TrainMeUK LogoTrainMeUK

Exporting Reports

Generate and export training reports in various formats

Overview

The reporting system allows you to:

  • View training analytics and dashboards
  • Generate compliance reports for regulators
  • Export data in PDF, CSV, and Excel formats
  • Filter reports by various criteria

Accessing Reports

1

Open the Reports Section

  1. Log in as an Admin
  2. Click Admin in the navigation menu
  3. Select Reports
2

Choose Report Type

The reports page offers different views:

  • Enhanced Export - Detailed, filterable reports
  • Executive Summary - High-level overview
  • Course Performance - Course-specific analytics
  • Compliance Reports - Regulatory-focused reports

Report Types Available

Executive Summary

High-level metrics including:

  • Total users and active learners
  • Overall completion rates
  • Training hours completed
  • Compliance status overview

Course Performance

Detailed view of each course:

  • Enrollment numbers
  • Completion rates
  • Average scores
  • Time to complete

Department Reports

Breakdown by department:

  • Department-level completion rates
  • Overdue training by department
  • Top performing teams
  • Training gaps

Compliance Reports

For regulatory purposes:

  • Framework-specific reports
  • Ofsted-ready exports
  • ICO compliance summaries
  • HSE training records

Filtering Reports

Date Range

  1. Set the start date
  2. Set the end date
  3. Report updates to show data for that period

Department Filter

  • Select specific departments
  • Or choose "All Departments"
  • View department-specific data

Location Filter

  • Filter by work location
  • Useful for multi-site organisations

Job Title Filter

  • Filter by specific roles
  • See how different groups perform

Exporting Data

Export Formats

FormatBest For
PDFFormal reports, sharing with stakeholders, printing
CSVData analysis, importing to other systems
ExcelSpreadsheet analysis, pivot tables, charts

Step-by-Step: Exporting a Report

  1. Configure your filters (date range, department, etc.)
  2. Preview the data to ensure it's correct
  3. Click the Export button
  4. Select your preferred format
  5. Wait for the file to generate
  6. Download when ready

Using the Enhanced Export Section

The Enhanced Export provides the most detailed reports:

1

Select Report Type

Choose from:

  • Comprehensive (all data)
  • Course Performance
  • User Progress
  • Compliance specific
2

Configure Filters

  • Date range
  • Departments
  • Locations
  • Specific courses
3

Load Data

Click Load Report Data to fetch the current data.

4

Review

Check the data matches your expectations before exporting.

5

Export

Choose your format and download.

Understanding Report Data

Completion Status Values

StatusMeaning
CompletedUser has finished the course
PassedUser completed with passing score
In ProgressUser has started but not finished
Not StartedUser hasn't begun the course
ExpiredCertification has expired

Key Metrics

  • Completion Rate: Percentage of assigned users who completed the course
  • Average Score: Mean score across all completions
  • Time to Complete: Average time from start to finish
  • Overdue Count: Users who haven't completed by due date

Tips for Effective Reporting

Choose the Right Date Range

  • For trends: Use longer periods (quarterly, yearly)
  • For compliance snapshots: Use current date
  • For audits: Use the audit period

Use Consistent Filters

When comparing periods:

  • Keep department/location filters the same
  • Note any filter changes in your analysis

Export Regularly

For compliance:

  • Export monthly compliance snapshots
  • Keep historical records
  • Document for audits

Share Appropriately

  • PDF for executives and regulators
  • Excel for HR to analyse
  • CSV for data teams

Troubleshooting

Report takes long to generate

Large data exports may take time. For very large exports:

  • Narrow the date range
  • Apply more filters
  • Try off-peak hours

Export fails

  • Check your internet connection
  • Try a smaller data set first
  • Try a different format

Data seems incorrect

  • Verify your filter settings
  • Check the date range is correct
  • Ensure you're looking at the right metric
  • Contact support if issues persist

Missing users in report

  • Check department/location filters
  • Verify users have the correct profile data
  • Check if users are active (inactive users may be filtered)

Related Guides