CrossTab Report (Compliance Report)

Trina Mackay

Jun 19, 2025

2743

This report will show all course completions for your staff. You will only see staff that is associated with your role.

Step

Task

Screenshot

In your menu bar at the top of your home screen, Select My Reports/CrossTab/CrossTab.

There is a template you can use for ease of printing which includes all steps to run and utilize the template. Instructions are on the first tab and the template is on the second tab.

You can leave the defaults to show all staff at your home on your report, or you can use several different options to filter your results:

A. If you have visibility of more than one site, you can select the site for the report:
	A1) Click the dropdown beside Site.
	A2) Click on the site(s) you would like the report for. (You will need to repeat for each site you would like to include.)
B. You can also choose one or more employees to include on the report:
	B1) Click the dropdown beside Users.
	B2) Click on the employee(s) you would like the report for. (You will need to repeat for each site you would like to include.)
C. You can also choose which courses to include in the report:
	C1) Click the dropdown beside Courses.
	C2) Click on the course(s) you would like the report for. (You will need to repeat for each site you would like to include.)
D. If you would like a Report for a specific time period:
	D1) Click the dropdown beside Start time and choose the start date.
	D2) Click the dropdown beside End time and choose the end date.

To see only mandatory courses, select the box Program enrolments only.

Otherwise, you will see all courses staff are enrolled in. Mandatory compliance courses and self-enrolled optional courses.

Click on Show to run the report.

Select the column headings to sort,

Use the filter fields to narrow the results.

Use the three dots beside each column heading to select which column headings to include in your report. REMEMBER: The more column headings you add, the wider and larger the report becomes. It is recommended that you select no more than six column headings.

Select Export to Excel to download the report.

If you filtered/sorted any columns, the download file will reflect.

Use the CrossTab Report Template for ease of printing. Instructions are noted on the first tab of the template which can be downloaded directly from the CrossTab Report window.

If you have visibility for multiple sites, it is strongly recommended you filer the site to show one retirement residence at a time. This report is not recommended for multi-site visibility as the report may get too large to print.

Tags