DigitalChalk Office Hours: Year-end Wrap-up Tasks

This past meeting was a focused session on common year-end wrap-up tasks in DigitalChalk.

As we head into a new year, it’s the perfect time to review your data, close out current offerings, and prepare next year’s training. In this session, we walked through the essential administrative tasks that help keep your catalog organized and your reporting clean going into January 1.

During this session, we covered:

• Which year-end reports to run and how to interpret them,
• How to close out current-year course offerings,
• Best practices for setting up 2026 offerings and courses, and
• Tips for ensuring a smooth transition into the new training year.

Whether you’re managing a large catalog or just a few programs, these steps will help you start the new year with clarity, accuracy and a clean slate.