pulse lms: pulse reports guide€¦ · pulse lms: pulse reports guide version: 1.86 this guide...

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Pulse LMS: Pulse Reports Guide Version: 1.86 This Guide focuses on the Reporting options, which are available to Pulse Administrators, Learning Managers and User Managers.. Please consult our separate guides for processes for end users, user management and learning management in the Pulse system. There are also separate guides for building reports and for authoring using the Adrenaline tool.

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2 Table of Contents

Table of Contents

System Reports versus Personal Data 3

Reports 4

The Usage Report 5

The Completion Report 6

The Survey and Feedback Report 8

The Event Attendance Report 10

The Qualifications Report 11

The Review User Report 13

The Report by User Report 15

The Report by Groups Report 16

Print, Export and Schedule Reports 17

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System Reports versus Personal Data When they sign into the Pulse LMS, User Managers, Learning Managers and Administrators will have access to the Admin and Reports buttons at the top of the Pulse screen.

The Reports option is designed to allow those with the required privileges to access learning data relating to those under their control.

When a User Manager or a Learning Manager clicks on the Reports button, he or she will only be able to report on the users in his or her group or any sub-groups thereunder. While these managers will be limited based on their position in the hierarchical structure of the user group tree, Administrators are able to report on anyone in any group that you will find under Users and Groups.

The Virtual Grouping options will also allow virtual group managers to report on users within their virtual group, but will be limited to reporting on the learning and users applied to that virtual group.

4 Reports

Reports Simply click on the Reports button on the Home screen and the Reports screen will be displayed. The left hand pane offers the options that are available to you, split into groups that include the core Reports group, User Reports and My Reports. The individual options offered may vary as specific reports are developed for various organisations. The Learning Summary is selected and built as soon as you click on the Reports button. It displays a simple chart that reflects the total time trained on each day in the current week. In fact, clicking on any of the report options will automatically generate a Chart or a Table that presents usage data for all users and groups that you are able to access, based on your security status. The Learning Summary is a simple report that is intended to immediately reflect how much learning is being delivered by the system and its only real option for personalisation is the Back button that allows you to display the usage for the weeks prior, noting that when you select this option a Next button is automatically added to the right hand side of the chart so that you can return to the current week.

Of course, you will be looking for more specific information from your reports, so going through this User Guide will be time well spent. You will find that between the various reports offered and their various selection options, you can access and format all of the data stored in Pulse’s database. And once you have built the report(s) exactly as you want them, you can then very simply schedule Pulse to automatically rebuild them when you want it to and send the results to your email inbox copying in selected colleagues.

If there is a report that you seek that cannot be built in one of the off-the-shelf versions, we also have an option to develop custom reports for you, but such a request has only ever happened once!

Let’s get started by investigating the Usage report in detail.

5 Reports

The Usage Report The Usage report opens in Chart view by default. It pulls in and displays an overview of the eLearning items that all of the users you manage have completed to-date.

If you mouse over the bars in the chart a popup window will display detail on the background data that has been used to generate that bar. You can also drill down to that detail by double-clicking on the bar. This action can be continued until you drill down to the most granular level of the data. In this Usage report, if the Chart highlights a specific items usage that you would like to investigate, simply double click on the relevant bar and the second level will display access usage within the various course modules that the title offers. You can then double click on a module and the third level will display the names of the users who accessed the module.

Note that when you drill down on the data, the Previous Level button will become available at the top of the pane, allowing you to move back up through the levels as required.

Let’s now investigate how you can personalise this report:

1. Raw Data: If you would like to see the raw data that is used to build the chart displayed at any time, you can simply click on the Grid option in the top right corner. If you click the Grid option, Pulse will use a traditional grid format to display the raw data in a worksheet format. This grid is built using Pulse’s interactive interface, so you can sort any of the data columns by simply clicking on their headers – just like you would in Excel.

2. Users and Groups: The initial Chart reflects all of the groups that are within or below your own group. If there are a huge number of groups in your system, you can click on the Included Groups button and then select the specific groups that you want the Chart to report on. You can change the chart to display a variety of other data options by simply clicking on the radio buttons displayed at the top.

