Status Report / Status Matrix / Status Graph

Overview

Requirement Reports allow you to generate reports that show what Requirements are assigned, where they are assigned, which ones are overdue or coming due or provide a status of their training Requirements. If Requirements are not completed by their Due Date, they are considered "exceptions".

Status Report - This reports list all training Requirements that apply to Students. Requirements that have been met are marked with a check mark (Note: Some versions of this report may use Y/N to indicate "met", or an "X" to indicate met.)
Status Matrix - This version of the status report shows the data as a Matrix, with students going down the page in rows and courses going across the page in columns. Different symbols are used to indicate the time period in which the requirement is due.
Status Graph - This version of the status report shows the completion percentage of assigned requirements for each student.

To Generate

To generate these reports, perform the following steps:

Select the desired version of the report from the Supervisor Reports tab of the Reports menu.
Select the Students to include in the report. For help on selecting students see Selecting Students For Reports.
Select an End Date for the report. For help on selecting a date range see Selecting Report Date Ranges.
Choose additional report options:
- Students With No Training - Check this box to include selected students even if they have no training due by the report end date.
- Courses (Optional) - If you wish to filter the report by one or more courses, then select courses for the report.
- Priorities To Include - Check the boxes for the Requirement Priorities you wish included in the report. By default all boxes are checked.
Select a File Type for the report.
Select a Report Form for the report.

Tip: Unless your system includes custom report forms you may only have one possible selection for a Report Form.

Click the Run button to generate your report. The Back button will return you to the Supervisor Reports menu. The Save button allows you to save the report as a favorite.