How do I group training data from multiple customers into one view, report, or spreadsheet?

If multiple customers need their employee data grouped together, it is possible through the Data Consolidation View in the compliance portal.

If you have a customer that is set up as multiple locations, and that customer wants to view all employees of all locations in one place, this is possible by grouping all of the locations together using Group Management, then signing into the compliance portal using the parent location that you set, and finally switching to the Data Consolidation View in the Training Administration page. Lets break those steps down.

To group locations together, log into the affiliate back end, then navigate to Manage Customers -> Customers. Find the customer whom you want to be the parent customer. The parent customer is able to switch to children customers in the compliance portal. Click on Group Administrator. Then click on the customers whom you want the parent to control, and hit Save.

Next, to test out the functionality, log into the compliance portal as the parent customer, navigate to Training -> Administration, and then enter the admin password. Click on Switch Accounts near the top of the page, and then enter their Group Admin password. You will then have the ability to switch to the Data Consolidation View. Just select the child customers that you want to be a part of the data, and then hit Update View.