Reports

In simple words

Reports is part of Training. Enrolment, attendance and revenue. This guide takes you through it in 6 short steps.

Where it fits in your work — Collect. Fees, instalments and receipts with reminders for pending payments.

Before you start

• You need to be signed in to your company's workspace. Training appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• Reports belongs to Records in Training. Enrolment, attendance and revenue.

Step by step

1. 1

   Step 1

   Open Training

   Sign in and open the Training panel from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Open “Reports”

   In the left menu of Training, open the page called “Reports” (some pages sit inside a menu group — click the group to expand it).

3. 3

   Step 3

   Find what you need

   Type in the search box (“Search this list…”) to find a record quickly.

4. 4

   Step 4

   Narrow the list

   Use these filters to see only what you want:

   • Search
5. 5

   Step 5

   Other actions on this screen

   You will also see these buttons:

   • CSV
   • Excel
   • PDF
6. 6

   Step 6

   Done

   Enrolment, attendance and revenue.

Tips

• The search box accepts: Search this list…. Start typing and the list narrows down.
• Use “CSV” or “Excel” or “PDF” to download what you see, for example to share it or keep a copy.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open Training → Open “Reports” → Find what you need → Narrow the list → Other actions on this screen → Done

What it connects to

• Online Tests

  Tests and exams for students.

• Client & Student Portal

  The student portal.

• Finance

  Student fees and receipts.

• Team Chat

  Class and batch announcements.

What you will see on this screen

These are the parts of the Reports screen, exactly as they appear in the product.

Why use Training

Training replaces training & learning management software, on the same login and the same data.

• Run programs, batches and fees without spreadsheets
• Students get their own portal for classes, work and certificates
• Certificates issued with public verification
• Fee reminders go out on their own

Who uses Training

• Training managers

  Design programs and batches and watch enrolment and revenue.

• Mentors & trainers

  Run classes, review assignments and guide projects.

• Admissions

  Take applications and enrol students.

• Students

  Use their own portal for schedule, work, certificates and payments.

More in Records