Depending on your User Type’s permissions will determine if you have access to the Reports feature. For more information about User Types and permissions please review these two articles: Creating User Types for SafetySkills Engage and SafetySkills Empower and User Permissions for SafetySkills Engage
Begin by going to the Learning Management section of the menu, then click on the “Reports” option. From the Reports page, you can now run a summarized report that will detail the time spent in training, compliance percentage, and outstanding training. To run this report, use the “Report Options” drop-down on the right, and select “Compliance.”
From there, you can use the drop-down options on the left to choose the data you wish to pull into the report.
- The initial drop-down will allow you to choose from groups or all users.
- The “Visibility” drop-down allows you to choose from active users, deactivated users, or both active and deactivated users.
- The “Filter By” drop-down allows you to choose from activation date, due date, assigned date, completed date, or none.
- Depending on the “Filter By” option you chose, you can then select the date range the filter applies to from the “Date Range” drop-down.
For example, if you want to filter by the date a course was activated, you can then choose any activation date that occurred “In the Past,” “Previous Month,” “Current Month,” “Next Month,” “In the Future,” or choose “Custom Range” to select a custom date range. Then, click the blue “Apply Changes” button to have the data populate in the table.
The data in the table will automatically filter by “Login.” This shows you a summary, by login, of the user’s compliance percentage, the total minutes spent on training, and the number of courses they have been assigned and have completed. The total minutes spent on training and the total compliance percentage for the entire data list presented in the table is listed at the bottom.
To see a detailed list of the courses for each learner, click the “+” next to their login.
You can alter the way the table data is sorted by dragging the column headers to and from the text box at the top of the table.
For example, to remove the “Login” filter, you will click and hold your mouse on the “Login” box, and drag it back to the column headers. When you see two white arrows, you can release your mouse.
The filter box will then not have any filter applied.
To apply a different filter for the box, simply click and hold over which column header(s) you would like to filter by, and drag those into the box above. You can filter with multiple column headers.
For instance, if you pulled in both “Login” and “Course Name,” the table would filter the data first by login, and then by course name.
To pull in additional column headers, click the “Add/Remove Columns” button on the top left of the table. Drag a column header into the table until two white arrows appear to pull a new column into the table.
To remove a column header from the report, you will drag the column header to the “Column Chooser” pop-up. When a black “X” appears, you can drop the header and it will be removed from the table.
Once you have the data you need, you can export into Excel at the top-right of the table. Please note: When exporting into Excel, the compliance percentage will appear as a decimal point. To convert this into a percentage, multiple the decimal point by 100.
You may also save this report to make it easier to access in the future. To do so, please review the sections about saving a report located in this article: How To Create and Run Reports – SafetySkills Engage
Please note that this article is for the “Compliance” option on the “Report Options” drop-down of the Reports tab, and not the “Compliance” report link at the top of the “Reports” tab.