Enhanced Training Reporting: Training Guide

Note: This feature is currently available as part of our Early Access (beta) program and may not be enabled in your workspace. If you’d like to request Early Access, please submit a request through our Zendesk form: Requesting Early Access to New Feature

1. Overview

The Enhanced Training Reporting Dashboard is a next generation reporting solution that fully replaces the legacy NINJIO Training Report interface. Embedded directly within the NINJIO Admin Portal, it leverages Snowflake and Sigma to deliver lightning-fast dashboards, flexible filtering, and audit-ready exports. It empowers organizations to track learner engagement, measure completion performance, and automate report communication with advanced filtering and visualization capabilities.

2. Key Benefits

This upgrade is designed to solve specific challenges around speed, flexibility, and data visibility.

• Improved Performance: Powered by a Snowflake and Sigma backend, the system delivers fast queries and dashboard load performance, replacing the slower legacy experience.

• Audit-Ready Intelligence: The system provides pre-configured exports for compliance and allows admins to identify failed or incomplete learners within customer tenants.

• Automated Action: Unlike legacy reports, you can now set conditional triggers for your scheduled exports. For example, you can configure the system to send a report only if a quiz score is below 70% or if a fail rate exceeds a specific threshold.

• Simplified Navigation: The experience offers simplified navigation with sortable data columns and easier raw data exports for compliance.

3. What’s New?

• Embedded Experience: Reporting is now natively integrated within the NINJIO Admin Portal.

• Advanced Visualization: New dynamic dashboards display participation, completion rate trends, engagement, and leaderboard performance.

• Robust Security: Row-level data isolation is enforced to ensure each client tenant accesses only their own records.

• Data Drill-Down: Access detailed user-level data directly from charts or the "Training Report Details" dataset.

4. What's Different? (Legacy vs. Enhanced)

5. How-To: Scheduling Reports

[Video Resource: How to Schedule Reports]

Based on the new dashboard interface, follow these steps to automate your reporting:

1. Locate the Menu: Scroll to the bottom of the dashboard page. Click the hamburger icon (three horizontal lines) located in the bottom-left corner.

2. Initiate Schedule: Select Schedule export from the menu, then click Create new schedule.

3. Configure Recipients: Enter the email addresses for all recipients.

   • Note: You cannot customize the sending domain or add custom branding/logos. Emails will arrive from a generic domain (e.g., info@send.sigmacomputing.com).

4. Select Report Type: In the Attachment dropdown, select either Admin Report or Executive Summary Report (to match legacy formats).

   • Pro Tip: Select Entire Page for the scope and set the format to Excel for the most usable data.

5. Set Frequency & Time Zone: Choose your frequency (Daily, Weekly, Monthly).

   • Important: You must manually adjust the Schedule Time zone to your local time, as it defaults to the system time zone.

6. Apply Filters (Optional): Expand More options and select Customize control values. This allows you to filter the specific report by Department, Branch, or Manager before sending.

7. Set Conditions (Optional): You can choose to send the report "If a condition is met" (e.g., only send if "Average Quiz Performance" drops below a certain value).

8. Manage Schedules: Once created, you can view your active schedules in the "Schedule exports" list. From here, you can Edit, Rename, Send Now, Pause, or Delete existing schedules.

6. Exporting Reports (On-Demand)

[Video Resource: How to Export Reports]

There are three ways to export data depending on your needs:

Method 1: Full Report Export (Best for Legacy Parity)

1. Locate the Menu: Scroll to the bottom of the dashboard page and click the hamburger icon (three horizontal lines) in the bottom-left corner.

2. Select Export: Click Export from the menu options.

3. Choose Report Type: In the dialog box, change the attachment type to Admin Report or Executive Summary Report.

4. Set Scope: Select Entire Page to ensure you get the full dataset.

5. Format: Change the file format to Excel (recommended) and click Export.

Method 2: Individual Widget Export

1. Target a Chart: Hover over any specific chart or data table (e.g., "Training Status").

2. Open Menu: Click the three vertical dots (kebab menu) associated with that widget.

3. Download: Select Export and choose your preferred format (CSV, Excel, PDF, etc.).

Method 3: Direct Tab Download

1. Navigate: Click on the Training Report Details tab (or similar tabs like "Admin Report").

2. One-Click Download: Locate the Download Data button (usually top-right of the table) to instantly export that specific grid.

7. Known Limitations

Please be aware of the following behaviors and current constraints within the new system:

8. Frequently Asked Questions (FAQs)

Q: Where do I find the new reports?

A: They are located in your NINJIO admin portal under Reporting → Training; the page now embeds the new Sigma experience.

Q: Why doesn’t a user’s completion appear immediately?

A: The dashboard data refreshes hourly.

Q: Can I see the raw data underlying the charts?

A: Yes. You can click "Show underlying data" on chart components or visit the Training Report Details tab for full records.

Q: Will I be charged for using this?

A: Core access is included for a limited number of admin seats per tenant. Additional admin seats may incur a fee depending on your plan.

Q: Can I sort users alphabetically?

A: Yes, simply click the "Last Name" column header.

Q: Why do some historical users show as "inactive"?

A: We are currently backfilling historical active/inactive snapshots. Near-term, very long lookbacks may mislabel some old records, but this is being corrected.

Q: What does 'Total Engaged' mean?

A: This refers to users who start training promptly within the engagement window