STANDARD REPORTS

Standard reports are available through the Main Menu, Reports tab.

The report menu lists the available report titles and descriptions. The third column indicates if this is a date range report. Select a Report from the list, and click View or Print.

If it is a date range report, a screen will open where you may select the date range for the report. If you change the month heading using the drop-down menu, remember to also select a date on the calendar before clicking Open.

You may also export any report to another file format. With the report open, click Export on the Menu Bar. A browse box will open. Select the Location to export to, and at the bottom of the box, select the File Type. Click Export.

Reports Available from the Report Menu:

• Class Registration: Who is registered for scheduled classes?
• Class Registration - Future: Who is registered for future scheduled classes?
• Classes Scheduled:: What classes are scheduled for each instructor?
• Classes Scheduled - Future: What future classes are scheduled for each instructor?
• Trainers Approved: What instructors are approved for each training?

• Required by Training: Who is required to complete each training?
• Required by Department: What trainings are required for each department?
• Required by Job Title: What trainings are required for each job title?
• Required by Employee: Which trainings is each employee required to complete?
• Required Employees by Training: Which employees are required to complete each training?

• Due by Training: What trainings are needed, failed, or expired?
• Due by Date: What trainings are due within 90 days for each month?
• Due by Employee: What trainings are due within 90 days for each employee?
• Forecast: What trainings will be due each month for the next year?
• Exams Needed: What exams are needed for each employee? 

• Completedby Department Summary: Total completed for each deparatment in date range.
• Completed by Employee: What trainings has each employee completed within a specified date range?
• Completed by Employee with Hours : How many training hours has each employee completed within a specified date range?
• Completed by Training: Who has completed each training within a specified date range?
• Completed by Training and Cost: Who has completed each training within a specified date range? What was the cost?
• Completed for Current Revision: Who has completed training for the current revision?
• Completed for Selected Department: What trainings have been completed for the department selected below? (select a department from the drop-down menu below the report selection box).
• Completed within Date Range: What trainings did each employee complete within a date range?
• History by Employee: What trainings were conducted in the past?

Completed (required only):

• Current by Training: What required trainings have been completed?
• Current by Training with Exam:  What required trainings and exams have been completed?
• Current Trainings by Employee: What trainings are complete (no duplicates)?
• Percent Complete by Department: Percent of required trainings completed by department

Training Status

• Employee Summary: What is the status of required or completed trainings?
• Employee Summary with Exam: What is the status of required or completed trainings and exams?
• Status by Training: Who is required to complete each training, and who has?
• Status by Training Summary: Total by status for each training
• Status by Department: What is the status of required trainings for each department?
• Status by Employee: What is the status of required trainings for each employee?

General Reports:

• Employee Roster
• Training List

Additional reports are available from the employee and training record screens:

• Individual Employee Records
• Individual Training Status Summary
• Individual Training Completed Summary
• Class Roster
• Class Sign-in Sheet
• Completed Electronic Exam
• Paper Exam