This article describes the capabilities of the optional role Stratus Academy Company Admin which provides admin with the ability to view reports on courses, users, and training progress.

Request Permission to be a Company Admin

To become a Stratus Academy Company Admin for your company, submit a GTP Help Desk ticket to request this role.

Admin Dashboard

When an admin logs in, the Dashboard displays which includes high level widgets configured by Stratus, so this information may change. Much better reporting is available below. Currently, the Dashboard includes an Enrollment for Stratus Fundamentals Certificate Exam graph and a Logins graph both related to your company.

Open

Reports Available

The out-of-the-box reports provide most information needed to asses user (learner), course, and department activity and progress. Each report can be further customized, filtered, saved, pinned, exported to Excel, and shared via email. Below is a description of the reports. See the Report Options section for information on customizing reports.

Courses (tab)

The Courses tab provides quick access to the Courses Report and the Course Enrollments Report.

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Courses

The Courses Report displays a list of courses. Selecting a course displays additional related reports. See Course Enrollments. See Course Activity.

Course Enrollments

The Course Enrollments Report displays all users who have enrolled in the selected course and their Progress and Status.

Users (tab)

The Users tab provides quick access to the User Report, Departments Report, and the User Enrollments Report.

Users

The Users Report displays a list of all users and their Department or Subdepartment. Note: In this platform, department and company mean the same thing. When a user is selected multiple options display (below).

User Transcript

The User Transcript details the training history of a user and includes information on competencies, certificates, enrollments, and more.

View Enrollments

See User Enrollments.

View Activity Feed

The Activity Feed Report displays the selected User's Enrollments and Course Activity.

Departments

The Departments Report displays the number of users in the company. Note: # of Admins also includes Stratus Admins.

The Add Departments button also displays wh ich is used to create a subdepartment. See Departments for more information.

User Enrollments

The User Enrollments Report requires that a user be selected, unless you have customized the report with these selections.

1. Select, search, or filter for the User.

2. Click Add Filter. The list of courses the user has enrolled in will display.

Reports (tab)

Learner Activity

The Learner Activity Report provides details of the user's engagement with training content.  Use this report's data to quickly assemble information related to the number of enrollments for a specific course, see how many people have started or completed, time spent on training, and more.

1. The default report displays Enrollments, Courses Started, Courses Complete, and Time Spent.

    

2. With a user selected, the following options are available:

   1. Edit User - See Edit User.

   2. User Transcript - See User Transcript.

   3. View Enrollments - See View Enrollments.

Learner Progress

The Learner Progress Report provides a summary of a user's progress of active enrollments and their completions.  This report is similar to the Learner Activity Report, however, the Learner Progress Report measures the User's progress on a percentage basis.  This report can provide insight on user average scores when completing enrollments and determine if training is continuing to move forward. 

1. The default report displays Users, Enrollments, Courses Started, and Courses Completed.

    

2. With a user selected, the following options are available:

   1. Edit User - See Edit User.

   2. User Transcript - See User Transcript.

   3. View Enrollments - See View Enrollments.

Department Progress

The Department Progress Report provides an overview of users' engagement with training content.  Use this report's data to quickly gain insight into the progress and engagement of each department.

1. The default report displays # of users, Progress(%), Progress of Enrolled(%), and Average Score(%).

    

2. With the department selected, the following options are available:

   1. Edit Department - See Departments.

   2. Message Department - Send a message to everyone in the department.

   3. View Users - See Users.

Course Activity

The Course Activity Report provides activity statistics on the progress for the individual user in any individual course, and their related Enrollments, contained in the portal.

1. Select a course and click Add Filter. Note: After adding a filter or column, the report can be saved for future use.

2. The report will display including.

    

Course Summary

The Course Summary Report provides an overview and drill-down of courses.

1. The default report includes the number Enrolled, Not Started, In Progress, Completed, Total Time Spent and Average Time Spent.

    

2. Select a course for additional options.

   1. Activity Report - This is the Course Activity Report.

   2. Learner Progress - This is the Learner Progress Report.

   3. Department Progress - This is the Department Progress Report.

Curricula Activity

Currently, the Stratus Fundamentals Certificate curricula is the only one available. This curricula is used for Stratus onboarding.

Certificates

The Certificates Report displays everyone in the company who has completed a Certification Exam.

