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How to Run a Report for a Terminated Employee

Running reports for terminated users

Written by Jill
Updated over 3 months ago

When an employee is marked as Inactive (terminated) in Carebility, they may not appear in reports by default. If you need to review a terminated employee’s past training or compliance history, you can include them by using the Status filter in reports.

Follow these steps:

  1. Navigate to the report you want to run:

    • Reports > Users, or

    • Reports > Activity

  2. Locate the Status filter at the top of the report.

  3. Select Inactive to include terminated employees in the results.

    • Active: Current employees who have logged into Carebility

    • Pending: Active employees who have not logged in yet

    • Inactive: Employees no longer employed or on temporary leave

  4. Search for the employee by name.

  5. Set the appropriate date range to reflect the time period you need for that employee.

  6. Run or export the report as needed.

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