3. Date range: At the bottom-right corner of the screen are options to change the date range that has been used to extract the data. Simply click on the calendar button for the Start or End date fields and select the dates that you require.

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The standard options to Print, Export and Schedule

reports are detailed later in this guide…

6 Reports

The Completion and the Completion Summary Report The goal of a completion report is, of course, to identify those users that have completed learning. Please note that building data intensive reports such as these ones can create a lot of processing work for the CPU, which in turn can slow down the delivery of learning to your users. There are two ways to access the completions:

1. In normal work hours we recommend that you access the standard Completion report as it asks you to first browse to and then select the specific title(s) that you wish to report on. Doing so rather than reporting on all titles by default will minimise the time taken to build the report.

2. When you click on the Completion Summary option, a base level report is automatically generated for all titles and displayed in a grid format that reflects all of the users in all of the groups that you have access to. The amount of data being pulled to build this grid will increase as you add more titles and track more users, so we suggest that wherever possible you bypass the grid by selecting the standard Completion report and then identifying the title(s) you require.

Once you have located and selected the specific titles that you wish to report on, a breakdown of the users who have accessed the title will be displayed. Note that at any stage, you can click on a column header to sort the display by any of the fields – we recommend the Overall Completion column.

The completion reports include a wide variety of personalisation options that will help you to build the exact report that you require, including selecting the Include all assigned users option in the bottom right to display not just those people who have completed the learning but also those who have partially completed or not started it.

Note that under the visible fields option is a range of fields that can be reported but are not included by default. For example the Group Path field can display the full path to a user’s group as displayed in the group hierarchy, with each level separated by a backslash; e.g. “InterAction\Sydney Office\Website Design”. There is also a Subscribed Date option that will display the date a user subscribed, enrolled or was assigned a learning item, as well as a range of other fields for you to select or deselect.

Date filtering can also be applied using the date fields which will be displayed at bottom right once you have drilled down to the user or module levels. Note that when you drill down on the data, the Previous Level button will become available at the top of the pane, allowing you to move back up through the levels as required.



7 Reports

Download or email reports that cannot be displayed in a web browser

As your database increases in size, sheer volumes of data being reported might not be able to be rendered in your web browser without causing problems in the player. If a report becomes too large, you will be presented with the option of downloading it to a csv file that you can open in Excel or having it emailed to you (using the email address stored in Pulse.

Note: If the report in this format exceeds 5Mb in size, then it will be automatically zipped before it is emailed.

Once you have personalised any report to your needs, you can schedule Pulse to automatically generate it at required intervals, so that it is ran overnight and delivered direct to your email inbox.

The options for personalising the Completion report will be detailed on the next page…

8 Reports

Report on: Note that you can only display completion details on one title at a time, so if you realise that you have selected the wrong title, you can simply click on the Search button to the right of this field and select another title - or you can return to the previous level to make a different selection.

Included Groups: The initial Chart reflects all of the groups that are within or below your own group. To drill down on a specific group’s progress, click on the Included Groups button and then select the group(s) you want to report on.

Visible Fields: By default, we display those fields that most people are looking for as columns in this grid. If you require additional data to what is displayed, open the Visible Fields drop menu and make your selections.

Include all assigned users: By default, Pulse displays only those users who have accessed the learning item at some stage and for each it displays their individual progress. To include users in the report who have access to the learning but have not yet attempted to start it, simply click on this check box.

View: The View option default to a Summary setting which displays overall completion of the title. If the title is made up of multiple modules, you can select the By Module option from this drop menu and Pulse will drill down on the data for you.

9 Reports

The Survey and Feedback Report Adrenaline is the authoring tool that is built into Pulse. When Adrenaline created eLearning course, survey or assessment modules are published through Pulse, a record of every interaction that the user makes with questions, text entry boxes, etc. can be written to the Pulse database (see the Tracking topic(s) in the Adrenaline guide). The Survey and Feedback report links directly to Adrenaline to provide access to these interactions. The initial Chart reflects all of the groups that are within or below your own group. To drill down on a specific group’s progress, click on the Included Groups button and then select the group(s) you want to report on.

