CUSTOM REPORT FILTER

How Do I use the Custom Report Filter?

TRAIN TRACK® allows you to search all of your records and view or export the results using the custom report filter. You may specify any criteria from multiple fields in the database. The results can be viewed in a formatted report, or exported to Excel® or other file formats. Instructions for using this screen are provided below, as well as some example searches below the instructions.

This is one of our most popular features, because it allows you to get a report that includes any set of data you would like. You may filter these reports by any criteria from two different fields. For example, you may get a report showing all employees with "manager" in their job title who have completed training during the past month, or a report showing employees from the production department who still need to complete their safety training.

Note: Reports using the custom report filter may take longer to run than standard reports from the report menu.

Create a Report

To open the custom report filter screen, follow these steps:

1. From the navigation pane on the left, select Report Menu.
2. The Report Menu will open.
3. From the Ribbon, "Home" tab, click Custom Report Filter.
4. The custom report filter screen will open.
   
   

   

   
   
   

To select your criteria, follow these steps:

1. Select the type of report.
   
   

   

   
   
   
   
2. Enter your first criteria: select the field to search, select the operator, and enter the search criteria.
   
   

   

   
   
   
   
3. Select "And" or "Or" and select the second field to search, select the operator, and enter the search criteria.
   
   NOTES:
   - If you select "and", then the record must meet both search criteria to be included. This allows you to narrow the results more precisely.
   - If you select "or", then the record can meet one or the other criteria to be included. This will return more results.
   - If you select "Job Title", only employees with the selected job as their primary job title will be included.
   
   
   

   

   
   
   
   
4. Select the date range for Completed, Due, or Scheduled (or leave blank for all dates). This is the date range that will be used for the completion date on completed reports, the due date on due reports, or the scheduled date on class reports.
   
   

   

   
   
   
   
5. Select your report. This selection shows how the records will be grouped and sorted.
   
   

   

   
   
   
   
6. Click View Report or Export to File. If you select export, then you will be given a choice of the file type to export to, depending on what file converters are installed on your computer. Most computers include text files, .pdf, and Excel®. You may also export the report using the controls on the ribbon after you view it.
   
   

Example Custom Report Filters

Example A: Training due through April 30th for employees in the Engineering department with a supervisor named Mary, grouped by employee.

Example B: Employees where the email address is NULL, grouped by department.

Example C: Training completed by anyone with "manager" in their job title during 2016, grouped by training.

As you can see, there are many possible combinations of filters you may use to get the exact data that you need.