REPORTS

How do I Print Reports?

TRAIN TRACK® includes a variety of standard reports, a custom report filter that allows you to filter for any criteria from multiple fields, a custom report designer for the status of required training, and a custom report designer for completed training. This section explains how to set up and print reports from the report menu.

For information on exporting reports to other file formats, please see the Export Data section.

Using Your Logo on Reports

TRAIN TRACK® allows you to specify a logo image to include on all of your reports in place of the default TRAIN TRACK® logo. IMPORTANT: You may use your logo on reports, but even with the customizable edition license, you are never allowed to remove the TRAIN TRACK® logo from the program screens.

To set up your own logo for reports, follow these steps

1. Create your logo in .jpg format, no larger than 80 x 320 pixels.
2. Open your logo using your graphics program.
3. Open TRAIN TRACK®.
4. From the Ribbon, "Options and Settings" tab, click Logo for Reports.
   
   

   

   
   
   
5. A box will open. Copy and paste in your logo.
6. Click Save and Close.
   
   

Paper Size

TRAIN TRACK® allows you to specify if you want reports printed on Letter or A4 size paper.

To select the default paper size, follow these steps

1. Open TRAIN TRACK®.
2. From the Ribbon, "Options and Settings" tab, click Paper Size.
   
   

   

   
   
   
3. A box will open. Select your Paper Size.
4. Click Save and Close.

Report Menu

The Report Menu displays the available standard reports which you may view, print, or export.

To view the report menu, follow these steps

1. Open any screen.
2. From the Navigation Pane, select Report Menu.
3. The Report Menu will open.

Standard report data includes:

• Report Title: A descriptive title
• Date Range?: This column indicates if the report is based on a date range that you specify.
• Rqd Only?: This column indicates if the report only includes training that is required, or includes all training.
• Completion Status: This column lists the training completion statuses included in the report.
• Active: This column shows you if inactive training or employees are included.

Filter the Report Menu

You may filter the report menu to show you just one type of reports at a time. The available filters are:

To filter the report menu, follow these steps

1. Open the Report Menu.
2. At the top of the screen, select a filter.

Favorites

To mark a report as a favorite, follow these steps

1. From the Report Menu, select the report you wish to add to "Favorites".
2. From the Report Menu Ribbon, select the "Home" tab.
3. Click Add to Favorites.

To remove a report from favorites, follow these steps

1. From the Report Menu, select the report you wish to remove from "Favorites".
2. From the Report Menu Ribbon, select the "Home" tab.
3. Click Remove from Favorites.

View or Print Reports

To view a report, follow these steps

1. From the Report Menu, select the report.
2. Click View Report from the Ribbon.
   
   

   

   
   
   
3. The report will open. If it is a date range report, a screen will open where you may select the date range for the report, and then click View Report.

To print a report, follow these steps

1. From the Report Menu, select the report.
2. Click View Report from the Ribbon. The report will open. If it is a date range report, a screen will open where you may select the date range for the report, and then click View Report.
   
   

   

   
   
3. Click Print from the Ribbon.
   
   

   

From the report menu, you may view the report titled "Report Matrix" to see what's included on each report.

Fields:

• Title: Report title
• Required only, or all?: Does the report include only required training, or all training?
• Date Range?: Does the report use a date range?
• Status Included: Training completion status included in the report
• Sort By: How the report is sorted
• Fields Included: Are these fields included on the report?
• Active?: Are active or inactive training and employees included?

Print Individual Certificates

You may print individual certificates of completion from the Report Menu ribbon.

To print individual certificates, follow these steps

1. Open the Report Menu.
2. From the ribbon, click Print Individual Certificates.
3. Select the training, by Title or Number.
4. Select the Employee.
5. Click View or Print.