Executive Dashboards User Guide

  • Updated

Executive Dashboard Reporting 

Access University now offers Executive Dashboard ReportingExecutive Dashboards provide our customers with high-level metrics around platform usage for their organization, so they can easily report up to their executives and illustrate the return on investment. Executive Dashboard Reporting is available to those users who are organization administrators for their organization.

The following reports and dashboards are available:  

  • Organization Report: This is the original report offered in Access University. This is a full organization report across all cohorts, courses and users. This is the largest report we offer, and further customization may be done by the customer after exporting into Excel and filtering columns.  

New Executive Dashboards: 

  • Detailed Users Activity Dashboard: Reporting of usage data for specific users in the organization (e.g., How many courses has Mary completed/in progress/not started?) 
  • Usage by All Users Dashboard: Reporting of usage data for all users in their organization (e.g., How many courses have all of the organization’s users completed/in progress/not started?) 
  • Usage by Cohort Dashboard: Reporting of usage data by cohorts in the organization (e.g., How many courses has the Designer cohort completed/in progress/not started?) 
  • Usage by Course Dashboard: Reporting of usage data by course in thorganization (e.g., Which course has the most completions? Or Which course have the most users not started yet?) 
  • User Last Login Dashboard: Reporting of last login data for users across the organization (e.g., When was the last time Mary logged into Access University?) 

Notes that apply to all reports

  • On each reporting screen, the user has an opportunity to change the report that they would like to run. In this example, the ‘Change Report’ dropdown is defaulted to the ‘Detailed User Activity’ report. If you would like to change the report, simply select a new report in the ‘Change Report’ dropdown and select the Go button. 
  • On each reporting screen, there is an opportunity to export the report to an Excel file and remove/add columns with the "Column visibility" button. By exporting the report into an excel file, the user can further manipulate columns and sort data to come up with a desired report.
    screenshot of two buttons on the reporting screen: Column Visibility and Excel
     

How to Access Executive Dashboards: 

You can select the report that you wish to view by selecting the "Reports" button in the University sidebar. This will take you to the existing Level Access report screen, which allows you to select the organization and report you wish to view. 

screenshot of Access University with the Reports button circled in red

On the next screen, select the organization for which you are the organization administrator (org admin) in the ‘Select Organization’ dropdown. 

screenshot of the Select Organization and select Report dropdowns

Detailed User Activity Dashboard 

Next, select the report that you would like to run under the ‘Report’ dropdown and select the Submit button. In this example, we will run the Detailed User Activity Report: 

screenshot of the Reports dropdown for the Detailed User Activity Report 

On the next screen, after a few moments, the Detailed User Activity report will load.  

While staying on the ‘Detailed User Activity’ report, leave the ‘Change Report’ dropdown as is and defaulted to the ‘Detailed User Activity’ report. In the ‘Select User’ dropdown, select the user by either selecting the dropdown and choosing a user, or you may type a name in the dropdown and select the user. Only users in your organization will appear in this dropdown. After you select the user, select the View button. 

 screenshot of the detailed user activity report screen with a Change Report dropdown and the Select User dropdown

 The Detailed User Activity dashboard will load. On the dashboard, you will see the following summary of data: 

  • Name of student 
  • Email address 
  • Date and time of last login 
  • Number of course enrollments 
  • Number of courses in progress 
  • Number of completed courses 

In the table below the summary of data, you will see a listing of each course that the user is enrolled in and three columns: Completion Status, Completion Date and Grade. 

screenshot of the Detailed User Activity screen with user name, email and last login data. Also shows table with completion data 

Usage by All Users Dashboard 

Select the ‘Reports’ button in the University Sidebar 

Under ‘Select Organization,’ choose the organization for which you are the org admin 

Under ‘Report,’ choose ‘Usage by All Users’ and select Submit 

screenshot of the Select Organization and Report dropdowns 

The Usage by All Users dashboard will load. On the dashboard, you will see a summary of data. You will also see an area to further filter your data, including: 

  • Organization dropdown (defaulted to the organization for which you are an org admin); however, if you are an org admin to more than one organization, you can choose to switch organizations. 
  • Cohort dropdown defaulted to all cohorts. 
  • Course dropdown defaulted to all courses. 
  • Date Range picker: more information on this below screenshot: 

screenshot of the Usage by All Users screen with filters 

Date Range picker: If you would like to customize the dates, simply choose a start date and an end date. By default, the date range picker has a start date of January 1st of the year that we are in (e.g., Jan. 1, 2020) and an end date of the last day of the month and year that we are in (e.g., April 30, 2020). 

