System Reports
System Reports can be used to view and export data relating to a user’s experience within Simon.
To access this module, log in to the Control Panel from the Simon home page located at https://.exphub.com.au/manager. Navigate to the Reporting menu and click to expand. Finally, select “System Reports”.
There are currently three categories of System Reports available:
- User Reports - Export statistics related to a user's Simon profile, such as creation date and branch allocation.
- Experience Reports - Export statistics related to a user's experiences within Simon such as completion status, delivery date and completion date.
- Document Reports - Export statistics related to expiry dates of documents uploaded by administrators. For more information about document expiry dates, please refer to the Employee Files guide.
Running a System Report
The process to run these reports is the same regardless of which type or report you are running. Below are instructions on how to run the report:
1. Select the date range you would like included in the report. For user reports, this relates to the date that the user profile was created. For experience reports, this relates to the date that the experience was either delivered to the user or completed by the user (depending on which report has been selected). For document reports, this relates to the expiry dates of the documents.
2a. For user and experience reports, expand the list next to the "by" text to filter users by the administrator(s) who created them (for user reports) or by the administrator(s) who delivered the experience (for experience reports). If you don't want to filter the report by administrator, select the "ALL" option.
2b. For Document Expiry Dates document reports, go straight to step 3 below. For Expiry dates by file category document reports, expand the list next to the "by" text to filter documents by File Categories. If you want to see all uploaded documents (including those without File Categories attached to them), you don't need to select anything in this field. For more information about File Categories, please refer to the Document Upload Centre guide.
3. Click the "View Data" button to view all users that match the selected filters and their relevant data in the table.
4. To export the table data as a .csv file, click the export icon ().
5. To clear the filters, click the clear filter icon ().
User Report field definitions
Field Name |
Description |
| Employee ID | The Simon user ID for the user. |
| Username | The username that has been configured for the user. |
| Fname |
The user's first name. |
| Lname | The user's last name. |
| Creation Date |
The date the user's profile was created. |
| Created By |
The username of the administrator who created the user’s profile. |
| Last Updated |
The date the user’s profile was last updated. |
| Last Updated By |
The username of the administrator who last updated the user’s profile. |
| Exp Count |
The total number of experiences that have been delivered to the user. |
| Branch |
The branch the user is currently a member of. |
Note – User information from Custom Fields and/or Form Fields can’t be exported using a System Report. If you need to export user information from Custom Fields and/or Form Fields, you’ll need to create an Export Report. For more information, please refer to the Custom Settings – Export Settings guide.
Experience Report field definitions
Field Name |
Description |
| Experience ID | The Experience ID assigned to the experience. |
| User ID | The Simon user ID for the user. |
| Name | The name of the user the experience is related to. |
| Branch | The branch the user was a member of at the time of the experience being delivered. |
| Experience Category | The experience category/categories assigned to the experience. |
| Documents |
Denotes whether the Document Acceptance element was included as part of the experience. |
| Forms |
Denotes whether the Forms element was included as part of the experience. |
| Checklist |
Denotes whether the Checklists element was included as part of the experience. |
| Content |
Denotes whether the General Content element was included as part of the experience. |
| Delivery Status |
The Delivery Status of the experience. For more information about the Delivery Status, please refer to the My Experiences guide. |
| Completion Status |
The Completion Status of the experience. For more information about the Completion Status, please refer to the My Experiences guide. |
| Delivered on |
The date and time the experience was delivered to the user. |
| Completed on |
The date and time the experience was completed by the user. If this field is blank, the experience has not yet been completed. |
| Delivered by |
The username of the administrator who delivered the experience. |
Note – This report will not specify whether or not an element was included in an experience. To check if an element was included, you’ll need to check in My Experiences. For more information, please refer to the My Experiences guide.
Document Report (Document Expiry Dates) field definitions
Field Name |
Description |
| Employee ID | The Simon user ID for the user. |
| Username | The username that has been configured for the user. |
| Fname | The user's first name. |
| Lname | The user's last name. |
| Document Label | The name of the relevant document. Note - If the document has been renamed by an administrator, this is the name that will display. If a document hasn’t been renamed, the raw filename of the document will be displayed. For more information about renaming documents, please refer to the Employee Files guide. |
| Expiry Date | The date the document is due to expire. |
Note – Only documents that have an expiry date attached to them will appear in this report.
Document Report (Expiry dates by file category) field definitions
Field Name |
Description |
| File category | The File Category or Categories assigned to the document. If no categories have been assigned, this will be blank. |
| Employee ID | The Simon user ID for the user. |
| Username | The username that has been configured for the user. |
| Fname | The user's first name. |
| Lname | The user's last name. |
| Document Label | The name of the relevant document. Note - If the document has been renamed by an administrator, this is the name that will display. If a document hasn’t been renamed, the raw filename of the document will be displayed. For more information about renaming documents, please refer to the Employee Files guide. |
| Expiry Date | The date the document is due to expire. |
Note – Only documents that have an expiry date attached to them will appear in this report.