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Reports

How do I save a report?

Using filters, you can customize reports to show only the information you want to see. Frequently, you'll have one set of filters that you'll want to save and use repeatedly. You can do this by creating a bookmark. A bookmark will save a report exactly the way you set it up and create a link that you can access from your reports list. To create a bookmark...

How do I add external data to a user's report?

The Learner’s Transcript Report allows you to log and track training courses that your employees or volunteers have completed that are not included in the RiskManager system. To log an external course a user has completed...

What reports can I get?

RiskManager offers several reports to track your users' course completion, to review their contact information and permissions, and to log external courses that your users may have completed. You can find a brief description of each of the most commonly used reports by clicking "Read more," or you can learn where in RiskManager you can find these reports...

How do I filter a report?

RiskManager offers a variety of different reports that allow you to view your users’ progress in their courses. You can filter these reports to only show information pertinent to your interests. To filter a report, go to Reports > Report list...

How do I print an individual learner's training certificate?

As a manager, you cant print a certificate for any user in the user groups you manage. To print these certificates, go to the admin and click manage courses. Select a green arrow to the left of the course you want a certificate for. Click Print/View certificate and...

How do I export reports?

While you can always view reports from within RiskManager, you can also export them to save and view them outside of the system. To export a report, go to Reports > Report List, and select your desired report. Organize the report by setting a date range and filter, or by selecting a column to sort the report by. When you are ready...