Generating Reports from Training Records

Accessing Training Reports

The system provides several built-in reports to help you analyze training data, track compliance, and manage upcoming requirements. These are typically found in a dedicated "Reports" section of the application.

Common Standard Reports

While specific report names may vary, you can generally expect to find reports such as:

• Training Compliance Report: Provides an overview of training completion rates, often filterable by organizational unit (e.g., department) or by specific competencies. This helps identify areas where additional training or follow-up may be needed.
• Upcoming Expiries Report: Lists all training records that are due to expire within a selected timeframe (e.g., next 30, 60, or 90 days). This is crucial for proactive renewal management.
• Training History Report: Offers a detailed log of training undertaken by individuals or groups over a specified period. Useful for audits or individual development tracking.
• Competency Matrix: (If available) May show a grid view of employees/contractors against required competencies, indicating their current training status (e.g., Compliant, Expired, Pending).

How to Generate a Report

1. Navigate to the Reports section of the system.
2. Locate and select the specific training report you need (e.g., "Upcoming Expiries").
3. Apply any necessary filters to refine your results. Common filters include:
   • Date ranges (for completion, expiry)
   • Competency
   • Employee or Contractor name
   • Department, Site, or other hierarchy levels
4. Click the Run Report or Generate button.
5. The report will display on screen, and options to export (e.g., to Excel, PDF) or print may be available.

If you require a report that is not available as standard, consult your system administrator. Custom reporting capabilities may exist.