Completion Grids give you a color-coded view of assignment completion across your business, broken down by Location, team member, or Audit result.
Table of Contents:
Completion Grids
Completion Grids show where your team stands on its assignments, by Location or by team member, so you can follow up where it matters most.
You'll find them under Completion grids in Reporting. This article covers three of them:
Assignments by location: completion rates for each Location, grouped by Brand, Region, and Franchise.
Assignments by user: completion rates for each team member.
Audits: each Location's most recent Audit result, with score and pass/fail. Learn more in Audit Reporting.
How to Build a Report
In the dashboard, click Reporting in the left nav.
Under Completion grids, select Assignments by location or Assignments by user.
In the panel to the left of the grid, choose your content under Content. All Modules are selected by default. You can also select Courses, Check-ins, and Resources, or filter by Tags.
You can also narrow your report from the same panel:
Completion Date: count only assignments completed between the dates you pick.
Locations: limit the grid to selected Brands, Regions, Franchises, or Locations.
User Types: pick Admin, Manager, or Employee to show only those team members.
Roles: limit the grid to team members with the selected Roles. Turn on Hide role rows? to hide the rows for each Role.
Green threshold and Red threshold: set the completion percentages that turn cells green or red.
Show: switch between percentages and counts.
How to Customize Your Grid View
Use the column headers to adjust your view:
Click the diagonal arrows on a Module column to expand it and see completion rates across its Courses.
Click a column's name to sort it. Click again to switch the order or clear the sort.
Click and drag columns to reorder content in your grid.
đĄ Keep your layout: Drag columns into the order you want, then save your view. The saved view keeps that column order.
How to Save and Export
Save a view: click Save view above the grid and give it a name. Saved views are personal and not shared with other team members.
Export a CSV: click Export CSV at the bottom of the left panel to download your current view.
FAQ
Can I share a saved view with someone else?
Saved views are unique to each person and can't be shared directly. To share a report, export it as a CSV and send that file instead.
What does a blank cell mean?
A blank cell means that content isn't assigned to that Location or team member.
Why does my grid show Modules I didn't select?
All Modules are selected by default. Click the clear button next to Modules, then select the content you want.