This guide explains how you can use the Calendar KPI card on your Dashboard to review key learning and activity metrics across your organisation. It walks you through each section of the Calendar view and how to drill down for further detail.
Accessing the Calendar KPI Card
To begin, select the Calendar option on the Dashboard. This will display a set of graphs and activity summaries for the selected year. You will see information relating to Employees, Assignment deadlines, E-learning, Policies, Offline activities and Events. Some options will only appear if enabled.
Employees
The Employees graph shows the number of new joiners and leavers within the selected year. This gives you a clear overview of staffing changes and helps you track onboarding and exit trends.
Assignment deadlines
The Assignment deadlines graph provides an overview of upcoming and overdue deadlines across your organisation.
Select the View deadlines option to open detailed information
When you drill down, you can switch between View as table or View as grid – the default is View as table
Each row or card shows the breakdown of deadlines by month
You can drill into any month for more detail
Selecting an assignment card displays all users assigned to that course for the selected month
Selecting a user shows all records for activities within their Learning Path
E-learning
The E-learning graph shows the number of Completed, Incomplete and Failed courses in the selected year.
Select the View activity option to access more detailed information
You can switch between View as table or View as grid
Monthly rows or cards show Completed, Incomplete and Failed courses, total hours spent and average completion time in minutes
Selecting a month drills down into full details
Selecting the course title shows completion details for that course in the selected month
Policies
The Policies graph displays the number of Attested, Viewed and Declined activities for the chosen year.
Select the View activity option for more detail
Choose View as table or View as grid
Monthly cards show how many users have Attested, Viewed or Declined
Drill down into any month for further detail
Select the policy title to see completion information specific to that policy in that month
Offline activities
The Offline activities graph shows Completed, Learner approval required, Trainer approval required, Failed, Rejected by learner and Rejected by trainer activity types.
Select the View activity option to explore details
Choose between View as table or View as grid
Monthly rows or cards show the activity breakdown, hours completed and average time spent
Drill down into months to explore more detail
Selecting an activity title provides detailed records for the chosen month
Events
The Events graph shows Attended, Enrolled, Attendance record required, Additional delegates required, Approval required and Not approved events.
Select the View events option to see more detailed information
Choose between View as table or View as grid
Each month shows a breakdown of event activity, hours attended and average completion time
Drilling down presents the data in a daily breakdown for that month
Limitations
Some activity types will only appear if enabled within your organisation’s configuration. Data may vary depending on permissions and the learning solutions activated.
Conclusion
You can now confidently navigate the Calendar KPI card to review key learning and compliance insights across your Dashboard. If you need additional help, contact your Customer Success Manager by selecting Send us a message via the help icon on your portal, or by emailing [email protected].