| Note: Analytics are available on the Grow, Pro, and Enterprise plans, as well as during the Premium trial. |
The new Analytics feature brings advanced, customizable dashboards to TalentLMS Admins. Analytics offer rich, data-driven insights into learning progress, user activity, and course engagement. This article will walk you through how the feature works and how to make the most of its dashboards and widgets.
| Note: Access to Analytics is currently available on the main domain only. |
Key capabilities of the Analytics feature include:
- Editable dashboards: Add, remove, or rearrange widgets.
- Custom widgets: Visualize data by course, user, group, and more.
- Advanced filtering: Focus on active users/courses or view all data.
- Export options: Export dashboards as image files.
- Dashboard management: Clone, delete, rename, or set dashboards as default.
Admins can:
- Create dashboards for different target types: The entire system, the main portal, branches, individual branches, groups, and specific groups.
- Use banner widgets to personalize dashboards.
- Filter and drill down on metrics using visual widgets.
| Note: The Analytics feature is automatically available to Admins with access to Reports. To read more about user type permissions in TalentLMS, see this article. |
To access Analytics:
1. Log in to your TalentLMS account as an Admin and go to the Reports (1) section.
2. Select Analytics (2) from the report tree.
How to work with Analytics and its options
A. Understanding dashboards
Upon first access, you will see the default dashboard.
To switch your view between your dashboards, select an existing dashboard (1) from the list (sorted by target type and name). Target types define the scope of the dashboard: All portal (system-wide), Main portal, All branches/Specific branch, All groups/Specific group.
B. Filtering dashboards
Use filters (2) to refine the data displayed:
- Users: All users, or active users
- Courses: All courses, or active courses
Changes apply instantly to all widgets on the dashboard.
C. Creating a new dashboard
To create a new dashboard:
1. Click Create dashboard (1).
2. In the drawer that opens, first choose a target type (2) (e.g., your entire domain, a specific branch or group, etc.).
3. Add a title (3).
4. Optionally, upload a custom banner image (4).
| Note: The image should be at least 1000px wide and 350px tall. The accepted file types are: GIF, JPEG, and PNG. The max file size is 10 MB. |
5. Select widgets (5) relevant to the target type. Widgets provide a visual summary of your learning data. Examples include: Users overview, Course completion rates, Certification stats.
| Note: Click here to read more about the available widgets. |
6. Save (6) your dashboard.
D. Customizing dashboards
While viewing a dashboard, click Customize (1) to edit it.
Click Add widget (2) to quickly select or deselect widgets for your dashboard.
In Edit mode (3), you can:
- Remove widgets: Remove one or more of the selected widgets.
- Rearrange widgets: Drag and drop your widgets to change the layout.
- Edit widgets: Change content or visual format (choosing between lists and charts) for each widget.
| Note: See this article for detailed information on the available widgets. |
To edit the dashboard title or update the banner:
1. While in Edit mode, click the banner widget (4).
2. In the drawer that opens, enter a new title (5) or upload a new banner (6). This will also update the title in the dashboard list.
3. Save (7) your changes.
| Note: The banner widget cannot be removed or repositioned. |
E. Dashboard settings
While viewing an existing dashboard, click the three-dot icon to open the Settings (1) menu. From here, you can select the following options:
- Set as default: Show this dashboard first each time you visit Analytics.
- Clone: Create a copy with all the same widgets and settings. Your cloned dashboard will have the same name as the original, followed by (clone).
- Delete: Remove the dashboard. If it is the only one, you’ll see an empty state and can create a new one. Deleted dashboards cannot be restored.
- Export: Preview and download the dashboard as an image.
F. Exporting dashboards
To export:
1. Click Settings and then click the Export (1) button.
2. Preview the image and download it (2) as a PDF file.