Reports and Audit Export
Reporting is where compliance training pays off: clear evidence of who has completed what, ready to hand to an auditor. This is one of the most important tools for an administrator.
Tracking completion
Your dashboard shows completion at a glance — overall progress and key numbers across your organization. Drill into a group or subgroup to see how a specific part of your organization is doing.
Enrollment and completion reports
Generate reports that list each assigned learner and their status (not started, in progress, completed) along with relevant dates and any due dates. Export these to CSV to share with stakeholders or keep for your records.
Status reports
The User Status report for a package lists everyone assigned to it, with their assignment date, completion date, and assignment type. Sort it by email, name, assignment date, or completion date, filter it by assignment start and end dates, and download it as a CSV when you need it outside the platform.
Detailed tracking reports
For SCORM courses, detailed tracking reports capture the underlying activity — completion status and timing — so you have a defensible record of training for audits.
Supplier-level tracking report
If you run several groups under the same supplier number — for example, one group per site or project — you can pull a single tracking report that covers every group sharing that supplier number, instead of running each group's report separately.
This is especially useful when people move between a supplier's projects. Because completion is recorded once per learner and course, someone who completed the training under one project still shows as completed in the supplier-level report — so you can demonstrate they were already trained without re-running anything. Anyone genuinely new, or whose training package has since been updated, still shows as outstanding.
To run it, open the Groups list and find any group belonging to the supplier. You can start the report two ways:
- Select the supplier number in that row — it opens a short menu — and choose Tracking Report.
- Or open the row's ⋯ actions menu and choose Tracking Report.
The report downloads as an Excel workbook covering all of that supplier's groups. Each row lists the learner and their status, and any custom fields you've defined — such as a project or region — appear as columns, so you can see which project each person sits under.
Each row shows the group the training was assigned under — not the learner's current group. Someone who has moved therefore appears more than once: once for what they did under their previous group, and once for their current one, so you can see where each piece of training was earned.
You only see groups your report already covers. An organization-wide, package, or course report shows the full history. A report scoped to a single group, or to one supplier number, shows only that scope's own groups — so one supplier is never named in another supplier's report; training done elsewhere simply appears under your own group.
Hover over a row in the Groups list to reveal a copy icon next to the supplier number — a quick way to grab the number for a search or a support request.
Scheduled reports
Rather than running the same report by hand, subscribe to a schedule and have it generated and delivered automatically on the cadence you choose — daily, weekly, or monthly. This keeps stakeholders informed without manual effort.
Adding custom recipients
By default, a scheduled report is only emailed to the administrator who set up the schedule. To also send it to people who don't have an account on the platform — an external stakeholder, an auditor, a shared team inbox — select Add custom recipients next to the schedule and enter their email addresses, separated by a comma or Enter.
Custom recipients get the same report as the administrator, on the same schedule, and each email includes:
- A link to download the report.
- An unsubscribe link that removes only that recipient from the schedule — it doesn't affect the administrator or any other recipient.
The administrator's own unsubscribe link works differently: it turns the schedule off entirely, and no one — including any custom recipients — will receive further reports until it's turned back on.
Custom recipients are a way to keep an external auditor, or shared inbox informed without giving them a login on the platform.
Custom field reporting
If you've defined custom fields, you can include them in reports — useful for slicing completion by attributes specific to your organization.
For audit readiness, export a completion report at the end of each training cycle and keep it with your compliance records. It's your proof that the required training was assigned and completed.