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

How It Works

The reporting system aggregates training data from across your LMS to provide insights into completion rates, compliance status, user engagement, and training effectiveness. Reports can be viewed on-screen or exported for external use.

Data Aggregation

Reports pull data from multiple sources:

Course Completion Records - Progress, scores, and completion dates
Session Attendance - Who attended which training sessions
User Information - Departments, roles, locations, hire dates
Assignment Data - What training is assigned and when
Deadline Information - Due dates, overdue status, completion timelines
Pathway Progress - Completion status across learning pathways

Report Generation Process

When you generate a report:

Apply Filters - Select date ranges, departments, courses, or user criteria
Data Query - System queries the database based on your filters
Calculation - Computes metrics like completion rates, averages, percentages
Formatting - Organizes data into readable tables and charts
Export Options - Can be viewed on-screen or exported in various formats

Export Formats

Reports can be exported in different formats:

PDF Reports

Formatted documents
Good for presentations
Print-ready
Includes charts and formatting

Excel/CSV

Raw data format
Can be analyzed further
Pivot tables possible
Good for data manipulation

On-Screen View

Interactive dashboards
Filterable views
Real-time data
Charts and visualizations

Filtering and Customization

Reports can be filtered by:

Date Ranges - Specific time periods for training activity
Departments - Focus on specific teams or business units
Courses - Report on specific training programmes
Users - Individual or group-level reporting
Status - Completed, in progress, overdue, not started
Compliance Frameworks - Framework-specific reporting

Real-Time Data

Reports reflect current data:

Data is updated as training progresses
Completion status reflects latest attendance marks
New assignments appear immediately
No need to wait for scheduled updates

Tip

Export reports regularly for compliance documentation. PDF exports are ideal for audits, while Excel exports allow further analysis and custom formatting.

Accessing Reports

Open the Reports Section

Log in as an Admin
Click Admin in the navigation menu
Select Reports

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

Set the start date
Set the end date
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

Format	Best For
PDF	Formal reports, sharing with stakeholders, printing
CSV	Data analysis, importing to other systems
Excel	Spreadsheet analysis, pivot tables, charts

Step-by-Step: Exporting a Report

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

Using the Enhanced Export Section

The Enhanced Export provides the most detailed reports:

Select Report Type

Choose from:

Comprehensive (all data)
Course Performance
User Progress
Compliance specific

Configure Filters

Date range
Departments
Locations
Specific courses

Load Data

Click Load Report Data to fetch the current data.

Review

Check the data matches your expectations before exporting.

Export

Choose your format and download.

Understanding Report Data

Completion Status Values

Status	Meaning
Completed	User has finished the course
Passed	User completed with passing score
In Progress	User has started but not finished
Not Started	User hasn't begun the course
Expired	Certification 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

Team Management Dashboard - Managers' view of team training
Adding Frameworks - Set up compliance frameworks
Dynamic Groups - Understand group membership for reports