When you select this option, the report is automatically generated listing all of the eLearning titles in a grid format. You start by clicking on any of the column headers to sort the chart into an order that will help you to find any specific title(s) you are interested in, while noting that you can select a specific date range to report on using the options at the bottom right corner of the window.

Once you have located the specific eLearning item you wish to report on and perhaps selected the specific group(s) you wish to focus on, simply double-click on the eLearning item and Pulse will display the module(s) that it contains. Select a module and if you wish to you can still fine tune the date range at this level. Notice that when you click on a module, the options to Export and Export Raw become available, allowing you to push the data in that module out to a shareable workbook format in a default structure or in a raw data layout that you can personalise.

If you double-click on a module, the Results Viewer dialogue box collates and presents all of the data that was collected from that module, item by item.

Where there are options for the user to select, these will be listed below the instruction or question and a bar will indicate the number and percentage of users that made that selection.

The button below indicates how many users answered the interaction and if you click on that button, you will see which users made which selections / entries.

You can print a hard copy of the data from this dialogue box.

10 Reports

The Event Attendance Report This report opens in Grid view by default and initially shows an overview of all of the Event learning items being tracked by Pulse and reflects the users and groups that you have access to. The goal of an Event Attendance report is, of course, to identify those users that have completed learning. This report does just that for all Event based learning in Pulse.

When you click on the Event Attendance option, the report is automatically generated listing all of the learning events in a grid format. You start by clicking on any of the column headers to sort the table into an order that will help you to find any specific learning events that you are interested in.

Once you have located the specific event you wish to report on, simply double click on it and a breakdown of the users who have been registered for the event will be displayed. Again, you can click on a column to sort the display – we recommend the Passed column to separate those who have been marked as having completed the requirements of the course from those who have not.


The report includes a wide variety of personalisation options that will help you to build the exact report that you require and then, once you have, you can set Pulse to automatically generate the report at required intervals, delivered direct to your email inbox.

The options for personalising the Event Attendance report will be detailed on the next page…



11 Reports

Filter Options: To help you to find individual users in this report, you can sort the table by clicking on any of the column headers, including the user name details. At the bottom of the window is a bar that also allows you to display filter options, which allow you to enter select fields to search and enter specific text strings that the returned rows will then be filtered down to.



Date range: These are options to change the date range that has been used to extract the data. Simply click on the calendar button for the Start or End date fields and select the dates that you require.

12 Reports

The Qualifications Report This report opens in Grid view by default and initially shows an overview of all of the Qualifications being tracked by Pulse. Qualifications allow Learning Managers to create curricula that map various combinations of learning (both eLearning and Event learning) to fulfil the needs of specific User Groups, Job Roles, Project Teams, etc. All items completed by users that you have rights to report on will be automatically mapped against the Qualifications that have been set up and presented in this report. When you click on the Qualifications option, the report is automatically generated listing all of the qualifications that have been mapped and have some level of completion. You start by clicking on any of the column headers to sort the table into an order that will help you to find any qualifications that you are interested in.

Once you have located the specific qualification you wish to report on, simply double click on it and a breakdown of the users who have completed any learning mapped to that qualification will be displayed. Again, you can click on a column to sort the display – we recommend the % Complete column to highlight those who have progressed the furthest.

Double-click on a user in the list and you will see all of the mapped learning with detail on which ones that user has completed. Note that when you drill down on the data, the Previous Level button will become available at the top of the pane, allowing you to move back up through the levels as required.

The report includes a variety of personalisation options that will help you to build the exact report you require and then, once you have, you can set Pulse to automatically generate the report at required intervals, delivered direct to your email inbox.

The options for personalising this report will be detailed on the next page…



13 Reports

Filter Options: To help you to find individual users in this report, you can sort the table by clicking on any of the column headers, including the user name details. At the bottom of the window is a bar that also allows you to display filter options, which allow you to enter select fields to search and enter specific text strings that the returned rows will then be filtered down to.



Date range: These are options to change the date range that has been used to extract the data. Simply click on the calendar button for the Start or End date fields and select the dates that you require.

