The Training History report shows all training that has been completed across your account. Use it to check who has completed which courses, review individual training details and export records for audits or compliance checks.
Opening the report
Log in to your Human Focus account.
Go to Reporting Dashboard.
Select Training History.
Filtering the report
Filters let you narrow the report down to the people, courses, Site locations and dates you need. You can use one filter on its own or combine several to build a very specific report.
How to apply filters
Click Filters at the top left of the report.
Set one or more of the filters described below.
Click Apply. The report updates to show only the records that match all of your chosen filters.
Good to know: When you combine filters, the report only shows records that match every filter you have set. For example, Site Location = London and Department = Accounts shows only Accounts staff based in London.
Search User
Use this to find the training history of one particular person.
Click in the Search User box.
Type the user’s name.
Click Apply.
Tip: Leave this box empty to see all users.
e-Folder (course subject)
An e-Folder groups courses by subject, for example Display Screen Equipment or Fire Safety. Use this filter to see all training within one subject area.
Click the e-Folder drop-down.
Select the e-Folder you want.
Click Apply.
Training (course title)
Use this to see who has completed one specific course.
Click the Training drop-down.
Type part of the course name or number in the Search here… box, or scroll through the list. Courses are shown with their course number, for example 732 – Display Screen Work – For Managers.
Select the course.
Click Apply.
Tip: Select an e-Folder first to make the Training list shorter and easier to search.
Site Location
Use this to see training for users based at one or more sites.
Click the Site Location drop-down.
Tick the check box next to each site you want. Use the Search here… box to find a site quickly, or tick the box at the top to select all sites.
Click Apply.
Tip: The option shown as “-” includes users who have no site location assigned.
Department
Use this to see training for one or more departments, for example Accounts or Customer Support.
Click the Department drop-down.
Tick the check box next to each department you want.
Click Apply.
User Group
User groups are custom groups set up in your account, for example New Starters or Managers. Use this filter to report on one or more of these groups.
Click the User Group drop-down.
Tick the check box next to each group you want.
Click Apply.
User Status
Use this to choose whether the report includes current users, former users or both.
Option | What it shows |
Active | Users who currently have access to the system (selected by default) |
Archived | Users who have been archived, for example leavers |
All | Both active and archived users |
Click the User Status drop-down.
Choose Active, Archived or All.
Click Apply.
Tip: If you can’t find a user who has left the organisation, change User Status to Archived or All.
From Date and To Date
Use these to see training completed within a set period, for example the last financial year.
Click From Date and select the start date.
Click To Date and select the end date.
Click Apply.
Tip: You can set just a From Date to see everything completed since that date, or just a To Date to see everything completed up to that date.
Job Role
Use this to see training for users with one or more job roles.
Click the Job Role drop-down.
Select the job role(s) you want.
Click Apply.
Job Title
Use this to find users by their job title.
Click in the Job Title box.
Type the job title, or part of it.
Click Apply.
Shift
Use this to see training for users on one or more shifts, for example Day Shift, Shift A or Weekend Shift.
Click the Shift drop-down.
Select the shift(s) you want. Use the Search here… box to find a shift quickly.
Click Apply.
Filters at a glance
Filter | Type | Select more than one? |
Search User | Type a name | No |
e-Folder | Drop-down list | No |
Training | Drop-down list with search | No |
Site Location | Check boxes with search | Yes |
Department | Check boxes | Yes |
User Group | Check boxes | Yes |
User Status | Active / Archived / All | No |
From Date / To Date | Date picker | – |
Job Role | Drop-down list | Yes |
Job Title | Type a title | No |
Shift | Drop-down list with search | Yes |
Saving filters
If you run the same report regularly, you can save your filter settings so you don’t have to set them each time.
Set the filters you want.
Click Save Filters at the bottom of the filters panel.
Your saved filters will be applied the next time you open the Training History report.
Resetting filters
To clear all filters and return to the full report, use either option:
Option 1: In the Filters Summary above the report table, click Reset.
Option 2: Click Filters, then click Reset at the bottom of the filters panel.
Sorting and display options
Sort By
Use Sort By to change the order of the records in the report.
Click Sort By.
In the first row, choose a column from Select Column, then choose Ascending order or Descending order.
To add a second level of sorting, set the second row in the same way. For example, sort by Site Location first, then by Person Name.
Click Apply.
Click Reset in the Sort By panel to return to the default order.
Records Per Page
Use the Records Per Page drop-down at the top right to choose how many users are shown on each page. Use the page numbers at the bottom of the report to move between pages.
Reviewing a user’s training details
Open Reporting Dashboard > Training History.
Click on a user’s bar to view their training details.
Select the course you want to review.
Exporting the report
You can export the report to Excel to keep a copy or share it.
Open Reporting Dashboard > Training History.
Click Export to Excel at the top right of the report.
A new tab will open. Keep it open until the download has finished.
Tips and FAQs
Can I use more than one filter at a time?
Yes. Select all the filters you need, then click Apply once.
Why can’t I find an archived user?
Check the User Status filter. It is set to Active by default. Select Archived or All to include users who are no longer active.
My report looks empty. What should I do?
Your filters may be too narrow. Check the Filters Summary above the report table, or click Reset to start again.
My export didn’t download.
Keep the new tab open until the file has finished downloading. Closing it early can stop the download.