Tutorial: How to Run a Corporate Purchase Report

When you partner with StateFoodSafety, you gain access to our free online reporting tool to help you manage your employees’ training! Reports allow you to access information about employee training instantly, from anywhere.

The Corporate Purchase Report is the most comprehensive report type. It will have information about all courses purchased through your company, including employee progress towards completion. Learn how to run a purchase report in 3 easy steps.

Step 1: Log in.

If we have set up a branded training portal with a custom URL just for your company, go to that page and log in.

If you don’t have a custom URL and your LMS (learning management system) integrates with ours, go to www.statefoodsafety.com and click on the red “My Account” button in the upper right-hand corner. Select “Login” and enter the username and password for your corporate administrator account. If you don’t have a corporate administrator account yet, contact your dedicated account manager to set one up!

(Please note the username and password are case-sensitive. We can reset the password for you, if needed. Contact your dedicated account manager or call Customer Support at 801-494-1416 if you have trouble logging in.)

Step 1: Go to statefoodsafety.com and log in

Step 2: Enter the reporting tool.

Click Reporting on the left-hand side of your account dashboard.

Step 2: Enter the reporting tool

Step 3: Click Open, then select a report type.

Click on the Open button to open a report. A pop-up window will appear with a list of available report types.

Double-click on Corporate Purchase Report.

Step 3: Double-click on Corporate Purchase Report

At this point, you have a few options for how to proceed. The more filters you add, the more specific the report data will be. Please note the Purchased Through field will always be set to your company name by default, even when it appears blank. If you want the ability to view data for individual locations, we can add that for you! Contact your account manager to start the process.

  • You can leave all fields in Filters blank and click Run. This will create a master list of all courses purchased through your company.
  • You can limit your results by selecting From and To dates for when the courses were purchased.
  • In the Product Type field, you can sort by type of training: Food Handler, Food Manager, Food Allergens, or Alcohol Server.

After you have set your filters and clicked Run, you can sort your results by clicking on the header of any column. You can also export your results. The Export button on the right side of the page will generate an Excel spreadsheet. As you can see from the dropdown menu to the right of Export, the default is set to “All,” meaning all the data in the table will be included in the spreadsheet.
Export your report data through the Export button
If you only need to export some of the data in the table, you can change the dropdown menu to “Selection.” Select which rows you want by checking the boxes on the left side of each row and click Export.

To export the data as a CSV file instead of an Excel spreadsheet, change the dropdown menu on the far right to “CSV” before clicking Export.

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— Louise Estes and Jessica Pettit

Click here to download this tutorial as a PDF!

Updated: 05/30/2019 — 4:08 pm
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