Configure reports
Create and manage your report configurations
By Donna1 author17 articles
- Amend your report configurationsThis article helps you take control of report configurations and make necessary adjustments to fit your company's reporting needs.
- Create and manage user groupsIn this article, we show you how to create and manage user groups.
- Create a new report columnIn this article, we explain how to create a new report column
- Amend report columnsIn this article, we explain the different ways you can amend your report columns.
- Change the name of a report columnIn this article, we explain how to change the name of a report column.
- Manage the result type of a columnIn this article, we'll explain the purpose of setting a result type in a column, explain each one, and how to manage them.
- Include and manage training records in report columnsIn this article, we explain how to add and remove training records in report columns.
- Include and manage eLearning courses in report columnsIn this article, we explain how to include and remove eLearning courses in a report column.
- Reorganise report columnsIn this article, we explain how to re-order report columns to appear in a different order.
- Remove a column from a reportIn this article, we explain how to remove a training column from a report.
- Manage report column completion periodsIn this article, we explain how to amend completion periods.
- Build a compliance reportIn this article, we take you through all the steps to create a tailored compliance report.
- Assign a report to the insights report menuIn this article, we explain how to assign a report to a users insights report menu.
- Add a column to a reportIn this article, we explain how to include course columns in a report.
- Move a column to a different reportIn this article, we explain how to move a report column to another report.
- Link a user group to report column and reportIn this article, we explain how user groups govern which user's data pulls in your compliance reports and how to manage them.
- Check what training titles are included in a columnIn this article, we explain how to check which courses, training records, or events are included in a report column.