The Organization tab in Reporting gives Admins a top-down view of how training is performing across your business. Use it to spot where things are on track and where to focus next.
✅ Before you start:
Who sees it: Admins. Managers of several Locations see the Program and Location tabs instead, and Managers of one Location see that Location's report.
Where: Click Reporting in the left navigation, then the Organization tab.
Set your targets first: The Reach and engagement table colors each metric against the targets in Reporting settings, in the top right corner.
Some sections depend on your setup: Compliance appears only for compliance training purchased through the Opus Marketplace, Employee tenure needs an HRIS integration, and Checklist metrics need Checklists turned on. Checklists is an add-on.
Table of Contents
Reach and Engagement
Your starting point. Before looking at outcomes, check whether your program has the foundation it needs: is your team on Opus, and are they engaging?
What's included:
Adoption: % of your expected team count with an Opus account
Assignment completion: % of assigned Courses and Modules completed
Assignments past due: % of assigned Courses and Modules past their due date. Training that is incomplete but not yet due is not counted here.
Manager engagement: % of Managers active in Opus in the last 30 days
Trainee engagement: % of Trainees active in Opus in the last 30 days
On-time Checklists: % of scheduled Checklists submitted on time. This column appears only when Checklists are turned on.
💡 Lower is better for Assignments past due: It separates training that is genuinely late from training that simply isn't due yet, so you can see what actually needs attention.
The table starts with All locations. Click the arrow on a brand, region, or franchise row to expand it, and click a Location to open its report on the Location tab. Every level shows the same metrics, and each one shows its change from 30 days ago.
💡 Start with adoption and engagement: They are your leading indicators. If those numbers are low at a location, completion and accuracy will follow.
New Hire Onboarding
Tracks the average number of days it takes a new Trainee to complete new hire training, compared to industry benchmarks.
What this tells you:
How your onboarding speed compares to industry benchmarks
Whether new hires are completing their training faster over time
💡 The onboarding window is configurable: Click Reporting settings in the top right corner, open New hire onboarding, and set the Onboarding assignment window in days. New hire training is all training assigned within that many days of a team member joining Opus.
Consistent Operations Across Locations
Shows whether teams are putting training into practice day to day, over the last 30 days.
What you'll see:
Scheduled Checklists submitted on-time across all Locations
Checklists submitted, and how many Locations submitted them
Check-ins completed, and how many Locations completed them
What this tells you:
Whether operational standards are being followed consistently
Whether Managers are reinforcing training through Check-ins
💡 Trends: Each metric shows whether performance is improving or declining compared with the previous 30 days. Without Checklists, this section shows Check-ins only.
Employee Tenure
Shows the percentage of new hires still employed at 30, 60, and 90 days, by hire month.
What this tells you:
Where early turnover is happening and when
Whether training is improving retention over time
💡 Requires an HRIS integration: Employee tenure appears only when your HRIS sync includes start dates, and a termination date for each team member who has left. Learn how to set up your HRIS integration →
New Store Openings
Tracks how well new store openings went, so you can see how prepared new teams are from day one.
What this tells you:
Whether your new store opening training is setting new Locations up for success
How openings compare over time
💡 This report relies on your evaluations: Locations added in the last 90 days appear here. Admins click Evaluate recent openings or View all openings, then Add evaluation to set the opening date and rate it as a Good opening, Ok opening, or Poor opening.
Compliance
Shows the percentage of your team compliant with each compliance training, plus a count (for example, 80 of 100). Click Completion grid to open the Compliance completion grid for more detail.
What this tells you:
Where compliance gaps exist before an audit surfaces them
💡 Purchased training only: This section covers compliance training purchased through the Opus Marketplace. It does not include your own compliance training. Learn more about Compliance →
FAQ
Can I drill down from the business level to a specific Location?
Yes. The Reach and engagement table starts with All locations. Expand any brand, region, or franchise row, then click a Location to open its report on the Location tab.
What if I don't see Employee Tenure or Compliance?
Employee tenure requires an HRIS integration. Compliance only covers compliance training purchased through the Opus Marketplace. If a section you expect is missing, reach out to your CSM.
How does Assignments past due relate to Assignment completion?
Every assignment is either complete, incomplete but not yet due, or past due. Assignment completion covers the first, Assignments past due covers the third, and together the three account for every assignment.
How is adoption calculated?
Adoption is the share of each Location's expected team count that has an Opus account. The expected count comes from your HRIS integration, a count the Location's Manager submits, an Admin override, or a default per Location, set under Total employee count in Reporting settings. Your CSM can help set it up accurately.
How is employee tenure calculated?
Tenure is tracked from each team member's HRIS start date, measuring whether they are still employed at 30, 60, and 90 days. The chart groups new hires by start month over the last 6 months.
What counts as new hire training?
Any training assigned within the onboarding window you set under New hire onboarding in Reporting settings, in the top right corner. You can change the window at any time.
Can I set or see new hire training trends by Role?
Not at this time, but we welcome feedback on how to make reporting more useful for you. Please share suggestions with your CSM or support@opus.so.
Can I export data from this tab?
Yes. Click Export above the Reach and engagement table, then Download as CSV or Download as PDF. More detailed reports are listed in the Reporting navigation on the left.
Does Assignment completion include archived content?
No. Assignment completion and Assignments past due count only assigned Courses and Modules that are not archived. Archiving a lot of content can shift these percentages sharply, and numbers already recorded for past days are not recalculated, so you may see a step in the trend.