How can I create a report based on the training area, methods, provider, trainer, location, date range or number of participants?

Note: To be able to create a report based on the training area, methods, provider, trainer, location, date range or number of participants, you will need to have added this information to your projects. You can do this when you first create a project by choosing from the dropdown menus on the Project Details page, or at any other time by clicking on the My Projects tab, then on the Options icon next to the project name.

To create your report:

  1. Click on the My Reports tab, then on the [Create Report] button located at the top right of the page. 

  2. On the Report Selector page choose the 'Category' report type, then click [Next].

  3. Enter a name for your report, then from the dropdown lists select the criteria you want to create your report based on (eg training area, provider etc).

  4. Click [Find Matching Evaluations]. All evaluations matching the selected criteria will appear in the section below.

  5. Choose which evaluations to add to your report by selecting the tickbox located to the right of their name and clicking the [Add] button.

  6. Once you have added all the evaluations you want to include, click the [Next] button located at the bottom of the page. This will take you to the report options page.

  7. Select from the available report options and questions and display formats.

  8. Click the [Create Report] button located at the bottom of the page. Your report will be created and will appear at the top of the list on the My Reports page.

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