As a SmarterU LMS administrator, staying informed about your learners’ activity is key, but your time is precious. Many of us worry that tracking learners’ training will take a lot of time and effort. What if there were an easy way to stay on top of everything?
Imagine a single report automatically delivered and tailored to give you the information you need. That’s the power of the Weekly Summary Report. This intelligent tool gives you, supervisors, and other managers a clear and relevant snapshot of learner activity.
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What is the Weekly Summary Report?
This report includes metrics such as:
Number of enrollments for the previous week and the totals to date
Summary of learning plans, certifications, and actions by status
Summary of your most active groups
If you want to learn more about a specific metric, click on the report links to learn more. The links display a pre-filtered Enrollment Report or Learning Plan Report that lists the learners included in the metric.
You can customize the email template used for the weekly summary report. For example, you may want to include a link to coaching resources that the supervisor can use to follow up.
Benefits of the Weekly Summary Report
The beauty of the Weekly Summary Report lies in its simplicity and relevance.
One report with personalized insights: The information contained in the Weekly Summary Report is automatically filtered based on the recipient’s permissions. Account administrators see the big picture, group managers see data for the groups they manage, and supervisors get updates focused on their supervisees.
Stay informed effortlessly: Get a regular summary of key metrics such as number of enrollments, learning plans by status, actions you may need to review, and progress by group.
Proactive monitoring: Easily spot trends, track engagement, and identify areas needing attention within your sphere of responsibility.
Save time: Key information is consolidated and delivered to you automatically; there is no need to manually set up and run reports.
Empower your leaders: Group managers, course managers, and supervisors get the specific data they need to support their learners and manage team training effectively.
How to Enable the Weekly Summary Report
To start sending the weekly summary report to your team’s leaders, enable the Send Automated Weekly Emails setting for your account:
Navigate to your account settings.
View the Email Options accordion.
Select the Send Automated Weekly Emails checkbox.
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By default, the weekly summary report is only sent if there is learner activity to report on. If you want to send the report regardless of learner activity, select the Always Send Progress Report checkbox.
Click Save.
If you created a custom weekly summary report email template, select your custom email template.
After enabling the email for the account, the Send Weekly Progress Summary checkbox will be automatically selected when you add new users.
If the weekly summary report email was off for the user before you enabled it for the account, it will remain off for that user. For example, if you previously disabled the weekly summary report email for the user you use to test new courses, it will remain disabled for that user. You can turn this setting on or off when editing a user or performing a user import.
The Weekly Summary Report is a powerful yet simple tool to keep you and your leadership team informed and proactive. Delivering personalized, relevant data directly to your inbox saves time, helps monitor engagement, and empowers leaders at all levels to support their teams effectively.
Questions? Contact our Success Desk.