Download reports on Workbooks

Start from: The Flow Learning dashboard.

• Navigate to Reports.

Workbook Summary Report

The Workbook Summary Report displays the completion status of all workbooks that have been issued. It is available in both a chart view and a data view, making it easy to monitor progress across your organisation.

• Locate Workbook Summary Report in the reports list and select View.

• Toggle between Chart and Data to switch views.
  • Chart displays a visual breakdown of completion statuses across workbooks. Use the Group By dropdown to organise results by Company, Region, Area, Branch, or Date.

• Data displays a detailed table with the following columns: Learner Name, Identifier, Workbook, Status, Reviewer, Awaiting Manager's Review, Workbook Info, Due Date, Completed Date, Department, Job Title, Branch, and Area.

• Select the filter icon to refine results by From Date, To Date, Awaiting Manager's Review, Region, Area, Branch, Department, Job Title, Type, or Status. Enable Include items without due date to include workbooks with no due date set.

• Select the download icon to export the report. Options are Export Data to CSV, Export Chart to PDF, or Export Chart to JPEG.

Workbook answers report

The Workbook answers report provides a CSV export of all learner responses across workbook question types. Each row in the export represents one learner response, making the file straightforward to manipulate and report on outside Flow Learning.

The export includes: Learner Name, Identifier, Workbook, Category Name, Question Type, and Question Name.

• Locate Workbook answers report – Download Only in the reports list and select Download.

• In the Item Name dropdown, select the workbook you want to export.

• Select Export to download the CSV file.

Note: This report is download only and cannot be viewed directly in Flow Learning.