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Creating and Sharing Custom Reports
You can create custom reports based on single or multiple evaluations, or based on a particular feature of the training, such as the location, trainer, training method or number of participants. You can also create Return on Training Investment (ROTI) report, but this is dealt with in our separate ROTI tutorial.
You can specify which questions to include in your report. You can also apply filters to single evaluation reports and combine responses for individual questions in multiple evaluation reports.
Once your report has been created, you can easily share it with anyone else using TrainingCheck’s integrated mailing system.
Creating a Report
To create a report, begin by clicking on the My Reports tab. (Alternatively, you can click on the [Analyse] icon located to the right of your evaluation, then on the [Create Report] button loacted above the responses overview). This will take you to the Report Selector page.
Choose from the report type options, then click the [Next] button.
Enter a name for the report, then choose the evaluation(s) you want to create a report on. Use the drop-downs to choose a project/the report criteria. All available evaluations which contain responses will appear below.
Add the evaluation(s) you want to include in your report by selecting the tickbox next to the evaluation name and clicking the [Add] button.
When 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 a report options page where you can choose which questions to include, the report display formats and, if applicable, to add filters or combine response data.
When you have finished choosing from the report options, click the [Create Report] button at the bottom of the page. Your report will be created and will be at the top of the list on the My Reports page.
You can edit reports at any time by clicking on the [Edit Report] icon on the My Reports page.
NOTES:
- It is not possible to apply response filters to reports based more than one evaluation. Find out why...
- To be able to combine responses from the same question used in different evaluations within the report, the question must have been copied from the Question Library and must not have been edited
Click on the links below to find out more:
- Combining response data
- Applying filters to reports
- Comparing data from different training programmes
Sharing the Report
You can share a report with others by sending a link to it via the TrainingCheck mailservers.
On the My Reports page just click on the [Share] icon located to the right of the report you want to share. This will take you to Step 1 of the report share.
Choose an existing contact list and/or enter individual email addresses to send the report to. When choosing a contact list, ensure that all intended recipients are selected as ‘Active’ in the contact list.
Click the [Next] button located at the bottom of the page. This will take you to the Step 2 of the report share where you compose and send your report share email. Complete the email details and edit the message text as required. NOTE: You must keep at least one of the ‘#ReportLink#’ tags in the email message as these will be automatically replaced with links to your report when the email is sent.
Click the [Send] button located at the bottom of the page. The message containing a link to your report will be sent to your chosen recipients and you will receive onscreen confirmation of this.
