If you would like to provide student progress reporting capabilities for Groups to specific team members or 3rd parties you are working with, check out our Group Analyst feature!
Applies to:
- Plan: Basic, Start, Grow, Expand, Pro, Pro + Growth, Premier, Plus
Overview
Students can be segmented into Groups to help you organize by cohort, and group progress reporting is available to help you monitor your students' success by Group. The Group Analyst role was designed to give access to progress reports to specific team members, or 3rd parties, you are working with!
The Group Analyst role can be assigned to a user in your Thinkific account by a Site Admin or Site Owner, and they have the following permissions:
- View and export student progress for assigned groups
- View student names and emails for assigned groups
- Access to Engagement Dashboard insights for their assigned Group (available on Plus plans only)
The number of available Group Analyst accounts varies by plan. Take a look at our Plan Comparison page for more details.
How to Assign a Group Analyst Role
You can assign a Group Analyst role by following these instructions: How to Assign or Remove a Role to and from a Team Member.
Note that in addition to assigning a role, you will need to select groups that the user will be a group analyst for.
Note that the Group Analyst role consumes a team member licence. Learn more: Team Member Licenses: A More Flexible Way to Manage Admin Access
Group Analyst Dashboard
When a user is assigned a Group Analyst role, they will be able to log in to your Thinkific site to view Group progress reports specific to the Groups that you specify.
Their Thinkific Dashboard will have limited access based on the permissions listed above; Group Analysts will only be able to view reports for those Groups that have been added to their permissions.
From the Group Analyst dashboard, analysts can view student names, emails, and progress that has been made in courses.
Explore the dashboard from the Group Analyst perspective.
Group Progress Reports
Your Group Analysts will be able to view data on student progress from directly within Thinkific, and will have the option to export Group progress reports in a .CSV format with the following details:
- Student First Name
- Student Last Name
- Student Email
- Company - this is a deprecated field that a Site Admin can input in a student profile. We recommend using custom fields instead
- Completed At - this is the date on which the student reached 100% completion
- Started At - this represents the date when the student first accessed the Course Player for the course
- Activated At Date - the date the student enrolled in the course
- Expires At - the enrollment expiry date (only included in the CSV export)
- Course Name
- Last Sign In - the last date the student logged into their account
- % Viewed - Lessons that student has navigated to within the course
- % Completed - Lessons where student has clicked Complete & continue in the Course Player to mark the lesson complete
- Custom Fields (only included in the CSV export)
How to See Your Group Analysts
If you would like to view current Group Analysts that have been assigned, you can find them in the Team Members page. Learn more here: Get Started with User Roles.
You can also filter for group analysts for specific groups in the User Table:
- Click on Users and select All Users
- Select Filters
- In the Filter dropdown menu, select Group analyst
- In the Group dropdown menu, select your desired Group
- Your users page will now display all Group analysts for that particular Group
Frequently Asked Questions
Can Group Analysts manage student enrollments for Groups they are assigned to?
No, only a Site Owner or Site Admin has these permissions. If you would like to provide your Group Analyst with the option to provide students access to a course, we recommend using our Groups feature and creating a Group share link with a coupon applied.
Need a role that combines both permissions? Check out the Custom Roles functionality: Custom Roles: Build the Right Access for Every Team Member.
Can I assign a Group Analyst role to a user with a different role?
Yes, a user with a Group Analyst role can be assigned most of the other roles. Note that you cannot assign the Group Analyst role to a Site Owner, Site Admins, or Partner users, as they already have the same permissions by default.
More About Groups
Group Analyst Dashboard (For Group Analysts)