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Reporting (Management Portal)

Generate Reports from the Reports tab, to see data on all sites you're connected to on your Management Portal.

  1. From the left menu, go to Reports.

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  2. Click any tab (eg. Training) to expand a list of available reports.
  3. Select a report.
     

  4. To customise the report, click Show Filters in the top menu to expand your filter options.

  5. Select the filters. If the report has been customised, click Save to save the filter options for future use.

  6. Frequently Used Reports can be saved to Favourite Reports. Open the report and click the star to the right side of the title.

  7. To download a copy of the report, go to the bottom right corner to export in CSV, Excel or PDF format.

Next Steps