2) In the 'User Active Status' you can then untick 'Active' and then press 'Apply Filter'. All inactive users will then show in the 'Results Table' below.

3) If you need to narrow down the data by 'Location', 'Department' or other groups, this can be done by using the 'Secondary Filters'

When selecting a secondary filter from the drop down menu, a final filter column will appear on the right hand side to allow the secondary filter criteria to be selected.

Once you have selected the required filters, press 'Apply Filter' then the data will update in the table below.

OR To simply populate data, instead of narrowing the range down. I would advise to use the 'Add more columns?' option. You are able to select a wide range of information that can be added to the results table. When you have clicked on the option you would like, you will then need to press the 'Get data' button. That will appear as soon as you choose one from the list. 

4) You can make users active again from this report by selecting the users you need to re-activate by ticking the boxes on the left hand side of the results table. Then you will need to go to the 'action' option drop down and choose 'Set User Status'. Then you can 'Choose Active Status' .

5) Once you have the information you need,  you can export this report into Excel/Csv or PDF format.

When in the Management System, you will have 'User' on the left hand side of the screen. When you click here, all of the active users on the system will load.

When you have selected the users you need to update, you will need to go to the 'Action to take' drop down option in the 'Filters' panel. 

You can now select the action you want to take from these options. 

To 'Add/ or Remove selected users to groups' the following screen will load once you have pressed 'action''. You would follow the process action to 'remove selected users from groups' also.

You can then choose the group type the users need to be be bulk added to from here. You can then press 'add to group'.

This action is the same for 'removing users from group' 

The Reporting System

To do this in the reporting system, in either the 'Training & Assessment' report or the 'Users report', you will need to select the users by ticking the boxes on the left side of the results table, then going to the 'action' button.

If you are a Client Administrator or Client Manger, you will have access to this on the system. Primary Filters to choose

You will not need to choose the 'Course' that you need to run the report on (if you have more than one course on your system)

Secondary Filters to choose

If you require information that is more specific to certain 'Locations, Departments or other Group Types you have on the system, you can use the secondary filter for this. Tick the ones you need the training information on and click 'apply filter'. This information will then load in the Results Table below.

If you need to see all of the training on the system, then you will not need to use the secondary filters to run the report.

You will need to go to the 'Add more columns?' drop down instead. By adding the following columns;

Email address - this will show the email address the user is set up with on the system.

Modules % Completed - this will show the percentage of modules that have been completed.

Test Completion Date - this will show the most recent test completion date.

Assessment Completion Date - if the course has an assessment, add this column.

Location & Department - if you use different group types, these will show in the list as well.

Last Emailed Date - this is useful to see if you have users who have been recently emailed about training.

When you have selected each one, you the need to press the 'Get data' button for the data to load in the Results Table below.

The Results Table

Once you have everything in the results table you can then change the 'items per page' drop down to 'all' to show all training data for the system. From here, you can order the columns by clicking on the headers, this is good to see either the most recent completion dates or users who have not completed the course. 

This can then be exported into an Excel document so you can use it outside of the system for audit purposes. 

Any users that either have never completed the course or are overdue can then be emailed with a new training notification from this report.

You will need to tick the users you need to email from the system next to the 'forename' column, then press 'email'.

Then the following screen will load, where you can choose to send now or schedule them in for another date.

The figures that are in this report are based on completion statistics on the system since it has been live. You are not able to select time ranges in this report.  

Primary Filters

You will be able to choose the 'Courses' from the drop down options.

The 'Results View' will give you the option of 'Percentage' or 'Totals'. 

'Users to include' - This option will allow you to view 'Users licensed for course(s) only' or 'all users' who have ever been added to the course, regardless of if they have access to the course at the time you run the report.

Secondary Filters

You can select from the 'group types' that you have on the system. 

When selecting a secondary filter from the drop down menu, a final filter column will appear on the right hand side to allow the secondary filter criteria to be selected.

Once you have selected the required filters, press 'Apply Filter' then the data will update in the table below.

