Note: This feature is included in select LCvista plans. If you'd like to learn more about access, please connect with your Account Manager.
Getting Started
Insights is a native analytics area in LCvista that answers common questions about learning engagement without exporting a report. Once it is enabled for your firm, you will find it in the left navigation under Insights.
The first page is Engagement. It gives administrators a read on how professionals are consuming CPE across programs, sponsors, delivery methods, and fields of study.
Who can access Insights
Access is controlled by a dedicated Insights role. Administrators have this role by default. To give another user access, add the Insights role to their profile the same way you assign any other role.
The Engagement page
By default, the Engagement page shows the last 12 months of completion activity through today.
At the top you will see summary figures for the selected window: active learners, total completions, and credits earned, along with the number of externally sponsored and in-firm programs that had completions.
Below the summary, several cards break the same activity down further. Completions are shown by delivery method and by sponsor, credits earned are shown by NASBA field of study, and a trend chart plots credits earned month over month. Two more cards rank your top programs, one by completions and one by credits earned.
Filtering the page
You can focus the whole page on a specific slice of activity. Filter by date range using a preset period or a custom range, by group, or by a user profile field. Clearing your filters returns the page to the default 12 month view.
How current the data is
Engagement reads from your live records, so the numbers stay current as completions are recorded. A newly recorded completion can take a few minutes to appear.