Hi folks - we are going to be doing a few curation projects into the summer, one of them is going to involve looking at all the different configurations that we have hanging around in the system.
And one of them is on reports/reporting…
So I ask you all - do you just let your report list grow out of control? Or do you have practices in place that help to curate them down?
For example I am looking at reports that I ran from my first 6 months of running Docebo at the organization. Those reports were mainly for myself and a few report outs, but I was the important link in managing those reports and the data to go out.
So fair enough - we maintain a “durable” learning profile - meaning we dont find ourselves deleting courses and are maintaining a learning record that will only grow for our employees. If someone wants to know something from those reports - I want to think of my risk as low to nil with deleting those report configurations as an auditor will be more curious about what happened with a person. And if a regulatory body rolls in? Well, I run a report that includes the enrollment date so I can see the difference between an onboarding vs learning campaign that was conducted at the course or LP level.
And by the way - any report? Well, they have also long been expired in the system - and we cannot reach them (unless we rerun them).
So I say this is a case where it is ok to delete these. Records stay intact. Our risk is “low” with this one.
How do you all approach it?
By the way, we cannot make a report inactive like other things. So the hard delete on reports that are over X years old? I really think - its ok.