How to Create a Basic Completion Dashboard as a Designer

What is the purpose of this document?

This document will outline all steps required to create a standard completion dashboard in Analytics as a Designer.

What is a Completion Dashboard?

This is a dashboard commonly requested by customers. It is usually a table which includes the following completion data:

• All user names/ email
• All courses/ learning experiences learners are enrolled on
• Whether or not the learners have completed a course
• Whether a course is due to be completed

 
Note, often this is called a ‘Completion Report’, this is the same thing as a ‘Completion Dashboard’.

How do I create a Completion Dashboard?

In order to create a Completion dashboard, you need to be a Designer or an Admin user.

1. Login to Analytics
2. Select the ‘Template Dashboards’ icon on the left hand panel
   
   
3. Select ‘Create Template Dashboard’ button
   
   
   
   
4. Give the new template dashboard a name. For example, ‘Completion Template Dashboard’. Select the data model (if you are a Designer user, there should only be one value to choose from). Select ‘Create’.
   
   

5. You will be navigated to the Template Dashboard in edit mode. This is where you will add widgets for your completion dashboard.

6. Click the ‘Select Data’ button. This will open up the data field search where you will type into the search bar:
   1. ‘User’
      1. Select what data you want to see, E.g. ‘User Full Name’

2. If this data isn’t stored, you can type in ‘Email address’ instead. Make sure you select the option under the Users sub-section.
   
   

7. Select the ‘Table’ widget type from the widget selector:

8. Select the ‘Advanced Configuration' option on the bottom left. This will open up an area to add more fields to the table.
9. Select ‘Add +’ button to add more fields.
   1. Type in ‘Course name’ and select it.

10. If you want to reorder the table columns, you can drag them on the left hand panel above or below.

11. You can also sort the data. For example, if you want to order by who is enrolled on each course alphabetically you would toggle on sorting on the User name field to ‘Ascending’.
    1. Hover your mouse near the toggle button and a line symbol button will appear. This is the sorting option.
       
       

12. Select the ‘Add +’ button again and type in ‘Completed Enrolments’. Select the field. 
    1. This uses the values 0 and 1.
       0 represents not completed and 1 represents completed. We can then apply a filter on who has/ has not completed enrolment.
       1. ‘Completed enrolment’ is the same as completing a course or learning experience.

13. To add a filter showing who has/ has not completed the course, select the arrow on the right hand side (this panel may or may not already be open).
    1. Select the Filters tab
    2. Select the plus beside the text ‘Widget filters’
    3. Type in ‘Completed Enrolments’ and select the field

4. Select what you would like to filter on:
   1. 0= who has not completed
   2. 1= who has completed
   3. Keep all selected if you want to see who has and who has not completed.

14. If you would like to see completion dates (when someone completed the course). Select the ‘Add +’ button again and type in ‘Enrolment Completion Date’
    1. By default, this will select year, to change to completion day, select ‘More’ and the ‘Days’ option.
       1. If the learner has not completed it, it will show as ‘null’ or ‘N/A’.

15. If you would like to see the Enrolment Creation Date (when a user was enrolled on a course)then select the ‘Add +’ button again and type in ‘Enrolment Creation Date’.

16. If you would like to see the Enrolment Due Date (this is only available if the courses have a mandatory due date, if it does not the field will not display). Then select the ‘Add +’ button again and type in ‘Enrolment Due Date’.
    1. Again, this is by default set to year, but can be set to days via selecting ‘More’ and the ‘Days’ option.

17. If you would like to know what courses are mandatory, you can add a mandatory flag by selecting to add a new field via the ‘Add +’ button and typing in/ selecting ‘Mandatory’.
    1. This may or may not be available based on the data you have. If the option is not there for you to choose, it is not available to you.
       
       
18. If you would like to see the user's location, you can add this by selecting to add a new field via the ‘Add +’ button and typing in/ selecting ‘Location’.
    1. This may or may not be available based on the data you have. If the option is not there for you to choose, it is not available to you.

19. Select the ‘Apply’  button when you are happy with your completion table.

Adding a filter to the overall template dashboard

Most users want to be able to quickly filter to their template dashboard. Follow the below steps to set up a template  dashboard filter.

1. Select the ‘ + Widget’ button
2. Select ‘Advanced Configuration’ option

3. On the top left hand menu, select the drop down arrow and scroll down to the bottom. Select the option ‘Qbeeq Advanced Filter’

4. Select ‘Add +’ and type in the fields you would like to filter on. There is a helpful wizard that makes suggestions based on the table you have previously created. Select the field you want to filter on.
   1. You can add additional filters by selecting the ‘Add +’ button and adding more filters.
      
      
5. When you are finished adding filters, select the ‘Apply’ button.
6. You can also move the filters to the top of your dashboard by dragging them up

Viewing your dashboard

When you are finished editing your completion dashboard, you can view it outside of edit mode by selecting ‘Switch to View Mode’

If you want to make changes later, select the ‘Switch to edit mode’ button.