Why aren't we chatting about the My Team Reporting feature?

I have not found the new My Teams reports super useful so far. Out managers use a lot of Observation Checklists. I would love to see some reporting on those, or digestion notifications. 

So here is the thing. It seems like the usecase got seriously lost in the release. We need to tell our csm’s about this…put in bug concerns with the service desk…because honestly? This function is too important to wait for…

The two most useful reports? 
I also cannot leverage.

Here is a perfect example. The Learning Plan report? Separates out the first name and last name by a column of data in the middle of it? With something that doesn’t make sense where it is sitting.

I can’t tell my managers to ignore like 20 columns in the Users-Courses report either.

My managers haven’t tried to use this yet. Thankfully.

Too many columns = not manager friendly

I would want to see just the bare bones for managers. If they need more detail than that they are probably going to be drilling into the user profile anyway.

Course report:

Username, First Name, Last Name, Course Name, Course Completion status

Learning Plan report:

Username, First Name, Last Name, Course Name, Course Completion status, Learning Plan Name, Learning Plan Completion Status

Keep the columns essentially the same order.

And for goodness sake, no random merged fields and blank columns!

We have a current project right now and I have given a series of Power Users access to reporting and showed them only the Course Dashboard. They love it!

I suggest that if Managers had access to a Course Dashboard and similar Learning Plan dashboard, it would address 90% of their needs and be easy. And something already existing within the product.

@dklinger It was for a specific software implementation that had a set of ~20 power users identified to support ~700 end users. Because they were not already Power Users, I assigned them view only to the specific project-related courses (~15 courses in a specific category) and only their department/ sub-department users (as defined by an additional field populated from our HRIS)  or manually created group (try to avoid this) with view only access (profile created for this purpose). 

Hope that helps. 

@erin.brisson - hey I reached out far and wide and I was able to get an initial positive response that this is an unintended behavior from some of the product folk...anyway this thread can be moved over to the Known Issues section?

I am holding my breath that a fix will come along soon enough.

@dklinger Can you describe the specific issue that you’re referring to. From your last reply it sounds like you might want to open a ticket with support to ensure you’re not experiencing a bug. 

 @dklinger  I've just created a course on how to use 'My team' for our managers. I have skipped much of the reports as it's just not that useful at the moment. 

I feel I will have to learn how to use PowerBi (or another API software) very shortly to create a user dashboard for our team leaders. 

@Docebo here are a few ideas that might help in the following design

I like:

• It's easy to see overdue courses
• There is a wide range of information that the manager can collect

Improvements I would like to see:

• I like the wide range of information for different companies' uses, but there is too much, so people look at it and give up. Give admins the right to show what information the line managers see. In our case, they don't need to see everything as it's not relevant to them.
• Remove some information that is unnecessary for line managers eg user unique ID (they know who they are managing; they don't need a number), user level and enrollment date. I can't see why managers would need these.
• A visual display to show popular courses in their team how many hours their team has logged in, the name of the overdue courses, popular channels, popular content shared by the team.
• Rename course has expired column to overdue courses!

+1 for improvements to this area. There is so much potential here, but it’s currently a case of information overload. It’s so much information that it’s not immediately useful to managers, which results in one of two things:

1. Managers won’t use the feature
2. Managers will ask for help, which means increased administration (e.g., support ticket volume, user education, etc.)

It would be great to have some control over the default columns. I agree with @lhubbard that the most relevant columns are Username, First Name, Last Name, Course Name, and Course Completion status.

Also, as my team plans to implement course enrollment/end dates, a column indicating “Overdue” courses (e.g., Yes or No) would be extremely helpful. It’s currently easy to see what users have overdue courses, but not so easy to tell what those courses are and when they are due. Asking managers to filter course statuses and enrollment datetime objects in excel isn’t a scalable solution. From my experience, they just won’t do it.

I made some comments about end dates, notifications, my team, and reports here:

https://community.docebo.com/ideas/display-upcoming-and-overdue-deadlines-to-learners-2729 

Yay….people listen…

@dklinger Did you get this from your ticket or is it from the knowledge base. I am really interested in the details.

And here is a direct link to the fields list.