Report columns represent each training subject you set out in your compliance reports that track training compliance for each subject. The system gives you full control over how, when, and what data is pulled into the reports.
Below are some useful steps on how to amend the configurations of a report column.
⚠️Important: You'll need certain permissions to access the Admin Tool and amend report columns. Raise a support case if you need access.
Change the name of a column
You can change the name of a report column at any time to reflect training and reporting requirements in your organisation.
Sign in to the Admin Tool.
Click Config.
Click Reporting Columns.
Locate the column.
Click the pencil icon to the right of the column title.
Type in the new title of the column.
Click Save.
📌Note: Allow 2 hours for changes to sync with the reports.
Include courses, training records, or event titles
You can include new training titles, events, or courses to be picked up by an existing report column. Follow the steps below.
Sign in to the Admin Tool.
Click Config.
Click Reporting Columns.
Locate the report column, then click to open it.
In the Include section, click the add icon.
In the drop-down filter, select which type of item you want to include. This could be courses, training records, or event course names.
Search for and select the training title you want to include in the column, tick the box next to it, then click Add.
Scroll to the bottom of the page and click Save.
To delete inclusions, click on the bin icon on the right-hand side of the training title, scroll to the bottom of the page, and click Save.
📌Note: Allow 2 hours for changes to sync with the reports.
Amend Rule type
Rule types dictate how and when training data feeds into a column.
Sign in to the Admin Tool.
Click Config.
Click Reporting Columns.
Locate the report column and click on it to open.
Scroll down to find the rule type drop-down box.
From the selection, choose either Allcoated or Mandatory.
Mandatory: This shows as a mandatory requirement on the report and will appear overdue if training is incomplete, regardless of whether training is allocated to a user.
Allocated: Training data will only appear on the report if it's allocated to a user or if previously completed before a renewal period.
Scroll to the bottom of the page and click Save.
📌Note: Allow 2 hours for changes to sync with the reports.
Amend the completion period
The completion period is the amount of time given to a user to complete training, before the completion of their training contributes to the overall percentages of the compliance reports.
Sign in to the Admin Tool.
Click Config.
Click Reporting Columns.
Locate the report column and click on it to open.
In the Completion Period days, select the number of days. This is the number of days the report will appear as In Completion, before data starts pulling in.
In the Completion Period From drop-down, select when the completion period needs to start. See below.
Assign date: The date from which 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.
Scroll to the bottom of the page and click Save.
📌Note: Allow 2 hours for changes to sync with the reports.
Manage user groups in a column
User groups are created to group users on the platform who share something in common. You can group users based on their job positions, work locations, roles, age, time at the company, and start date. User groups are included in a report column to govern which user data pulls into the report column.
Sign in to the Admin Tool.
Click Config.
Click Reporting Columns.
Locate the report column and click on it to open.
Scroll down to the User Group section.
Click the add icon, select the user group you want to include, then click Add.
Click the bin icon next to the user group you want to delete.
Scroll to the bottom of the page, then click Save.
📌Note: Allow 2 hours for changes to sync with the reports.