Reports (previously Results)

The Reports section in HCM Deck allows for easy viewing, analyzing, and exporting of data related to learning objects such as courses, trainings, and programs. It enables you to monitor participant progress and obtain detailed data about completed learning items.

Creating a New Report

To create a new report, go to the Reports section (Menu: Analytics > Reports) and click the Create Report button. This action lets you define report parameters. 

Step 1: Selecting the Report Type

Choose one of the two available report types:

• Default view: A report presented in a table format directly on the platform.
• Recurring report: A report generated automatically at set intervals and sent to specified recipients.

Step 2: Defining Report Visibility

Decide who can see the report:

• Only Me: Visible only to you.
• Anyone: Visible to all users with appropriate permissions.
• Specific groups: Available only to selected user groups with the necessary permissions.
  
  

Step 3: Report Name and Description

Give the report a clear name and description to easily identify its purpose and contents.

Step 4: Selecting Displayed Fields

Mark the fields to be shown in the report, such as Object Name, Object Status, Completion Date, etc.

You can also set up grouping to organize the data according to your needs. This kind of synthesis, especially for large data sets, makes interpretation and conclusions easier.

Step 5: Filters and Additional Settings

Add filters to include only specific data (e.g., courses completed in a particular timeframe).

After configuring the report, click ‘Save’. The report will be created and viewable in table format.

Viewing Reports

In the ‘All’ tab, you'll find a list of all previously generated reports available to you. You can search for specific reports using the search bar above the list.

The report list can also be sorted by Report name, Visibility, Created, or Last modified.

To view a report, simply click its name. Reports are presented in a table format to facilitate analysis.

Ad Hoc Filtering of Data in Reports

At any time, you can apply filters to a defined report to adapt the data to your needs. Filters added directly to a report are only visible to you, not to other users with access to the report.

Filters are saved and will remain applied until manually removed.

Filtering options are available via the ‘funnel’ icon above the table:

or directly in each table column:

How to add a filter?

To narrow down the displayed data, click ‘Filters’ (or the ‘funnel’ icon) and choose what you want to see. Once applied, the report will automatically update and show only results matching the selected criteria.

Filters remain active even after exiting and re-entering the report. To remove them, they must be explicitly deleted

Ready-Made Reports

The ‘Ready-made Reports’ tab contains predefined reports, previously found under Analytics > Reports.
You can download and further process them, enabling faster access to required data.
Each report in this section has a description and a preview of sample data, making it easier to choose the right one for further analysis.

To download a report, click ‘Generate Report’ next to the one you're interested in. After defining the criteria and generating it, the report will download automatically.

Report Export and the “Downloads” Tab

The ‘Export’ button in a selected report allows you to export report data. When initiating an export, you can choose whether to export:

• all the data, or
• only filtered data shown via the search bar above the report.

You can also select the format:

• XLSX (limited to ~1 million rows due to external constraints), o
• CSV (unlimited).

Generated reports are available in the ‘Downloads’ tab.

The export process runs in the background, so you can continue working in the system.

The ‘Downloads’ tab lists reports generated within the last 30 days.

There is no size limit for exported files, but the generation process runs for a maximum of 30 minutes. After that time, only the data generated up to that point will be included in the file.

Dynamic Values

When setting up filters during report configuration, you can use dynamic values for selected fields.

These are especially useful when creating reports for employees — e.g., so that each sees only their own data or their subordinates’ data.

 How It Works

Dynamic values apply at the moment of report opening, not at the time of report creation. (This means the value is tied to the person opening the report, not the person who created it.)

More about dynamic values: Dynamic Values in Report Filters.

Share Feedback

Got a suggestion or something's not working as expected? Click the ‘Share your Feedback’ button to quickly send us your comments about the new reports.