There are four report sources for skills as detailed in the table below.
You can see more detailed information about available columns on the report sources page.
Report | Description |
|---|---|
Skill assignments | Shows users who are assigned to skills. |
Skill status | Shows users' progress and proficiency on their assigned skills |
Skill status history (legacy) | Shows users' progress on their assigned skills. |
Skill ratings | Shows manual ratings for users on their assigned skills. |
Skill reporting use cases
We have provided a few common examples of use cases for skill reporting. Expand on a use-case challenge below to see how it can be resolved by creating a report with the Skill status report source, and relevant configuration of the report.
As an L&D lead, I want to identify which clinical skills have the lowest proficiency across departments, so I can target training interventions and ensure compliance.
As an L&D lead, I want to identify which clinical skills have the lowest proficiency across departments, so I can target training interventions and ensure compliance.How to achieve this with the Skill status report:
This report works when you have assigned skills using, for example:
Job assignments (e.g. all nurses)
Audiences, which can group users based on job assignment, department, positions or other criteria
Create a report using the Skill status report source:
Under the Columns tab, set the first column to Skill name.
Add two further columns to show the number of users who:
Is proficient (aggregated using sum)
Is not proficient (aggregated using sum)
Delete any other columns.
Click Save changes.
Add filters to narrow down your data:
Skill name
User’s organisation(s)
User’s position(s)
User is a member of audience
Click Save changes.
Create a graph based on the data:
Click on the Graph tab.
Set Graph type to Horizontal bar or Column chart.
Set the Category to Skill name.
For Data sources, select both Is proficient and Is not proficient values in the same chart.
Click Save changes and then view the report.
As a Staff Manager, I want to identify which skills still require supervision, so that I can make a plan to observe and sign off these skills in bulk.
As a Staff Manager, I want to identify which skills still require supervision, so that I can make a plan to observe and sign off these skills in bulk.How to achieve this with the Skill status report:
This report works when you have assigned skills using, for example:
Job assignments (e.g. all nurses)
Audiences, which can group users based on job assignment, department, positions or other criteria
Create a report using the Skill status report source:
Under the Columns tab, set the first column to Skill name.
Add two further columns to show the number of users who:
Is proficient (aggregated using sum)
Is not proficient (aggregated using sum)
Delete any other columns, then click Save changes.
Under the Filters tab, add filters to narrow down your data:
Framework name
User’s organisation(s)
User’s position(s)
User is a member of audience
Click Save changes.
Click on the Graph tab and create a graph based on the data:
Click on the Graph tab.
Set Graph type to Horizontal bar or Column chart.
Set the Category to Skill name.
For Data sources, select both Is proficient and Is not proficient values in the same chart.
Click Save changes.
Next select the Contents tab:
Ensure Report content is set to Show records matching all of the checked criteria below.
Set the report restrictions under Show by user to show records based on:
Records for user's direct reports for any of the user's job assignments
Records for user's temporary reports for any of the user's job assignments
Click Save changes and then view the report.
As an L&D lead or member of the People & Capability team, I want to track the overall proficiency of each department across key skills, so I can identify skill gaps and ensure that all teams are staffed with competent personnel to meet regulatory and operational standards.
As an L&D lead or member of the People & Capability team, I want to track the overall proficiency of each department across key skills, so I can identify skill gaps and ensure that all teams are staffed with competent personnel to meet regulatory and operational standards.How to achieve this with the Skill status report:
This report works when you have assigned skills using, for example:
User’s organisation
Job assignments (e.g., all nurses)
Audiences, which can group users based on job assignment, department, positions or other criteria
Create a report using the Skill status report source:
Under the Columns tab, set the first column to User’s organisation name(s).
Add two further columns to show the number of users who:
Is proficient (aggregated using sum)
Is not proficient (aggregated using sum)
Delete any other columns.
Click Save changes.
A warning will be displayed when you have added your columns and clicked Save changes, advising:
User's Organisation Name(s) is not compatible with the aggregation option of Is Not Proficient.
User's Organisation Name(s) is not compatible with the aggregation option of Is Proficient.
These warnings can be ignored. You can continue setting up your report and the report will still display as expected.
Add filters to narrow down your data:
Skill name
User’s organisation(s)
User’s position(s)
User is a member of audience
Click Save changes.
Create a graph based on the data:
Click on the Graph tab.
Set Graph type to Horizontal bar or Column chart.
Set the Category as User’s Organisation name(s).
For Data sources, select both Is proficient and Is not proficient values in the same chart.
Click Save changes and then view the report.
As a Staff Manager or supervisor, I want to review skill proficiency within different role groups on my team, so I can identify where targeted development is needed and ensure each role has the capabilities required to perform effectively.
As a Staff Manager or supervisor, I want to review skill proficiency within different role groups on my team, so I can identify where targeted development is needed and ensure each role has the capabilities required to perform effectively.How to achieve this with the Skill Status report:
This report works when you have assigned skills using, for example:
Job assignments (e.g. all nurses)
Audiences, which can group users based on job assignment, department, positions or other criteria
Create a report using the Skill status report source:
Under the Columns tab, set the first column to User group.
Add two further columns to show the number of users who:
Is proficient (aggregated using sum)
Is not proficient (aggregated using sum)
Delete any other columns.
Click Save changes.
Under the Filters tab, add filters to narrow down your data:
User group
User’s organisation(s)
User’s position(s)
User is a member of audience
Click Save changes.
Click on the Graph tab and create a graph based on the data:
Click on the Graph tab.
Select Graph type as Horizontal bar or Column chart.
Set the Category as User group.
For Data sources, select both Is proficient and Is not proficient values in the same chart.
Click Save changes.
If you want to add report restrictions, select the Contents tab:
Ensure Report content is set to Show records matching all of the checked criteria below.
Set the report restrictions under Show by user to show records based on:
Records for user's direct reports for any of the user's job assignments
Records for user's temporary reports for any of the user's job assignments
Click Save changes and then view the report.
With the above use case examples, the filters listed to be added to your report are examples. You can add further filters to support your reporting needs, such as date range type filters.
If you're assigning skills via audiences, consider creating dynamic audiences based on criteria like:
Job assignment (e.g. all nurses)
Department or organisation
Learning completion or previous skill status
This allows you to manage assignment at scale and ensures your reports reflect the right groups of users.
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