Objective, scope, and limitations
This article aims to guide users with super administrator or administrator roles in accessing, viewing, and downloading reports of e-learning course instances. This guide explains the available sections—such as instance summary, participants, costs, surveys, assessments, and webinars—as well as the download formats that allow for effective management of information related to virtual training.
Process:
Access the instance report
- Go to the “Reports” section in the left side menu.
- Go to “E-learning” and select “Instances”.
- Next, a list of all e-learning course instances will be displayed. By default, onlyactive instanceswill be shown.
To access the report for a particular instance, click on “View report”(last column).
⬇️ To export the complete list of instances, click the “Export” button and choose the format (Excel or CSV).
Example:To obtain a list of instances grouped by course, use the 'Course' filter and add the name of the course you want to filter before downloading the instance report. This way, you can analyze the information segmented by course.
Report sections
📄Summary: Contains the general information of the instance, such as:
- Associated course name
- Course duration
- Start and end dates
- Course manager: name, email, phone, and identifier
- Provider: name, type, rating, and identifier
📌Important:If you click on “Download Excel” from this tab, the file will include all report sections in different sheets (Summary, Participants, Costs, Surveys, and Assessments).
👥Participants: Lists all collaborators enrolled in the instance, along with:
- Collaborator name
- Instance name
- Progress percentage
- Status (approved, failed, or in progress)
- Grade
- Enrollment source (course or learning path)
- Dates: first opened and completed
- Individual download of diplomas or certificates (if assigned)
⬇️Available downloads:
- Excelwith all participants
- Diploma summaryfor all collaborators
- SIRCE Certificate(only if you have the extension active)
After downloading the Excel file, you can filter by approval status or use formulas like SUMIF to calculate the total number of approved participants in an instance.
💰Costs: Shows the costs configured in the instance for each participant:
- Company expense: training, travel expenses, transfers
- SENCE expense: training, travel expenses, transfers(only if you have the SENCE integration active)
😊Surveys: Presents the results of the course satisfaction survey. The information provided includes:
-
Indicator dashboard:
- Average result (scale of 1 to 10)
- Response rate
- Results by question:average, options, and responses
⬇️Available downloads:You can download this information as aPDF(with indicator charts and visual results) or asexcel(with detailed responses per participant).
📘Assessments: Shows the results of the learning assessments:
-
Indicator dashboard:
- Number approved
- Average grade
- Response rate
- Results by question:average and selected options
⬇️Available downloads:You can download this information as aPDF(with indicator charts and visual results) or asexcel(with detailed responses per participant).
Remember, if you need help you can contact us through our support channels.
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🤖 This article was translated using artificial intelligence. View original article.