Access the Training Matrix via Reporting → Training Matrix to track and report on all staff qualifications. Expiry dates are colour-coded (red expired, yellow <30 days, blue <60 days, green valid, black no expiry) so you can quickly identify status.
Use advanced filters to narrow results by staff, department, role, expiry status, or specific qualifications. Data can be exported as a CSV or Excel file, with the Excel export retaining the colour-coded expiry dates.
To access the Training Matrix, navigate to Reporting → Training Matrix.
The Training Matrix allows you to track and report on all staff qualifications in one place.
🎨 Colour Status Guide
Qualifications with an expiry date are colour-coded for quick visibility:
🔴 Red — Expired
🟡 Yellow — Expiring within 30 days
🔵 Blue — Expiring within 60 days
🟢 Green — Valid for more than 60 days
⚫ Black — Date entered but no expiry set
🔎 Advanced Filters
You can filter the matrix by:
Staff (multi-select supported)
Department
Role
Expiry Status
Qualifications (select all or choose individually)
📤 Export Options
Click Export on the right-hand side to download:
CSV Export — Standard data export
Export Excel — Includes the same colour-coded expiry dates shown in the Training Matrix
Export Attachments- This will export all attachments from your staff qualifications.
