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How can I report on data in the dulann systems?



Reports allow the user to see data on the modules on the system by displaying the data using rows and columns. These columns can be edited to show what you want to see. Reports can also be exported which will allow you to save a copy of the report, there are different options on the format you can choose to export a report. You can make calculations on operations in the Subcontractor module.

Filter and Export System Matrix

The System Matrix shows a quick overview on the data of people and subcontractors that are on the system. The Matrix allows you to view the list of names, their location(s), their compliance status, related documents and their compliance status. You can export this data from the Matrix.

To access the People Matrix System:

• On the left column, go to People.
• Click ‘Matrix’.

To access the Subcontractor Matrix System:

• On the left column, go to Subcontractors.
• Click ‘Matrix’.

To export data from the Matrix:

Click ‘Export’ at the top of the page – this will automatically export all of the data in the Matrix.

or

Click the Settings icon beside Export - this will allow you to filter what you want to export:

There are multiple options you can select from what you want to export:

1. Documents: documents that have been assigned to people and their status will be exported.
2. Classroom Uploads: documents uploaded by learners and their status will be uploaded.
3. LMS: courses and lessons assigned to the people on the system and their status will be exported.

• You can change the title by entering a new one into the text box.
• Select the number of pages you want to export.
• Select whether you want the view to be normal or condensed.
• Select the format you want to export the data to.

When you have made your selections, click 'Export'.