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 the 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 to Excel Options
Summary – Provides user totals for assigned, completed, late, percent complete, and compliance.
Detail – Provides course-level data, including start date, end date, due date, and status for each user and each course.
🔑 Important: The date picker filters by either course due date or course completion date, depending on what you selected.
👀Watch here:
🔍 Additional Filtering Options
Search by course(s): You can narrow the report to one or more specific courses
Quick date filters (in the date picker):
Last 12 months
This month
Last month
Past 30 days / Next 30 days (use the Pulse view)
🧾 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!
Need help interpreting your report? Just reach out — we’re happy to help!