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!
In this article:
How to Assign a Group Analyst Role
How to Assign a Group to a Group Analyst
How to Filter for Group Analysts
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:
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View and export student progress for assigned groups
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View student names and emails for assigned groups
Group Analyst Dashboard
When a user is assigned a Group Analyst role, they will be able to login 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 Assign a Group Analyst Role
You can assign a role to a User while creating a new user, or after they already exist in Thinkific.
Assign While Creating a User:
- Click on Support Your Students
- Select Users
- Select New User on the top right
- Fill in User details
- In User roles section, check off Group analyst
- Select Save on the top right
Assign to an Existing User:
- Click on Support Your Students and select Users
- Locate desired User within the list
- Click Edit on the right side of the table
- Select User roles
- In User roles section, check off Group analyst
- Select Save on the top right
How to Assign a Group to a Group Analyst
Once you have created one or more Groups, you can give your Group Analyst access to progress reporting for specific Groups.
- Click on Support Your Students and select Users
- Locate desired User within the list
- Click the user name to view their details
- Select Group analyst tab
- Under Make 'Name' a Group analyst for, select desired Group
- Click Assign Group
How to Filter for Group Analysts
If you would like to view current Group Analysts that have been assigned, you can filter for them on your Users page.
To Filter for all Group Analysts:
- Click on Support Your Students and select Users
- Select Filters
- In the Filter dropdown menu, select Role
- In the second dropdown menu, is will be selected by default
- In the third dropdown menu, select Group Analyst
- Your users page will now display all Group analysts
To Filter for a Group Analyst for a Specific Group:
- Click on Support Your Students and select 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.
More About Groups
Group Analyst Dashboard (For Group Analysts)