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Training report

An overview of the Training report within Employee data reports in Sage HR, and how to use it.

Written by Oliver Cook

The Training report is a useful tool to see a list of all the training you've assigned to employees.

To access this report:

  1. Click Reports.

  2. Click Employee data.

  3. Click Training.

Training appears on one of three tabs:

  • Awaiting approval

  • Upcoming

  • Completed

On each tab, you can see the following

  • The employee the training is assigned to

  • Title of the training

  • Cost

  • Dates

  • Attachments

You can also do the following actions on each training:

  • Complete (Awaiting approval tab only)

  • Preview training (eye icon)

  • Edit training (pencil icon)

  • Delete training (trash can icon)

Filters

You can filter the report by:

  • Teams

  • Locations

  • Training types

Export report

Click Export to download the report to Excel. This option appears at the bottom of the list. This export option will only appear if there is any training available to export.

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