Training Reports

Creation date: 27/11/2023 1:26 pm    Updated: 27/11/2023 1:26 pm
There is a variety of different training reports that you can put together through Engage. 

If you would like a personal report that shows training information about 1 individual, pop to Employees / "View" the employee / Training tab, and click on 'Download Training PDF' in the top right hand side of the screen. This will extract a PDF of the employee with their photo, driver's licence information, and training detail with your branding on the report. 




Another area of training reports includes our Quick Reports. This shows information for key requirements put into easy to access reports. To explore the Quick Reports, pop to Reports / Quick Reports / Whichever report is required. 

The filters at the top of the Quick Report all you to customise the information to your requirements. 



The Engage Training Report can also be used when bulk training information is required. By popping to Reports / Training Report, you can customise the filters to extract your requirements, then Engage puts the information into a tidy Excel report. You also have the option to Schedule Report on a weekly basis if you would like the report to be emailed regularly. Please note that we also send reminder emails for training 4 weeks in advance to the employee who's training is expiring, as well as their manager. The expiring training info can also be found on the Engage dashboard widget, however please note that what you see here will depend on your authorities given. 



If you have any other queries about Training Reports or any other areas of Engage, please email support@engagesolutions.co.nz and we will get back to you as soon as we can.