We have brought some of the reports and features you know and love from the Reporting Hub into Panorama! This article explains the basic functions of the feature and how to use Reporting Hub to view and download analytics data.
Use Case Information
With Panorama Reporting Hub, admins, managers, and custom roles who are given the right permissions have access to a library of reports.
- Have Client Managers and Admins monitor learner progress and client performance
- Track client specific onboarding responses
- Narrow down results by sublicenses
The Panorama Reporting Hub is behind a feature flag.
Navigate to Control Panel in your instance to request to have this feature enabled on your site.
Disclaimer
Thought Industries' Panorama Reporting Hub (PRH) functionality is made available to our customers for their internal business and reporting purposes, and is intended for users that have been authorized by our customers. By opting-in you are confirming that you will grant access to this functionality only to those authorized in accordance with your platform access and security policies. PRH allows HTML-to-iFrame access via Thought Industries' interoperability with Looker, a third-party service provider, and may allow your users to input or inject HTML script into certain fields within the PRH, creating risk for our customers. For this reason, only trusted users should be granted access to PRH. For more information concerning Looker's HTML sanitization policy please visit www.docs.looker.com. You may opt-out of PRH functionality at any time by checking the appropriate OPT-OUT box within the PRH DISCLAIMER notice window.
Functionality Overview
Roles
Roles with access to the Panorama Reporting Hub:
- Site Admins
- Client Admins
- Client Managers
- Custom roles with Viewing Client Reports permission enabled
Library Reports
Users can access the Library tab, which includes prebuilt reports. These are reports the user always has access to.
Path: Panorama > Actions > Edit > Reporting > Library
Note
See the section below, "Run and View Reports in the Client", for more details and directions on how to run these reports.
Explore Reports
Users can access the Explore area to create custom reports and tweak base configurations to fit specific reporting needs. To learn more about creating custom reports, see this help article.
Path: Panorama > Actions > Edit > Reporting > Explore
My Favorites
Users can favorite reports to focus their reporting tasks. Favorites are unique to each user. To learn more about favoriting reports, see this help article.
Path: Panorama > Actions > Edit > Reporting > My Favorites
Data and Sublicense Filtering
Data Notes
Panorama Reporting Data is based on the learner's currently allocated sublicenses, NOT the sublicense the learner was a part of at the time of an action.
Example: The actions follow a learner rather than being stamped to a particular sublicense. So if a learner completes Course A while in Sublicense A, but is then moved to Sublicense B, all actions for Course A will be displayed for Sublicense B.
Sublicense Filtering
As a client admin, or any role, with Viewing Client Reports and access to multiple sublicenses, the following logic will be applied to data for users existing across multiple sublicenses:
- If a sublicense is selected in the dropdown menu, the report will return all relevant data for users who are a part of that sublicense.
- If a sublicense is not selected, the report will return data across all users in the given client (for whichever sublicenses the viewer is provisioned).
- If a sublicense is expired, the learner will still show in that sublicense.
- If a learner is removed forcibly (i.e. removed access from sublicense), the learner will NOT show in the sublicense.
- For learners who move clients, the data returned in reports will reflect the current client they are in.
Run and View Library Reports in the Client
- From the homepage, select Panorama.
- Click the Actions drop-down next to the client you want to alter and select Edit.
- From the left menu, select Reporting > Library.
- Within the Library, there are four pre-built reports.
Onboarding Responses Log
This page shows individual user responses to an Onboarding Survey enabled at the client level.
- Includes Email, Submission Time, and Survey Questions/Responses.
Client Engagement
Client Engagement contains a dashboard comprised of multiple data tiles showing different information relevant to learner engagement. Preview screenshot (there is more data than what is displaying in the screenshot):
- Learner Content Status: Pie chart with percentage breakdowns of learner statuses
- Visits per Day: Line chart of visits per day - shows previous 7 days.
- Blocks with one data visualization: # Learners, Total Content Starts, Total Content Completions, Total Time Spent, Total Visits, Total Page & Content Views, Average Time per Visit
- Most Active and Least Active Content: Shows top and bottom 5 content items based on Total Views
- Top Learners: Shows top 10 learners based on Total Content Views
- Learner Usage Overview: One row per learner with data on content starts, content completions, last active date, completed assignments, and # of quiz attempts
- Learner Usage Details: One row per learner and content item; displaying current content status
Content Usage
Content Usage contains a dashboard comprised of multiple data tiles showing different information relevant to content use. Preview screenshot (there is more data than what is displaying in the screenshot):
- Content Views by Date: Line Chart that shows content views by month throughout the life of the panorama
- Content Views: shows a count of the total content views
- Content Completions: shows a count of the total content completions
- Overview: Views and Completions by Content Type
- Content Usage Totals by Month: Views and Completions by month
- Content Usage Details: Views and Completions by content item
Learner Usage
Learner Usage contains a dashboard comprised of multiple data tiles showing different information relevant to learner use of the Panorama. Preview screenshot (there is more data than what is displaying in the screenshot):
- Learner Visits by Date: Line Chart that shows learner visits by month throughout the life of the panorama
- Blocks with one data visualization: Total Learners, Total Visits, Total Content Views, Total Content Completions, Avg. Time Spent (minutes)
- Learner Usage Totals by Month: Views and completions by month
- Learner Usage - Visits: Visits by learner with last active date
- Learner Usage - Overview: Views and completions by learner
- Learner Usage - Content Details: One row per learner and content item; displaying current content status
Tip
If you are using Training Credits in Panorama, you will see a 5th Library report: Admin Credit Action Log. To learn more about Training Credits, go check out this help article.
Tip
Want to download a report? Check out this help article on Downloading Reports for steps!
Frequently Asked Questions
| Question | Answer |
|---|---|
| Does the Panorama Reporting Hub replace the previous experience? | Yes! If enabled, the Panorama Reporting Hub will replace the previous experience with Library, Explore, and Favorite menu options. |
| Where can I find the reports available in Panorama today? |
The Panorama Reporting Hub Library will have all existing panorama reports. |
|
Have any new out-of-the-box Library reports been added? |
No new Library reports have been added, but with the ability to Favorite custom dashboards, you can begin to build a Library of custom tiles and dashboards. |
| Is Sending & Scheduling available in Panorama Reporting Hub? | Sending and Scheduling is not available in this first version of Panorama Reporting Hub, but it is already on the roadmap to add this functionality in the near future. |
| Who can see the Panorama Reporting Hub? | Site Admin, Client Admin, Client Managers, and custom roles with 'Viewing Client Reports' permission enabled. |
| Are there limits around what data users can view in Explores in Panorama Reporting Hub? | When users access the Explores, they will only have access to the client and sublicenses they have been provisioned. |
| Can I give users ‘view only’ permissions for Panorama Reporting Hub? | Not at this time. If the user has the' Viewing Client Reports' permission on, they will be able to view Library reports and also use the Explore function. |
| Who do I contact if I have an issue or feedback on the new Panorama Reporting Hub? | Contact Support for help with using reports. For feedback, there is a link at the bottom of the EXPLORE page in Panorama Reporting Hub. Site Admin can also submit feedback (triggered by clicking Suggestions in the left navigation). |