Reports:
Escal8's reports offer personalized, real-time analytics to measure and optimize learning impact, providing actionable insights that boost team performance and business results.
1. In the admin panel, click on the “Reports” section.
Reports Panel: this is a default view when you enter the module. Here you can;
Visualize global data in real-time.
Access pre-configured analytics (active/inactive learners, course completion, etc.).
Apply filters to customize the overview (groups, date range, content type, etc.)
Reports Panel (sub sections)
Overview
Provides a general snapshot of the platform’s usage and performance.
Visualize total number of learners.
Identify active vs inactive users.
Track course completion across all content types.
Mandatory Courses
Shows progress exclusively for mandatory courses.
Useful for compliance or role-specific training.
Highlights course completion rates and pending users.
Mandatory Learning Paths
Displays data related to learning paths that have been marked as mandatory.
Analyze completion rates and learner progress within structured learning programs.
Drill down into specific learning paths assigned to users.
Certifications
Focuses on certifications assigned within the platform.
Tracks who has earned them, who is in progress, and who is overdue.
Helps admins monitor professional development across teams.
Manager Statistics
Provides a manager-level view of learning activity.
Aggregate data by team or department.
Enables performance comparisons between different areas of the organization.
All these tabs support filters to narrow results by group, user, content type, and date range.
Information: These small “i” icons provide additional context about the graph or table you're viewing.
2. Click on the “Create report” section.
3. At this point, we can notice that there are two ways of creating reports:
Basic Report
Custom Report
4. Give the report a name
5. Choose the resource:
Course enrollments
Completed courses
Learning path progress
Certification
6. Use filters to narrow your report results and focus on specific users, content, or time frames.
Available filters:
Courses – Select the course or courses.
Learning paths.
Groups – Filter by specific teams or departments.
Students – Focus the report on selected users.
Enabled students/Disabled or All Students
Date range/Custom – Choose a timeframe (e.g., last 30 days).
Course Status –Completed, Incomplete
Preview
Shows a quick view of the report within the platform.
Only the first 10 results based on your filters will appear.
Use this to confirm your filters and report structure before downloading.
Download
Exports the complete report in Excel format (.xlsx).
Includes all filtered data, regardless of the number of users or content items.
Ideal for sharing, analyzing, or storing records.
7. Once you’re ok with the setting, click on the “Save” button.
How to manage reports
In the “Created reports” section you can:
1. View details on the report selected.
2. Send via email.
3. Download the report as an Excel.
4. Delete the report.
How to create custom reports
When generating a report in Escal8, you can choose between two modes: Basic and Custom.
Basic Reports are quick to create and follow a predefined structure. They include standard filters and fixed fields, making them ideal for simple overviews and fast insights.
Custom Reports, on the other hand, offer full flexibility. You can choose which fields to include, apply more advanced filters, and define how the data is grouped or sorted. These reports are best when you need deeper analysis or tailored data views.
Click on “Create custom report”
Before customizing your report fields, make sure you've completed the initial setup:
2. Report name
Give your report a clear, descriptive name (e.g. "Sales Team Progress – Q2").
3. Resource
Select the type of data you want to report on (e.g. Students, Course enrollments, Certifications).
4. Filters
Narrow your data using filters like:
Content (Courses / Learning paths)
Users (Groups / Students)
Date range
Status
Enabled students
5. Columns added
In this section, you define which data will appear in your final report.
Drag fields from the left panel into “Columns added” on the right. (Clicking won't add them.)
Only added columns will be included in the report.
You can reorder them or delete any by clicking the trash icon.
💡 Available fields change depending on the selected resource and filters
Preview
Shows a quick view of the report within the platform.
Only the first 10 results based on your filters will appear.
Use this to confirm your filters and report structure before downloading.
Download
Exports the complete report in Excel format (.xlsx).
Includes all filtered data, regardless of the number of users or content items.
Ideal for sharing, analyzing, or storing records.
7. Once you’re ok with the setting, click on the “Save” button.
Tips for better custom reports
Start simple: Avoid adding too many columns — focus on the data you really need.
Name clearly: Use specific names so you can easily recognize each report.
Use filters wisely: Combine filters to narrow your view and extract more precise insights.
Test with preview: Always preview your report before downloading to confirm it's showing what you expect.
Document your setups: If you’ll reuse the same structure, write down your selected fields and filters for future use.