Ask a CSM: Making the most of your (automated) reporting functionality

1. Start with the Right Discovery Process: What Do You Actually Need to Track?

📊 Before setting up reports, take a step back and ask:
✅ Who needs this data? Leadership, managers, or compliance teams?
✅ What business decisions will this data support?
✅ How frequently does this need to be reviewed—daily, weekly, quarterly?

⚠️ Common Pitfall: Many organizations track everything just because they can, leading to bloated reports that no one actually uses. Instead, focus on metrics that drive action.

💡 Pro Tip: Start by defining 3-5 key questions you want reports to answer, like:

• Are employees completing required compliance training on time?
• What percentage of new hires finish onboarding within 30 days?
• Which departments or teams have the highest engagement with training?

Once you know what matters, it’s time to pick the right tool.

2. Choose the Right Reporting Tool for Your Needs

📊 Docebo offers multiple ways to track learner progress—each suited to different needs:

✅ Insights & Dashboards – Great for a visual, real-time view of engagement, completion rates, and trends. Ideal for leadership and high-level tracking.
✅ Custom Reports – Best for detailed, structured reporting with specific filters. Perfect for compliance tracking and departmental insights.
✅ Scheduled Reports – Automate report delivery so you don’t have to pull the same data every week.

💡 Pro Tip: Want to track user activity at a high level? Dashboards are your best friend. Need to confirm compliance completions? Go with scheduled reports.

3. Automate Your Reports (So You Can Stop Running Them Manually)

⚙️ Once you’ve defined what to track, set up automation to save time and ensure consistency:

✅ Scheduled Reports – Automatically email reports daily, weekly, or monthly to key recipients.
✅ Trigger-Based Alerts – Notify managers when a team member falls behind on training.
✅ Dashboards for Leadership – Give execs a self-serve view of learner performance without needing to ask you for data.

💡 Pro Tip: Limit scheduled reports to truly essential data. Too many automated reports = inbox overload and ignored insights.

4. Take It a Step Further with Docebo’s API

💡 Need reporting at scale? Docebo’s API lets you pull learner data directly into external systems like BI tools, CRM, or HR platforms.
✅ Retrieve real-time learner progress
✅ Automate data exports without manual downloads
✅ Integrate Docebo data into existing dashboards

📖 Explore Docebo’s API documentation for technical setup details.

5. Optimize & Iterate Based on Your Data

📉 Once you’re automating reports, it’s time to use them strategically:
✅ Identify low-engagement courses and improve content accordingly.
✅ Spot bottlenecks in training completion and adjust learning paths.
✅ Use historical trends to plan future L&D initiatives.

💡 Pro Tip: Want to compare your training effectiveness over time? Benchmark quarterly completion rates to track improvements!