Reporting in PractifiU

Overview

PractifiU is a self-paced learning platform designed specifically for your firm’s users to develop proficiency with Practifi's day-to-day workflows. Since PractifiU operates independently from your Practifi organization, it includes a dedicated suite of reports that help you track learning engagement, measure training effectiveness, and identify opportunities to strengthen your team’s platform knowledge.

This article explains how Managers can access and leverage PractifiU’s reporting capabilities to gain actionable insights into training progress across the groups they oversee.

For comprehensive information about reporting in your Practifi organization, please consult our Understanding Reports and Dashboards and Creating Reports articles.

• Accessing Reports
• Default Report Types
• Running a Report
• Scheduling a Report
• Advanced Reports
• Creating an Advanced Report
• Scheduling Advanced Reports
   

Accessing Reports

Managers within PractifiU have permission to access reports for the groups they oversee. This role-based access ensures training data remains appropriately confidential while giving team leaders the visibility they need.

Please note: You must be designated as a Manager within PractifiU to access reports. If you need Manager access and do not currently have it, contact your firm’s Customer Service Manager (CSM) or the Practifi Support team for assistance.

To access reports within PractifiU, do the following:

1. Log in to PractifiU using your credentials.
2. From the primary navigation menu on the left-hand side of the PractifiU screen, select Reports to open the list of PractifiU reports available to your firm.
   
   
    

Default Report Types

PractifiU provides default reports that help you understand learning progress from multiple angles. Each report type serves a distinct purpose in helping you gauge training effectiveness, identify gaps, and recognize achievements. Running these reports regularly can help you spot trends early and intervene when team members need additional support.

The report types available are the following:

Course Status - Reports on how many learners have reached which status levels for a course. This report helps you quickly assess your team’s overall progress and identify areas that may need attention or additional resources.

Course Modules - Shows the status of each module, along with the start and completion timestamps. Module-level visibility lets you pinpoint where learners may be getting stuck or spending the most time, helping you provide targeted support.

Course History - Reports on the records of enrollments for a specific learner. This comprehensive view of an individual’s learning journey helps you understand their training path and readiness for advanced responsibilities.

Learning Paths - Displays the status of learners on a learning path. Learning path reports help you ensure team members progress through sequenced training in the appropriate order, which is particularly valuable for onboarding or role-specific development.

Certifications and Credits - A record of recognitions given for a course, learning path, or user. Tracking certifications helps you maintain compliance records and recognize team members who have achieved significant milestones in their Practifi proficiency.

Exams - Review of exam answers, provided in charts or transcripts. Exam results help you identify knowledge gaps and determine whether users have mastered the concepts needed to work effectively in Practifi.

Survey - Review of survey answers, provided in charts or transcripts. Survey data provides valuable feedback on training quality and user experience, helping you continuously improve your firm’s learning programs.

SCORM Exams/Interactions - This reports on module-specific interaction data for SCORM modules that report interaction data. Understanding how users interact with SCORM content helps you evaluate the effectiveness of third-party training materials.

Tin Can Exams/Interactions - This reports on module-specific interaction data for Tin Can modules that report interaction data. Like SCORM reporting, this data helps you assess engagement with external learning resources.

Gamification - Reports on the achievement levels by individual and your group. Gamification reports help you leverage friendly competition and recognition to boost engagement with training programs.

 

Running a Report

Running reports allows you to examine current data and understand your team’s learning status at any given moment. You can run reports as often as needed to stay informed about training progress, and the filtering options let you focus on specific courses, time periods, or user groups that matter most to your management needs.

To run a report in PractifiU, navigate to the Reports page and then do the following:

1.   Select the + Create Report button to open a menu of available report options. 
   
2. Select the desired report type (for example, Course status report) and click the arrow next to it to open the report configuration screen. 

