Design My Own Report

From the Report Menu, click Design My Own Report to open the Custom Report screen. You may create a new custom report, or use the navigation buttons at the bottom to locate a previous report.

In order to view custom reports, you need to have data in your databsase:

• Employee data
• Training data
• Training requirements
• Training completion dates

If you do not have any data for one of these categories, your reports will not show any data.

1. Select Required only, Completed only, or Both.

2. Select the Fields to include on your report. You may select up to 7 fields from the list:

• Completion Status
• Cost
• Current Revision
• Date Complete
• Date Expire
• Department
• Employee Status
• Employee Type
• End Date
• Estimated Cost
• Exam Required?
• First Name
• Hours
• ID #
• Job Title
• Last Name
• Location
• Months to Expire
• Other
• Pass
• Phone
• Revision
• Scheduled Date
• Scheduled Time
• Score
• Shift
• Start Date
• Supervisor
• Trainer
• Training #
• Training Status
• Training Title
• Training Type

3. Select the Employee Status and Training Completion Status to Include. You may select up to 3 in each category. The default selection is for all records.

Employee Stataus Selections:

• All
• Current
• Pending
• Removed
• Temp

Training Completion Status Selections:

• All
• Completed
• Expired
• Failed
• Needed
• Registered

4. Add Filters to generate a report on an individual training, employee, job title, or department. Add a Date Range to only include trainings completed between the dates entered.

5. Type in a Report Name or a short description. This will help identify the report if you wish to use it again.

6. Click View Report to see the report.

Open a Previous Report

Each report you create is automatically saved. To open a report you have already created, locate the report using the navigation buttons at the bottom of the screen.

Select Report Criteria

From the Report Menu, click Select Report Criteria to open the Report Criteria screen. This option allows you to select the status of required trainings to include on a pre-formatted report. Select employee status and training completion status, select grouping method, and click View or Print.