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HELP / PARTICIPANTS / READ THE PARTICIPANT DETAIL PAGE

Read the participant detail page

Everything one participant has done at one client, on a single page: bundles, courses, completions, Other Course certificates and attendance. This walks through each section and what it actually shows.

6 MIN READ UPDATED 4 AUG 2026 DASHBOARD → PARTICIPANTS

BEFORE YOU START

Get here from the Participants list — choose View on a row, or click their name. The page is always scoped to one client: if the same person also appears at a different client, that's a wholly separate participant record with its own detail page.

The sidebar

The card at the top shows whichever identifiers are on file — email, phone number, guest code — plus the owning Client. Below it, a jump menu scrolls to each section: Overview, Bundles, Courses, Course Completions, Other Courses and Attendance. Back to list returns you to the Participants page for this client.

Overview

A one-line summary — "Summary for" their email, phone or code — followed by three counts: Bundles, Courses and Completions. These are simple counts of the rows in the sections below, not a pass/fail judgment.

Bundle Participations

One row per bundle they're enrolled in at this client:

Bundle The bundle's name.
Joined When they were enrolled in this bundle.
Progress "Required: N • Completed required: M" — only required items count toward this.
Attendance Their check-in count for this bundle.
Actions Remove — takes the participant out of this one bundle. See Assign and remove bundles for what that deletes.

Course Participations

Every course session they've started at this client, whether finished or not — Course, Started, and the assignment client under Details. This is a wider net than Completions below: an abandoned attempt still shows up here.

Course Completions

Only finished attempts, passed or not — Course, Completed At, Passed (Yes/No). Delete in Actions removes a single completion permanently and asks first: "Delete this completion? This cannot be undone."

screenshot — participant detail page, Overview and Bundle Participations

The sidebar's identifiers and client, next to the Overview counts.

Other Courses

Every external-course certificate they've submitted through a bundle: Course, Bundle, Status (Approved, Under Review or Rejected), Completed On, Expires, and a Certificate link — only present once you've approved it.

Attendance

A short check-in count per bundle, restating the same figures already shown in the Attendance column of Bundle Participations above.

A COMMON MISTAKE

Treating Course Participations and Course Completions as the same list. Participations includes every attempt, even ones never finished; Completions only shows the ones that reached an end, pass or fail.

If something isn't working

"Participant not found for this client"

The id in the URL belongs to a participant record at a different client. Open the detail page from that participant's own row instead of editing the URL by hand.

There's no certificate link under Other Courses

The link only appears once a submission is Approved. Pending and Rejected rows show a status only.

What next

For a faster read on just their courses, without opening this full page, there's a smaller report available straight from the list.

NEXT

Run the courses report

RELATED

Upload a certificate for a participant

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