Reporting shows how training is landing across your business, from business results down to each team member's assignments. Visibility creates accountability. Accountability drives results. Every Role gets the view that fits how they work.
✅ Before you start: Open Reporting in the left nav.
Admins see three tabs: Organization, Program, and Location.
Managers see a view scoped to the Locations they manage. Trainees don't have access to Reporting.
Table of Contents:
How Reporting is Structured
The Reporting overview is built around three tabs. Each one answers a different set of questions, for a different audience.
Organization Tab
Best for: Admins and executives tracking business-level outcomes
See how training is translating into business results. Track retention, new hire onboarding speed, operational consistency, and location performance in one view. With a synced HRIS, you also see team member tenure.
Start here to answer: Is training making a difference to the business?
➡️ Learn more:
Reporting: Organization Tab: each widget on the tab and what it measures
Program Tab
Best for: Admins managing program performance
Get a full picture of how your training program is running. The tab is broken into stages (Reach, Learning, Execution, Retention, and Compliance), so you can see where the program is strong and where to push harder.
Start here to answer: Where in the training journey are team members dropping off?
➡️ Learn more:
Reporting: Program Tab: each stage and the metrics inside it
Location Tab
Best for: GMs and field leaders tracking their Locations
Pick a Location to see where it stands. Its Adoption, Assignment completion, and Trainee engagement are ranked against your other Locations, and a completion grid shows every team member's assignment status at a glance.
Start here to answer: Who on my team is behind, and on what?
➡️ Learn more:
Reporting: Location Tab: the rankings, stats, and completion grid for one Location
Individual Reports and Custom Tables
The Reporting sidebar on the left holds every individual report and table:
Completion grids: assignments by Location or by team member, plus Checklists, Audits, Compliance, and Messages.
Leaderboards: Locations, Managers, and Trainees.
Activity logs: Checklist submissions, Audit submissions, Course feedback, Ask Opus, and Knowledge Check.
Custom tables: your saved tables, and Create new table to build one in the Custom Report Builder.
💡 Tip: Type in Search reports at the top of the sidebar to find a report by name.
➡️ Learn more:
Completion Grids Overview: assignment status by Location and team member
Leaderboards Overview: how Locations, Managers, and Trainees are ranked
Checklist Reporting Overview: Checklist submissions and completion
Custom Report Builder Overview: building, exporting, and scheduling custom tables
Reporting Settings: targets, headcount, and the new hire onboarding window
FAQ
What do Managers see?
Managers with one Location see that Location's stats, rankings, and completion grid. Managers with several Locations see a Program tab that summarizes each of their Locations and a Location tab to look at any one of them.
What do Trainees see?
Trainees don't have access to Reporting. They see their assigned training in the Opus Training app.
Can I export data from Reporting?
Yes. Completion grids, Checklist and Audit submissions, Ask Opus answers, and custom tables can be exported as a CSV. The overview tabs can't be exported.
Can I schedule reports to be sent to specific team members?
You can't schedule delivery of the overview tabs. You can schedule a weekly email of any custom table from the Custom Report Builder.
Where do I set my reporting targets and headcount?
Click Reporting settings in the top right corner of the overview. Admins can set targets such as Adoption, Assignment completion, and Course accuracy, plus your business's headcount and the new hire onboarding window.
Will AI surface insights for me?
Yes. AI is used to classify and surface relevant patterns, including knowledge gaps from Ask Opus and training content tied to limited-time offers, so you can spot what your team isn't retaining without reviewing every data point manually. On the Program tab, Ask Opus themes groups the questions your team asks Ask Opus, so you can spot knowledge gaps without reading every question.
How can I track reporting changes over time?
The default view gives you a real-time look at recent changes over the last 30 days. The Top trainings by assignment and Top Checklists by submission tables also let you switch to Last 90 days.
For week-over-week, month-over-month, or year-over-year reporting, create a custom table and schedule a weekly email of it to yourself.