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.
• 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: Instructors approved for each training.

• Complete by Department: Status "Complete" for each department.
• 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 department with 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.
• Due by Training: Due within date range for each training.

Employees

• Employee Job Titles: Job titles assigned to each employee.
• Employee Roster: All employees.
• Employee Roster by Department: All employees, grouped by department.
• Employee Roster of Inactive Employees: All inactive employees.
• Employee Skills: Skills/Qualifications for all employees. New!
• Employee Supervisors: Supervisors and their subordinates, 4 levels.
• Job Titles and Employees: Each job title, and the assigned employees.
• Job Title History: Employees having each job title historically
• Job Title History by Employee: Employees and their job title history

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.
• 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.
• Exam Answer Percent: Exam questions and percent answered correctly. New!
• History by Training: History of all training activity by training.
  

Reports

• Report Matrix: Report parameters.

Required

• Exceptions by Employee: Requirement exceptions by employee.
• Exceptions by Training: Requirement exceptions by training.
• Required by Employee: Required training by employee.
• Required by Employee with Source: Required training by employee, with requirement source (job, dept., individual, parent, etc.).
• Required by Training: Required employees by training.
• 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.).
• Requirements for each Job Title: Requirements for each job title.
• Requirements for each Job Title and All Job Titles: Requirements for each job title including training required for All job titles. New!

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.).
• Status by Job Title: Status of required training for each job title.
• Status by Supervisor: Status of required training.
• Status by Training: Status of required training.
• Status by Training Summary: Chart showing total for each status.

Training

• Training List: All training.
• Training List with Children and Series: All training with child and series 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 with barcode (selected class).
• Class Sign-in Sheet without barcode (selected class). New!
• Class Sign-in Sheet (selected training).
• Class Sign-in Sheet (required employees for selected training).
• Completed Electronic Exam
• Paper Exam
• Certificate of Completion