Build the Reports You Need: New DigitalChalk Reporting & Dashboards

A manager needs a list of employees with outstanding training. Leadership wants a monthly completion summary by location. Your customer success team needs to know which learners have stalled during onboarding.

Each question calls for a different view of your training data.

DigitalChalk’s new Reporting & Dashboards give you more control over those views. Build customizable LMS reports, drill into learner records, explore data with AI, and save configurations for recurring updates.

Spend less time assembling reports and get answers you can act on.

Customer Requests Helped Shape the Release

Earlier this fall, we asked DigitalChalk administrators what they needed from reporting. Among survey respondents:

• 90% wanted to build reports using the columns they choose.
• 83% wanted to filter by course, team, user field, date, and status.
• 76% wanted to save a report and run it again.

Their top goals were to spend less time pulling reports and give managers better visibility.

The new reporting experience puts those needs into practice, with configurable columns, saved reports, and scheduled delivery.

Build Customizable LMS Reports Around Your Questions

The right report includes the information you need in an order that makes it useful.

DigitalChalk’s new reporting experience includes a matching template for every standard report. Add columns, remove information you do not need, and drag the remaining columns into order.

Include custom user fields, such as region or license type, to organize reporting around your training program. Filter directly from column headers to narrow the results.

For example, an employee training administrator could create a report for a required course, filter it to a specific team, and include the learner details managers need for follow-up.

Save the configuration once, then return to the same view whenever you need it.

Go From a Chart to the Learners Behind It

A chart can show where training progress needs attention. The underlying records tell you who to follow up with.

Click a bar in a dashboard chart to see the learners it counts, including names, email addresses, and registration and completion dates.

Export the list to CSV or open it as a full report that preserves the same dates, filters, and organizational scope.

If a location has outstanding training, you can move from the summary to the relevant learner records without recreating the view in another report.

Connect the number you are reviewing with the people who need your attention.

Summarize Progress Across Teams and Organizations

Individual records help you manage follow-up. Summary reports help you understand the bigger picture.

Switch a data report to a summary table to group completions by team, custom user field, or organizational hierarchy. Put months across the top to compare activity over time.

Reporting can also roll up across parent and child organizations, helping administrators review training across multiple locations or business units.

Use these views to explore questions such as:

• How do completions compare across teams?
• Which regions have the most outstanding training?
• How has training activity changed month to month?
• How does completion pace compare across locations?

Bring program-wide trends and local differences into the same reporting process.

Ask Questions in Plain English

Sometimes you know the question you need to answer before you know which report to build.

With DigitalChalk, you can ask a question in plain English to generate an editable report or chart. For example:

“Show completions by month this year compared to last year.”

Refine the resulting view to focus on the information you need.

AI-assisted analysis can also examine the underlying data in a report or dashboard chart, summarize patterns, and highlight changes or learners who may need attention.

Choose a quick or detailed response, then ask follow-up questions. Each answer shows when the data was captured, and you can refresh the analysis using the latest data.

Review the findings alongside the underlying records and your knowledge of the program to decide what to investigate next.

Use AI to help explore your data and prepare clearer training updates.

Build Dashboards Around the Reports That Matter

DigitalChalk’s admin training dashboards introduced prebuilt views of training activity and progress.

The new Reporting & Dashboards give administrators additional control over what they display and how they organize it.

Start with a gallery of common charts or generate a chart from a plain-language question. Drag and resize tiles, display a metric as a single number, and choose comparisons that put progress in context.

Create a dashboard around the questions you answer regularly, such as monthly completion activity or progress across teams.

Keep your most useful training information together in a view you control.

Share Reports Without Repeating the Manual Work

A useful report should be easy to return to and share.

Reports and dashboards start private. Prepare your view, save it, and share it when ready.

Share with other administrators, send recipients their own secure links, or schedule recurring delivery. For example, schedule a training status report for Monday morning so managers have a consistent starting point for follow-up.

Star frequently used reports for quick access. Recently opened reports also remain in Recent for 30 days.

Keep stakeholders informed with a repeatable reporting process.

Put Custom Reporting to Work Across Your Training Programs

The same reporting tools can support different audiences and responsibilities.

Employee and compliance training

Filter required-course reports by team, location, or completion status to identify learners who need follow-up. Save configurations for recurring reviews and manager updates.

If you are evaluating which records your program needs, use our LMS compliance reporting checklist to guide the discussion.

Construction and manufacturing training

For construction and manufacturing teams, reporting needs to show where required training stands across crews, shifts, job sites, and facilities.

Use custom user fields to organize reports by site, plant, shift, or role. Filter course completion records to identify employees who need follow-up, and save those views for recurring manager updates.

Construction teams can review safety onboarding and required-course completions by crew or location. Manufacturing teams can compare training progress across facilities and shifts, including safety, equipment, and SOP courses.

Give supervisors a focused view of outstanding training so they can prioritize follow-up.

Customer and partner training

For customer and partner training, review onboarding progress and identify learners who may need outreach. Use custom fields to organize results around the audiences you serve.

Continuing education and member training

For associations and real estate education providers, include fields such as region or license type to create more useful views of learner activity and course completion.

Get Answers With Less Manual Reporting Work

Your training questions will change as your organization grows. Your reporting needs to give you room to respond.

DigitalChalk’s new Reporting & Dashboards let you choose the details, save useful views, explore patterns, and share information with the people who need it.

From a leadership summary to a learner follow-up list, build the report around the decision you need to make.

Ready to get more from your training data?

Request a demo to explore DigitalChalk’s reporting capabilities and discuss your training goals.

Already a DigitalChalk customer? Contact your DigitalChalk team for guidance and upcoming Reporting & Dashboards Office Hours.