Reports

You can access overviews of certain information straight from the Control Center page. To see a list of Expired Trainings, OpenTrainings, Conducted Trainings, or Upcoming Trainings, simply click the Show button the right side any of these bars.

To view or sort other information about your company’s compliance, the Reports section of Branchworks provides a number of useful tools.

Click on Reports from the Control Center.

·    Buttons with word “compliance” show what percentage of trainings and policies have been verified by different categories (e.g. Training Topic, Location, and Department). To see compliance sorted according to all multiple categories side by side, click on the Compliance Overview button.

·     Training Log tracks completed trainings

·     Blank Contacts highlights employees who are missing contact information

·     Notification Log allows you to track notifications that have been sent to employees

·     [is  “assignment” the term for both policies and training topics together, or does it have another meaning? It would be helpful to define this!]

·     [Question for SMG: what does “Adequacy” means here?]

Create a Custom Report

Within reports, Save Favorites will allow you to easily run the same report in the future. This report will then show up as a button on the Reports and Stats page, so you can easily run it again in the future.