Training Reports

Customize and View Training Activity Reports

From the Reports tab of your KnowBe4 account, you can view Training Activity Reports to monitor your organization's training-related data. Training Activity Reports display comprehensive information about your users' enrollments in training campaigns. You can also customize the reports to display specific data, such as training enrollments for individual campaigns, user groups, or training statuses.

If you would like to export your Training Activity Reports for future use, you can export information from the report as a CSV file or export a report overview graph as a PDF file. 

Note:Data from your KSAT console can take up to 24 hours to process and display in your training activity reports.

Customizing Training Activity Reports

When you create a Training Activity Report, you can apply filters to the report to view specific data. For example, to view data for only active users in a specific group, you would select the group in the User Groups filter and Active in the User Status filter.

Tip:You can add additional filters to your report by clicking on Add Filter on the top-right corner of the report filter section.

To learn about the filters you can apply to training activity reports, see the screenshot and list below:Report Filters

  1. Report Type: Use this filter to select your report type. You can select either All Training Activity or All Training Activity Grouped by User, depending on how you would like to organize your data. If you select All Training Activity, the report will display individual training enrollments. If you select All Training Activity Grouped by User, the report will display training enrollment data grouped by user. To learn more about these report types, see the All Training Activity and All Training Activity Grouped by User subsections below. 
  2. Training Additional Criteria: If Optional Learning or AIDA Recommended Optional Learning is enabled for your account, you will also have the option to only display data for optional learning campaigns.
  3. Training Campaigns: Use this filter to select the training campaigns that you would like to display data for.
  4. User Groups: Use this filter to select the user groups that you would like to display data for. 
  5. Content Types: Use this filter to select the types of training content that you would like to display data for.
  6. User Status: Use this filter to select which user statuses you would like to display data for.
  7. Exclude User Groups: Use this filter to select the user groups that you would like to exclude from the report. If a user is included in both the User Groups filter and the Exclude User Groups filter, the user will be excluded from the report.
  8. Timeframe: Use this filter to select the date range that you would like to display data for. You can choose additional date range options using the Add Timeframe drop-down menu.
  9. Add Timeframe: Use this filter to choose between the following date range options.
    • Enrolled On Date Range: Use this filter to select only users who enrolled in the selected training during the date range.
    • Training Started Date Range: Use this filter to select users who started the selected training during the date range.
    • Training Completed Date Range: Use this filter to select users who completed the selected training during the date range.
  10. Add Filter: You can customize your training activity report with the following additional filters.
    • Training Status Criteria: Use this filter to display data for the Past-Due training status only.
    • Training Progress Status: Use this filter to select the training statuses that you would like to display data for.
    • Search User: Use this filter to search for specific users by name or by email.

After you select your filters, click the Apply Changes button. 

Tip:After you click the Apply Changes button, you can click the Save Report button if you would like to view the report later. When you click the Save Report button, your report will automatically display in the Saved Reports tab of the Reports page. For more information about saving reports, see our How to Save and Send Reports article. 

Viewing Training Activity Reports

After you customize your Training Activity Report, your report will display a graph and a table. If you would like, you can export the graphs as PDF files and the table data as a CSV file. 

To learn how to view your Training Activity Reports based on report type, see the subsections below. 

All Training Activity

If you selected All Training Activity for your report type, your report will display detailed information for each training enrollment, while the All Training Activity Grouped by User report displays combined data for all of a user's training enrollments.  

For this report type, you can view the bar graph to monitor the number of times your users have been enrolled in, started, and completed training. To view the exact numbers for each of these events, you can hover your mouse over the bar graph. You can also remove a bar from the graph by clicking the corresponding label in the legend at the bottom of the graph. For example, you can click User Enrollments from the legend to remove the User Enrollments bar from the graph.All Training Activity Graph

Below the graph, you can view a table that displays information about the training campaigns that each user is enrolled in. The table contains a separate row for each training module included in the campaign. For example, if a user is enrolled in a campaign that includes three training modules, the report will include three rows for the user.

You can customize the table by selecting columns to display and sort your results. To learn how to customize the table and download your report, see the screenshot and list below:All Training Activity table

  1. Manage Columns: Click this icon to display a drop-down menu that contains a list of available columns. From the drop-down menu, you can deselect the default columns and select additional columns to display in the table.
    All Training Activity column picker
    Note: If you export a CSV file of your report, the columns that you have selected from the drop-down menu will display in the CSV file. If you save your report by clicking the Save Report button near the top-right corner of the page, the columns that you have selected will display in the saved report.
  2. Arrow icon: Click this icon in the column headers to sort the results in the table.

All Training Activity Grouped by User

If you selected All Training Activity Grouped by User for your report type, your report will display more general data about your users' training enrollments, while the All Training Activity report displays data for individual training enrollments.

For this report type, you can view the bar graph to monitor the number of training content that is in progress, is completed, has not been started., or is past due. To view the exact numbers for each of these events, you can hover your mouse over each bar in the bar graph. You can also view the circle graph to monitor the percentage of training content that is complete.Grouped by User graphs

Below the graphs, you can view a table that displays information about each user's overall training activity. You can customize the table by selecting columns to display and sort your results. The table contains one row for each user by combining the data for all of the training modules the user is enrolled in.

To learn how to customize the table and download your report, see the screenshot and list below:Grouped by User table

  1. Manage Columns: Click this button to display a drop-down menu that contains a list of available columns. From the drop-down menu, you can deselect the default columns and select additional columns to display in the table.
    Grouped by User column picker
    Note: If you export a CSV file of your report, the columns that you have selected in the Manage Columns drop-down menu will display in the CSV file. If you save your report by clicking the Save Report button, the columns that you have selected will display in the saved report.
  2. Arrow icon: Click this icon in the column headers to sort the results in the table.

Exporting Training Activity Reports

If you would like to export your Training Activity Reports, you can use the Export As button near the top-right corner of the filter options to generate a CSV or PDF File.

This action will open a drop-down menu where you can choose to Generate CSV or Generate PDF. Generate CSV will generate a CSV file version of the report table. Generate PDF will generate the report’s graphs and Report Details found at the bottom of the report table.

In the top-right corner of your console, a notification bell will display when the report that you generated is ready to be downloaded. Your generated reports can also be downloaded at any time from the Download Center subtab. For more information, see the Download Center Overview.

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