , then select the filter button . Choose how you want to filter. Options will vary depending on the data contained in that column. You may see: equal, greater than, less than, not equal, contains, does not contain, starts with, ends with, or in range. Enter a value in the space provided. This field is case sensitive. For example if you select contains and enter akara,Percipio does not find a match with and item containing Akara. If available, you can add more filters using the inclusion of AND or OR. If you select AND, data must meet both conditions to display. If you select OR, data must meet at least one condition to display. The filter is applied immediately. Select anywhere outside the filter to close the filter box. If a column is filtered, the filter icon shows in the column header.
      Pin (Anchor)	To pin or anchor a column so that it does not scroll left or right off the page: From within the column heading, select the more options button . Make sure the more options tab is highlighted and select Pin. Choose Pin left or Pin right. If you select Pin left, the column is moved to the far left. If you select Pin right, the column is moved to the far right. To remove the pin and reposition the column back to its original location, select No pin.
      Autosize	If you want to ensure you can read the longest value within a column, you can autosize it. You can do one column at a time or all of them at once. From within the column heading, select the more options button . Make sure the more options tab is highlighted and select Autosize this column or Autosize all columns.
      Group	Sometimes it is helpful to see your data grouped in a particular way, for example, by user role or by status. You can create groups within groups for further segmentation. There are two ways to group your data: From within the column heading: Select the more options button . Make sure the more options tab is highlighted and select Group by [this column] To remove the grouping: select Ungroup by this column. From the right column expansion list: Locate the column in the list you want to group by. Select and hold the group icon . Drag the column to Row Groups at the bottom. Select the X next to the Row Group to remove it.
      Hide/Show	To only show the data relevant to your needs, you can select which columns display. From the right Column expansion list : Locate the column in the list you want to show or hide. To show a column, make sure you check the box. To hide a column, uncheck the box.
      Reorder	To change the display order of the columns, you can click and drag a column heading left or right to reposition it within the table.

   2. To save this exact view of the report for future use, under Actions, select Save as new template.
   3. Enter a Template name for this report. The saved report displays under the Journeys reports section on the All Reports tab.
6. You can select to Download report at this point so you can share with others in your organization.
7. You can choose to create a report schedule. Under Actions, select Create report schedule. When you schedule a report, the report runs automatically and you get notified by email when it is available to view.
8. If you save the initial custom view, you can then:
   • View downloaded reports
   • Share your report
   • Edit your custom report
   • Delete your custom report

Columns

The following columns are available in the Assignment Summary report:

• ASSIGNMENT TITLE: The title of the assignment.
• ASSIGNMENT UUID: A unique identifier for a specific assignment.
• ASSIGNED BY: The assigner's name and User ID.
• ASSIGNMENT TYPE: The type of assignment, either One time or Recurring.
• LEARNERS ASSIGNED: The number of users who have the assignment.
• % COMPLETED: The percentage of assigned users who have completed the assignment.
• ASSIGNMENT STATUS: The status of the assignment, either Active or Archived. Active means the assignment is in progress.
• ASSIGNMENT CREATED DATE: The date when the assignment was created.