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Timeline

When will this be released?

Learn & Analytics & Reporting

Production: Monday, September 22, 2025, between 3 pm and 4 pm (PST)

Is there downtime for this release?

No

Customizable Training Reports in Analytics & Reporting 

In this monthly production release, HR Admins and Users gain deeper insight with new Course, Classroom, and Learning Plan Activity reports available in Analytics & Reporting, complete with scheduling and sharing options. These reports will be available in the Production and Training environments starting the evening of 9/22. 

Available to HR Admins and HR Users through the Analytics and Reporting product, these reports offer powerful insights into training engagement. Similar to the Training Activity Report, users can only access employee records within their department.

If you're a Risk Pool agency, these reports are also applicable for monitoring and reporting on the training progress of your member agencies, helping you stay on top of compliance and participation across your pool.

Why Report Builder? Here’s what you can do:

• Build custom reports using an intuitive, easy-to-use interface.
• Start with a standard report or fully customize it based on your specific needs.
• Access expanded data sets with newly available tables and formatting options.
• Share reports with all Learn users or specific departments with Learn access.
• Schedule recurring exports and easily share insights across your organization.

Getting Started with Analytics & Reporting

When you click into the Analytics & Reporting product, you'll land on the Analytics page. From there, click Report Builder. 

Click the navigation switcher located in the top left corner > 

Select Analytics & Reporting

From here, you can quickly access any reports you've created or open a Standard Report provided by NEOGOV/NEOED. Available standard reports include Course Activity, Classroom Activity, and Learning Plan Activity.

For each report, you can take action directly from the grid’s Actions column—edit, run, copy, schedule an export, or delete reports you no longer need. You can also create a new custom report tailored to your specific reporting needs.

Creating a New Report

To begin, click the Create Report button.

Search for the Learn Report Types: Course Activity or Learning Plan Activity

The Course Activity and Learning Plan Activity reports display training data based on employee records meeting the reporting criteria. By default, the Preview section, which filters for Active employees in Active departments, displays the first five matching records. All other applicable records will display upon clicking Save & Run Report. 

You can:

• Search by a specific field, or expand the Employees, Position, Class Spec, Department, or Division subsections to add fields.
• Add fields as filters to narrow results or include them directly in your report.
• Use horizontal drag-and-drop to rearrange columns in the Preview section for a personalized layout.
• Name your report — it will default to “Untitled Report” unless you update it.
• Click Save & Run Report to generate results for all records that match your selected criteria.

You can export your report as a CSV or Excel file. For larger reports, the export will be queued for processing. You’ll be notified by email once the file is ready, and it will be available for download on the My Exports page.

Schedule Exports

To automate report delivery, click the Subscription button to schedule how often the report should be generated.

You can configure the following options:

• Frequency: Choose to generate the report Daily, Weekly, Monthly, or Annually
• File Format: Export the report as an Excel or CSV file
• Duration: Specify the number of days the report should be generated
• Start and End Dates: Define the date range for report generation
• Time of Day: Set the exact time for the report to run

Subscription Type Options:

• SFTP: Automatically send the report to your organization’s NEOGOV SFTP location
• Email: Email the report to one or more recipients within your organization
  Use the search bar to select the intended recipient(s)

Audience

Administrators

Examples

• Maria, an HR Admin at a mid-sized city government, wants to review compliance training completion rates across multiple departments. Using Report Builder, she starts with the Course Activity standard report, customizes it by adding fields for department, due date, and completion status, and then filters it to only include employees in Public Works and Parks & Recreation. She schedules a weekly export to be emailed to each department lead, helping them stay on track with compliance goals.
• James, an HR User at a public safety agency, is asked to present quarterly training trends to leadership. He uses Report Builder’s Learning Plan Activity report, adds filters to include only Fire Department personnel, and formats the columns to highlight plan completion rates and overdue items. He exports the report as an Excel file, adds a summary tab, and shares it during the leadership team’s monthly meeting.