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Report Options

Report Options allow System Administrators to customize the appearance and default settings for all reports generated throughout the Training Manager system. These settings control report headers, footers, logos, and paper formatting.

Overview​

The Report Options feature provides centralized control over report formatting and branding elements that appear on all system-generated reports. This ensures consistent corporate branding and professional appearance across all training documentation and compliance reports.

Accessing Report Options​

  1. Navigate to Options: Click the Options button in the main toolbar at the top of the page.
  2. Select Report Options: Click the Report Options link in the left side navigation pane.

Available Report Settings​

Header Configuration​

  • Purpose: Defines the text that appears at the top of all reports.
  • Usage: Typically includes company name and/or training department information.
  • Best Practice: Include your company name for professional branding.
  • Purpose: Defines the text that appears at the bottom of all reports
  • Usage: Commonly used for disclaimers, contact information, or confidentiality notices
  • Examples:
    • "Confidential Training Records - Internal Use Only"
    • "� 2025 [Company Name] - All Rights Reserved"
    • "For questions contact: training@company.com"

Logo Upload​

  • Purpose: Adds your company logo to reports
  • File Requirements: Image files (JPG, PNG, GIF and many image formats supported)
  • Design Guidelines: Logos that are wider than they are tall work best
  • Background: White or transparent backgrounds are recommended
  • Size Considerations: Optimize logo images for web use to ensure fast loading and clear display

Paper Size Settings​

  • Purpose: Sets the default paper size for generated reports (individual users can override this setting)
  • Options: Letter, A4
  • Regional Considerations: Choose based on your organization's standard paper size
  • Print Compatibility: Ensures consistent formatting across different printers

Configuration Steps​

Setting Up Report Headers and Footers​

  1. Access Report Options: Navigate to Options > Report Options
  2. Configure Header:
    • Click in the Header field
    • Enter your company name and any additional header information
  3. Configure Footer:
    • Click in the Footer field
    • Add disclaimers, copyright notices, or contact information
    • Keep footer content concise to avoid cluttering reports
  1. Prepare Your Logo:
    • Ensure the logo file is in a supported image format (JPG, PNG, GIF)
    • Optimize the image for web use (reasonable file size)
    • Use a white or transparent background for best results
  2. Upload the Logo:
    • Click the Browse button to select your logo file
    • Navigate to and select your company logo file
    • Be sure to save the changes after uploading

Setting Default Paper Size​

  1. Select Paper Size: Select the paper size:
    • Letter (8.5" x 11"): Common in North America
    • A4 (210mm x 297mm): Standard in most other regions

Saving Changes​

  1. Review All Settings: Double-check header, footer, logo, and paper size settings
  2. Click Save: Click the Save button to apply all report option changes
  3. Test Reports: Generate a sample report to verify all settings appear correctly. Note you may need to update the paper size on the Reports page if the default has been overridden.

Logo Design Guidelines​

Optimal Logo Characteristics​

  • Aspect Ratio: Wider than tall (landscape orientation) works best
  • Background: White or transparent backgrounds integrate seamlessly
  • Resolution: High resolution for crisp printing
  • File Size: Optimized for quick loading and processing
  • Format: Standard web formats (PNG recommended for transparency)

Common Logo Issues​

  • Too Tall: Logos that are taller than wide may cause formatting issues
  • Large File Size: Oversized files can slow report generation
  • Poor Resolution: Low resolution logos appear pixelated in reports

Best Practices​

Header Content​

  • Keep it Concise: Include essential information without cluttering
  • Professional Appearance: Use proper capitalization and formatting
  • Consistent Branding: Match your organization's standard document headers
  • Contact Information: Consider including department or contact details

Footer Content​

  • Legal Requirements: Include any required disclaimers or notices
  • Confidentiality: Add confidentiality notices for sensitive training data
  • Contact Information: Provide contact details for questions or support
Professional Appearance

Well-configured report options enhance your organization's professional image and ensure compliance documentation meets presentation standards.