TRAIN TRACK® Web Edition Help Manual
Reports
Report Menu
Open the Report Menu by clicking "Report/Send > Report Menu" from the navigation bar at the top of the screen. Under each section, there is a primary report, and a set of similar reports that allow the user to filter the data. Limited and Exam level users will only be able to use the primary reports. Standard and Administrator users will be able to use the filtered reports, as they will have a larger set of data available to them. From the report menu, select one of the following reports to view.
Completed Training
These reports display all training that was completed within the selected date range, even if the training is now expired. Inactive training is not included, and inactive employees are not included. If you wish to sort by any of the columns, click on the column heading. Click again to switch ascending/descending. After sorting, you may enter a date range and click Update. For the filtered reports, enter a date range and select the item or items you wish to filter for, and click Update.
Completed
Completed for Selected Department
Completed for Selected Department and Training
Completed for Selected Employee
Completed for Selected Training
Training Due
These reports display all training that is currently needed, plus any training that will expire or become due within the selected number of days. You may enter the number of days you want to see training will be due within, and click update. For the filtered reports, enter the number of days and select the item you wish to filter for, and click Update.
Due
Due for Selected Employee
Due for Selected Department
Due for Selected Training
Training History
These reports display all training events within the selected date range. This includes training that was scheduled, completed, or failed, even if it has expired. If you wish to sort by any of the columns, click on the column heading. Click again to switch ascending/descending. After sorting, you may enter a date range and click Update. For the filtered reports, enter a date range and select the item or items you wish to filter for, and click Update.
Training History
Training History for Selected Department
Training History for Selected Employee
Training History for Selected Training
Status of Required Training
These reports display the status of required training. For each employee, the report includes a list of all required training, and the completion status. If you wish to sort by any of the columns, click on the column heading. Click again to switch ascending/descending. For the filtered reports, select the item you wish to filter for, and click Update.
Status
Status for Selected Department
Status for Selected Employee
Status for Selected Training
Scheduled Classes
This report displays scheduled classes and the enrolled employees for each class. To view a class sign-in sheet for an individual class, open the class detail screen and click on the link.
Class Roster
Lists
These reports dispaly a list of all active employees or all active training.
Employee List
Training List
Audit Trail
These reports display data from the audit trail. They include information about all record additions, changes, or deletions in the database. The User Logins report displays user logins.
Record Changes
User Logins
Export to Excel
Some reports include the option to export the data to Excel® by clicking a link at the top of the page. To export your data, click the link. Select "Save as..." and save the file to a location where you will be able to find it. Open the report in Excel®. You may save any of the reports to Excel® by simply highlighting the data in the report on your screen, copying, and pasting the data into Excel®. Note that when exporting to Excel®, the data is exported without the filter, so all data will be exported. To get your filtered data, use the copy and paste method.
View as pdf
Some reports include the option to view the data as a .pdf file by clicking a link at the top of the page. To view your data, click the link. You must have a .pdf reader installed to use this option. You can also view your data in a report format by simply righ-clicking on the page, and selecting "Print" from the pop-up menu. You can do this from any page in the program, not just the reports. Note that when exporting to .pdf, the data is exported without the filter, so all data will be exported. To get your filtered data, use the right-click and select "Print" method.