How do I review reports on certifications?

How do I review reports on certifications?

Notes
It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator.

Summary reports on the performance of multiple certifications


To access the platform's certification reports summary, go to Reports > Collateral >Certification Summary section.
 

The drop-down menus at the top of the screen provide different options for filtering reports. Clicking on the “Generate” button will populate data below in the chart as well as the User list.


Chart Summary:
1.  Active - The number of "Active" certifications - These are any certifications in use.
2. Total - The "Total" number of certifications available to all users.
3. Taken - The number of times certifications have been taken.
4. Completed - The number of certifications where users reached the last step.
5. Passed - The number of certifications passed by users.

The "Certification Template" section on the bottom of the screen lists the usage statistics of each individual report. You can export this information as a PDF. 


Date Range Filtering in Certification Summary Report

A new enhancement has been introduced in the Certification Summary Report to allow users to view reports based on specific date ranges, providing greater flexibility in analyzing certification data.


New Date Range Options:

A new date range button has been added, enabling users to review certification data for predefined or custom time periods:


Predefined Ranges:

  • Last 7 Days: Quick view of recent certification activity

  • Last 30 Days: Monthly certification performance overview

  • Last 90 Days: Quarterly certification trends and patterns

  • Last 365 Days: Annual certification activity and completion rates

Custom Range:

  • Custom Date Selection: Manually enter specific start and end dates to review reports for any time period

  • Flexible Analysis: Define precise timeframes matching your reporting cycles


Benefits:

  • Flexible Reporting: Analyze certification data across various time periods

  • Trend Analysis: Compare performance across different timeframes

  • Custom Periods: Match reporting to organizational cycles and requirements

  • Quick Access: Predefined ranges provide instant access to common reporting periods


Use Cases:

  • Performance Monitoring: Track weekly or monthly certification completion trends

  • Quarterly Reviews: Analyze 90-day certification activity for board reports

  • Annual Planning: Review year-over-year certification performance data

  • Campaign Analysis: Measure certification activity during specific promotional periods

  • Compliance Reporting: Generate reports for specific audit or compliance timeframes


How It Works:

Using Predefined Ranges:

  • Select one of the preset time periods (7, 30, 90, or 365 days)

  • Report instantly updates to show certification data for selected timeframe

  • Quickly switch between different periods for comparison


Using Custom Range:

  • Click Custom Range option

  • Enter specific start date and end date

  • Generate report for exact timeframe needed

  • Ideal for fiscal periods, campaign durations, or specific event windows


Strategic Applications:

  • Trend Identification: Monitor certification completion patterns over time

  • Seasonal Analysis: Identify peak periods for certification activity

  • Program Evaluation: Assess certification program effectiveness across different timeframes

  • Resource Planning: Forecast support needs based on historical activity patterns


Conclusion:

The date range filtering enhancement in Certification Summary Report provides users with flexible tools to analyze certification activity and performance over custom or predefined time frames. This functionality enables more strategic analysis of certification programs, supports compliance reporting requirements, and allows organizations to identify trends and patterns that inform training and certification strategy decisions. The combination of quick-access predefined ranges and fully customizable date selection ensures that reporting capabilities match diverse organizational needs and reporting cycles.


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