14 Reports

The Review User Report The Review User report is designed to provide ready access to specific and personalised data during the talent review and planning process. It allows you to investigate the Achievements, Certificates and Skills achieved by the users in your team. You can also drill down on data that defines online access to eLearning courses.

The first step is to locate the User that you require by clicking on the Search button. This launches the Find User dialogue box into which you can enter as much as you know of the user’s First name, Last name or User name before clicking on the Search button. Entering ‘Smi’ in the Lastname field will locate all users that you have access to, that have Smi in their family name.

If you double-click on any of the located users, or click on one of these users and then click on the OK button, Pulse will display a grid detailing that user’s achievements. It is at this stage that you should see the benefit of using this tool as a core component when conducting Performance Reviews. The data available is displayed over three tabs, Achievements, Certificates and Role Requirements.

On the Achievements tab, the Completion Status view details progress through all types of courses that the user has accessed, including Online, Event and Resource learning. Because of the ability of the system to track a deeper range of data for Online Learning, the Online Usage view provides access to a Chart based interface that allows you to drill down and access data at the granular level.

The Certificate tab allows you to access and print certificates for any eLearning courses that have been passed as well as Event Learning options that have been approved as completed by the course manager. You can print a user’s certificate at any time, by simply selecting the course in the main pane and then clicking on the Print button at the bottom of this tab.

The Role Requirements tab shows the required learning and required capabilities that have been set up for this user. You can Add Additional Required Learning for the user here.

15 Reports

The Report by User Report This report opens in Chart view by default. It pulls in and displays all of the users you manage. To see what any individual has completed to-date, simply double-click on that user’s chart bar. You can determine the data set charted at any time by simply clicking on the radio buttons at the top.

If you mouse over the bars in the chart a popup window will display detail on the background data that has been used to generate that bar. You can also drill down to that detail by double-clicking on the bar. This action can be continued until you drill down to the most granular level of the data. In this Report by User report, double-click on a user and the second level will display the titles accessed by that user. You can then double-click on a title and the third level will display the individual modules accessed.






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16 Reports

The Report by Groups Report This report opens in Chart view by default. It pulls in and displays all of the groups that you manage. To see what learning the group has completed to-date, simply double-click on that group’s chart bar. You can determine the data set charted at any time by simply clicking on the radio buttons at the top.

If you mouse over the bars in the chart a popup window will display detail on the background data that has been used to generate that bar. You can also drill down to that detail by double-clicking on the bar. This action can be continued until you drill down to the most granular level of the data. In Report by Groups, double-click on a group and Pulse will display the learning items accessed by that group. You can then double-click on a title and Pulse will display the individuals who accessed the learning items.






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17 Print, Export and Schedule Reports

Print, Export and Schedule Reports Throughout Pulse’s reports you have the ability to Print, Export and Schedule what you have built with any selected options applied – and you can do so at any stage.

If you select the Print button Pulse will automatically open the standard Windows Print dialogue box, which allows you to print a hard copy that displays both the chart and then the grid views.

The Export button will extract the data and export it into a .CSV (Excel compatible) document. Note that if you select the Open option when the Save options are displayed, there will be a warning message just before the file opens to confirm that you wish to open a CSV file in Excel. Simply click on Yes and the data will be dropped into Excel where you can manipulate it using all of Excel’s tools, including Charting.

18 Print, Export and Schedule Reports

The Schedule button allows you to set the report to run automatically overnight on pre-specified days and dates and with selected frequencies.

The Options tab allows you to change the selected groups that are included in the report while the Copy to Users tab allows you to select any other people you would like to receive the report – you will be added by default.

This same dialogue box can be accessed and edited at any time by clicking on the Schedule Reports option on the Reports Navigation bar and then double-clicking on the required scheduled report.

You can also delete scheduled reports from that location.

Note: Scheduled report are ran by Pulse overnight and exported to a csv file that is then emailed to the users that are selected on the Copy to Users tab. If the users do not receive reports as expected, first ensure that they are listed on this tab and then double check their email address on the Edit User dialogue box.

Scheduling reports has the added advantage of utilising processing power in the middle of the night so that the building of these sometimes complex outputs will not create a drag on your user’s daytime learning experiences.

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