Account Reports
Click on Reports first. Now we can see that there are 6 main areas to choose from: Attempted Inductions, Certificate Statuses, Expiring Certificates, Expiring Documents, Documents for Approval and Schedule Status. Let’s look at Attempted Inductions first.
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We can generate a report for each company that used our induction, for any time-frame, per any site or location and we can also filter our results per induction status such as: successful, incomplete, failed etc.
Each report can be printed using ‘Print’ button or it can be exported into a .zip file.
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Now let’s have a look at Certificate Statuses. Go back to ‘Reports’ and click on ‘Certificate Statuses’. This report is normally used to print out or download all certificates issued to our users.
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Next let’s have a look at ‘Expiring Certificates’.
This report allows us to list all user inductions that expire within a chosen time frame and we can also further filter our results per sites and locations.
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‘Expiring Documents’,’Documents for Approval’ and ‘Schedule Status’ work in the same manner.
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In our next help page we are going to cover ‘Induction Schedule’. Happy inducting.