Welcome to the new era of data-driven decision-making with our enhanced Analytics Dashboard! This guide is designed to empower admins like you to leverage the full potential of our analytics tools, enabling you to gain valuable insights into learning engagement patterns, monitor your organization's learning activity, and manage your L&D budget efficiently.
To get access to Learnerbly Analytics, just click on Admin > Analytics. There, you can see the main dashboard where you can interact with the following:
Overview of the Admin Analytics
The Overview tab provides you with powerful tools to fine-tune their analysis of budget utilization. By utilizing the various filters, admins can tailor the displayed data to match their specific needs, gaining a deeper understanding of learning engagement across different parameters.
You can:
View the total budget spent and the remaining budget at a glance.
Easily assess the financial health of your learning and development initiatives.
Based on the applied filters, track budget utilization on a per-user basis.
Identify patterns and trends specific to the selected criteria for more targeted decision-making.
Combine multiple filters for a granular analysis of learning engagement patterns.
Overview Tab Filters:
Budget Period:
Adjust the timeframe to analyze budget utilization trends over different periods.
Evaluate spending efficiency and learning engagement within specific timeframes.
Job Family:
Filter data based on job families to tailor insights to specific professional categories.
Understand how different job families allocate and utilize learning resources.
Job Level:
Drill down into the analytics by filtering data based on job levels.
Customize training programs to suit the specific needs of employees at different job levels.
Group:
Gain insights into learning engagement by filtering data based on organizational groups.
Purchase Currency:
Analyze budget utilization based on different currencies.
Tailor financial reporting to align with specific currency preferences or international operations.
Manual Deductions:
Include or exclude manual deductions to assess the impact on budget utilization.
Gain clarity on the actual budget allocated for learning initiatives.
Archived Users:
Choose to show or filter out archived users for a more focused analysis.
Display Currency(Estimated):
This converts the figures in the views to your selected currency.
Latest Learning Credits Balance
Stay up-to-date with learning credit balances refreshed within the last 5 days.
Important Note: It is crucial to emphasize that Embedded Analytics does not reflect Learning Credits expenditure.
Requests
With the array of filters available on the Requests dashboard, administrators can tailor their view to extract meaningful insights. Whether you're tracking approval workflows, analyzing resource demands, or monitoring budget utilization, the Requests dashboard empowers you to make data-driven decisions in managing your organization's learning and development requests.
Request Tab Filters
Date Range:
Adjust the timeframe for your analysis by selecting a specific date range.
Understand request trends over different periods for more informed decision-making.
Date Aggregation:
Customize how dates are aggregated to match your analytical preferences.
Choose between daily, weekly, monthly and yearly aggregation for a more granular or holistic view.
Job Family:
Filter requests based on job families to tailor insights to specific professional categories.
Analyze learning resource demands across different job families.
Job Level:
You can customize your view by filtering requests based on job levels.
Is Requester a Manager?:
Filter requests based on whether the requester holds a managerial position.
Gain insights into the learning needs and priorities of managerial staff.
Requester:
Filter data based on specific users.
Approver:
Analyze requests by filtering based on a specific approving manager.
Show Archived Users:
Choose whether to include or exclude archived users in your analysis.
Resource Type:
Filter requests based on the type of learning resource requested.
Request Status:
Filter requests by status (e.g., Purchased, Approved, Cancelled, Pending or Rejected) for a comprehensive view.
Purchase Currency:
Analyze requests in different currencies by filtering based on the purchase currency.
Requests by Resource Type
View request distribution in a pie chart by resource type, adapting to selected filters.
To extract the pie chart hover over the dashboard, and click the three dots on the top right side. Choose 'Download full results' in CSV, XLSX, or JSON format
Explore the top 10 skills related to your users' requests based on your filters
Explore the top 10 skills and their request counts based on your filters.
To extract the analysis hover over the dashboard, and click the three dots on the top right side. Choose 'Download full results' in CSV, XLSX, or JSON format
Requests by Group
Customize your view on the Requests by Group dashboard based on selected filters. Explore Group Name, Latest Group User Count, Requests, Spend, and Currency tailored to your needs.
To extract the analysis hover over the dashboard, and click the three dots on the top right side. Choose 'Download full results' in CSV, XLSX, or JSON format
Requests Details
Access detailed request information, including:
Requested and approved dates
Requester's name
Resource Name
Resource Type
Price and currency
Status of the request
Approver's name
Requester's group
Requester's job family
Requester's job level
Whether the requester is a manager
Requester's country
After selecting your filters, download your Requests report by hovering over the dashboard, and clicking the three dots on the top right side. Choose 'Download full results' in CSV, XLSX, or JSON format
Explore all details tables, including Custom Fields 1, 2, and 3. Learnerbly empowers clients to personalize user data with up to three custom fields. These fields will be black if you haven't taken up this option. To find out more please reach out to your Customer Success Manager.
Spend
Welcome to the Spend dashboard, your gateway to comprehensive insights into the financial aspects of learning and development. Efficiently manage and analyze spending patterns with the flexibility and precision our Spend tab provides. Let's explore the key filters at your disposal for fine-tuning your spend analysis:
Spend Tab Filters
Date Range:
Tailor your spend analysis by selecting a specific date range.
