Step 1: Access Reports
On desktop: Look for the Reports section in the left-hand sidebar.
On mobile/tablet: Tap the menu icon (☰) — also known as the hamburger icon — and select Reports from the list.
Step 2: Navigate to Activity
In the Reports section, click on Activity.
Choose the provider or facility from the list.
Employees will be displayed alphabetically.
Step 3: View Individual Transcripts
Find the employee you need, then click the Actions icon next to their name.
This will show you the education assigned to that employee for the time frame selected.
Step 4: Filter by Due Date and Course
In the upper-right corner, use the date picker to filter the transcript by due date or completed date:
You can select a custom date range or use preset options like “This Month” or “Last Month.”
Click APPLY
You'll also want to review the course filter and select the course(s) you want to search
📅 How the Date Range Picker Works
The date range picker allows you to narrow your report results to a specific time frame.
Select a start date (e.g., June 1)
Select an end date (e.g., June 30)
The system will then display only the courses with due dates or completed dates that fall within the dates you’ve chosen. * Note: completed dates are only going to show courses completed.
Step 5: Download the Transcript
Once the transcript is visible, you'll see the option to download the report directly.
This can be helpful for record-keeping, compliance, or audits.
If you have any issues accessing reports or locating specific transcripts, please reach out to our support team.
