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Training Plan Analytics

This guide covers how to use training plan analytics in Brevity to track learner progress, scores, and completion across your training programs. Analytics are available at two levels: across all plans and within a specific plan.

Overview

Training plan analytics help you answer questions like: Who's on track? Who's falling behind? How are learners scoring? Are deadlines being met?

There are two views:

  • Dashboard-level analytics — A high-level view across all your training plans.
  • Plan-specific analytics — Detailed progress for all assignees within a single plan.

Both views support filtering and CSV export.

Dashboard-Level Analytics (All Training Plans)

The dashboard view shows status data across all active training plans at a glance.

How to Access

Navigate to Training Plans and click the Analytics tab (alongside All Training Plans, My Training Plans, and Templates).

What You Can Do

  • View high-level status across all active training plans.
  • Filter by user group to focus on a specific team or cohort.
  • Export to CSV — download all analytics data for offline analysis.

Plan-Specific Analytics (Within a Training Plan)

The plan-level view shows the status of every assignee for a specific training plan, with detailed filtering and drill-down.

How to Access

Open a specific training plan and click its Analytics tab.

Quick Filter Buttons

Use the buttons at the top to quickly filter assignees:

  • Total — All assignees
  • Completed — Learners who have finished the plan
  • Overdue — Learners who are past their due date
  • At Risk — Learners who are within 3 days of their due date

Status Dropdown Filters

For more granular filtering, use the status dropdown:

  • Section statuses: Completed, In Progress, Not Started, Scheduled
  • Due date statuses: On Track, At Risk, Overdue

CSV Export

Export the plan's analytics data to CSV with all the fields listed below, scoped to the specific plan.

Learner Drill-Down

Click into a specific assignee from the plan-specific analytics view to see their individual progress.

The drill-down shows:

  • Progress by chapter and section
  • Best scores and latest scores per section
  • Current section status and due date status
  • Adjust the due date directly from this view

CSV Export Fields

Both the dashboard-level and plan-level CSV exports include the following data per assignee per section:

  • Assignee first name, last name, email
  • Training plan name
  • Chapter and section names
  • Section status (Scheduled, Not Started, In Progress, Completed)
  • Best score (highest score across all attempts)
  • Latest score (most recent attempt score)
  • Total attempts
  • Passing attempts
  • Passed-at timestamp
  • Assigned-at timestamp
  • Due date
  • Due date status (On Track, At Risk, Overdue)
  • Completed-at timestamp

Understanding Statuses

Each assignee has two parallel status tracks:

Section Status (Progress Through the Plan)

Status Meaning
Scheduled Assignment created but not yet released (future start date)
Not Started Plan is visible to the learner but they haven't begun
In Progress Learner has made at least one attempt
Completed Learner has met all completion criteria

Due Date Status (Relative to Deadline)

Status Meaning
On Track More than 3 days from the due date
At Risk Within 3 days of the due date without completion
Overdue Past the due date without completion

FAQs

Can I export analytics data?

Yes. CSV export is available at both the dashboard level (all plans) and within individual plans. The export includes all the fields listed above.

What's the difference between "best score" and "latest score"?

Best score is the highest score the learner achieved across all attempts on a section. Latest score is the score from their most recent attempt.

Do content-only sections (no role play) show score data?

No. Score data only appears for sections with role-play content and scored completion criteria. Content-only sections show completion status only.

What does "At Risk" mean exactly?

A learner is at risk when they are within 3 days of their due date and have not completed the section. This status is visible in the analytics filters and triggers manager notifications if enabled.

Can I adjust a learner's due date from analytics?

Yes. Click into an individual assignee from the plan-specific analytics view. From the learner drill-down, you can adjust their due date directly.

Can I filter analytics by team or group?

Yes. The dashboard-level analytics view supports filtering by user group membership.

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