REPORTS

TRAIN TRACK® includes a variety of standard reports, and a custom report filter that allows you to filter for any criteria from multiple fields, and view or export your results.

For information on exporting reports to other file formats, please see the Export Data section.

Report Menu

The Report Menu displays the available standard reports which you may view, print, or export. Report functions are organized under tabbed pages:

• Standard
• Export/Email
• Audit Trail

To view the report menu, follow these steps:

1. Open any screen.
2. From the Navigation Pane, select Report Menu.
3. The Report Menu will open.

On the Reports tab, the standard reports are listed. You may move reports you use often to the top of the list by marking them as favorites. Standard report data includes:

• Favorite?: This column shows which reports you have marked as favorites. Your favorites are displayed at the top of the list.
• Report Title
• Description
• Date Range?: This column indicates if the report is based on a date range that you specify.
• Rqd Only?: This column indicates if the report only includes training that is required, or includes all training.
• Status: This column lists the training completion statuses included in the report.

Status key:

N = Needed
S = Scheduled
C = Completed
F = Failed
E = Expired
I = Inactive (Inactive training and inactive employees are included)

Favorites

To mark a report as a favorite, follow these steps:

1. From the Report Menu, select the report.
2. Click Mark as Favorite.

To remove a report from favorites, follow these steps:

1. From the Report Menu, select the report.
2. Click Remove from Favorites.

View or Print Reports

To view a report, follow these steps:

1. From the Report Menu, select the report.
2. Click View Report.
3. If it is a date range report, a screen will open where you may select the date range for the report, and then click View Report.

To print a report, follow these steps:

1. From the Report Menu, select the report.
2. Click Print Report.
3. If it is a date range report, a screen will open where you may select the date range for the repor, and then click Print Report.

Using Your Logo on Reports

The program allows you to specify a logo image to include on all of your reports in place of the default TRAIN TRACK® logo. The logo will need to be saved to each workstation using the program. If you wish to save the existing logo, rename the existing file before placing your logo in the directory.

To set up your own logo for reports, follow these steps:

1. Create your logo in .jpg format, no larger than 80 x 320 pixels.
2. Save your logo to C:\Program Files\TRAINTRACK\logo.jpg.

Page Setup

To change the page setup, paper size, and printer, open the report and select Page Setup from the menu bar.

From the report menu, you may view the report titled "Report Matrix" to see what's included on each report.