Exporting Provider and User Details
As an Admin, you can export reports in Carebility in two main ways:
Provider-level reports – a high-level view of education activity across providers, including an All User Summary
User-level reports – a closer look at individual user progress within a provider
This article explains what each view includes and when to use it.
Provider-Level Reports (High-Level View)
✅ Best For
High-level compliance monitoring
Leadership or organizational reporting
Identifying providers that may need attention
Getting a quick snapshot without user details
📍 How to Get There
Reports → Activity → Export → Summary
What This Report Shows
Field | Description |
Provider Number | Unique provider identifier |
Provider Display Name | Name of the provider |
Number of Active Learners | Total active users |
Assigned Courses | Total courses assigned |
Completed Courses | Total courses completed |
Active Percentage | Percentage of active learners |
Incomplete Courses | Courses not yet completed |
On Time Courses | Courses completed by the due date |
Late Courses | Courses completed after the due date |
Percent Complete | Completed / Assigned |
Percent Compliant | Completed on Time / Assigned |
User-Level Report – Summary
✅ Best For
Reviewing overall user progress
Manager and supervisor follow-ups
Identifying users who are behind or non-compliant
Routine monitoring without course-level detail
📍 How to Get There
Reports → Activity → Select Provider → Export → Summary
What This Report Shows
Field | Description |
User Name | Name of the learner |
User’s email address | |
User Status | Pending, Active, Inactive |
Registration Step | Current onboarding status |
Provider User Number | Provider-specific ID |
User Number | System user ID |
Custom Tags | Tags applied to the user |
Estimated Duration | Expected time to complete a class |
Actual Time Spent | Time user was in the course (may include idle time) |
Duration Final | Minimum of actual time vs. estimated duration |
Credits | Credits earned upon completion |
Assigned Courses | Total assigned |
Completed Courses | Total completed |
Incomplete Courses | Total incomplete |
Completed On Time | Completed by due date |
Completed Late | Completed after due date |
Percent Complete | Completed / Assigned |
Percent Compliant | Completed on Time / Assigned |
User-Level Report – Detailed
✅ Best For
Compliance audits
Survey or inspection preparation
Verifying completion timelines
Investigating late or missing education
📍 How to Get There
Reports → Activity → Select Provider → Export → Detailed
What This Report Shows
Field | Description |
User Name | Name of learner |
Employee ID | Employee identification number |
Course Title | Name of course |
Block Association | Multiple courses bundled into a single assignment group |
Est Duration | Expected completion time |
Actual Time | Time user spent in thecourse (may include idle time) |
Duration Final | Minimum of actual vs. estimated duration |
Start Date | Date the course was started |
Due Date | Date the course is due |
Completed Date | Date the course was completed |
Completed Time | Time of completion |
Status | Completed on Time, Completed Late, Upcoming, or Past Due |
Important Notes
Admins only see providers they have permission to access.
Exports reflect the provider and filters selected at the time the report is run.
Export reflects the dates selected in the Date Range Picker
💡 Quick Decision Guide
Need an overview across providers? → Provider-level report Summary
Need an All User Report by Provider? → Provider-level report All Users
Need user progress within one provider? → User-level Summary
Need exact course details and dates? → User-level Detailed