The Learner Transcript in Bridge Analytics is a table-based dashboard showing Admins detailed learning activity for every user. 

You can filter by items like tags, custom fields, dates, and learning status, then export, schedule, or visualize the results to track things like compliance completion and team engagement.

How to Use the Transcript Dashboard in Bridge

Go to Analytics > Transcript. There, you can use the following features to dig into your data:

• Filters: Refine your data and customize results using the filters at the top of the page.
• Dashboard Actions: Select the More Options menu in the top-right of the Learner Transcript tile to download a copy of your data, or use the main menu on the right side of the screen to export and schedule your dashboard.
• Advanced Analytics: Select the Explore from here widget on the top-right side of the Learner Transcript to filter your data and create a custom visualization.
• Alerts: Click the bell icon in the top-right corner of the Learner Transcript dashboard to set up alerts based on your criteria.

Filtering Learning Data in Transcripts

You can use some of the following filters to get insights on your data:

Tag/Category Name and Learnable Title Filters

Use the Tag/Category Name and Learnable Name filters to look for specific training content within your account.

You can also use the Learnable Type filter to search for specific training in your account.

Custom Fields

Filtering by Custom Fields expands the transcript table when you view, download, or schedule data. To use filtered custom fields in Transcripts:

1. Select the ‘contains’ prefix from the Custom Fields advanced filter.
2. Type the custom field type name, e.g., “department:” or “location:” without a value after it, into the Custom Fields filter input field, then hit the Tab key.
3. You can add additional rows and custom field types using the + button at the right-hand side of the first row.
4. Click the refresh icon in the top-right corner, and the Transcript data will filter based on your fields.

Date

You can narrow down your data to a specific timeframe and narrow down your results using the following filters:

• Enrollment Date
• Completion Date
• Due Date

Learning Status

The Status filter allows you to track learner progress and check the status of action-based items in your account based on any of the following criteria:

• Completed
• In Progress
• Not Started
• Overdue
• Approved
• Pending Approval
• Permanently Failed
• Rejected

Account Name

To check your root account and all subaccounts, click the X on the default root account name that populates, or select the accounts you’d like to run the report for.

Required Training

By default, you’ll see mandatory and optional enrollments. Select Yes to filter for required training. Alternatively, select No to filter by optional enrollments.

What Are the Best Metrics to Track in Transcripts?

Compliance Training Completion

If you’re using Bridge for mandatory compliance training, you can filter your data to confirm learners have completed training. Apply the following filters to check compliance training completion:

• Enrollment Date
• Account Name (if you want to check across your root and all subaccounts, select X on the default root account name that populates, or select the accounts that you’d like to run the report on)
• Required (select Yes)
• Status (select Overdue)
• More > Show Archived Learnables (optional)
• More > Show Terminated User Enrollments (optional)

Optional Learner Enrollments 

You can track the number of learners using Bridge to proactively engage in development opportunities and identify what training is engaging them. Apply these filters to explore optional enrollments:

• Enrollment Date
• Account Name
• Required (select No)

Content Completion By Manager Group

Pull reports by specific manager groups to check activity and training progression among direct reports and see which groups are most actively engaging in training. Apply these filters to check learning activity across manager groups:

• Enrollment Date
• Account Name
• Manager Group Name
• Required (select No for all learner enrollments)

More About Bridge Analytics

Transcripts provide you with detailed information about learning activity, with tools to filter data, export reports, and create custom visualizations.

Drop into an Office Hours session hosted by the Customer Empowerment team to discover more ways to get the most out of your learning and development data in Bridge.