Skip to main content

Configure reports

Create and manage your report configurations

Amend your report configurationsThis article helps you take control of report configurations and make necessary adjustments to fit your company's reporting needs.
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.
Create and manage user groupsIn this article, we show you how to create and manage user groups.
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.