Report Options

If you want to edit or do more with out-of-the-box reports.

New Layout

To modify a copy of the out-of-the-box report:

1. Navigate to the Report (Ex. Course Summary).

2. Click the Report Layouts button. The out-of-the-box report displays. Alternatively, a previously saved report can be selected.

3. Either click Create New to copy the existing report, or, add the customizations that you would like to have in your Report and then click Create New. Note: If you make customizations and then navigate away, the changes will not be available when you return.

4. Enter a Nickname for the new Layout and click Save. The layout will be saved.

5. For any additional changes, be sure to click the Save Layout button.

Set as Favorite

To Set as Favorite a Report:

1. Navigate to the Report (Ex. Course Summary).

2. Click the Report Layouts button.

3. Select the report and click the Set as Favorite button.

4. As a result, the course will be automatically selected when the Course Summary tab is selected and the Favorite Report Layout icon will be colored.

Edit Layout Name

To Edit Layout Name for a Report:

1. Navigate to the Report (Ex. Course Summary).

2. Click the Report Layouts button.

3. Select the report and click the Edit Layout Name button.

4. Edit the name, navigate away and the changed is saved.

Save Layout

To Save Layout for a Report:

1. Navigate to the Report (Ex. Course Summary).

2. Click the Report Layouts button.

3. Select the report and click the Save Layout button. Note: Click Save Layout every time a change is made and needs to be there next time the report is opened.

Delete Layout

To Delete a Report Layout:

1. Navigate to the Report (Ex. Course Summary).

2. Click the Report Layouts button.

3. Select the report and click the Delete Layout button.

Add Filter

To filter a report:

1. Navigate to the report (Ex Course Summary).

2. Click the Add Filter button. Reports can have different filter parameters.

3. Select a Parameter to use as a filter (Ex Course).

4. Select a Condition (Ex. Contains).

5. Enter a Value (Ex. Report).

6. Click the Add Filter button.

7. As a result, the Filter will be added to the Filter row and the report will filter the data.

8. Repeat to add additional filters.

9. To edit a filter, click the filter to open and edit as needed.

10. To delete a filter, click the x on the filter in the filters row.

Display Columns

To control which columns display:

1. Click the Display Columns button. A list of columns associated with the report will display.

2. Check the ones you want to display and uncheck the ones you don’t. Each action will display immediately in the report. Click in white space when done.

Reorder Columns

To Reorder columns:

1. Click and hold the mouse key for a column header and then drag the column to the desired location and release the mouse.

2. In this example, the Category column is being click/dragged to a new location. Adjacent columns turn blue indicating that if the mouse is release the column will be placed at that location.

Column Filter

To filter report data by a column:

1. Click the filter button in the column header.

2. Follow the steps in the Add Filter section.

3. After clicking the Add Filter button, the report data will be further filtered.

Column Sort

To sort report data by a column:

1. Click the column header name. The report data sort order will either change to Ascending or Descending.

Print Report

To print a report:

1. Click the Print Report button. The report will popup the Print dialog associated with your default printer.

Schedule Report

To email an Excel or CSV version of a report to a recipient list at a specified frequency, do the following. Note: This is the only way to generate an Excel or CSV file of the report data.

1. Open a saved report layout, not a default report layout. See Save Layout.

2. Click the Schedule Report button.

3. In the Email Report dialog, click the toggle from OFF to ON.

   1. Send Frequency - Select the frequency to send the report.

      1. Weekly - If Weekly is selected, then also select the day.

   2. Recipient Email Addresses - Enter the Recipient Email Addresses separated by commas.

   3. Email to Group - This is not an option.

   4. Format - Select Excel or CSV.

   5. Click Save. The report will be sent to the Recipient Email Addresses per the frequency set.

Share Report

While this button displays, it is not an option as company admins don’t have access to Groups.

Pinned Report

Pinned Reports, allow Admins to view Report pages and Saved Report Layouts previously pinned as a favorite. Multiple Saved Layouts can be Pinned and referenced from the Pinned Reports menu. This is an easy reference page created for Admins to find their favorite reports easily. Note: Pinned Reports are only visible to the Admin who pinned them.

To pin a custom report layout:

1. Select the report.

2. Click the Pinned Report icon. The report will display under the Pinned Reports button.