Print a PDF Transcript of Team Member Activity

Download a PDF training transcript for one team member, a group of members, or your whole team. Transcripts are perfect for licensing visits and audits.

Prerequisites

• You must be a Manager on the team.

Steps

1. Click Members in the top navigation.
2. Choose whose activity to include. For one person, open their row Menu (the three dots) and click Activity. For several people, check the boxes next to their names and click View Activity.
3. Set the date range on the Activity page. Use the quick buttons (This Year, Last Year, This Month, Last Month) or the From and To date fields.
4. Optionally filter by Tags, and use the Columns checkboxes to include Tags or Notes columns in the PDF.
5. Uncheck any individual records you want to leave out. Every row has an include checkbox.
6. Click Download PDF.

Your browser downloads a "Training Transcript" PDF covering the selected members and date range.

Next Steps / Troubleshooting

• The Download PDF button is disabled when no records match your filters. Widen the date range or clear the tag filter.
• Very large reports (over 2,000 records) are generated in the background and emailed to you instead of downloading immediately.
• To go back to the full team after scoping to specific members, click Show all members on the results card.