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      Reporting (Management Portal)

      Reports can be generated from the Reports tab relating to all companies linked to your Management Portal.

      1. From the left menu, go to Reports.

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      2. Click any tab (eg. Training) to expand a list of available reports.
      3. Select a report.
         

      4. To customise the report, click Show Filters in the top menu to expand your filter options.

      5. Select the filters. If the report has been customised, click Save to save the filter options for future use.

      6. Frequently Used Reports can be saved to Favourite Reports. Open the report and click the star to the right side of the title.

      7. To download a copy of the report, go to the bottom right corner to export in CSV, Excel or PDF format.

      Next Steps

      Managing Documents (Management Portal)