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Reporting - Training Distribution

  • Updated

The training distribution page shows all module allocations and their status. It allows managers to filter trainees and allocations, refining the data needed for reports. Reports can be generated to identify which modules are outstanding, completed or in progress, enabling efficient monitoring, compliance management and follow-up planning.

Why this is useful

Checking allocations allows you to:

  • Track progress – see which users have completed their training and which are outstanding.
  • Plan follow-ups – identify trainees who require reminders or additional support.
  • Ensure compliance – Confirm that mandatory training is completed in time.
  • Gain insights into training - understand completion patterns, identify gaps and evaluate effectiveness across departments, 

Accessing the Training Distribution Page

  • Go to the Dashboard
  • Click the Activity tab,
  • Select Training Distribution.
  • This page shows all assigned training items, including their status.

Filtering Your Data (recommend)

Filters help focus on specific training items, user groups, or statuses. Filters include:

Filter Description
Training Item Type Assignment, Document, Event, Module, Signable Document, or Survey
Trainee Tags Tags assigned to trainees (e.g. department)
Training Item Tags Tags assigned to training items for grouping
Allocation Tags Tags assigned to allocations
Given on Date when the training was assigned
Overdue Items past their due date
Expired Training that is no longer active or valid
Archived Training that has been archived
Area/Aspect Specific learning areas or org units

To apply filters:

  1. Click on Filter 

  2. Select the Filters you need.

  3. Apply to update the listed results. 

Generating a report

Now that you have applied your filters you can generate your report by:

  1. Clicking Bulk Actions.

  2. Select All and click Download Data.

  3. When generating a report, the following fields can be included:

    Category Fields
    Allocation
    • IID
    • Status
    • Is complete
    • Given on
    • Due on
    • Expires on
    • Archived on
    • Completed on
    • Passed Timestamp
    • Formatted Score
    • Time spent
    Trainee
    • ID
    • First name
    • Last name
    • Email address
    • Status
    • Visibility
    • Can be issued training
    • Can be sent communications
    • Mobile number
    • Organisational unit
    • Tags
    • Activation code
    • Created on
    • First login
    • Last login
    Training Item
    • ID
    • Name
    • Type
    • Folder
    • Status
    • Tags

  4. Once you've chosen which fields to include click Generate. 

Once your export is generated you can download the CSV file and check module allocations and completion status. 

Good Practices

Following these practices helps with efficiency and keeps teams compliant:

  • Tag Allocations - assign tags to training items so they can be easily found and filtered.
  • Combine filters - focus on specific departments, modules and deadlines.
  • Review reports regularly - ensure trainees complete training on time.

If you have any questions about this feature, please reach out to the Support Team.

 

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