Reporting Settings control how your Reporting Overview evaluates performance. Get these right and every metric in the dashboard becomes more meaningful.
Setting Your Targets
Targets are your company-wide benchmarks for what good looks like. Set them once and every location is measured against the same bar — update them any time as your program evolves.
💡 By default, targets are preset to Opus recommendations based on industry standards. Update them any time as your program evolves.
How to set or update your targets:
From the Reporting Dashboard, click the Settings icon in the top right
Set individual targets for:
Adoption
Assignment Completion
Manager Engagement
Trainee Engagement
Course Accuracy
Course Feedback
Click Save
💡 Only Admins can update targets.
Updating Your Employee Count
Adoption measures the percentage of your team actively using Opus. It's one of the most important metrics to start with. If the underlying employee count is wrong, your adoption number will be too, which skews everything measured against it.
If you have an HRIS integration, employee counts pull in automatically and stay current. If needed, you can override the default HRIS integration logic for specific locations to accommodate unique circumstances where HRIS data is not reliable.
If you don't have an HRIS integration, Opus calculates adoption using a manually configured employee count per location. Set or update this in the Settings panel to keep your adoption metrics accurate.
If some locations need a different employee count source, use Location Overrides to assign them to Admin input, Location Manager input, or HRIS individually.
💡By adding a location override, you can also give location managers the ability to maintain their own employee counts directly.
To update your employee count:
From the Reporting Dashboard, click the Settings icon in the top right
Update the total employee count field
Click Save
💡 Review your employee count whenever your team size changes significantly — new location openings, seasonal hiring, or large turnover periods can all affect accuracy.
Configuring New Hire Training
Opus uses this setting to calculate new hire onboarding metrics on the Organization tab — specifically, how quickly new hires are getting up to speed. It works by defining an onboarding window: any training assigned within a Trainee's first X days on Opus counts as new hire training.
Set the window to match how long your onboarding actually takes. Too short and legitimate onboarding activity gets excluded. Too long and the metric loses meaning.
💡Not sure what to set? Start with your typical onboarding length and adjust as you see how the data comes in.
What Admins Can Configure
Targets | What it controls | Default Industry Standard |
Adoption | % of registered team members | 80% |
Assignment Completion | % of assigned modules completed | 80% |
Manager Engagement | Engagement benchmark for Managers in the last 30 days | 70% |
Trainee Engagement | Engagement benchmark for Trainees in the last 30 days | 50% |
Course Accuracy | Expected score on course quiz questions | 80% |
Course Feedback | Minimum feedback rating threshold | 4.6 |
FAQ
Who can update reporting targets?
Only Admins can set or change reporting targets.
Do targets apply per location or company-wide?
Targets are set at the company level and apply across all locations. Managers see their location's performance measured against those shared benchmarks.
How often should I update targets?
It depends on where you are with your program. In the first 6–12 months, your baseline is still forming, so expect to adjust targets as you learn what's realistic for your team. Once you reach steady state, targets should stay stable unless something significant changes, like a new hire training overhaul, a shift in operational priorities, or a major expansion.
What happens if I don't configure my employee count?
If you don't have an HRIS integration and haven't set an employee count, your adoption metric will be empty.
How is adoption calculated if I only have an HRIS integration for some locations?
If your HRIS integration covers some locations but not all, you can control how adoption is calculated for each location. Go to Reporting Settings > Total Employee Count, add the relevant locations under Location Overrides, then choose the employee count source for each one: Admin Input, Location Manager Input, or HRIS.