Most popular reports & exports
- Audit logs: Administrators can export a host of information across all applications to gain insight into engagement with the platform as well as investigate issues, e.g. user login totals, page views
- User sync log: Set the filters to 'System' & 'User' in the audit log to see and export information about the sync. Esaily spot failures or reasons why users were blocked/not created.
- Remaining holiday quota for your staff: Within the Holiday Planner application, set your scope of user groups and see a list of all staff's used and remaining holiday quota. A valuable tool for any manager who wishes to remain vigilant against any end-of-year accumulations of holiday days.
- Bradford Factor: The widely used absence management calculation is available as a Holiday Planner report. See the 'Bradford Score' of any staff within the scope you set.
- Document Permissions Report: Working with a document management system can often yield doubts about whether permissions have been correctly set throughout a folder structure. Simply pick a user, and see a report on what they can and can't see within your structure.
- Expenses: Generate a list of all submitted expenses and their important details.
- Craft your own reports: The Reports application is a valuable tool for querying your database's information and fetching bespoke reports that go beyond the standard offerings. Available for Projects, Policy Manager, Courses, Learning and Quiz.
Per application
Audit Log
Badges
Calendar
Courses & Learning
- Course and Module Activity Reports
- Export training records
- Create a custom report
- Uploaded SCORM packages can be downloaded by editing modules
Digital Assets Manager
Documents
- Our guide here details each report available
- Bulk export
Events
Expenses
Gallery
Holiday Planner
- There are 5 reports available, including user quota & Bradford factor
- Users can download their own requests to a PDF
Infocapture
- Use the report wizard to create reports across projects
- Each project and its tickets can be exported to a CSV
Knowledge Base
Org Chart
People
Policy Manager
- Acceptance or approval reports
- Create a custom report
- Individual policies can be downloaded to PDF
- Export list of policies to CSV
Projects
Quiz
Thank You