Certification Report on Individual Users

I have a sheet where the Primary Column is the name of the user. There is a Certification column that lists all possible Certifications that a user can have. The final column is a Date column.

I want to do a report that lists the user, and any of the certifications in the Certification column that have a Date and meet other criteria. This has to be done individually on each certification because some expire sooner than others and some never expire.

Is this possible?


Best Answer

  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓

    Hey @SEBERCAW

    You'll need to have the name of the User down every row. Then you can Filter by the Date column being empty or not, and Group by the Name column (if you're on a Business or Enterprise plan).

    So if this is the source sheet:

    Then this could be your Report:


    Here's a free webinar on Reports: SmartStart: Reporting

    Cheers,

    Genevieve

Answers

  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓

    Hey @SEBERCAW

    You'll need to have the name of the User down every row. Then you can Filter by the Date column being empty or not, and Group by the Name column (if you're on a Business or Enterprise plan).

    So if this is the source sheet:

    Then this could be your Report:


    Here's a free webinar on Reports: SmartStart: Reporting

    Cheers,

    Genevieve

  • OK, thanks. I decided to do the following command in the Source sheet for if the certification expires in a year:

    =IF(DATE@row >= TODAY(-365), 1, 0)

    or this command if there is no expiration date:

    =IF(DATE@row <> "", 1, 0)

    Then I filtered the report by only checked boxes.

    Seems to work fine.

    Thanks again.