Skip to content

Prove compliance

Reporting & exports

Build the report you need, schedule it, and export it instead of rebuilding it.

Reporting is where most training systems fall down. In Elevate the report you need for an inspection, a board pack, a client or a tender is a filter and an export — and it can arrive in your inbox on a schedule without anyone running it.

  • Build custom reports by choosing the data you care about
  • Use matrix views to compare branches, departments and roles at a glance
  • Filter to a single course, path or requirement
  • Schedule reports to send to named administrators automatically

The problem this solves

The monthly training report is often a person's afternoon: export, paste, pivot, chase the gaps, format, send. It is out of date the day it lands.

In practice

A standing monthly board report

Completion by service, overdue by service and everything expiring in the next 60 days is built once and scheduled for the first working day of the month. Nobody produces it; the team just reads it.

What your people can do

  • See their own record clearly, which cuts the questions managers field

What managers and administrators can do

  • Build custom reports by choosing the data you care about
  • Use matrix views to compare branches, departments and roles at a glance
  • Filter to a single course, path or requirement
  • Schedule reports to send to named administrators automatically
  • Export for inspections, audits, clients and tenders
Training compliance matrix showing course status across employees, branches and departments

See completion across people, branches and departments in one matrix, then focus attention where training is still outstanding.

In detail

Build the view you need

Choose the people, organisational details and courses that matter, then create a focused matrix for follow-up or export.

Report configuration with employee fields, course filters and a training matrix

Common questions

Can reports be sent automatically?
Yes — reports can be scheduled and sent to administrators on a regular basis.
Can we export the data?
Yes, reports are exportable for audits, clients and tenders.
Can we build our own report layouts?
Yes. You choose the fields and filters rather than being limited to fixed templates.

Next step

See Elevate with your own sector in mind

A short, no-obligation walkthrough of the platform using examples relevant to your organisation. If it isn't a fit, we'll tell you.

  • A live walkthrough, not a slide deck
  • Questions answered by someone who knows the sector
  • A written follow-up with what we discussed
  • No obligation to go further