The groups you have selected will appear in the 'Group' Column in the results table.

The Results Table

The results will show as either a 'total' or 'percentage' for the courses and groups you have selected. 

If a column has 'N/A' this will indicate this course does not have either an Assessment or open issues section.

You are able to order the content of the columns by clicking on the column titles. 

Saving the report

Once you have run a report you are happy with - you can then 'Save' the report for future use. When you press the 'save' a new screen will load, you can then give this report a 'name' and 'Description'. When you have saved the report, it will show up in the list of 'Your saved reports' when you go back to the 'System Reports' screen. 

Exporting the report

This report can be exported in to Excel/Csv and PDF format from the dashboard panel.

You can run a report on an entire department, location or just one individual user on the system. 

Primary Filters

You will need to select from the 'courses' drop down list to start with, if you have more than one course on your system.

'Results view' You will have four options to choose from. 

'Latest records' shows system records based on the current training requirements; the completion data for the current training schedule in place.

'Latest Complete/Incomplete records' shows the latest complete record if one exists. An incomplete record will display if the user has never completed training.

'All records' shows every system regardless of completion, non-completion or training requirement. 

'User/ Course Summary' shows the user 'created date' and the 'last completed date'. 

'Licensing' will be set to the default 'show only courses user can access'. 

Secondary Filters

When selecting a secondary filter from the drop down menu, a final filter column will appear on the right hand side to allow the secondary filter criteria to be selected.

Once you have selected the required filters, press 'Apply Filter' then the data will update in the table below.

The Dashboard

This will load the number of 'Open issues' if the course has an assessment.

'Completion Stats' will show as a pie chart or completion and not-complete. You can also click on this pie chart to load the users who have or have not completed the course for the filters you have selected.

'Users Assigned by Course' This is clickable and will load all of the users who are assigned the course in the results table for you.

'Incomplete Assessments' This will show the number of users who have started an assessment for that course but who have not completed it. A partially completed assessment.

The Results Table

The results will show in here based on the Primary, Secondary and Columns you have selected. You can increase the rows that show in this report by changing the drop down on the 'items per page' that shows above the 'Forename' column. Also, all of the columns can be ordered by clicking on the header or column name.

What does 'not complete' mean? If you have users who have not completed this part of the course on their profile, it will show as 'not complete'. 

Add more columns?

To simply populate data, instead of narrowing the range down. I would advise to use the 'Add more columns?' option. You are able to select a wide range of information that can be added to the results table. When you have clicked on the option you would like, you will then need to press the 'Get data' button. That will appear as soon as you choose one from the list. 

Emailing Users from the report

When you have run a Training and Assessment Report, you may need to email those users who are showing as 'Not complete' .

This can be done by ticking the boxes on the left side of the 'Forename'. Once you have selected the users you want to email, you then need to go to the 'email' button. From here, a new screen will load.

You will need to choose the 'Email type' from the drop down list, tick the email template. The Email subject and body will load, here you can edit the content before you press 'send'.

Training Notifications and Reminders will automatically contain the login link, but all other email templates you will need to tick the 'append login link' if you require users to access the system based on the email you are sending them from the system. 

If you do not want to send the email to the user(s) straight away, you can then select 'Schedule' you can then enter the date for the email to be sent and them click 'Submit'.

Saving the report

Once you have run a report you are happy with - you can then 'Save' the report for future use. When you press the 'save' a new screen will load, you can then give this report a 'name' and 'Description'. When you have saved the report, it will show up in the list of 'Your saved reports' when you go back to the 'System Reports' screen. 

Exporting the report

These details can be exported in to Excel/Csv and PDF format from the dashboard panel.

You will be able to see who sent the email from the system, along with the date and email type received. 

Primary Filters

''Email Type' this drop down will load all of the active email templates your system has in place to choose from. 

'Sent Date' this will allow you to enter a date range for when emails were sent from the system.

'Scheduled Date' if the emails have not been sent from the system yet, but they have been scheduled in to be sent on a future date. 

Once you have selected the filter options you require, click 'Run Report' or 'Apply Filter'. The results will then show in the report.

Secondary Filters

When selecting a secondary filter from the drop down menu, a final filter column will appear on the right hand side to allow the secondary filter criteria to be selected.

Once you have selected the required filters, press 'Apply Filter' then the data will update in the table below.

The Dashboard

The dashboard will load the number of 'emails sent' based on the Primary and Secondary Filters you have applied.

'Email sent' this will tell you how many emails have been sent that are as a result of the Primary and Secondary Filters that you have applied.

'Emails Sent By Type' will show in a graph the types of emails issued from the system. These are expandable by clicking on the graph or the blue arrow. 

'Logged In Since Last Email' this will confirm if a user has responded to the email and logged into the system. These are expandable by clicking on the pie chart or the blue arrow. 

'Un-Emailed Active Users' this is a clickable number that will bring up all users who have never been emailed from the system. 

The Results Table

All of the data that is a result of the Primary and Secondary Filters will show in this section.

The report below shows the standard columns. You can add additional information by choosing the 'add more columns?' option.

Saving the report

Once you have run a report you are happy with - you can then 'Save' the report for future use. When you press the 'save' a new screen will load, you can then give this report a 'name' and 'Description'. When you have saved the report, it will show up in the list of 'Your saved reports' when you go back to the 'System Reports' screen. 

Exporting the report

These details can be exported in to Excel/Csv and PDF format from the dashboard panel.

Primary Filters

'Action By User' will provide you with a list of all users that are active on the system. By default, these are all ticked.

'Date' you can select a date range from here. 

Secondary Filters

When selecting a secondary filter from the drop down menu, a final filter column will appear on the right hand side to allow the secondary filter criteria to be selected.

Once you have selected the required filters, press 'Apply Filter' then the data will update in the table below.

If you have 'Sorry, there is no data to return for this filter set' this will indicate that there is no data to retrieve based on the filters you have added.

The Results Table

For every time stamp related to the user(s) you have selected to view the system log for, a new entry will be added as a new row in the results table. 

The 'Details' for the action the user has performed will show in the last column. 

Saving the report

Once you have run a report you are happy with - you can then 'Save' the report for future use. When you press the 'save' a new screen will load, you can then give this report a 'name' and 'Description'. When you have saved the report, it will show up in the list of 'Your saved reports' when you go back to the 'System Reports' screen. 

Exporting the report

These details can be exported in to Excel/Csv and PDF format from the dashboard panel.

Primary filters

The primary filters are set as a default dependant on which report you are accessing.

You will be able to select any number of the options available in the primary filters. To select all there is a button that allows you to do this.

The 'Display Type' will give you options of 'totals' Questions' and 'Issues' to get data on linked to the assessment you have chosen.

Once you have chosen the filters you require - then press 'Run Report'.

The data linked to these filters will then show in the table below.

Secondary Filters

When selecting a secondary filter from the drop down menu, a final filter column will appear on the right hand side to allow the secondary filter criteria to be selected.

Once you have selected the required filters, press 'Apply Filter' then the data will update in the table below.

The Dashboard

Throughout filter changes, the reporting suite dashboard will be responsive to the data that is being reported. The different reports will have different dashboard visuals which are set as default.

Depending on the 'Display Type' you select, the Dashboard will show different figures for 'open issues' but the 'top locations for issues' 'open issues by assessment' and Biggest Trend' will remain the same.

'Top Locations For Issues' and 'Open Issues by Assessment' are interactive. You are able to hover over the charts to get a figure of how many have completed the assessment as a total.

What does 'Biggest Trend' mean? This means that this is the most answered question in the assessment by users.

The Results Table

The headers on the table can be ordered when you click on the title of the column, if you hover over the working - it is clickable. 

The 'Number Of Times Answer Given' answers are also clickable. For example, if there is a figure in this column and you click it. You will have the 'WorkRite Assessment Information' page load. This will provide you with the end users name and the date of completion, along with the group they completed under. This can also be exported.

