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How do I run a report for my group?

Please login by clicking on the Log In icon in the top right-hand corner and enter your Username and Password.

From your home screen, click on the Reports tab which is located on the toolbar on the top of your screen.  This will take you into the Reporting feature of CriticalPoint.  On this page, you will see several options for running a report.

  • My Saved Reports – These are reports that you have configured and saved.
  • My Subscriptions – These are reports that you have saved and set up as subscriptions which will allow them to be sent to your email directly based on your requirements. 
  • Public Reports – These are standard template reports that have been created and made public by CriticalPoint. Because many of our customers run the same reports, we created several of the frequently used reports under this tab. In addition, these standard reports can be customized for your facility and saved under My Saved Reports
  • Certificates – Reports on Certificates awarded to your users.
  • Course Transcripts – Reports on Courses and Lesson status, as well as, completion information including scores and dates.
  • User Demographics – Reports on user account information including name, username, email, contact information, organizational information and more.

To run a particular report, click on the name of the Report.  Once you are in the report, you can add fields and filters that you would like to appear in your report.  To add filters and narrow down the data in your report, click on the drop down box to the right of the green plus sign.  Pick the criteria that you would like to filter then click on the Green Plus Sign and fill in the necessary information.

Before you run your report, you must select which fields you would like to appear on your report.  This is done by selecting a field(s) from the box on the left-hand side of the screen.  The saved reports already have fields selected but you can add more or remove fields depending on your needs.  For most reports, it is helpful to select “all fields” to assure that you get the information you need.  If you do this, you may want to add a Name filter and put your name in as the only match so that you do not have too much data to review the first time.

Once you have configured the report to your specifics, click the Run Report tab. A separate window will pop-up and indicate that your report is being generated.  Once the report has been generated, you will have the option to view it on screen by clicking on the HTML icon or you can download and open it in Excel (.csv) by right clicking on the icon and choosing the Save/Download file option.  You can also save the file to view it later by clicking on the Save icon.  This option saves the report to your LMS account.

Depending on how much information is in the report, this process may take several seconds to a few minutes to complete.  Once you are finished with your report, close the pop-up window by clicking on the “X” in the top right-hand corner.