Demo Client Portal

status descriptions could go here

Status Reports should allow ability to pull down departments.

I would like a report with all of the department information, supervisors, etc., so I can sort out my department information and notify the supervisors of who has not completed anti-harassment training.


In this instance I have a new team created with all learners  who are required to complete the training however I have no way of knowing from the report what department they are on.

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  • Jul 19 2017
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  • Daniel Binkholder commented
    July 20, 2017 14:34

    I had a client that asked for the ability to download the status report that indicates which team the learner is in. I know that multiple people can be in multiple teams, but maybe the default can be the highest parent team they are in. Or maybe it can include the duplicates so that if the report was exported into Excel, you could sort by team and just arrange it that way to review usage within each team (or create a pivot table). Here is a client that mentioned it:

    By the way -  I can now download the status report from the team section. However that report does not show teams. Is there another one that shows status and includes teams?

      Ric F. Sierra

    Senior Human Resources Generalist

    4800 State Road 60 East

    Mulberry, FL  33860

    Office: +1-863-578-1224

    Cell:     +1-813-417-6757

  • Alexandra Manolis commented
    September 27, 2017 23:27

    I also had this request come in today - 


    Hi Alex,


    Is it possible to get a report of usage for each person for the month which includes their manager’s name?  I don’t see an option to combine usage data along with informational fields such as manager, department, etc.


    Thank you,




    Kerry Coxe

    Human Resources Coordinator


    2701 Renaissance Blvd

    King Of Prussia, PA 19406

    610-768-5812 ext. 1747


  • Daniel Binkholder commented
    November 7, 2017 16:29

    This has been somewhat addressed by the latest enhancement in the status detail report, but it does NOT allow for other profile information, like supervisor, to be included.