User management and reporting

Updated on July 9, 2024

Accessing User management and reporting

In User management and reporting you can see all the users, see their statuses, and see the different training reports.

To access users in your Company Training Academy, do the following:

  1. Log into your Company Training Academy.
  2. Navigate to User management and reporting in the left-sided menu.

User management and reporting - Advisera Help Center

Here you can see all the users that you included in your Company Training account. From here, you can check their status and last login, view their reports, send them an invitation reminder, or delete them.

Training Reports

To view or download training reports, use the Training Reports dropdown menu on the right-hand side. You can choose from the following options:

User management and reporting - Advisera Help Center

1. Student Success Rate Report

This page displays a list of all users along with their individual success rates. You can easily filter the data by the email address, training program or lesson status.

To download the full report for further analysis or record keeping, use the download option in the upper right corner, as shown below.

User management and reporting - Advisera Help Center

Below, you can see the example of the Student Success Rate Report.

User management and reporting - Advisera Help Center

2. Lesson Success Rate Report

This page provides an overview of each lesson, showing the number of users who completed it, the average success rate, and the average number of days late. You can download the full report for further analysis or documentation using the option in the upper right corner.

User management and reporting - Advisera Help Center

3. Training Program Success Rate Report

This page provides an overview of each training program, showing the number of users who completed it, the average success rate, and the average number of days late. You can download the full report for further analysis or documentation using the option in the upper right corner.

User management and reporting - Advisera Help Center

Sending invitation reminders

You can send invitation reminders to the users who never registered. You can do this by clicking the envelope icon next to the person you wish to invite.

User management and reporting - Advisera Help Center

Deleting users

To delete invited users, do the following:

  1.  Log into your Company Training Academy.
  2. Navigate to User management and reporting in the left-sided.
  3. Click the trash can icon next to the person you wish to delete.
  4. Click the Confirm button in the confirmation pop-up window.
    User management and reporting - Advisera Help CenterUser management and reporting - Advisera Help Center

Resetting user progress

To reset the user’s progress, do the following:

  1. Log into your Company Training Academy.
  2. Navigate to User management and reporting in the left-sided.
  3. Click the 2-arrow icon next to the person whose progress you wish to reset.
  4. Click the Confirm button in the confirmation pop-up window.
    User management and reporting - Advisera Help CenterUser management and reporting - Advisera Help Center

Editing users

To edit registered users, do the following:

  1. Log into your Company Training Academy.
  2. Navigate to User management and reporting in the left-sided.
  3. Click the Edit user icon next to the user you wish to edit.
  4. Edit the information needed and click the Update profile button.
    User management and reporting - Advisera Help CenterUser management and reporting - Advisera Help Center

Sending password reset emails to users

To send a password reset email to the user, do the following:

  1. Log into your Company Training Academy.
  2. Navigate to User management and reporting in the left-sided.
  3. Click the Edit user icon next to the user you wish to edit.
  4. Click Send password reset email to user.
  5. The user will get an email with the link to change the password.
    User management and reporting - Advisera Help Center

Checking assigned training

To check the training assigned to the specific user, do the following:

  1. Log into your Company Training Academy.
  2. Navigate to User management and reporting in the left-sided.
  3. Click the arrow next to the user’s name.
  4. You will see the assigned training in the opened drop-down list.
    User management and reporting - Advisera Help CenterUser management and reporting - Advisera Help Center

User reports

To check the report of a specific user, do the following:

  1. Log into your Company Training Academy.
  2. Navigate to User management and reporting in the left-sided.
  3. Click the View report icon next to the user whose progress you wish to check.
  4. Click the Reports button to open a list of all the assigned lessons and the status for each lesson.
  5. Click the arrow next to a specific lesson to see report details for that specific lesson.
    User management and reporting - Advisera Help CenterUser management and reporting - Advisera Help CenterUser management and reporting - Advisera Help Center
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