Select this link to see a video walkthrough of this process.
Reporting gives you a single place to view, navigate, and act on key insights about your teams. It helps you quickly understand progress, identify risks, and create reports that support better management decisions.
What you can do from Reporting
Reporting allows you to:
Drill down into teams and individual employee information
Identify risks related to training activity
Create, export (PDF and Excel), and share management reports
Switch between grid and table view when reviewing records
Filter reports using user attributes
Select specific users so that results only show the individuals you want to compare
Save filters so you can return to them quickly in future
Your setup may not use the exact label Reporting, but the features will remain the same.
Access to reports: How it works
Managers can view information linked to any employees within their reporting line. This applies across the full reporting hierarchy.
This means managers can see data for:
Their direct reports
Any subordinates of those direct reports
All associated training activity within that hierarchy
For example, the assignments chart shows completed, pending, and overdue training for an employee and anyone reporting beneath them.
Controlling access with audience groups
Audience groups let you manage who can access Reporting.
You can define audience groups using attributes such as:
Role
Department
Region
This allows you to dynamically control visibility and ensure each manager only sees the information they should.
General Reporting features
You can expect the following features across all Reporting:
Users with the correct permissions can share saved reports
Reports can be filtered using user attributes
Selected users can be applied as an additional filter
Grid and table views can be toggled for different ways of reviewing data
Filters can be saved for reuse at any time
Conclusion
Your Reporting gives you a clear and flexible way to understand team training performance and manage reporting efficiently. If you need further help or have any questions, contact your Customer Success Manager by selecting Send us a message via the help icon on your portal, or by emailing [email protected].