.png)
Are the changes you’re making to your Learning Management System (LMS) falling short of the impact you want to make? In order to make decisions that positively impact your learners and organization, you need targeted, actionable data that addresses specific challenges.
EthosCE’s customized reporting empowers you to make data-driven decisions that address your unique challenges and needs. By leveraging EthosCE’s integration with Looker, you can build custom dashboards and in-depth reports, share insights with different stakeholders, and continually refine and enhance your educational offerings.
Solving Specific Problems with Custom Reporting
Data is not a one-size-fits all solution. Every role within your organization requires custom insights they can use to achieve their goals. EthosCE’s reporting capabilities empower each team member to receive data that matters most to their own goals and objectives. Below are examples of how various roles can leverage customized reporting for their specific needs.
- CME Manager
- A Continuing Medical Education (CME) manager focuses on evaluating educational offerings and improving learner engagement. They want to track learner engagement metrics such as course competition rates, quiz scores, and participation trends across different specialties. These insights help gauge learner engagement, identify gaps, and guide efforts to improve course offerings.
- Compliance Officer
- Compliance officers play a key role in overseeing mandatory staff training and ensuring the organization meets regulatory standards. They need to monitor employee progress across various activities, ensuring timely completion and maintaining documentation for compliance audits. Custom reports allow compliance officers to meet audit deadlines and minimize compliance risk.
- Accreditation Coordinator
- The accreditation coordinator is responsible for managing the relationship between accreditation bodies for both the organization’s activities and learners. Custom reporting tools provide insights that align with specific requirements of accrediting bodies, helping accreditation coordinators maintain accreditation status and ensure educational programs adhere to regulatory guidelines.
- Program Coordinator
- One of the key duties of a program coordinator is to report revenue generated from educational programs to the organization’s finance department. They need automated, scheduled reports that provide accurate financial summaries monthly. These customized reports allow program coordinators to focus on strategies planning and growth.
Build and Design Reports
When building custom reports for different users, you should focus on the following points to ensure your team can start leveraging them right away.
- Refine Data: Select the fields (dimensions and measures) you want that are relevant to what needs to be measured. This allows you to focus on actionable data, reducing noise and confusion in your reports.
- Select Visualization: Data visualization is the key to breaking down complex information quickly and efficiently. EthosCE enables you to leverage clear and consistent visual formats (i.e., tables, columns, bar charts, scatter plots, line graphs, pie charts, maps) so your team can receive actionable insights at a glance.
- Customize Your Fields: Create and add fields that tailor existing reports to your specific use case again and again. Through EthosCE’s Looker integration, you can create custom user profiles and custom course fields based on your unique needs.
Best Practices
The fun doesn’t end once you have built your custom reports. Below you’ll find important best practices so you and your team can get the most out of your reports.
- Triple Check Filters: Filters are an excellent tool; however, they can skew your information if the wrong ones are selected. This is why we suggest triple-checking your selected filters to ensure only relevant data is being shown.
- Schedule Delivery: For time-sensitive reports, we suggest scheduling delivery times, so you never miss a deadline. Scheduling delivery times can also be helpful when wanting to keep tabs on an item you want to continue analyzing.
- Establish Clear Naming Conventions: Naming conventions for your reports can mean the difference between your team finding what they need and duplicating efforts. Be sure to establish a naming convention that the rest of your team follows.
Preparing for the Road Ahead
EthosCE’s Looker integration enables you to design custom reports that provide deep insights into your organization’s educational programs for more informed, data-driven decisions.
Discover how you can create your own custom reports to make data-driven decisions with EthosCE, the leading learning management system (LMS) tailored for medical institutions, to achieve continuing medical education excellence.
