STANDARD
REPORTS
What Standard Reports are Available?
Standard reports
available through the Report Menu:
Classes
- Class Attendance by Date: Scheduled classes, enrolled employees, and completion dates if they attended the class. New!
- Class Registration by Date: Employees registered for classes in date range.
- Class Registration by Training: Employees registered for classes in date range.
- Class Sign-In Sheet: A sign-in sheet that can be used for any training.
- Class Sign-In Sheet with Barcode: A sign-in sheet that can be used for any training, with barcodes to scan in to easily record completions.
- Classes Scheduled by Class Location: Classes scheduled in date range for each class location.
- Classes Scheduled by Date: Classes scheduled in date range.
- Classes Scheduled by Instructor: Classes scheduled in date range for each instructor.
- Instructors: Iinstructors approved for each training.
Complete (with status "Complete")
- Complete by Department: Status "Complete" for each deparatment.
- Complete by Employee: Status "Complete" for each employee.
- Complete
by Training: Status "Complete" for each training.
- Complete
by Training Type: Status "Complete" for each training type.
- Complete Percent by Department: Percent of required training completed by department.
- Complete Percent by Department with Chart: Percent of required training completed by departmentwith chart.
Due
- Due by Department: Due within date range for each department.
- Due by Employee: Due within date range for each employee, with start and due dates.
- Due by Month: Due within date range for each month.
- Due by Supervisor: Due within date range for each supervisor. New!
- Due
by Training: Due within date range for each training.
Employees
- Employee Job Titles: Job titles assigned to each employee. New!
- Employee Roster: All employees.
- Employee Roster by Department: All employees, grouped by department. New!
- Employee Roster of Inactive Employees: All inactive employees. New!
- Employee Supervisors: Supervisors and their subordinates, 4 levels.
- Job Titles and Employees: Each job title, and the assigned employees. New!
- Job Title History: Employees having each job title historically New!
- Job Title History by Employee: Employees and their job title history New!
History
- Completed by Department: Completed for each department in date range.
- Completed by Department Average Hours: Average hours completed for each department in date range. New!
- Completed by Employee: Completed for each employee in date range.
- Completed by Employee and TrainingType: Completed for each employee and training type in date range.
- Completed by Employee Location: Completed for each employee location in date range.
- Completed by Employee Type: Completed for each employee type in date range.
- Completed by Job Title: Completed for each job title in date range.
- Completed by Other: Completed for each user defined category in date range (this report will group records according to the data you enter in the "other" field on the employee detail screen).
- Completed by Shift: Completed for each shift in date range.
- Completed by Supervisor: Completed for each supervisor in date range.
- Completed by Training: Completed for each training in date range.
- Completed by Training Summary: Completed for each training in date range with chart.
- Complete with Electronic Signature: Records with electronic signatures.
- History by Employee: History of all training activity by employee.
- History by Training: History of all training activity by training.
Reports
- Report Matrix: Report parameters.
Required
- Exceptions by Employee: Requirement exceptions by employee. New!
- Exceptions by Training: Requirement exceptions by training. New!
- Required
Employees by Training: Required employees by training.
- Required Training by Employee: Required training by employee.
- Required Training by Employee with Source: Required training by employee, with requirement source (job, dept., individual, parent, etc.). New!
- Requirements
by Training: Roles required for each training.
- Requirements
for each Department: Requirements for each department.
- Requirements for each Employee by Source: Requirements by source for each employee (job, dept., individual, parent, etc.). New!
- Requirements
for each Job Title: Rrequirements for each job title.
Status
- Status by
Department: Status of required training for each department.
- Status by
Employee: Status of required training for each employee.
- Status by
Employee and Source: Status of required training for each employee and source (job, dept., individual, parent, etc.). New!
- Status by
Job Title: Status of required training for each job title.
- Status by
Supervisor: Status of required training. New!
- Status by
Training: Status of required training.
- Status by Training Summary: Chart showing total for each status.
Training
- Training List: All training.
Additional reports are
available from the employee and training record screens:
- Individual Employee Completed Report
- Individual
Employee Status Report
- Individual Employee History Report
- Individual
Training Status Report
- Individual Training Complete Report
- Individual Training History Report
- Class Roster
- Class Sign-in
Sheet (selected class).
- Class Sign-in
Sheet (selected training).
- Class Sign-in
Sheet (required employees for selected training).
- Completed Electronic
Exam
- Paper Exam
- Certificate of Completion