Admin Guide: Viewing Course Completion and Progress Reports (Activity Report)

If you have elevated permissions in Carebility, you’ll see the option to run Activity Reports. This report gives you a clear overview of learner progress and can help you track required education across your facility.

🛠 How to Run a Report

Go to Reports > Activities.
Select the facility from the list.
Users will be displayed alphabetically, each with a dropdown arrow beside their name.
Check that the correct course filters are selected. (select all to see all courses)
Use the date range picker to set your desired dates.
- Choose whether you want to filter by Course Due Date or Completion Date.
Click Export and select either Summary or Details.

Export the report to Excel

Summary – Provides user totals for assigned, completed, late, percent complete, and compliance.
🔑 Important: The date picker filters by either course due date or course completion date, depending on what you selected.
Detail – Provides course-level data, including start date, end date, due date, and status for each user and each course
How to filter an Excel Spreadsheet

🔍 Filtering Options

Search by Course(s): Filter results for a single course, multiple courses, or all courses

Due Date: View classes with a due date that falls within the selected date range.

Completed Date: View education that was completed during the date range selected in the date picker.

Tags: Tags can be applied to users or facilities based on region, department, job role, compliance category, or any other relevant grouping, allowing administrators to filter reports, assign training, and manage permissions more efficiently across multiple locations or teams. Not all organizations will have this access. Check with your administrator

👀Watch here:

🧾 What the Activity Report Shows

When you run an Activity Report, you’ll see a breakdown of each user's training status:

Status	Description
Upcoming Education	Courses that are assigned but not yet due
Past Due	Courses that are overdue and not completed
Completed On Time	Courses completed by the due date
Completed Late	Courses completed after the due date

You'll also see the agency as a whole: Total Assigned courses, Courses Completed, and Ratio %- Remember this depends on what course you have turned on in the filter or dates you have in the Date Range Picker

📈 Ratio Table

Metric	Formula
Complete %	Completed ÷ Assigned
Compliant %	Completed On Time ÷ Assigned

These ratios help you quickly measure both completion rates and timeliness across your team.If you’re not seeing expected results, double-check your date range and course filters — these are often the key!