By selecting the black down arrow in the date range picker, a calendar will pop up for you to select a date. Otherwise, you may simply type the date in the date range box. When you are finished, select the Filter button, and your data will load.

screenshot of the date picker and the calendar  picker 

Summary of data:

There are four columns of data: User name, Number of courses completed, Number of courses in progress and Number of courses not started

screenshot of the summary of data with four columns named user name, number of courses completed, number of courses in progress and number of courses not started

Usage by Cohort Dashboard

Select the ‘Reports’ button in the University Sidebar 

Under ‘Select Organization,’ choose the organization for which you are the org admin 

Under ‘Report,’ choose ‘Usage by Cohort ‘and select Submit 

screenshot of the select organization dropdown and the reports dropdown with the Usage by Cohort selected 

The Usage by Cohort dashboard will load. On the dashboard, you will see a summary of data. You will also see an area to further filter your data, including: 

  • Organization dropdown (defaulted to the organization for which you are an org admin); however, if you are an org admin to more than one organization, you can choose to switch organizations. 
  • Cohort dropdown defaulted to all cohorts. 
  • Course dropdown defaulted to all courses. 
  • Date Range picker: If you would like to customize the dates, simply choose a start date and an end date. By default, the date range picker is defaulted to a start date of January 1st of the year that we are in (e.g., Jan. 1, 2020) and an end date of the last day of the month and year that we are in (e.g., April 30, 2020). 

    By selecting the black down arrow in the date range picker, a calendar will pop up for you to select a date. Otherwise, you may simply type the date in the date range box. When you are finished, select the Filter button. 

screenshot of the date picker and the calendar  picker

Summary of data:

There are five columns of data: Course name, Cohort Name, Total Users Completed, Total Users in Progress, and Total Users Not Started

screenshot of the usage by cohort report, showing a table of data with course name, cohort name and columns for total users completed, total users in progress and total users not started 

Usage by Course Dashboard

Select the ‘Reports’ button in the University Sidebar 

Under ‘Select Organization,’ choose the organization for which you are the org admin 

Under ‘Report,’ choose ‘Usage by Course ‘and select Submit 

screenshot of the organization dropdown and report dropdown

The Usage by Course dashboard will load. On the dashboard, you will see a summary of data. You will also see an area to further filter your data, including: 

  • Organization dropdown (defaulted to the organization for which you are an org admin); however, if you are an org admin to more than one organization, you can choose to switch organizations. 
  • Cohort dropdown defaulted to all cohorts. 
  • Course dropdown defaulted to all courses. 
  • Date Range picker: If you would like to customize the dates, simply choose a start date and an end date. By default, the date range picker is defaulted to a start date of January 1st of the year that we are in (e.g., Jan. 1, 2020) and an end date of the last day of the month and year that we are in (e.g., April 30, 2020). 

    By selecting the black down arrow in the date range picker, a calendar will pop up for you to select a date. Otherwise, you may simply type the date in the date range box. When you are finished, select the Filter button. 

screenshot of the date picker and the calendar  picker

Summary of data:

There are four columns of data: Course name, Total Users Completed, Total Users in Progress, and Total Users Not Started

screenshot of the summary of data with four columns called Course name, Total Users Completed, Total Users in Progress, and Total Users Not Started 

User Last Login Dashboard

Select the ‘Reports’ button in the University Sidebar 

Under ‘Select Organization,’ choose the organization for which you are the org admin 

Under ‘Report,’ choose ‘User Last Login ‘and select Submit 

Screenshot of the reporting screen with the organization dropdown and the reports dropdown

 

The User Last Login dashboard will load. On the dashboard, you will see a summary of data:

There are three columns of data: User name, Last Login Date/Time and Days Since Last Login

 Screenshot of the summary of data with three columns called User name, Last Login Date/Time and Days Since Last Login

 

 

 

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request