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Reports

Generate reports for training data analysis and compliance documentation.

Overview​

Training Manager's reporting system provides comprehensive analysis tools for training data, compliance monitoring, and organizational insights. Reports can be customized with grouping, filtering, and sorting options, and exported in multiple formats for documentation and analysis.

Available Reports​

Course Reports​

Course Catalog

  • Complete listing of all available courses
  • Course titles, versions, default locations, and notes

Training Reports​

Class Session List

  • Scheduled training sessions and classes
  • Trainer assignments and locations

Class Session Details

  • Detailed information for specific training sessions
  • Attendee lists and completion status

Training Transcript

  • Individual employee training records
  • Complete training history with dates and scores
  • Official transcript format for documentation

Training Transcript (With Notes)

  • Training transcript plus training notes

Training List

  • Comprehensive list of all training records
  • Employee, course, and completion information
  • Training status (Enrolled, Completed, Cancelled, etc.)
  • Filterable and sortable training data

Training Summary

  • Aggregated training statistics and metrics
  • Completion rates by course, group, supervisor, etc.
  • Summary format

Training Cost List

  • Detailed training cost information
  • Individual training expenses and totals
  • Cost breakdown by course or employee

Training Cost Summary

  • Aggregated training cost analysis
  • Department or location cost summaries

Status Reports​

Required Training List

  • Detailed list of required training assignments
  • Employee assignments and due dates
  • Requirement status
  • Overdue requirements identification

Required Training Summary

  • Aggregated required training statistics
  • Compliance rates and completion percentages
  • Department or location compliance summaries

Other Reports​

Personnel List

  • Employee directory and information
  • Contact details and organizational assignments
  • Employee status and classification

Generating Reports​

Basic Report Generation​

  1. Select Report - Click on the desired report name from the reports list
  2. Preview - Review the report layout and default content
  3. Configure - Adjust settings using the configuration options above the report preview

Toolbar Functions​

Navigation Tools

  • Search - Find specific information within the report
  • Zoom - Adjust report display size for better viewing
  • Page Navigation - Move through multi-page reports

Output Options

  • Print - Send report to printer with formatting preserved
  • Export - Save report in various formats (PDF, Excel, Word)

Configuration Options​

Grouping Options​

Organize report data by:

  • Group - Group employees by organizational structure
  • Location - Organize by facility or geographic location
  • Course Category - Group training by type or classification
  • Date Ranges - Organize by completion periods or time frames
  • Additional Fields - Based on the type of report and fields available

Filtering Options​

Focus report content by:

  • Date Ranges - Include only training within specific periods
  • Employee Selection - Include specific employees or groups
  • Course Selection - Focus on particular courses or categories
  • Status Filters - Show only completed, required, or overdue training
  • Location Filters - Include only specific facilities or locations
  • Additional Fields - Based on the type of report and fields available

Sorting Options​

Arrange report data by:

  • Alphabetical - Sort by clicking the column header

Advanced Options​

Include Inactive Records

  • Active Only - Show only current employees and active training (default)
  • Include Inactive - Include former employees and archived training

Detail Level

  • Summary Reports - High-level statistics and aggregated data
  • List Reports - Line item details for each record

Export and Distribution​

Export Formats​

PDF Export

  • Professional formatting for official documentation
  • Preserved layout and formatting for printing
  • Suitable for email distribution and archiving

Excel Export

Word Export

CSV Export

Best Practices​

Compliance Documentation​

  • Maintain records - Keep reports for audit and compliance purposes
  • Secure storage - Protect sensitive training and employee information

Troubleshooting​

Report taking too long?

  • Check date range settings - large ranges may impact performance
  • Reduce filter complexity or number of records

Missing data in reports?

  • Verify filter settings and date ranges
  • Check that data exists in the system
  • Review data entry and record completion

Next Steps: Learn about System Administration for advanced system configuration and management.