Roles analytics: basic

What you can do

Roles analytics gives you a snapshot of your team's role usage. This data helps you:

• Identify the roles learners are engaging with the most
• View role skill proficiencies and averages

Roles analytics can be seen by both plan admins and team managers. Team managers can only see analytics for the teams they manage.

In order for a learner to appear in roles analytics, they must self-assess in their role.

Roles analytics are in real time, updated every 15 minutes.

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Web reports

To get started:

1. Click Analytics in the Leader view of the navigation menu.
2. Click the Roles tab.

Basic roles analytics includes two views:

• The default view is the All-roles dashboard.
• When you click into a particular role, you'll see its Role dashboard.

All-roles dashboard

The All-roles dashboard allows insight into top-level role analytics data.

1. You can customize both the web and CSV reports with the Teams filter. The default display is all users on your plan.
2. You can download a CSV report of your roles analytics data (discussed below).
3. The All-roles overview includes the following data fields:
   • Role IQ engagement
   • Role IQs achieved
   • Total unique roles
   • Avg completion time
4. The Roles table shows you analytics particular to each role in your organization. You can click any of the labels to sort by that field, and click again to toggle between ascending and descending. Data fields include:
   • Roles
   • Created by
   • Active users
   • Assigned users
   • Last activity
   • Role IQs achieved

Click any role in the Roles table to display its Role dashboard, as described below.

Role dashboard

The Role dashboard provides deeper insight into the selected role.

1. You can customize both the web and CSV reports with the Teams filter. The default selection carries over from the All-roles dashboard.
2. You can download a CSV report of your roles analytics data (discussed below).
3. The Role overview includes the following data fields:
   • Assigned roles started
   • Total active users
   • Role IQs achieved
   • Total assessments taken
4. The Skills table shows you analytics for each skill that makes up the selected role. You can click any of the labels to sort by that field, and click again to toggle between ascending and descending.Data fields include:
   • Skills
   • Users assessed
   • Minimum proficiency
   • Avg proficiency

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CSV reports

View more details about your roles analytics with the CSV report downloads. There are two CSV reports available for basic roles analytics:

• Role IQ overview CSV
• Role skill levels CSV

The files will download to your system’s Downloads folder. Depending on the size of your plan, this may take some time to process. Once downloaded, open the files in a spreadsheet program.

Role IQ overview CSV

To download this report, start from the All-roles dashboard, and click the download icon next to the Teams filter.

Data fields include:

• Name
• Created by
• Started roles
• Assigned users
• Last activity
• Completed roles

Role skill levels CSV

To download this report, start from the Role dashboard of your desired role, and click the download icon next to the Teams filter.

Data fields include:

• Skill name
• Users assessed
• Minimum proficiency
• Average proficiency level
• Average proficiency

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Next steps

If your plan includes advanced analytics, learn how to go further with advanced roles analytics.

Explore how the other analytics experiences can help you monitor and guide your team’s growth.

See which analytics experiences are included in your team plan.