Certificate Matrix Report
The purpose of this article is to guide users on how to generate and utilise the Certificate Matrix Report in SuperPath. It provides step-by-step instructions for selecting specific employees or teams, choosing certificates to report on, and reviewing the status of each certificate. The article also explains how to edit, export, and save the report for future use, ensuring organisations can effectively track certificate compliance and expiration across their workforce.
Navigate to https://app.superpath.io/reports
Click on 'Certificates Matrix'.
In this report, you are required to select the specific employee or team you want to report on. Let's search for and click on the 'All Company Team' to report on everyone.
Click on the 'Select Certificates' dropdown and select all of the certificates you wish to report on.
Once you have all of the certificates selected, click 'Generate'.
The report will reveal 'All Members' and the status of each certificate, a green tick for 'Has Certificate' a grey circle with a line for 'Certificate Expired' and a red cross for 'Does NOT have certificate'.
Hovering over a green tick will provide details on who it was awarded by and the dates it was created, awarded and will expire.
Hovering over a grey circle tick will provide details on who it was awarded by and the dates it was created, awarded and will expire.
Click 'Edit' if you want to make changes to the team or certificates selected.
Once you have made your changes, click 'Generate' to update the report.
Click 'Export' to export the data shown into a CSV file that will be sent to your 'Downloads' folder on your computer.
If you want to save the file to generate again at a later date, click on the 'Save Report' button.
Give the report a name that will allow you to easily identify it in the 'Saved Reports' tab. Click 'Save'.
Navigate to https://app.superpath.io/reports
Click on 'Certificates Matrix'.
In this report, you are required to select the specific employee or team you want to report on. Let's search for and click on the 'All Company Team' to report on everyone.
Click on the 'Select Certificates' dropdown and select all of the certificates you wish to report on.
Once you have all of the certificates selected, click 'Generate'.
The report will reveal 'All Members' and the status of each certificate, a green tick for 'Has Certificate' a grey circle with a line for 'Certificate Expired' and a red cross for 'Does NOT have certificate'.
Hovering over a green tick will provide details on who it was awarded by and the dates it was created, awarded and will expire.
Hovering over a grey circle tick will provide details on who it was awarded by and the dates it was created, awarded and will expire.
Click 'Edit' if you want to make changes to the team or certificates selected.
Once you have made your changes, click 'Generate' to update the report.
Click 'Export' to export the data shown into a CSV file that will be sent to your 'Downloads' folder on your computer.
If you want to save the file to generate again at a later date, click on the 'Save Report' button.
Give the report a name that will allow you to easily identify it in the 'Saved Reports' tab. Click 'Save'.
Updated on: 13/02/2025
Thank you!