How to export reports?

This guide explains how report exports work and how exported reports can be used for review, analysis, and audit purposes.

Many reports within the platform include export functionality, allowing data to be downloaded and reviewed outside the platform.

Available Export Formats

Depending on the academy configuration, reports may be available in:

• PDF format

• CSV format

Some academies provide both options, while others may provide CSV exports only.

Training Matrix Exports

Training matrix reports can be exported to provide a snapshot of employee training records.

Exported information may include:

• User information

• Course status

• Completion records

• Refresher information

Filtered Exports

Exports respect the filters currently applied to the report.

For example:

• Site filter

• Course filter

• Status filter

• Team filter

Only the visible data will be included in the export.

CSV exported data format:

PDF exported data format:

Refresher Report Exports

Where a refresher report is available, refresher information can also be exported.

This allows managers to review refresher requirements separately from general training records.

Using Exported Data

Exported reports can be used for:

• Internal reviews

• Compliance monitoring

• Management reporting

• Audit preparation

• Record keeping

CSV files can also be opened in spreadsheet software for further analysis.

Best Practice

Before exporting reports:

• Review active filters.

• Confirm the correct data is displayed.

• Verify date ranges where applicable.

• Review exported information before sharing.

This helps ensure exported reports contain the intended information.

Platform Variations

Available export formats vary between academies.

Some platforms provide PDF and CSV exports, while others provide CSV exports only.