Reporting - Courses

Video Tutorial:

Step-By-Step Tutorial:

1. Select Courses on your left navigation bar.
    

2. Select Reporting.
    

3. Choose between Organization Compliance and Provider Compliance.
    

4. Organization Compliance: This report shows which users have completed the assigned courses.
    

5. The drop down menus allow you to filter this information by Organization, Course, or Status. You can sort by User Name, Organization, Course, or Expiration Date. You can order by Ascending or Descending order.
6. This information can be exported to an Excel document by selecting Export Data.
7. Provider Compliance: This report will show which providers have completed the assigned courses.
    

8. The drop down menus allow you to filter this information by Course or by Status. You can sort this information by User Name, Course, or Expiration Date. You can order by Ascending or Descending order.
9. This information can be exported to an Excel document by selecting Export Data.
10. Reminders can be used on either report to remind your users to complete a course before a set expiration date. You can select Send next to the user name to send these reminders.
     

11. These details will be given prior to sending the reminder. If you elect to proceed, select Send Reminder.