Table of Contents
Report Components
Enhanced Filtering: Filters based on date range, day dropdown, and operation area (Front of House/Back of House) to narrow down reports.
Date Range and Day Filters: Filter reports based on specific time frames or select pre-configured options such as "Today" or "Last 7 Days."
Completion Rate (By Position): View training completion rates by position (e.g., Front Counter, iPOS). Use > arrow to dropdown each position to see more details:
- Green: Stamped
- Blue: Completed
- Yellow: Started
- Red: Not Started
Completion Rate (By Permission Levels): View training completion rates by permission level (e.g., Director, Manager). Use > arrow to dropdown each position to see more details:
- Green: Stamped
- Blue: Completed
- Yellow: Started
- Red: Not Started
Recent Passports: View recent completed passports per Team Member. Click on the name to see details on the Passport.
Trained Team Members: See a list view of the total number of Passports completed by position.
Report Generation
Steps to Generate a Training Report
1. Select "Reports" in your left menu, then navigate to the Passport section using the top navigation. Press the Export icon on the top left.
2. Choose the report you wish to generate.
- Trained Team Members
- Completion Rate by Position for role-specific feedback.
- Completion Rate by Permission Level for feedback based on permission roles.
- Recent Passports for an overview of trained vs. untrained team members.
