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Tracking reports

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.

Learners who move between groups

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.

tip

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.