Scheduling Custom Reports in Docebo

Evgeniya Ioffe - May 29th 2024 - 5 minutes read

In the rapidly evolving landscape of learning management systems, optimizing the use of data is key to enhancing educational outcomes and operational efficiency. Docebo's custom reporting capabilities offer a powerful tool for administrators looking to gain deeper insights into learner engagement and program effectiveness. In this detailed guide, we will navigate the intricate features of Docebo’s custom reports, from setting up automated deliveries to tailoring reports with advanced customization techniques, and finally, analyzing the data to make informed strategic decisions. Whether you're a seasoned user or new to the platform, prepare to unlock the full potential of Docebo's reporting functionality to drive success in your learning initiatives.

Understanding Custom Reports in Docebo

Custom reports within the Docebo Learning Management System (LMS) serve as a powerful tool for administrators and trainers to create tailored observations on diverse metrics that reflect the training environment, learning progress, and resource utilization. These reports can be tailored to focus on specific courses, user activities, or compliance statuses, enabling stakeholders to drill down into the data that matters most to their strategic goals. Custom reports extend beyond the typical canned reports by giving users the flexibility to select and organize data points as needed without any programming requirement.

The creation of custom reports in Docebo is integrated to enhance organizational learning and operational efficiency. For example, an admin might generate a report to monitor the compliance training progress, facilitating efficient tracking and proactive management of training requirements within the organization.

One of the key features of Docebo's custom reporting capabilities is its user-friendly interface, which simplifies the process of report customization. Administrators can effortlessly select which fields to include and what filters should be applied. This streamlined approach not only saves time but also empowers users to create reports that are most relevant to stakeholders’ needs, enhancing the strategic management of learning and development initiatives across the organization.

Setting Up Scheduled Reports

To set up scheduled reports in Docebo, start by navigating to the Reporting section of the platform. Here, you can choose from existing report templates or create a new custom report based on your specific needs. Once your report is ready, locate the “Schedule” option within the report settings. This function allows you to select how frequently the report should be generated—options typically range from daily, weekly, to monthly distributions. After setting the frequency, the next step involves configuring the time and day that best suits when you'd like the report to be executed and sent.

The next stage focuses on defining the recipients of the scheduled reports. Docebo allows you to include various stakeholders by specifying their email addresses in the recipient list. This ensures that everyone necessary, from team managers to department heads, receives the data they need to monitor progress or make decisions. It is crucial to double-check the recipients’ email addresses and their roles to ensure that access to the data is granted appropriately before finalizing this setup.

Best practices in scheduling reports include reviewing and updating the reports' parameters regularly to maintain data relevancy and accuracy. This may involve adjusting the scope of the reports as organizational goals or team structures evolve. Also, consider customizing the content of each report for specific audience groups to enhance overall utility and engagement. Ensuring that scheduled reports align closely with the current monitoring and evaluation needs of your business will not only streamline processes but also bolster data-driven decision-making capabilities.

Advanced Customization Techniques for Reports

Delving deep into Docebo's customization capabilities, harnessing the power of filters and tags allows for refining reports to meticulously meet specific requirements. By crafting filter rules based on user-defined criteria such as completion dates, course updates, or user engagement levels, reports become incredibly focused tools for analysis. Moreover, custom tags can be utilized within these filters, enabling reports to automatically update as tags are appended or modified over time, thus maintaining relevance as organizational needs evolve.

Creating dynamic reports further exemplifies an advanced customization technique within Docebo. Administrators can define variables that alter the report’s content based on incoming data, which means that as learners progress or as courses are updated, the reports reflect these changes in real-time. This living document style of reporting ensures that stakeholders always receive the most current data, making it easier to spot trends, adapt strategies, and make informed decisions quickly.

Integration with other modules in Docebeo brings another layer of utility to custom reports. For example, connecting the reporting tool with the user management or content modules allows for seamless data flow and aggregation, enriching the reports with multi-dimensional insights. This interconnectivity enables administrators to pull in data from various segments of the LMS, offering a comprehensive view of all training activities, and exacting control over the distribution and consumption of learning materials. The result is a powerful, integrated report setup that serves as a cornerstone for strategic corporate training frameworks.

Analyzing and Interpreting Report Data

When analyzing and interpreting report data, it is crucial to focus on identifying patterns and trends over time. This approach helps highlight areas of success and pinpoint opportunities for improvement. By observing how different learner groups engage with materials or progress through courses, administrators can make evidence-backed decisions to optimize future training. For instance, if data showcases a recurring dip in engagement on specific modules, this might suggest a need for revised content or teaching methods.

Furthermore, interpreting data effectively necessitates understanding the relationship between different data points. Correlation between course completion rates and satisfaction scores, for example, can provide deeper insights into the effectiveness of the courses. Analyzing such correlations allows educators to not only assess but also enhance the learner experience by addressing factors that contribute positively to learner satisfaction and achievement. This kind of analysis can drive strategic enhancements in course design and delivery.

Troubleshooting common issues like data discrepancies is also essential. Discrepancies can often arise from multiple sources, such as input errors, mismatched data fields, or system glitches. It is important to verify the accuracy and consistency of data by cross-referencing with alternative sources or through historical data comparison. Addressing these issues promptly ensures that decision-making is based on reliable and precise data, thereby enhancing the overall strategy for learning and development initiatives.


Docebo's custom reporting capabilities offer administrators the means to gain deeper insights into learner engagement and program effectiveness. The article explains how to set up scheduled reports, utilize advanced customization techniques, and analyze report data to make informed strategic decisions. Key takeaways include the user-friendly interface for report customization, the importance of regular review and customization of reports, and the power of analyzing patterns and trends in the data to optimize training initiatives.