Using reports effectively can significantly enhance your ability to monitor compliance, track progress, and identify areas for improvement within your organisation. Here are some best practices to follow:
Understand your reporting needs
Identify Key Metrics: Determine what information is crucial for your organisation. This could include course completion rates, compliance status, renewal dates, and user engagement levels.
Customize Reports: Tailor reports to meet the specific needs of different departments or teams. For instance, HR might need different data compared to department managers.
Creating and configuring reports
Link Relevant Data: Ensure your reporting columns are linked to relevant items such as specific courses or compliance requirements. This ensures that the data in your reports is accurate and useful.
Result Types and Rule Types: Select appropriate result types ( Analytical Status, Complete Date, Current Status) and rule types ( Allocated, Mandatory) to reflect the exact data you need to track.
User group management
Accurate User Groups: Make sure the user groups included in your reports are accurate and up-to-date. This ensures that the data reflects the correct users within your organization.
Access Control: Carefully manage which user groups have access to specific reports. This ensures sensitive information is only available to authorized users.
Monitoring and analysis
Track Compliance: Regularly monitor compliance reports to ensure that all employees are meeting required standards. Pay attention to renewal dates and refresher due statuses to stay ahead of compliance requirements.
Identify Trends: Use reports to identify trends such as frequently failed courses or departments with lower completion rates. This information can help in targeting training and improvement efforts.
Performance Reviews: Integrate report data into performance reviews to provide a comprehensive view of an employee’s learning and development progress.
Compliance tracking
Use compliance reports to ensure all employees have completed mandatory training and certifications.
Analyze course completion and performance data to identify high performers and those needing additional support.