Certifications Reports

Certifications Reports displays the details of all employees, including roles and status.  

This article will give you an in-depth look at what is in a Employees Report and the basic steps of setting one up. 

👉 Jump To [Certifications Reports] [Helpful Tips] 

Certifications Reports

1. Navigate to the Reports Module in the left side menu.
2. Choose Certifications as your report type.  
3. Click into the Display Fields, Sorting, and Ordering field. This field allows you to choose which filters you would like to display.
   
    
   • Click on the name of the field to choose ascending, descending, or neither. The small blue arrow next to the field name will indicate which choice you have made.
   • Click the small black arrows next to the name of each field to change the order of the fields.
   • Click the "x" next to the name of each field to delete that field.
   • Click the "x" at the end of ALL the fields, to delete all of the fields displayed.
   • Once you have deleted all of the fields, click in the empty box and choose the fields you are looking for from the drop-down menu.
      
4. Choose your Filters. Filters allows you to narrow down your fields in your report even more.
   • Click "+ Add" to add a new filter.
   • Select a field from the drop down menu, as well as an operator.
   • Enter the information you are looking to filter in the empty field. 
     
      
5. Choose your Grouping. Groupings will give structure to your data and help organize it.
   • Click "+ Add Group" to add a new Group.

   • Choose options from the drop down menus. Click the "x" to delete a group. 
     
      

     ❗NOTE:  The order that you have your groups listed as you set up your report is how they will show up on your finalized report. 

     
      

6.  Set up the Orientation parameters for your report. 
   
    

7. When you have finished setting up your report you can either Generate Report or Download CSV. 
   

   ✨TIP: Generate Report allows you to view your report on screen BEFORE you download it, allowing you to check over your report to ensure accuracy and correct set up. 

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Helpful Tips

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