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Hate to say this, but the restaurant industry has a high turnover rate, meaning as time goes by, we have a large number of Team Members who have completed training which franchisees are required to keep for legal purposes. However, these users are no longer active or assigned to a group.  We move deactivated users outside of their group, but they remain in the branch so restaurant level reporting is accurate, but someone at the Franchise Level needs to be able to see that training data.

However, whenever they try to run a simple timebound report on a specific course/asset from the Course Summary tab, they are seeing ALL active and deactived users that are in their branch because they are assigned to the top of the branch as PowerUser.   This ability to filter out deactivated users is there in the Custom Reports builder, but not as a dashboard and only available via export.

What we’re finding over time is the dashboard functionality is becoming more and more inaccurate as yearly turnover progresses. Would be great if the Course Summary tab had the ability to sort out inactive users the way we can program it in the custom report builder so that we are not having to use Pivot Tables in Excel to determine %complete status.

Would love to hear the workaround if you’ve solved for this, or an upvote if you think the dashboard should not allow deactivated users in the data so that it is more accurate.

Hi @cseverance! You’re definitely not the first person to ask about this. Here are a couple of posts I think you’ll find useful.

First, here is a similar question with an answer:

 

Next, here is an idea about being able to exclude deactivated users from the Report area inside Course Management. I encourage you to upvote the idea and comment about how this idea would impact you:

 

Finally, thank you for coming to Docebo Community about this. We love getting your feedback and ideas!

Appreciate your reply, Elliot. In reading these two threads, the perception from most who replied is that this is solved because the option is there in the report builder.  That actually showcases the problem, not the solution, as it shows the ability is there, if it were programmed. 

As others shared, I love the dashboard graphic and the “at your fingertips” visual it provides which doesn’t require Excel exports, pivot tables, or 3rd party data-crunching.

Anyhow, appreciate everyone’s feedback! :)

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