Reports

As a sponsor of your client organizations in your portfolio, you have access to real time data of their performance on assigned trainings. Thus, you can create reports at any time, for any needs.

There are a few ways you can access and create your needed reports:

• By Portfolio at large

• By Individual Company

• By Training for Individual Company

• By Individual Training

Generate a Report

You can generate a report for all of your portfolio companies in three different ways:

1. Global Portfolio Company report

   1. This can additionall be refined by the sector you are interested in

2. Individual Company report

   1. Choose a company of interest to generate a report

3. Partner Specific Report

   1. For any of your reporting partners, you can generate a report for them

Select a date range for your report. The date range is related to the due date of the assignment. Then you can click next and download the report.

Partial view of the exported CSV of training data for a set of fake companies and learners.

Report by Client

"Export Report" button available on client page

Navigate to a client of interest in your portfolio and you can click the "Generate Report" button in the top right to generate a report of lifetime completion data for this organization.

You can drill down into the specific trainings you would like to include in the report as well as setting different time periods.

Report by Training for Client

When on a client's page, you can see their list of trainings that have been assigned and select any one to "Export" an single report for just that training. See the image above in Report by Client for what this row looks like.

Report by Training

Navigate to a particular training detail page to be able to report by:

• All companies in the portfolio for all instances of this training

• Company by company instance

Report from the training detail page in two ways: 1) export entire portfolio, 2) export by client instance