How to report on Documents & policies activity

You can download a comma separated values (CSV) file of Documents & policy activity for reporting.

The CSV file includes:

  • Learner email address
  • Resource filename and alternative name
  • Activity date and time
  • Activity type - View or Confirmed read

To download the CSV:

  1. Click the Settings tab on the menu bar at the top of the page.
  2. Scroll down to find the ADD-ONS card and click Documents & policies.
  3. Click the Download report button on the right of the Documents & policies card.
  4. The CSV file is saved in your local downloads folder.

Open the file with a spreadsheet application like Microsoft Excel, Apple Numbers or Google Sheets. You can analyse the report information by applying filters and calculating totals.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.