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Site summary report percentages explained

In this article, we explain how Site Summary report percentages are calculated and how it differs from the Compliance report.

Donna Parker avatar
Written by Donna Parker
Updated over a month ago

The Site Summary report pulls data from the sites assigned to users. It groups users accordingly to calculate course compliance percentage totals for each site.

Why Site Summary report percentages different from the Compliance report

This difference occurs because, unlike the Site Summary Report, the Compliance report only includes users who are positioned in the hierarchy. This means they must have an assigned admin or line manager to appear in the report and the percentages. If a user is assigned to a site but is not placed in the hierarchy, they will contribute to the percentages in the Site Summary Report only.

Correct hierarchy placement

Users that are set up or modified in the Admin Tool will not be automatically placed in the hierarchy. We always recommend using the Create User Form to set up or amend users.

Need more help?

If users are missing from your Compliance Reports, they'll need to be added to the hierarchy. A simple way to do this is to deactivate and then reactivate their account using the Create User Form. This process automatically ensures they are correctly placed in the hierarchy based on site and job role.

πŸ“ŒNote: You'll need to allow 2 hours for changes to reflect on your stats and reports.

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