Evaluation dashboards
The Reports page has two complementary views: an aggregate breakdown by department and a person-level table you can drill into for assignment detail.
Administrators (Quality Admin, HR Admin, Corporate Admin) and Team leads. Team leads see only their direct reports.
Opening the Reports page
Navigate to Reports in the sidebar. If there are no assignments in the system yet you will see an empty state; the tables appear once training has been assigned to at least one person.
By Department tab
The By Department tab is the default view. It shows one row per department with the following columns:
| Column | What it shows |
|---|---|
| Department | Department name ("Unassigned" groups people with no department) |
| People | Number of people in this department |
| Overdue | Assignments past their due date plus the training grace period |
| Due soon | Assignments not yet overdue but due within the next 14 days |
| Completion | Percentage of assignments that have been passed |
Departments are sorted by overdue count (highest first) so the most critical situations appear at the top.
Click any department row to jump to the By Person tab filtered to that department. The active department filter appears as a badge you can remove to return to the full list.
Exporting the department view
Click Export CSV (top right) while on the By Department tab to download a CSV file named reports-departments.csv with the columns shown above.
By Person tab
The By Person tab lists every person visible to you with summary counters.
| Column | What it shows |
|---|---|
| Name | Person's display name |
| Department | Their department ("Unassigned" when none) |
| Passed | Number of assignments passed |
| Overdue | Number of assignments overdue (shown in red when > 0) |
| Total | Total assignments across all campaigns |
Searching and filtering
- Use the Search box (top left of the tab) to filter by name.
- If you arrived by clicking a department row, a department filter badge is active. Click the x on the badge to clear it.
Exporting the person view
Click Export CSV while on the By Person tab to download reports-people.csv with Name, Department, Passed, Overdue, and Total columns. The export respects any active search or department filter.
Per-person drill-down sheet
Click any row in the By Person table to open a side panel with that person's full assignment list.
Each assignment row shows:
| Column | What it shows |
|---|---|
| (expand button) | Toggle the wrong-answer review for this assignment |
| Training | Training name |
| Status | One of: Passed, Overdue, Due soon, On track |
| Due date | The date the assignment is due |
Status badges use the same overdue rule as the rest of the application. See Scheduling settings for how due dates and grace periods are configured.
Status meanings
| Badge | Meaning |
|---|---|
| Passed | The learner completed and passed the quiz |
| Overdue | Not completed, past the due date plus grace period |
| Due soon | Not completed, not yet overdue, due within 14 days |
| On track | Not completed and no immediate deadline concern |
Expanding the wrong-answer review
Click the expand arrow on any assignment row to load which quiz questions the learner got wrong on their most recent attempt, with the correct answer and the author's explanation. See Wrong answers for more detail.
Related pages
- Reports overview - Who can see what
- Wrong answers - Quiz question analysis
- Scheduling settings - Due dates and grace periods
- Weekly supervisor digest - Automated email summary for team leads