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Include and manage training records in report columns

In this article, we explain how to add and remove training records in report columns.

Donna Parker avatar
Written by Donna Parker
Updated over a month ago

Training records represent training completed by a user outside of any current eLearning courses they have completed. This could include face-to-face training, online training sessions, or courses completed outside the eLearning For You platform. You can create training record descriptions and enable them to filter in report columns and measure training compliance.

Link training records to a report column

Once a training record description has been created you can link it to a report column of your choice.

  1. Sign in to the Admin Tool.

  2. Click Config.

  3. Click Reporting Columns.

  4. Find the column you want to link to the training record and click on it.

  5. In the Include section, click the add icon

  6. From the drop-down click on Training Records.

  7. Tick the box next to the training record description and click Add.

  8. Click Save.

Remove training records from a report column

Remove a training record from a report column at any time.

  1. Sign in to the Admin Tool.

  2. Click Config.

  3. Click Reporting Columns.

  4. Find the column you want to link to the training record and click on it.

  5. In the Include section, locate the training record you want to remove and click the bin icon next to it.

  6. Click Save.

πŸ“ŒNote: Allow 2 hours for changes to reflect on your reports.

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