You can get simple reports on Self Assessment checklists like:

  • Scenario 1: Who is Still Underway on a Particular Self Assessment?

  • Scenario 2: Who has Completed a Particular Self Assessment?

  • Scenario 3: All Users who Scored Higher than 80% for a Particular Self Assessment

  • Scenario 4: All Users who have Failed a Particular Self Assessment

  • Scenario 5: All Users whose Observers Selected a Particular Answer for a Particular Question in a Particular Self Assessment

  • Scenario 6: All Users who were Signed Off in the last 30 days for a Particular Self Assessment


For more in depth analysis and reporting, we recommend you look into getting an LRS.


Scenario 1: Who is Still Underway on a Particular Self Assessment?

Step 1: Click on Self Assessment Checklist in the side menu to expand it

Step 2: Click on Activity Reports

Step 3: Click Add Filter, and select Status

Step 4: Search for the Self Assessment name



To narrow the search add a filter to search for the person who was observed


Step 5 (optional): Click Add Filter

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Step 6 (optional): Choose title or person

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Step 7 (optional): Search for the person (learner / trainee that was assigned the self assessment)

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Scenario 2: Who has Completed a Particular Self Assessment?

Step 1: Click on Self Assessment Checklist in the side menu to expand it (you will only see it in the menu if you have installed it)

Step 2: Click on Activity Reports

Step 3: Click Advanced Search, Add Filter, and select Status


Step 4: Select 'Signed Off' from the drop down menu.


Step 5: Search for the Self Assessment name


Add another filter to search for the person who was observed.

Step 6 (optional): Click Add Filter

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Step 7 (optional): Choose title or person

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Step 8 (optional): Search for the person (learner that completed the self assessment)

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Scenario 3: All users who Scored Higher than 80% for a Particular Self Assessment

Step 1: Click on Self Assessment in the side menu to expand it

Step 2: Click on Activity Reports

Step 3: Click Advanced Search, Add Filter, and select Status

Step 4: Select 'Signed Off' from the drop down menu.

Because only completed Self Assessments will have scores.

Step 5 (optional): Search for the Self Assessment name

Step 6: Click Add Filter

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Step 7: Choose score

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Step 8: In the drop down select Greater Than

Step 9: Type in 80 into the input box

The list will filter to meet these requirements.

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Scenario 4: All Users who have Failed a Particular Self Assessment?

Step 1: Click on Self Assessment Checklist in the side menu to expand it (you will only see it in the menu if you have installed it)

Step 2: Click on Activity Reports

Step 3: Click Advanced Search, Add Filter, and select Status

Step 4: Select 'Signed Off' from the drop down menu.

Because only completed Self Assessments will have answers.

Step 5 (optional): Search for the Self Assessment name

Step 6: Click Add Filter

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Step 7: Choose passed

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Step 8: In the drop down choose failed

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Scenario 5: All Users whose Observers selected a Particular Answer to a Particular Question for a Particular Self Assessment Checklist

For example you want to report on all the "Retail Management - Phone Usage" Self Assessments where the observer has selected the answer 1 as an answer for question "are all phone calls answered within the second or third ring?".

Step 1: Click on Self Assessment Checklist in the side menu to expand it

Step 2: Step 2: Click on Activity Reports

Step 3: Click Advanced search, Add Filter and select Status

Step 4: Select 'Signed Off' from the drop down menu.

Because only completed Self Assessments will have the answers we are looking fo.

Step 5 (optional): Search for the person

Step 6: Click Add Filter

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Step 7: Choose question

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Step 8: Click on No Self Assessment Checklist selected and choose the Self Assessment Checklist you want the report on.

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Step 9: Choose the question

Step 10: Choose the answer

  • Show if item answered: Tick if you just want to know that the question has been answered,
  • Show if answer matches text: Tick if you want to know that that the selected answer contains a particular text, then enter in the text you want to match

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Scenario 6: All Users who were Signed Off in the last 30 days for a Particular Self Assessment

Step 1: Click on Self Assessment Checklist in the side menu to expand it (you will only see it in the menu if you have installed it)

Step 2: Click on Activity Report

Step 3: Search for the Self Assessment name

Step 4: Click Add Filter

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Step 5: Choose date

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Step 6: Choose filter items signed off

Step 7: Choose in last 30 days

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