Progressions

What This Is For

Progressions are the learning results you review in Analyze—by person × content, by people, by groups, or by content.

Use Analyze when you need to answer questions like:

• Who in my group has not started mandatory training?
• How are people, groups, or content items doing under the same filters?
• Who is Overdue on mandatory content past their Complete by date?
• Who failed or whose certificate expired?
• What happened on one person’s attempt—answers and history?
• Who should get a reminder email from the current filtered list?

For question statistics and public content detail on one item, open the Content view and expand details—see Content Statistics. For spreadsheets, see Exports.

Who This Is For

• Administrators — all user progressions in the workspace
• Managers with Analyze access — users in the groups they manage (membership-based: all results for those users, not only content assigned through the group). See Managers
• Collaborators with Analyze access — progress for content they collaborate on

Before You Start

• You need Analyze app access on your profile (Users & Groups).
• Managers must be assigned to the relevant groups.
• Collaborators must be linked to the content in Create.
• Archived users are hidden by default—turn them on only when you need them (steps below).

---

Open Analyze

1. Open Analyze.
2. Review the list heading: Everything when you are on unfiltered results, or the name of the active Filter Preset, plus the total count (In Total).
3. Check the overview status bar, then use the view switch underneath it to change how the filtered set is listed (see below).

In the default Results view, each row is one person × one content item: name, email, content, type, status, and the date of the latest status update (with certificate expiry when it applies).

---

Status Meanings

Statuses appear as chips on each row and in filters. Exact labels:

Each row also shows enrollment context on the avatar:

• Mandatory or Optional for that person
• Overdue (often with the due date) when a mandatory Complete by date has passed and they have not finished
• Not enrolled when they are not enrolled
• An archive icon when the user is archived (tooltip: This user is archived)

Open a result to see Result details. Use the Visibility Targets tab to see every covering Create target (mandatory or optional). Two rules apply: on a group target, each person’s due date is the later of Grace Period and Complete By; across all mandatory targets, the earliest of those due dates is used for Overdue tracking. Expand a target to see visibility start and end, and—for group targets—which option that target uses. Individual targets show a single due date. Optional targets show visibility only. If you change a calendar Complete by in Create and Analyze does not move, check whether another mandatory covering target still wins.

Quick chips above the list (All results, Not started, In progress, Approved, Failed, Expired) toggle the same status filters with counts.

---

Switch View

Keep the same filters. Under the overview, use the view switch to change how the list is grouped. Each option shows a live count:

The four counts update when filters change—even before you switch view. A person in several matching groups appears in each of those group rows.

On Groups and Content, sort by Results (most first by default) or by name. Users sorts by name. Groups with no matching results under the current filters are hidden.

Click a Users, Groups, or Content row to open a drill-down for that selection:

• Users and Content — person × content Results for that selection. On Content, expand Content statistics for question detail, public analytics, and survey text.
• Groups — switch between Results and Users for that group.

Email Users, Download Results, and Subscribe stay on the main Analyze page (not inside drill-downs).

---

Filter Results

1. Open Add Filters (or Active Filters when filters are already applied).
2. Combine any of these (all are multi-select where listed):

3. Use Clear filters when you want to reset.
4. The list, overview, and view counts update to match the current filters. Exports and Email Users use the same filtered set.

---

Save and Reuse Filter Presets

Filter Presets are your personal named snapshots of Results filters. Each person with Analyze access manages their own list—you create, open, edit, and delete only the presets you own. You can keep up to 20 Filter Presets.

