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      Management Portal Reports

      Reports in your Management Portal enables reports to be generated relating to all the companies connected to your Management Portal.

      1. In the left hand menu, go to Reports.

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      2. Click on the tab (eg. Training) to expand a list of available reports and select the report you wish to view.
         

      3. To customise the report click Show Filters in the top right corner to expand your filter options.

      4. Select the desired filters and customise your report.

        If you customise a report you can click Save to retain that report for future use.

      5. Reports you use frequently can be saved to your Favourite Reports. Open the report and click the star to the right side of the title.

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

      Next Steps

      Management Portal Documents