Assess spending trends and patterns over different time periods.
Date Aggregation:
Customize how dates are aggregated to match your analytical preferences.
Choose from daily, weekly, or monthly aggregation for a holistic or granular view.
Job Family:
Filter spending data based on job families to understand financial allocations across professional categories.
Job Level:
Refine spend analysis by filtering data based on job levels.
Is Requester a Manager?:
Analyze spending with a focus on requests initiated by managerial staff.
Requester:
Filter spending data based on specific requesters to understand individual spending patterns.
Customize financial strategies based on requester profiles.
Approver:
Drill down into spending data by filtering based on the approver's identity.
Show Archived Users:
Choose whether to include or exclude archived users in your spend analysis.
Resource Type:
Filter spending based on the type of learning resource purchased.
Tailor your approach to resource allocation based on demand.
Request Status:
Filter requests by status (e.g., Purchased, Approved, Cancelled, Pending or Rejected) for a comprehensive view.
Purchase Currency:
If you've got budgets in multiple currencies.
Display Currency(Estimated):
This converts the figures in the views to your selected currency.
Spend Over Time
This dynamic visualization encapsulates the ebb and flow of expenditures, providing a real-time understanding of how spending evolves over different periods.
To extract the report hover over the dashboard, and click the three dots on the top right side. Choose 'Download full results' in CSV, XLSX, or JSON format
Spend by Resource Type
View spending by resource type distribution in a pie chart by resource type, adapting to selected filters.
To extract the report hover over the dashboard, and click the three dots on the top right side. Choose 'Download full results' in CSV, XLSX, or JSON format
Spend by Group
Customize your view on the Spend by Group dashboard based on selected filters. Explore Group Name, Latest Group User Count, Requests, Spend, and Currency tailored to your needs.
To extract the analysis hover over the dashboard, and click the three dots on the top right side. Choose 'Download full results' in CSV, XLSX, or JSON format
Spend Details
Access detailed spend information, including:
Requested and approved dates
Requester's name
Resource Name
Resource Type
Price and currency
Status of the request
Approver's name
Requester's group
Requester's job family
Requester's job level
Whether the requester is a manager
Requester's country
After selecting your filters, download your Spend details report by hovering over the dashboard, and clicking the three dots on the top right side. Choose 'Download full results' in CSV, XLSX, or JSON format.
Explore all details tables, including Custom Fields 1, 2, and 3. Learnerbly empowers clients to personalize user data with up to three custom fields. These fields will be black if you haven't taken up this option. To find out more please reach out to your Customer Success Manager.
Sign-ups
Welcome to the Sign-ups tab, your gateway to understanding the engagement and participation of users in your learning and development initiatives. Tailor your insights and explore user sign-up dynamics with the precision and flexibility provided by the Sign-ups tab.
Sign-ups Tab Filters
Job Family:
Filter sign-up data based on job families to understand engagement across professional categories.
Optimize learning initiatives to resonate with the diverse needs of different job families.
Job Level:
Refine sign-up analysis by filtering data based on job levels.
Is a Manager:
Filter based on whether the requester holds a managerial position. Analyze sign-ups with a focus on users holding managerial positions.
Show Archived Users:
Choose whether to include or exclude archived users in your sign-up analysis.
Country:
The filter is a 'Breakdown Selection' filter which lets you choose between Country, Job Family, Job Type, and Is a Manager. The default selection is country, which will then break the sign-up information down into different countries but if they changed it to Job Family then those bars would change to being job families rather than countries.
Sign Up % by Breakdown Selection
This dynamic visualization offers a clear breakdown of user actions, showcasing the percentage of users who made a request, signed up, and those who haven't signed up, adapted to your selected filters.
To extract the report hover over the dashboard, and click the three dots on the top right side. Choose 'Download full results' in CSV, XLSX, or JSON format
Sign Up % by Group
This dashboard offers a clear breakdown of user actions, showcasing the percentage of groups who made a request, signed up, and those who haven't signed up, adapted to your selected filters.
To extract the report hover over the dashboard, and click the three dots on the top right side. Choose 'Download full results' in CSV, XLSX, or JSON format
Created Users List
Dive into the specifics of user creation with the "Created Users List" – your comprehensive roster offering a detailed snapshot of users within your learning and development environment. It includes:
Created At (Day)
Name
Group
Job Family
Job Level
Approver
Signed Up
Archived
Made a Request
After selecting your filters, download your Requests report by hovering over the dashboard, and clicking the three dots on the top right side. Choose 'Download full results' in CSV, XLSX, or JSON format
Explore all details tables, including Custom Fields 1, 2, and 3. Learnerbly empowers clients to personalize user data with up to three custom fields. These fields will be black if you haven't taken up this option. To find out more please reach out to your Customer Success Manager.
Extracting the reports
After selecting your filters, download your desired report by hovering over the dashboard, and clicking the three dots on the top right side. Choose 'Download full results' in CSV, XLSX, or JSON format