1. Set the filters you want with Add Filters.
2. Create a preset: if you have none yet, open the heading menu (Switch Filter Preset) and choose New Preset. If you already have presets, open Preset Dashboard (Your Filter Presets) and choose New Preset, or save from Subscribe when you create-and-subscribe from filtered results.
3. Enter a Name, then Save.
4. Use the heading menu to switch between Everything (unfiltered results) and any of your presets—the sidebar filters and Results list update together.
5. On Your Filter Presets, or from Filter Preset actions on Results, you can also:
   • Edit Filter Preset — change the Name.
   • Subscribe to monthly report / Unsubscribe from monthly report — see below (from Results; subscribed presets show a notification icon on the dashboard).
   • Delete Filter Preset — remove it after you confirm. Related subscriptions for that preset are cleared.
   • Edit Presets — reorder the list (drag, or focus a reorder handle and use the up / down arrow keys). Edit Presets is available when you have at least one Filter Preset (not only Everything).

If content, groups, users, or attributes in a Filter Preset are deleted or no longer available to you, those filters drop out the next time the preset is loaded or used for a monthly report. Results still respect what you are allowed to see in Analyze.

---

Open Result Details

1. Click a row to open Result details.
2. Check the header: person, content, status, and dates.
3. Participations appear as expandable cards (newest first). Enrollment-only lines stay flat.
4. Use the bottom tabs:

Review Answers

• When there is more than one participation, pick one from the Participation dropdown (newest first). An origin chip appears only when an administrator registered that attempt—Registered by / Renewed by (see Result Registration History).
• Lifecycle timestamps for the selected participation appear below the answers when available.
• Built-in courses — chapters and questions for that learner. Each chapter shows Read / Not read, and when there are questions: Correct, Incorrect, or Not evaluated yet. While the attempt is still In progress, a summary circle shows progress (chapters read); after they finish, it shows score when available.
• Programs — linked items in the program; open a dependency to drill into that item’s result
• SCORM / Tin Can / cmi5 — score and time when the package sent them, plus answer-level detail under Review answers when the package reported questions and responses. Empty means the package never sent that data. Other xAPI verbs (for example experienced) may be stored on the attempt but are not listed here.
• Meetups — no answer review here (the empty state explains that)

Event History

A timeline of events for that participation (for example enrolled, started, approved, failed, expired, certificate issued, revoked). Expandable participation groups show the same admin origin chips as Review answers when the attempt was admin-registered. Full guide: Result Registration History.

---

Email Users From Filtered Results

Admins and managers can email the unique recipients in the current filtered results—handy after filtering Enrollment → Overdue or other incomplete mandatory work.

1. Set filters so the list shows the people you want.
2. Click Email Users.
3. Write a Subject and Message.
4. Optionally open Preview, then Send.
5. Confirm in Send email. You’ll see Emails sent successfully when it works.

Notes:

• The subtitle shows how many unique recipients are in the current search results.
• More than 100 recipients are sent in batches (the dialog says so).
• If you filtered by Content, the message may include links to that content in Learn (when your workspace has that option enabled).

---

Subscribe to Monthly Reports

You can subscribe to a monthly Excel report for Everything, or for one or more Filter Presets.

Everything

1. In Analyze on Everything (no Filter Preset selected), open Subscribe.
2. Read About the subscription — you receive a full report by email on the first day of each month.
3. Confirm Subscribe. You’ll see Subscription enabled.
4. To stop, open Subscribed and choose Unsubscribe.

Per Filter Preset

1. Save the filters as a Filter Preset (see above), or open an existing one.
2. Open Subscribe on Results for that Filter Preset (or use create-and-subscribe when filters are not saved yet). Subscribed presets show a notification icon on Your Filter Presets.
3. Each subscribed Filter Preset sends its own monthly email and spreadsheet (named after the preset). You can subscribe to several presets at once.

For a one-off spreadsheet of the current list, use Exports instead.

---

Result

You can filter people and content to the set you care about, save and reopen Filter Presets, switch views to scan people, groups, or content, open Result details for answers and history, email unique recipients from that set, and optionally receive monthly reports by email for Everything or for specific presets.

Related

• Exports
• Content Statistics
• Result Registration History
• Track Team Progress in Analyze
• Mandatory Due Dates
• See Who Registered a Result
• Managers
• Users & Groups