How to Pull a Progress Report in Empath
Objective
This KB outlines the steps to pull a progress report of a user's activity within the Empath platform for users with manager or admin roles.
Key Steps
1. Verify Permissions 0:14
-
Log in to the Empath platform.
-
Check for the 'Members' tab between 'Dashboard' and 'Courses'.
-
If the 'Members' tab is visible, you have the necessary permissions to pull reports.
2. Access the Members Tab 0:37
-
Click on the 'Members' tab to access the team view.
3. Set the Date Range 0:55
-
In the team view, locate the date range settings.
-
Set the desired date range for the report (e.g., 'All Time' for a comprehensive report).
4. Select the Employee 1:38
-
Use the drop-down list to find the employee for whom you want to pull the report.
-
Click on the employee's name to view their specific information.
5. Locate the Progress Report Button 2:02
-
Scroll down to find 'Assigned Courses'.
-
Look for the small PDF button next to it.
6. Export the Report 2:12
-
Click the PDF button.
-
Choose to export the progress report as either a PDF or CSV format.
7. Review the Report 2:33
-
Open the downloaded report to review the user's progress.
-
Note that the report reflects only the content assigned to the employee.
8. Export Team Progress (Optional) 3:44
-
If needed, click the 'Export Team Progress' button to pull a report for the entire team.
Cautionary Notes
-
The report only includes progress on content that has been assigned to the employee. Any self-initiated content will not be reflected in the report.
-
Ensure that the date range is set correctly before pulling the report to avoid missing data.
Tips for Efficiency
-
Familiarize yourself with the layout of the Empath platform to navigate quickly.
-
Regularly check for updates or changes in the reporting features to stay informed.
Link to Loom
https://loom.com/share/fcc6e588aed04410a3d651d1dc1130fb
LINK TO BONUS "How To Use Reports" Content: