Create Training & Skills Reports

Training & Skills Reports can be created from two places in PeopleSafe; the Training tab or the Reports tab in the top menu bar. Each gives you different reporting options. Under Training you have options to report on Training Completed or Expired Training. You can then use the Smart-list filters to display the data you are after.  Under Reports, you have the option to choose reporting from Training or Tasks or to customise your own report. 

In the article:

Create Training & Skills Reports from the Training tab

There is a variety of reporting options you can choose from in the Training Smart-list when creating Training and Skills reporting for your team.

  1. Click Training in the top menu bar.
  2. Click Training Completed or Expired Training
  3. To use all the filter options in the Smart-list make sure Hide Advanced Options and Hide filters are displayed on the screen. (If you click either of these they will change to Show Advanced Options and Show filters and reduce your search options).
  4. Select from the display options or type in the filter boxes to refine your search and display the information you want to report on. 
  5. You have a few choices on how you can view or print the report:
  • Click Create Report. This will open a bar graph report in a new browser which you can print or save as a PDF, or
  • Under Output Data, you have three options. Click Print, this will open a print version of the screen you are seeing, click CSV, an Excel spreadsheet will open or click PDF and a list report will open.

Create Training and Skills reports from the Reports tab: One-click reports

Training Reports

  1. Click Reports in the top menu bar
  2. Click Training.
  3. Choose the type of information you want to report on from the list on the left and the date range, then click the box that bi-sects the two. The report will open in a new browser.
  4. You can print the report or save as a PDF.

Task Reports

In the Tasks option, you have a choice to report on :'To Do Lists' ( Tasks to be completed), 'Overdue Stuff' (Overdue Tasks ) or 'All Sorted'  (Completed Tasks). 

In each of these reporting categories  you can find reports on 'All booked training' and 'Training required tasks'. 

  1. Click Reports in the top menu bar
  2. Click Tasks.
  3. You have a choice to report on :To Do Lists ( Tasks to be completed), Overdue Stuff (Overdue Tasks ) or All Sorted (Completed Tasks). 
  4. Click on the Report of your choice. 
  5. Decide the type of task you want to see data for and the date range, then click the box that bi-sects the two. 
  6. Click Print if you want a hard copy.

More about Training & Skills Reports 

  • If you want to report on training courses completed or coming up in the next 30 days go to Task Reports, choose the To Do List ( coming up) or  All Sorted ( completed) and the date range of next 30 days.
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