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Site Counseling Reporting

This lesson instructs users on how to access reporting on counseling (HR only)

Step 1 - Access Counseling Portal

From Home page, click on, Counseling

  • Reporting is limited to site and corporate HR users
  • Users with multisite access will need to switch sites in order to pull reports for a different site.

Step 2 - Access Report

Click on Report

Step 3 - Select Date Range and Accounts

Modify the Start and or End date, check the desired accounts, and click the Search button

  • Note: Click once on Check/Uncheck All to select all of the boxes. Check a second time to deselect all boxes.

Step 4 - Review Report

The results for the desired date range and account(s) are displayed



Counseling Complaince Site Ranking

Click on Report in Counseling then Complaince Site Ranking which displays the following details.