Audit the overall compliance of trainings and learning paths in your organization.
Check the enrollment and expiration date of each assigned course or path.
Check the status of each enrollment: Completed, Pending, Expired or Updated – Redo.
Export the filtered results in CSV, PDF or XLSX format for external reports or internal analysis, or download the full history without filtering by date.
Access the activity history of each collaborator and download their certificates.
Navigation: Academia → Analíticas → Cursos or Academia → Analíticas → Rutas de Aprendizaje
Apply filters to segment the records according to what you need to review. You can filter by:
Collaborator's name or email
Department, Country or Team
Specific Course or Learning Path
Range of enrollment or expiration dates (this filter shows the last month by default)
In the Courses view, the table updates automatically when you change the date, department, team or course, showing only the enrollments that fall within that selection.
Review the top indicators to get an overview of the overall status. They show the total enrollments grouped by:
All · Completed · Expired · Pending · Updated – Redo
Clicking on an indicator automatically filters the table to show only that status.
Explore the results table. The available columns vary depending on the type of content:
Courses: Email, Employee, Department, Country, Team, Enrollment date, Expiration date, Course, Status, History, Certificate.
In the Courses view, next to the collaborator's name an icon may appear indicating the source of the enrollment:
Envelope, chat or QR code: the enrollment came from a simulation campaign (email, SMS or QR respectively). The campaign name is shown in the tooltip.
Graduation cap: the enrollment was generated automatically because the collaborator entered through a deep link. Tooltip: "Automatic enrollment via deep link".
No icon: the enrollment was loaded manually.
Learning Paths: Email, Employee, Department, Country, Learning Path, Team, Dates, Status, Progress (%), History, Certificate.
Use the available actions:
Columns: select which columns to show in the table.
Export: opens a menu with the following options:
Export to CSV — downloads the current view, respecting the period and filters applied.
Export to PDF — generates a report of the current view, respecting the period and filters applied.
Export to XLSX — downloads the current view in Excel format, respecting the period and filters applied.
Export full history (XLSX) — downloads the entire enrollment history, without filtering by date.
Use CSV, PDF or XLSX when you need data for a specific period. Use "Export full history" when you need the complete record, with no date limit, to load into your own systems.
In the Courses view, the files exported in CSV and XLSX include the Origin column, which indicates how each enrollment was generated: the name of the simulation campaign, "Deep link" if it came via deep link, or empty if the load was manual.
Certificate: available in the row when the course or path was completed. Allows you to download it directly.
Deleted enrollments no longer appear in the listing. The "Deleted" filter was removed to avoid confusion.
What is the difference between courses and learning paths?
Courses are individual training units. Learning Paths group several courses under the same sequence, and show the total progress as a percentage (%).
What does the "Updated – Redo" status mean?
It indicates that the content of the course or Learning Path was updated and the collaborator must redo it for their enrollment to be considered current.
Why don't I see some records?
Deleted enrollments are no longer shown. If you can't find a record, it may have been deleted previously.
What does the exported file (CSV, PDF or XLSX) include?
It includes all the columns visible at the time of export and exactly reflects the filters applied on screen.
How do I know if a collaborator completed a Learning Path?
The Progress (%) field shows the total progress. When it reaches 100% and the status shows Completed, the path is finished. You can also download the certificate if it's available.
What is the difference between exporting the current view and exporting the full history?
Exporting to CSV, PDF or XLSX downloads only the enrollments corresponding to the period and filters you have applied. Exporting full history (XLSX) downloads all registered enrollments, without filtering by date.
What does the icon next to the collaborator's name in the Courses table mean?
It indicates the source of the enrollment. An envelope, chat or QR icon means it came from a simulation campaign (email, SMS or QR), the campaign name appears in the tooltip. The graduation cap icon indicates the enrollment was generated automatically via a deep link. If there is no icon, the enrollment was loaded manually.
Do you have feedback or want to request improvements? Let us know at roadmap.whalemate.com/roadmap
