In the following article you will learn how to create a Cube report.

These reports allow you to cross-reference the information from the modules (In-person, learning programs and e-learning) with quantitative metrics predefined by the platform and by qualitative metrics that you have previously customized in Custom Categories. 


It is recommended to have all the categories/attributes of employees that you would like to monitor constantly (e.g., department, management, branch, etc.).


To create a Cube report go to Reports >> General >> Cube. 


Important:


The information is NOT retroactive, so it is crucial to complete all the employee’s information, including the integrated customized categories, before enabling and conducting courses. This ensures that when the platform reads the information, it can be included in the report.


Once you click on Cube, you will enter the My Reports list.


Here you will be able to see relevant information about the existing reports, such as: 

  • Name

  • Consultant

  • Public 

  • Creation Date:

  • Action:

If you want to create a new Cube report, you must click on New Report.


Metrics: Metrics are all the predefined quantitative/numeric data provided by the platform by default.  It is not possible to add new metrics, and the information is drawn from the employee’s performance. The following metrics can be obtained: 

  • Employee: Total company cost: It includes In-person module, learning programs and e-learning module.

  • Employee: Total SENCE cost: It includes In-person module, learning programs and e-learning module.

  • Employee: Total cost: It includes In-person module, learning programs and e-learning module.

  • Employee: Total cost + General Cost Allocation: It includes In-person module, learning programs and e-learning module.

  • Employee: Number of Course Offerings Completed: Note that the course offerings refer to instances where a specific course has been completed. That is to say, a employee could be enrolled and complete more than one course offering.

  • Employee: Total hours completed: It includes In-person module, learning programs and e-learning module.

  • Employee: SENCE segment: It is configured in the bulk upload spreadsheet when uploading the personnel.

  • Employee: percentage of attendance/progress: For the In-person module, this corresponds to the "attendance" metric, and for the learning programs and e-learning module it corresponds to the "progress" metric. 

  • Employee: Grade: Corresponds to the grade that the administrator has manually entered in the list of participants of a course offering in the in-person module.

  • Employee: Approved: Distinguishes between "1" for passed and "0" for failed or not passed.

  • Course Offering: General cost: Corresponds to the total cost of the training, including all the costs of each employee.

  • Employee: average satisfaction rate of the in-person module: Represents the average rating that each employee gives to each course through their corresponding satisfaction survey. This metric ONLY considers in-person module.

  • Base indicator: Satisfaction: Satisfaction indicator for the  in-person module.

  • Employee: Average satisfaction (e-learning module): corresponds to the average rating given by each employee in the satisfaction survey for each course This metric ONLY considers the e-learning module

  • Employee: Learning average (in-person module): corresponds to the grade achieved by an employee in a learning evaluation for a course.  This metric ONLY considers the in-person module.

  • Employee: Average learning (e-learning module): corresponds to the grade achieved by an employee in a course learning evaluation.. This metric ONLY considers the e-learning module

  • Employee: Average transfer - Pretest  (in-person module): corresponds to the grade achieved by an employee in a transfer evaluation carried out before the course. 

  • Employee: Transfer average - Posttest (in-person module):  corresponds to the grade achieved by the employee in a transfer evaluation after the course 



Once you have selected the Metrics, they will be incorporated in the box below. Here you will see the information being cross-referenced.


Group by: These are all the qualitative metrics that the platform can provide.  Some metrics are default, while others can be configured as fields and/or custom categories. Below you will find all the default qualitative metrics provided by the platform:


  • Employee: Name Employee’s name. 

  • Employee: Current Manager’s Rut/identification number: Rut or identification number of the employee's current manager. 

  • Employee: Current Manager's Name: name of the employee's current manager.

  • Employee: Comments: Corresponds to the participation comments that the administrator can add to the enrollment list of the course participants. 

  • Active Employee: Employee's status on the platform. When active, it is registered as "Yes", and indicates that the employees have access to the platform, counting as a license However, when an employee is not active, it will be shown as "No" and means that they do not have access to the platform, not counting as a license.

  • Learning Provider: Name Name of the learning provider 

  • Learning Provider: Type: Corresponds to whether the learning provider is internal or external to the company. 

    • Internal 

    • External 

  • Learning Provider: Identifier: corresponds to the identifier of the learning provider  

  • Course: Name Corresponds to the name of the course 

  • Course: code: Corresponds to the code assigned to the course for better differentiation. 

  • Course: Course modality: Corresponds to the modality in which the course was taken.

    • E-learning

    • In-person

    • Distance learning 

  • Course SENCE Code: Corresponds to the code used to register the course with SENCE.

  • Course: SENCE code expiration date: It corresponds to the the expiration date of the code. After this date it will not be possible to access the course.

  • Course: Fundable via SENCE  Corresponds to the detail of whether the course is fundable through SENCE or not.

  • Course Offering: Code: Corresponds to the code of the course offering 

  • Course Offering: Number: Corresponds to the number of times a given course has been given in order to have clarity on how many times a course was conducted.

  • Course Offering: Status: Corresponds to the status of the course offering. It can be active or historical. To change this status, manual configuration in the in-person module is required.

    • Active: An "active" course offering is one that is currently open within the specified activation dates, allowing for modifications in terms of answers and configuration 

    • Historical: A "historical" course offering refers to a closed offering that can no longer be modified or answered. 

  • Course Offering: Facilitators: Name of the facilitator who conducted a given course.

  • Course Offering: Creator User: Administrator user who created and configured a specific course offering on the platform.

  • Course Offering: Start date: Date on which a specific course offering started.  

  • Course Offering: Start Year: Specific year in which a course offering started.

  • Course Offering: End date: Date on which a specific course offering ended.

  • Course Offering: Creation Date: Date when an administrator user created and configured a specific course offering. 

  • Employee: Enrollment Date for the course offering: Date on which a specific employee enrolled in a particular course offering. 

  • Employee: E-learning entry date:
     Date on which the employees accessed the course for the first time (regardless of whether they completed it or not).

  • Employee: E-learning end date: Date on which the employee completed the course with 100% progress.

  • Platform module: Corresponds to the module in which the course was taken (management module = in-person module or e-learning module).

  • Learning Provider: Rut: Rut or identification number of the learning provider who conducted a given course.

  • TNA Course name: Corresponds to the name of the course determined in the TNA. 


Once you select the Group by option, they will be added to the box below so that you can see the information being cross-referenced.


Sort by: refers to the metrics by which you want to sort the Excel spreadsheet you are downloading.


View report: When you click on View Report the information will be displayed within the platform. 


 

When more than 100 results are obtained, not all of them can be displayed within the platform. If you click on Download Excel you will be able to see the complete report.

Save: Once the report is generated, if you want to save it, click on Save and the following interface will appear.

You can also mark the option This report will be public, so that other administrators can view this report in the My Reports tab.

To finish, click on Save.


This way, you won't have to create them every time you need them. Assign them a name, save them and go directly to download them. The saved reports are updated each time they are downloaded. 


If you created the report, you will have the option to "View and Edit" and "Delete" the report.


Remember, if you need assistance or have any questions you can contact us through our chat or email. We are happy to help you!

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