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Certification reporting via the business portal

Available for the following Business Portal platforms: Business Portal, Reseller Business Portal
Available for the following Business Portal access: Business Portal Admin, Business Portal Owner

The Business Portal Certifications Reporting feature allows you to create a report that you can use to analyse how your employees are progressing with their assigned certifications, see what is overdue and when their manager approved their submission. You can also use this feature to download a CSV file of the data, enabling you to load the report into a CSV-supported program like Microsoft Excel.

Getting started

Creating a certification report

Important

Certifications assigned to pending employees do not show in the Certification report.

  1. Click the Business Reports menu.
  2. Click the Certifications submenu.
  3. Chose from the following filters to refine the displayed data:
    • Show terminated employees.
    • Show archived certifications.
    • Employee.
    • Type.
    • Certification name.
    • Status.
    • Organisations
  4. Click the Filter button.
    Certification_1.jpg

Maintain

Download your certifications report

Important

Certifications assigned to pending employees do not show in the Certification report.

  1. Click the Business Reports menu.
  2. Click the Certifications submenu.
  3. Chose from the following filters to refine the displayed data:
    • Show terminated employees.
    • Show archived certifications.
    • Employee.
    • Type.
    • Certification name.
    • Status.
    • Organisations
  4. Click the Filter button.
  5. Click the Download CSV button.
    Certification_2.jpg

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