The Location tab shows how one Location is doing: who is on Opus, who is behind on training, and what to follow up on next.
✅ Before you start:
Who: Admins, and Managers whose Role includes viewing Reporting (on by default). Trainees can't open Reporting.
Where: click Reporting in the left nav, then the Location tab at the top.
New to Reporting? Start with Getting Started: Reporting.
Some sections only appear if enabled or purchased. If a section is missing, contact your CSM.
Table of Contents
Location Stats
Key metrics for the Location at a glance. Use them to check whether the team is on Opus, completing training, and keeping up with daily operations.
What you'll see:
Adoption: % of the Location's expected team members who are on Opus
Assignment completion: % of assigned Courses and Modules completed
Past due: the % past due shows next to the number, and the bar splits into completed and past due
Trainee engagement: % of Trainees who used Opus in the last 30 days
On-time Checklist submissions: % of scheduled Checklists submitted on time, with a Completion grid link to the Checklist grid for this Location
Each stat shows its change since 30 days ago and where the Location ranks among all Locations in your business (for example, "3rd of 12 locations"). Bars mark the target an Admin sets in Reporting settings.
💡 Checklists is an add-on: without it, the On-time Checklist submissions stat doesn't appear. Learn more in Checklists Overview.
Module Assignment Completion
This grid lists each team member at the Location and their assigned training, so you can see exactly who is behind and on what. The Avg column shows each team member's overall completion.
What this tells you:
Which Trainees haven't completed their assigned training
Which Modules have the most incomplete assignments across the team
Where to focus follow-up before gaps grow
Click Customize completion grid to open the full grid for this Location, where you can apply filters and export. Learn more in Completion Grids Overview.
Views by Role
Admin View
Key metrics for one Location at a glance
Module assignment completion grid for that Location
Location dropdown at the top to search for and switch to any Location
Multi-location Manager View
Reporting opens on the Program tab, which Managers see in place of the Organization tab:
A Reach and engagement table comparing all of your Locations, grouped by brand and region where your business uses them
Module assignment completion grid across all of your Locations
Click a Location in the table, or open the Location tab, to see one Location's stats and grid. The dropdown lists only the Locations you manage.
Single-location Manager View
Reporting opens straight on your Location, with no tabs or dropdown:
Key metrics for your Location at a glance
Module assignment completion grid for your Location
FAQ
Why don't I see the Location dropdown?
The dropdown only appears when you can see more than one Location. Managers of a single Location go straight to their Location's stats.
Can I export data from this tab?
Yes. Click Customize completion grid, then Export CSV in the grid's left sidebar. Multi-location Managers can also export the Reach and engagement table as a CSV or PDF with Export. For recurring scheduled exports, reach out to your CSM.
How is Adoption calculated?
Adoption compares team members on Opus with the Location's expected headcount. Admins choose how that headcount is counted in Reporting settings under Total employee count.
What if I don't see Checklist submissions?
Checklists is an add-on. To add it, contact your CSM.