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:
| Option | Description |
|---|---|
| Active Revs only | If 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 items | If this option is checked, the report will include Training items whose Frequency field is set to: Recurring |
| Include Rev Change items | If this option is checked, the report will include Training items whose Frequency field is set to: Recurring - Rev Change |
| Include Pending items | If this option is checked, the report will include users who have not completed the training |
| Include Completed items | If 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:
| Field | Description |
|---|---|
| Training | Training Part Number or Name |
| Rev | Revision of Training item |
| Description | Description of the Training |
| User | User assigned to training |
| Status | Training user signoff status |
| Due Date | Training user due date |
| Completed | Training user completed date |
| Notes | User signoff notes |
| Frequency | Training 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.
