Training Reporting

Overview

The Training Reporting menu displays comprehensive reports on employee training and certifications within the company. This feature allows you to monitor training statistics, view the training list, and analyze training summaries per project.

Page Navigation

The Training Reporting page is located within the menu: Dashboard » Reporting » Training

Training Statistics

At the top of the page, a summary of training statistics is displayed in card format:

Tabs Navigation

There are several tabs for viewing training data:

Filter Options

Search Bar

A search column is available to easily find training data based on:

• Employee name
• Employee Code
• Certification Title
• Issuer
• Location

Training List Table

Table Structure

Training List Table Data

Additional Data (From Second Image)

Summary by Project Table

Summary Table Structure

Summary Table Data

Expiring Soon Tab

The Expiring Soon tab displays trainings/certificates that will expire in the near future.

Filter Days

Days: 30 Trainings expiring within the next 30 days

Setting for the number of days to filter trainings that will expire (default: 30 days).

Expiring Soon Table

No data for this period (0-0 of 0)

Expiring Soon Tab Features

Status and Training Types

Training Status

Certificate Type

Training Type

Data Analysis

From Statistics:

• Total Trainings: 2 employees with multiple records
• Active: 2 (all records are still active)
• Warning: 0
• Expiring Soon: 0
• Expired: 0

From Summary by Project (Project 6900B181220100):

• Total Employees: 2 (Imam Saeful Millah A and Muhammad Jahidin)
• Active: 2
• Revoked: 1 (one certificate revoked)
• Pending: 0

Interpretation:

• Employees have multiple training records.
• All certificates are of type Lifetime (valid for life).
• Nothing requires special attention (Warning/Expiring Soon).
• There is 1 certificate with Revoked status.

Other Features

Columns

Click the Columns button to adjust the columns displayed in the table:

Available columns:

• No
• Employee Code
• Employee Name
• Certification Title
• Certification Date
• Valid Until
• Issuer
• Location
• Training Type
• Certificate Number
• Certificate Type
• Status
• Training Status
• Days Until Expiration
• Project Code

Filters

Click the Filters button to filter data based on:

Filter by:

• Training Status (Active, Warning, Expiring Soon, Expired)
• Certificate Type (Lifetime, Specific Date)
• Training Type (Soft Skill, Hard Skill, etc.)
• Issuer
• Location
• Project Code
• Date Range (Certification Date, Valid Until)

Export

Click the Export button to export table data to the following formats:

Usage Tips

1. Monitor Validity Periods - Pay attention to the Expiring Soon tab to know which certificates need to be renewed.
2. Filter by Certificate Type - Separate Lifetime and Specific Date certificates for different management approaches.
3. Check Revoked Status - Pay attention to the Revoked column in the Summary by Project for certificates that have been revoked.
4. Review Summary by Project - View the per-project summary to ensure all employees have the necessary certifications.
5. Export Data - Export reports for audit purposes or reporting to management.
6. Use Date Range - Filter by Certification Date Range to view trainings within a specific period.
7. Pay Attention to Certificate Number - The certificate number is important for authenticity verification.

Common Scenarios

Scenario 1: Monthly Certification Review

At the beginning of each month, perform a certification review:

1. Open the Expiring Soon tab.
2. Set Days = 30 or 60.
3. View the list of employees who need to renew their certificates.
4. Remind them to attend retraining.

Scenario 2: Checking Lifetime Certificates

For certificates that are valid for life:

1. Filter Certificate Type = Lifetime.
2. No need to worry about the expiration date.
3. Focus on the certificate's validity (not revoked).

Scenario 3: Per-Project Report

For project management needs:

1. Open the Summary by Project tab.
2. Export data to Excel.
3. Create a chart of training status distribution per project.
4. Identify projects with many expired/revoked certificates.

Troubleshooting

Data Does Not Appear

• Check the year and month filters.
• Ensure the selected tab is correct.
• Refresh the page.
• Check the internet connection.

Numbers Are Incorrect

• Verify the filter period.
• Check data consistency in the Training menu.
• Ensure there is no data duplication.

Days Until Expiration Does Not Appear

• For Lifetime certificates, this column is blank.
• Ensure Valid Until is filled for Specific Date certificates.

Export Fails

• Ensure there is no popup blocker.
• Limit the amount of data being exported if it's too much.
• Try the CSV format if Excel has issues.

Expiring Soon Tab is Empty

• Check the Days setting (may be too small).
• Ensure there are trainings with validity periods within that range.
• Try increasing the day range.
• Check if all certificates are of the Lifetime type (no expiry).

Integration with Related Menus

Training Management

Data is sourced from the Training Management menu.

Employee Database

Employee information is integrated with the Employee Database.

Project Management

The per-project summary is related to Project Management.

Competency Matrix

Certification data is used for the Competency Matrix.

Next Steps

• Training Management
• Employee Database
• Project Management
• Competency Matrix