Saving the report

Once you have run a report you are happy with - you can then 'Save' the report for future use. When you press the 'save' a new screen will load, you can then give this report a 'name' and 'Description'. When you have saved the report, it will show up in the list of 'Your saved reports' when you go back to the 'System Reports' screen. 

Exporting the report

This report can be exported in to Excel/Csv and PDF format from the dashboard panel.

If you are a Client Manager on the system, you will be able to run reports on the students that you have access to only. 

If you are a Client Administrator, you can run a report on all users on the system. This will include all Client Managers and Students, and other Client Administrators. 

Primary Filters

In this report, you can choose the 'Role' of the user you require data on. By default, these will be all ticked.

The 'User Active Status' by default these are both ticked. 

Once you have chosen the fields you need, click 'Run Report' for the data to load in the table below. 

Secondary Filters

These filters will enable you to break down the data into more specific groups you need. When you select from these, a new option will appear on the screen. You can then choose the required groups/ information from there. Then click 'Apply Filter' for the data to update in the table below.

Action

This allows you to add/remove users to groups, add notes to selected users and change the status from here.

Add more columns?

This allows you to simply populate data in columns, instead of filtering. To do this, click on the 'Add more columns?' drop down to show the column options you can add. 

Once you have chosen the column you want to add to the report a 'Get data' button will appear. Click this for the results to show as a new column.

The Dashboard

The dashboard will show a range of information linked to these users and groups you have selected from the Primary and Secondary Filters. 

You will see the overall total of users you have in all of the groups you have chosen as a figure. These are expandable in the right hand corner, at the blue arrows.

'Users by Role' will provide you a breakdown in % of who are 'Students' 'Client Managers' and 'Client Administrators' in the report you are running

'Users Assigned By Course' will provide you with a breakdown of how many users are in each course you have on the system. This is not broken down based on the filters you have selected. You can click on the bar in the graph to take you directly to the users that are in those courses. This will load in the results table below.

'Users by Manager' will provide you with a breakdown of the users and their managers on the system. You can also click on this graph to load the information in the table below.

The Results Table

The results will show in here based on the Primary, Secondary and Columns you have selected. You can increase the rows that show in this report by changing the drop down on the 'Items per page' that shows above the 'Forename' column.

All of the columns can be ordered by clicking on the header or column name.

Emailing Users from the report

This can be done by ticking the boxes on the left side of the 'forename'. Once you have selected the users you want to email, you then need to go to the 'email' button. From here, a new screen will load.

You will need to choose the 'Email type' from the drop down list, tick the email template. The Email subject and body will load, here you can edit the content before you press 'send'

Training Notifications and Reminders will automatically contain the login link, but all other email templates you will need to tick the 'append login link' if you require users to access the system based on the email you are sending them from the system. 

If you do not want to send the email to the user(s) straight away, you can then select 'Schedule' you can then enter the date for the email to be sent and them click 'Submit'. 

Saving the report

Once you have run a report you are happy with - you can then 'Save' the report for future use. When you press the 'save' a new screen will load, you can then give this report a 'name' and 'Description'. When you have saved the report, it will show up in the list of 'Your saved reports' when you go back to the 'System Reports' screen. 

Exporting the report

This report can be exported in to Excel/Csv and PDF format from the dashboard panel.

The reporting suite delivers a smooth, modern and consistent user experience. Navigation is clean and data will load without delay.

The location of the reporting suite can be found on the 'Your Applications' page once you have logged into the system.

1. Assessment Analysis - This report enables you to output data based on the break down of the assessment sections.

2. System Log – This report enables you to output data created by the actions of users within the system.

3. Emails Sent – This report enables you to output data from all emails sent through the system.

4. Training & Assessment – This report enables you to output data that is created by completed assessments.

5. Users – This report enables you to output data based around user accounts within the system.

6. Company Progress - The report enables you to output data as totals for each course within the system.

These reports can be saved for future use and you can export into the following formats; Excel/Csv and PDF to assist you with auditing.