   3. Adjust any filters as needed and then select one of the following options:

• Run Report - This button runs the report in PractifiU for you to view. Depending on the selected report type, this option may not be available. Some reports within PractifiU only support exporting.
• Reset Filters - This option reverts any changes you made to the filters to their default values.
• Export to Excel - Select this option to view this information in an Excel file. Excel exports allow you to perform additional analysis, create custom visualizations, or share data with stakeholders who may not have access to PractifiU.
• Export to PDF - Select this option to view this data in PDF formatting. PDF exports are ideal for creating formal reports, archiving snapshots of training progress, or sharing read-only summaries with leadership.

   4. If Run Report is available and selected, the report’s results will display on a report details page.

Scheduling a Report

Scheduling reports lets you receive regular updates on learning progress without manually generating reports each time. This automation is particularly valuable for tracking ongoing training initiatives, monitoring compliance-required courses, or maintaining consistent oversight of multiple teams.

Please note: The scheduling function is not available for all report types, and the functionality is only available to Managers within PractifiU.

To schedule a report in PractifiU, do the following:

1. Access the Reports page and select the report type for the report you would like to run.
2. Make any adjustments to filters as needed, then select Run Report.
3. Once the report is initially run, a Schedule button will now display in the button bar at the bottom-right corner of the PractifiU page. Select this button.
   
   
    
4. Enter a report title and set a frequency for how often the report should run. Choose a frequency that aligns with your management cadence. Daily schedules work well for intensive onboarding periods, weekly schedules suit ongoing training monitoring, and monthly schedules are often appropriate for high-level oversight.
5. Select Create in the lower-right corner to finalize the report subscriptions creation.
   
   
    
6. Report subscriptions can be managed under the My Schedules subtab on the Reports page. Once the subscription is created, you will have the option to add additional email addresses to receive them and adjust subscription settings. Select the Edit Filters button in the bottom-right corner to modify the report’s filters. If any changes are made to the report subscription or filters, select Save to finalize the changes.

Please note: Scheduled reports are delivered as email attachments. Make sure to add email addresses of stakeholders who would benefit from regular training updates and consider setting up a dedicated distribution list for training reports if multiple leaders need visibility.

Advanced Reports

In addition to the default report types, PractifiU offers advanced reporting capabilities that provide greater flexibility for analyzing learning data. Advanced reports use customizable layouts with drag-and-drop functionality, allowing you to select exactly which data fields to include and how to display them.

What Are Advanced Reports?

Advanced reports (previously called Report Builder) are designed for creating highly customized views of learning data. While basic reports provide pre-configured data views with results up to 10,000 rows, advanced reports allow you to build tailored reports that can handle larger data volumes and display information in formats specific to your firm’s needs.

Available to Managers

As a Manager in PractifiU, you can create, save, and schedule Progress reports for the learners in the groups you manage. Progress reports allow you to track course enrollment, completion status, scores, and other key metrics across your team. You can select up to 100 courses for a single report or leave the course filter empty to report on all courses.

Creating an Advanced Report

To create an advanced report in PractifiU, do the following:

1. From the main navigation, go to Reports and select + Create report.
2. Select the Advanced Reports tab and choose Progress report.

3. On the Filters tab, select which data you want to include using the available filter fields. You can filter by course, user, group, enrollment period, completion period, progress status, and more. If you leave a field blank, the report will include all data for that filter type.
4. On the Report layout tab, drag data fields from the Available Data column to the Your Report column to build your report structure. You can reorder fields by dragging them up or down in the Your Report column.

5. Select Save and preview to run the report and review the results.
6. Give your report a descriptive name when prompted.

Scheduling Advanced Reports

Advanced reports can be scheduled to run automatically on a daily, weekly, or monthly basis. To schedule an advanced report, access the saved report from the Reports page, select the three-dot menu (More), and choose Schedule. Enter the frequency, send time, time zone, and any additional email recipients, then select Schedule to finalize.

Please note: For advanced reports, PractifiU runs and sends scheduled reports even if no data changes during the scheduled interval. This differs from basic reports, which run only when data changes.