Getting Started Guide
Written by Aaron Hays
Updated at April 10th, 2024
Table of Contents
Getting Started Guide
Use the guide below to get more familiar with Insights+ by following our step-by-step quiz.
Students Page
How many students are active at your organization?
Navigate to the Students KPI on the Students page
What is the definition of Span of Control?
Navigate to the Span of Control KPI on the Students page
Hover on the Information icon next to Span of Control
How many students are active at an institution?
Navigate to the Filters on the Students page
Click the Institution Name filter
Select your Institution(s)
Navigate to the Students KPI
How do I view Number of Students by Department
Navigate to the Drill-Down on the Students page
Click the Filter next to the word By
Select Department Name
How do I see Students who belong to 2 or more Institutions?
Navigate to the Student-Information on the Students page
Under Institutions, set the min filter to 2
How do I identify Students with no manager?
Navigate to the Filters on the Students page
Click the Manager Name filter
Select the empty checkbox
Scroll down to the Student Details section to view all Student records
How do I export the raw student data into Excel?
Navigate to the Student Details section on the Students page
Click the three vertical dots in the top right of the data table
Select Export > Excel
Assignments Page
How many Assignments went live in the last 3 years?
Navigate to the Assignment page
How much did we invest in assigned learning in the last 5 years?
Navigate to the Filters on the Assignment page
Click the Assignment Go Live filter
Set the Start Date to Relative Now minus 5 years
Navigate to the Assignment Investment KPI
What assignment contributed the most to my assignment investment?
Navigate to the Drill-Down on the Assignment page
What assigned learning item (course, curricula) contributed the most to my assignment investment?
Navigate to the Drill-Down on the Assignment page
Select Learning Item Name in the dropdown
Compliance Page
What is the percent compliant for my annual mandatory assignment?
Navigate to the Assignment filter on the Compliance page
Select your appropriate Assignment(s)
Navigate to the Percent Compliant KPI
Which department(s) have the highest percent compliant?
Navigate to the Drill-Down section on the Compliance page
Select Department Name in the dropdown
Click the small downward facing triangle next to the column header Percent Compliant
Select Descending
The table is now sorted by Percent Compliant with the highest rates at the top
How do I send the data table to someone via email?
Navigate to the Student Details section on the Compliance page
Click the three vertical dots in the top right of the data table
Select Export > Send Now
In the form, add in the recipient(s) emails, subject, message, and attachments to send followed by clicking Send
Initiative Management Page
How do we specify what to include as an initiative on this page?
On the Initiative Management page, you can select specific Course Categories, Assignments, Learning Items, etc. as your field for initiatives.
How do I show progress to our goal of 100% complete?
Navigate to the Trending section of the Initiative Management page.
This chart shows month-by-month progress on Initiative Completion