Getting the Most out of Spiffy Essential Reports

Once team members have been onboarded and begin engaging with the platform, Admins and Supervisors can access powerful reports to tell you who on your team really knows their stuff!

Depending on what level of access you have to the Spiffy Dashboard, the types of reporting you to have access to may vary. That being said, encouraging your team to complete all their training on the Spiffy app allows you to monitor their completions and track engagement in a virtual filing cabinet ~ SPIFFY REPORTS! 🗄️

Below, we'll cover the three reports that are accessible via the Spiffy Essentials Dashboard.

Some of the best managers on Spiffy are signing into the Dashboard to view their teams' reports for only 2-3 minutes each week.

1) Location-specifc reports

By visiting the 'Locations' tab on the menu, and clicking into a location you can explore the 'Location Breakdown' section. The statistics available through this section include, but are not limited to:

  • Location Progress
  • Team Member Progress
  • Submission Summary Stats
  • Visual representation of location averages (submissions, completions, pass rates, scores)
  • Weekly engagement charts

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This report is best used to view an entire locations' team member data at once, with a single glance.

2) Team Member-specific reports

These reports can be accessed in multiple areas of the Dashboard. Firstly, by clicking on a team members' name in the team member list. Secondly, by clicking into a location within the 'Location' tab of the menu and selecting a team member from that staff list. 

Either way that you access the data, you'll be granted access to this individual's team member breakdown! Data available within this team member breakdown includes, but is not limited to:

  • High-level performance stats (progress percentage, pass rate, average all-time score)
  • Time of most recent engagement
  • Completion information based on week, month, quarter, year
  • Recent submissions + completions (and scores received with each attempt)
  • Location and role tag details

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This report is best used to review individual team member progress.

3) Module-specific reports

By visiting the 'Library' tab of the menu you will be shown a list of all modules that are deployed to your team. Within the 'Actions' dropdown, by selecting 'View Progress', your module-specific breakdown data includes, but is not limited to:

  • Module release information (module details, start date, end date, audience, # days open)
  • Module progress
  • All submission/completion data (by employee and score)

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This report is best used to review compliance on a specific topic or assigned module.

4) Company-wide reporting [Admins only]

This level of reporting is solely offered to the Admins of a company. To access the information, visit the 'Reports' tab of the menu. From there, you'll be able to see the progress rate for all locations at once. 

This report is best used to view all location progress at once, in a single glance.

If you are finding you don't have access to the types of data you'd like to see - there is a good chance this information would be accessible to you upon upgrading to Spiffy PRO! 

Key Takeaways

  • To access your teams' reports, you must have Admin or Supervisor access and sign into the Dashboard here
  • Location-based reports are best used to view an entire locations' team member data at once, with a single glance
  • Team member breakdown reports are best used to review individual team member progress
  • Module progress reports are best used to review compliance on a specific topic or assigned module
  • Company-wide reporting is best used to view all location progress at once, in a single glance
  • The types of reports you have access to through the reports will depend on the level of access your account has 
  • Spiffy PRO users gain access to additional engagement reports