I would need all Bridge data sorted by department or by bosses or something? Anyone had success with creating something from the data dump provided?
It really depends on what data points you are trying to illustrate for your executive team - Conceivably, you could run the mass dump of all data and set up a series of pivot tables and PT charts off that data... It's Excel, anything is possible.
Or you do a combo of exports and screenshots off filtered reporting and dashboards.
Again, it depends on what data points you are trying to communicate, how often, etc. If it something like an annual review, your customer service team at Bridge may be able to pull together some data for you.
I have no clue what you need, so I'm just sharing some thoughts here.
Bridge isn't designed to filter reports by department at an administrator directed automation level. However, for a manager, he or she will see reporting for only subordinate individuals, because that is automated. I love this because it puts the reporting in their hands and more often than not eliminates the need to ask me to generate custom reports. As previously stated, reports can always be manually edited because Excel is cool like that. You can also create custom columns on your CSV import and work with Bridge to have those columns mapped to allow you extra details to sort by. This is helpful for creating Smart Groups and custom reporting and Smart Groups go hand in hand. I have several Smart Groups that I pretty much created for certain reports and we've added several columns to allow improved sorting.
For those custom report situations, we have a few different tactics we use. In some cases we just look at percentage completion on the course when it comes to compliance since we assigned the course out by Smart Group. So I can just email out the percentage when asked, or depending on who asks me, I may show them how to find it on the course itself. For compliance, I'll also run a complete and an incomplete report periodically to save and we use the incomplete report to communicate out who is non-compliant. I do move the department column to the far left and sort by department when I do this. I then send it to the area managers, copying Director, who distribute it down from there. My Director can tell you our department has an overall completion rate of 95% because he loves the Insights dashboard, which shows him completion for the entire sales team at a glance.
Any training that's not compliance driven, I try to communicate results as business outcomes. I always know our completion, but I push back a little when folks ask if it's not a compliance training. There's a tendency to misconstrue completion as a business outcome and I get a little weird about it.
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