The Training Status Report allows you to see a real time update of training completions and employees’ status. This data can also be automatically sent out by setting up a Scheduled Report.
NOTE: To view the Training Status Report, you must have the Training Status permission.
VIEWING THE TRAINING STATUS REPORT
Navigate to Training > Training Status Report
This page allows you to choose what data you would like to view and how you would like to view it.
You can filter by Training Topic, Status, and by data from the Employee Profile, including any custom fields. The default is to view all Trainings.
Once you have your filters set for the data you wish to view, click Search.
This page allows you to view the same data in different ways by choosing between Trainings, Employees, Employees Per Training, and Completions.
For more info about these, you can click the i icon next to each tab for a brief description.
The Trainings view below shows the results of all 32 Training topics, the number of employees who are Incomplete or Expired, Expiring, Active (up to date) and Exempt. You can Sort the data, choose which Columns of data to view, and Export the data to a PDF or Excel spreadsheet.
The Employees view below shows the results of all 66 employees by name and an overview of Status. This view allows you to see the Completion %, # of Deficiencies and deficient Trainings for each employee. You can Sort the data, choose which Columns of data to view, and Export the data to a PDF or Excel spreadsheet.
The Employees Per Training view allows you to see the Status of each Training for each Employee. This view produces a lot of results because there is 1 row, per training, per employee. You can Sort the data, choose which Columns of data to view, and Export the data to a PDF or Excel spreadsheet.
The Completions view allows you to see the completion dates for each Training, by Employee. It also opens a new search filter to select the date range you want to view. The site defaults to the previous 7 Days, but you can choose the range.
Once the Date range is selected, this view allows you to see the most recent Completion dates for Employees by Training topic. You can Sort the data, choose which Columns of data to view, and Export the data to a PDF or Excel spreadsheet.
EXPORTING THE TRAINING STATUS REPORT
The Training Status Report has a variety of options to Export. As you’ve seen so far, each individual tab has Export options, but you can also Export the data into a Training Matrix style report or an ISNetWorld friendly report.
Once you have filtered the data you want to Export, click the white arrow next to the Search button to choose the report style.
The Matrix view looks like this, with all selected Training topics along the top row, and all selected Employees along the left column.
The ISN-EXPORT view looks like this, and provides an ISNetWorld friendly report with the Course ID, Title, Employee ISN ID#, etc. The Course ID needs to be added to the Training Topic to populate on this export, click here for more info. The Employee ISN ID# would also need to be in the Employee Profiles, click here for more info.
This data can also be automatically sent out by setting up a Scheduled Report