To be able to view and edit reports, you will need access to Management Console and Management Information. From here, you can see the reports that are assigned to you. Just click on the title of the report that you wish to view and the system will automatically download it for you.
Please note that if the report is in Excel format, you should click on the Data tab once it has opened to see the status of the staff that have been assigned the training modules.
To edit a report assigned to you, select the EDIT button on the relevant report
You will now have access to edit and make changes to the report. Once you have chosen the appropriate options you can:
1. Run a live report - Click Run report straight away to see the data results, either as a drill down screen in another tab of your browser window or an excel straight to your device.
2. Update report definition - this will update the existing report. Remember to click Update Report Definition
3. Save as a new report definition – To save a new version of an existing report for later you can give your report a name. You will have the option to save to your report area (do not share with other administrators) or to share in a MI domain you have available to you by choosing one from the drop down. Remember to click Save Report Definition
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