provide insights into guest engagement, performance, and milestone achievements. Tourism operators can use these reports to track guest progress, identify areas for support, and evaluate program efficiency, such as monitoring module completion rates for a guided tour training program to optimise guest support. This enables data-driven decisions to refine program success.
Accessing this feature
Go to Reports
How to use it
Generating a program progress report involves defining specific parameters to ensure the report meets your analytical requirements. Follow these steps to generate and customise your reports:
Go to the Reports section: As outlined above, go to the Reports section.
Select Program(s): Use the 'Select Program' dropdown menu to choose the specific program(s) for which you want to generate a report. You can select one, multiple, or all active programs. This allows for focused analysis on particular initiatives or a broader overview of all guest activities.
Define Guest Scope:
All Guests: Select this option to include every guest within the chosen program(s).
Specific Group: If your programs use guest groups, select this option and then choose the relevant group(s) from the subsequent dropdown. This is useful for segmenting data based on cohorts, teams, or other organisational structures.
Individual Guest: Enter a guest's name or ID into the search field to generate a report for a single individual. This is ideal for one-on-one reviews or targeted support.
Specify Date Range: Use the 'Start Date' and 'End Date' selectors to define the period for which data will be included in the report. This allows you to focus on recent activity, specific program phases, or the entire duration of a guest's engagement.
Filter by Status: Select guest statuses to include (e.g., 'Active', 'Completed', 'Paused', 'Withdrawn'). This helps in focusing on relevant guest populations and excluding those no longer actively engaged in the program.
Select Data Points: This critical step allows you to customise the content of your report. Tick the checkboxes next to the data points you wish to include. Common options include:
Module Completion: Progress through structured learning modules.
Assessment Scores: Results from quizzes, assignments, or evaluations.
Resource Access: Tracking which program resources (documents, videos, links) guests have viewed.
Mentor Interactions: Records of meetings or communications with assigned mentors.
Discussion Forum Activity: Participation levels in community forums.
Custom Fields: Any additional data points you have configured for your guests.
Login Activity: Frequency and recency of platform access.
Generate Report: Once all parameters are set, click the Generate Report button. The system will compile the data according to your specifications. Depending on the volume of data, this may take a few moments.
Review and Export: The generated report will be displayed on-screen, allowing for immediate review. Use the Export button to download the report in your preferred format (e.g., PDF for presentation, CSV or Excel for further data analysis). You may also have options to print directly or share the report internally via a secure link.
Schedule Reports (Optional): For ongoing monitoring, configure recurring reports by selecting the Schedule Report option. Define the frequency (daily, weekly, monthly) and recipient(s) to automate the delivery of updated progress reports.
Tips
Define Reporting Objectives: Before generating a report, clearly identify what information you need and why. This ensures you select the most relevant parameters and data points.
Regular Monitoring: Establish a routine for generating and reviewing progress reports. Scheduled reports can help maintain consistent oversight of guest engagement and program health.
Customise for Reviewer: Customise report content and format based on the reviewer. A guest might receive a high-level overview of their personal progress, while a program manager might need detailed analytics across a cohort.
Use Data for Action: Use the insights gained from progress reports to inform decisions. This could involve reaching out to an "at-risk" guest, adjusting program content, or celebrating significant achievements.
Maintain Data Integrity: Regularly verify that guest data, such as enrolment status and program assignments, is accurate and up-to-date within the platform. Accurate source data ensures reliable reports.
Need help?
For further assistance, contact us at [email protected]