Report columns are the training subjects that make up your compliance report. They track your staff's training compliance around eLearning courses, in-house training, or a combination of both, depending on how many ways your staff can obtain their training qualifications.
Create a new report column
Follow these steps to set up a custom report column.
⚠️Important: You'll need certain permissions to create report columns, raise a support case if you need access.
Create the column
First, create the column.
Sign in to the Admin Tool.
Click Config.
Click Reporting Columns.
Click the add icon
Type in the name of the new column in the description and click Save.
Configure the column
Next, configure the column rules.
Click the column you just created to expand it.
Click the add icon to the right of the Include box.
Select courses, training records, events, or any other items you want to include, then click Add.
🤓Tip: If you need to create a new training record description, see this article.
In the Completion and Result box, select Result Type.
Select CareReportStatus.
Select Rule Type, then select Mandatory or Allocated.
Mandatory if the training needs to show as a requirement, regardless of completion or not.
Allocated if data should only populate on the report when the course is assigned or a training record is added to the user.
7. Select Completion Period, then select the number of days. This is the period shown as In completion.
8. Select Completion Period From, then select when the completion period needs to be calculated from.
Assign date: The date from when a course or training was assigned to a user.
Create date: The date on which a user account was created.
Start date: The start date of a user.
Date range: A date range of when the course was assigned.
Include user groups
Finally, include the user groups that govern who needs to do the training associated with the report column.
Scroll down to the User Groups box, then click the add icon.
Search for the user group you want to link to the column. See this article if you need to create a new user group.
Click Add.
Click Save.
🤓Tip: For your new column to appear on a report, you'll need to include it in the report it needs to show in, along with the associated user group. See this article for steps on how to do this.