Our eLearning system is designed to give you the freedom and flexibility to customise your reports to align with your company's training objectives. In this guide, you'll be taken step by step through building a compliance report to meet your needs.
โ ๏ธImportant: You'll need specific permissions to build a new report. If you need permission, raise a support case to request this.
Create the report
First, create the report and decide what you want to call it.
Sign in to the Admin Tool.
Click Config.
Click Reports.
Click Create.
Name the report by typing it in the description box, then click Save.
Include columns in the report
Next, decide which columns you want to show in the report. Your columns should already be created ready to put them in a report, however, if you need to create new columns check out this article.
Click on the report name.
In the Columns section, click on the add icon
.
Select the tick boxes next to the columns, then click Add.
Scroll down and click Save.
๐คTip: Click Re-order to organise your columns in a certain order. Drag and position the column titles and then click Set Order when finished.
Include user groups in the report
Lastly, you'll need to include the associated user groups of each column in the report.
Click on the report name.
In the User Groups section, click on the Add icon
.
Select the tick boxes next to the user groups and click Add.
Scroll down and click Save.
๐Note: Allow 2-4 hours for your changes to reflect on the reports.