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Training User Report


Training User Report

Overview

The Training reports are available from the Training Reports section, the Training Objects section of the Reporter Home Page, or the Desktop Database Navigator.

The Training User Report will display specified training users and their signoff status for all training items.

To view the Training User Report, select the User Report link from the Training Reports.

Report Basics

The Training User Report contains the following key areas:

Report Options

The report contains an Options pane that allows you to select which objects and states to include in the report. You can display and hide the Options pane by selecting the Options/Menu button.

The Options pane provides the following report options:

OptionDescription
Active Revs onlyIf this option is checked, the report will only include the latest/active Training revisions. If this option is unchecked, the report will include all Training item revisions.
Include Recurring itemsIf this option is checked, the report will include Training items whose Frequency field is set to: Recurring
Include Rev Change itemsIf this option is checked, the report will include Training items whose Frequency field is set to: Recurring - Rev Change
Include Pending itemsIf this option is checked, the report will include users who have not completed the training
Include Completed itemsIf this option is checked, the report will include users who have completed the training

The Options pane also provides an option to define the timeframe for reporting users. To set a timeframe, click the Set date limits option.

You can define Due Date and Completed Date timeframes.

The report allows you to include specific field values to filter the report results.

Report Users

You can include an unlimited number of users in the Training report. To add a user, click the Add Users link in the Users section.

The Add Users panel will be displayed

From the Add Users panel you will be able to add and search on users, groups, and business units

To add a user or group, click the hyperlink or Apply buttons.

You can remove users by clicking the remove icon on the user list.

Report Results

The report output includes the following fields:

FieldDescription
TrainingTraining Part Number or Name
RevRevision of Training item
DescriptionDescription of the Training
UserUser assigned to training
StatusTraining user signoff status
Due DateTraining user due date
CompletedTraining user completed date
NotesUser signoff notes
FrequencyTraining Frequency

You can sort any field by clicking the header title. A sort indicator will appear.

The report results will contain hyperlinks to launch the reported objects directly.

Results Export

You can export the results by clicking the Save/Export toolbar button.

From the Export Report panel, you can select the output format and file name.

Once the format and file have been specified, click the Save/Export Results button to create the report.

If the file is created successfully, the download link will be available. To view the report, click the download link.

Results Paging

The report toolbar will display the following information.

If the total number of returned records exceeds the number of results per page, the report will display a paging control.

You can navigate the results pages by clicking a specific page number or by using the Previous and Next buttons.