Reporting in Opus helps you measure training engagement, track completion across teams, and uncover opportunities for improvement. With flexible filters, saved views, and detailed progress data, you can customize reports to focus on what matters most.
Table of Contents
Saving a View and Scheduling a Report
Follow these steps to save a view in the Location, User Completion Grid, or in a custom report and schedule it to be automatically sent via email:
Set up your report or grid with the filters, columns, and layout you want
Click "Save View"
Name your view with a descriptive title so it's easy to find later
(Optional for custom reports) Schedule email delivery:
Choose who should receive the report (yourself and/or team members)
Select the frequency (weekly, monthly, etc.)
Save the schedule
The report will now be delivered automatically at your chosen interval. This ensures your preferred report layout is always available, and stakeholders receive up-to-date data without having to manually generate the report each time.
Column Order & Views
You can drag and reorder columns in both the User Completion Grid and Location Completion Grid, and Opus will remember your preferred layout once your view is saved. Saved views make it easy to return to the same setup every time you check reports. Use it to:
Keep your most important data front and center
Standardize report layouts across teams
Save time by avoiding repetitive setup
Best practices:
Move your key columns to the left. Place high-impact data like Completion % and Last Activity Date where it's visible at a glance.
Completion Date Filters
Completion Date Filters let you view assignment completions within a specific time range, like tracking completions from the past month or quarter. Use them to:
Measure engagement over time
Monitor training rollouts by launch date
Run compliance or certification reports within a defined period
Best practices:
Use date filters for reporting cycles. Run weekly or monthly completion reports to check adoption and progress.
Align filters with your training calendar. For example, filter completions from "Oct 1–Oct 31" to assess a new program's first month.
Path Completion Reports
From the Path Builder, you can select "View in Reporting" to open the Location Completion Grid filtered for that specific Path. This view shows each module in order and tracks completion at the location level. Use it to:
Monitor adoption of new training programs
See how each location performs on multi-module learning paths
Quickly identify where teams may be falling behind
Best practices:
Review Paths weekly after launch. Early tracking helps you catch bottlenecks fast.
Use the ordered module view. It shows which specific step learners are dropping off.
💡 Learn more about viewing and customizing Completion Grids in the Completion Grids Overview.
User Type Filters
In the User and Location Completion Grid, User Type filters allow you to focus reporting on a specific group, such as Managers, Employees, or Admins. Use them to:
Compare completion rates between managers and frontline staff
Understand who's engaging most with training content
Tailor follow-up and communication based on role performance
Best practices:
Filter by user type for role-specific training. Quickly see if managers have completed leadership paths or if frontline employees are current on safety modules.
Combine with completion progress. Identify if one user group is stalling or finishing training faster than another.
Completion Progress & Status
Choose between Completion Progress and Completion Status in the settings of your User Completion Grid:
Completion Status: Completed, Incomplete, or Past Due
Completion Progress: The assignment completion percentage
Use them to:
Identify who's close to completion
Spot where learners might be getting stuck
Prioritize follow-up or additional coaching
Best practices:
Look beyond "Complete." Focus on "In Progress" learners to prevent drop-off.
Check progress regularly. Small gaps in completion can signal unclear instructions or technical issues.
Bringing It All Together
Here's how Opus Admins use reporting effectively:
Create saved views for weekly, monthly, or quarterly progress check-ins.
Apply date and user type filters to keep reports relevant.
Use completion progress data to drive proactive coaching.
Keep column layouts clean so your reports are easy to interpret at a glance.
When used together, these best practices help you turn raw data into actionable insights—so you can improve training completion, reduce manual reporting, and keep your workforce aligned.
More questions about Opus reporting? Contact your Customer Success Manager or email support@opus.so.