Learner Management is central to the success of an LMS as it enables organizations to optimize learning experiences, tailor content to individual needs, and make data-driven decisions for continuous improvement. With our LMS Lite Learner Management feature, you can effortlessly monitor learners' progress, manage their access within your organization by inviting or removing them, and download their reports in CSV format. This powerful combination ensures a seamless and personalized learning environment for both authors and learners.

Note: Only the organization admin(s)/owner will have access to our new LMS lite features. The organization's members can download the learners' results from their courses by following the step-by-step guide described in this article.

Invite and add learners to your organization

To add learners to your organization, go to the Learners tab -> Learner Management -> and click on the +Add learners button. You can add users by adding their emails or by importing a CSV file.

Learners who haven't signed up for Easygenerator will appear under the Pending tab until they register and will receive an invitation email to create their account by using the same email address that was added to the organization by their Admins.

Under the Pending tab, you can check the learner's email, their status, the date when they were added to the organization, and send a reminder to register at Easygenerator (one reinvite every 24 hours). In the Active tab, you can check their name and email, the number of enrolled and completed courses, their location (if they set it up on their learner's account), and their last login.

Note: Learners will also be automatically added to the Learner Management list when sending them courses with the Save progress cross-device option enabled. If this option is disabled, they will not be on the list as no profile/account is created.

Create and manage learner groups

Learner groups allow you to organize learners and share multiple courses with specific groups of learners at once. This helps improve content distribution efficiency, simplify learner management, and make it easier to manage access across your organization.

You can use learner groups to:

Share multiple courses with a selected group of learners.
Add learner groups directly to course access lists.
Filter learners and results based on specific groups.

Create a learner group

To create a new learner group:

Go to the Learners management page.
Open the Groups tab.
Click Create group.
Add a name for your group.
(Optional) Add a description to the group.

Once this is done, the created group will appear in your groups list, and you can start adding learners to it.

Add learners to a group

You can add learners to a group either from the Learners or Groups tab:

Learners tab

You can add learners individually or in bulk from the Learners tab.

To add an individual learner to a group:

Go to the Learners management page.
On the Learners tab, click Add to the group next to the learner you would like to add.
Select an existing group or click Create group to create a new one.
Click Add to groups.

To add learners to a group in bulk:

Select the learners using the checkboxes on the left side of their names.
Click Add to group at the bottom of the page.
Select the group(s) you would like to add the learners to.
Click Add to groups.

Additionally, when adding new learners to your organization, you can select the groups they should belong to during the invitation process.

Filter learners by group on the Learners tab

You can filter learners by group using the Filter by group option in the Learners section.

Groups tab

To add learners from the Group tab:

Go to the Learner management page
Select the Groups tab
Click on the group you'd like to add learners to
Click on "Add learners"
Click on the search bar to look for the learners you'd like to add, or type in the email addresses of members who are not yet invited.

Learners who are not yet registered will appear under "pending" in the Group details and the Learners tab as well.

Group details:

Learners tab:

Remove learners from a group

Removing learners ensures that they no longer have access to the courses associated with this group.

To remove learners from a group, you can:

Under the Learners tab, hover over the group on the right of the learner's name and click on the x
Under the Groups tab, click on the group you'd like to remove learners from to open the Group details.

Here you can either click on the three dots on the right side of the learner and select Remove from group, or you can check the boxes at the left of the learners to remove them in bulk:

Delete a learner group

To delete a group:

Go to the Groups section.
Click the three dots next to the group you want to delete.
Select Delete group.

Important: This action cannot be undone. Deleting a group will:

Remove all learners from the group.
Remove learners’ access to courses shared with this group.

Remove learners from my organization

You can remove learners from the Active or Pending tab by ticking their respective checkboxes located on the left side of their name (if you want to select all the users click on the first checkbox on the table header) -> Click on the Remove Learners button -> Confirm the deletion of their data by ticking the checkbox and clicking on the Remove Learners option.

You can also remove individual users by clicking on the three dots menu -> Remove learner.

Note: The removed learner will not have access to any enrolled courses within the organization and all their data will be deleted. (i.e. Gradebook of the enrolled courses, whitelist, results file, course feedback given by the learner, and the learner insights & satisfaction survey will be deleted).

How to export your learners' results?

You can download the results of all your learners as a CSV file by going to the Active tab -> Clicking on Download results -> Choosing the range of the result dates you would like to get and clicking on Download.

It's important to keep in mind that the Learners tab displays learner information based on learner profiles and activity, while the results report (CSV) generated in this page is based on course tracking data.

This means that a learner could have completed a course that will show up in the Learners tab, but that information may not be included in the exported results if the course does not have result tracking enabled or if the course tracking is configured through an external Learning Record Store (LRS).

Only courses that send tracking results to Easygenerator will have their results available in the CSV report.

You will also receive an email where you can download the results by clicking on the Download report button.

Note: The report will contain only data from courses that you own and that have available tracking results in Easygenerator.

If a course has result tracking disabled or uses an external LRS for tracking, learner activity may be visible in the Learners tab but will not appear in the CSV results report.

Additionally, if you need to have the report for overall courses in the organization, you need to have the organization admin rights to be able to download the full report.

The learners' data is exported as a CSV format with the following columns and values:

Name.
Email.
Last active: Date.
Total number of courses.
Number of passed courses.
Course ID: Course status and score (Passed, % / Failed, % / In Progress, % / N/A).

Important:

Our LMS features are available for the Trial and all paid plans.