This article will detail the meaning of the data that can be populated by the Training Matrix Report in Enterprise accounts. The training matrix report allows managers to audit training applied to team members at each location and also filter for those expired or expiring soon.
How to access the training matrix report
On the Reports tab in your Enterprise account
Filter the training matrix report
You can use the Location drop-down menu on the top left to filter for specific locations or areas you wish to review, or just select All locations to see all training.
Click on the date selector to choose a period to generate a report for.
You can filter for the expiry status of the training displayed in the report. You can use the drop down menu to select from:
- All training
- Training that has expired
- Training due to expire in 30 days
- Training due to expire in 60 days
- Training due to expire in 90 days
Print the report
Once you have filtered the report to display the desired report, you can print the report if required by clicking on the Print View or printer icon.