How do I generate Reports in Insights?

Reports offers an easy and efficient way to keep track of progress in Motimate, and export completion data for further analysis. This article will explain how you can generate a report 📈

1. Access Insights on the bottom left hand side of the Motimate interface on desktop. This will take you to Motimate Insights 
    
2. Select Reports from the left hand panel.
   
    

Who can access Reports and what can they see? 
 

Access is differentiated:

• Org Admins have access to all groups, but they only see individual user results in the lowest level groups.
  However, for customers who utilize sub-organizations (also referred to as Aliases), an organization admin must be explicitly set as an admin in the level 1 group of the desired sub-organization to access the reports. This requirement is in place to ensure data access is appropriately scoped.
   
• Group Admins have access to the reporting for the groups in which they are admins, and the child groups of those groups. 

By using reports you are able to create templates that will be saved in your template library, and these can be reused every time you need to generate a report based on the same selections.

Generating a report:

Start by clicking Create a new Template.

 

Step 1:
Type your Template title and Template description.

Choose your preferred Excel layout that will determine the structure. Selecting Groups will make it easier to sort and filter reports based on selected groups. If you choose Users it will be easier to sort and filter reports based on users. Learnings will make it easier to sort and filter based on Motis, Packages or Learning Paths. 

 

Select the level of detail in the Excel report. Overview will only contain overall completion information for the groups, users and learnings selected, with no individual results shown. Detailed will show all completion details for the groups, users and learnings.

 

Step 2:

Select which Level and Groups you want. If you would like to only see one or more specific groups, choose them and leave the level filter blank. 

Step 3:

Select the positions you want included in the report.

Step 4:

Select users you want to include in the report. 

Step 5:

Leave Data Aggregation on. 

 

Step 6:

Select the type of learning your Excel report should contain, between Motis, Packages and Learning Paths.

 

Step 7:

In this step you will select which Motis, Packages or Learning Paths you want to include, based on your selection in the previous step. 

Step 8:

Select Playlists to show results from. 

 

Step 9:

You're all done, and now all you have to do is click Generate report! 🎉

The excel report will now be sent to your email.