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Reporting: Location Tab

This article explains how to use the Location tab to review location performance metrics and drill into completion details.

Written by Ben Brunken

For: Admins, Managers, and field leaders

When Managers can see exactly where their location stands, they act. The Location tab is what makes that possible. It gives every location a clear view of where they stand, who is behind, and what to do next.

Admins use a dropdown to switch between locations. Managers land directly in their location, scoped to the locations they manage.

πŸ’‘ Before you dive in:


Location Stats

Key performance metrics for the location at a glance. Use these to quickly assess whether the team is on the platform, completing training, and keeping up with daily operations.

What you'll see:

  • Adoption: % of the location's team using Opus

  • Assignment Completion: % of assigned modules completed

  • Trainee Engagement: % of Trainees actively engaging with content in the last 30 days

  • On-Time Task List Submissions: % of scheduled Task Lists submitted on time

All stats include a trend indicator comparing to the previous 30 days.

πŸ’‘ Task Lists is an add-on. β†’ Learn more about Task Management here.

Module Assignment Completion

This lists every user and every assigned module so you can see exactly who is behind and on what. Click into the User Completion Grid to drill deeper and apply filters.

What this tells you:

  • Which Trainees haven't completed their assigned training

  • Which modules have the most incomplete assignments across the team

  • Where to focus follow-up before gaps become bigger issues


Views by User Type

Admin View:

  • Key performance metrics for one location at a glance

  • Module assignment completion grid for one location

  • Option to choose any location from the drop down at the top

Multi-location Manager View:

  • A side-by-side table of metrics across all assigned locations, with option to drill down into brands, regions, and locations

  • Module assignment completion grid across all assigned location

Single-location Manager View:

  • Key performance metrics for one location at a glance

  • Module assignment completion grid for one location


FAQ

What does a multi-location Manager see?

A side-by-side table of all assigned locations with the same stats as Location Stats above. Click into any location to open its completion grid.

Can I export data from this tab?

Yes, individual tables and completion grids can be exported from the left sidebar. For recurring scheduled exports, reach out to your CSM.

What if I don't see Task List submissions?

Task Lists is an add-on. β†’ Learn more about Task Management.

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