Tutorial: How to Run a Corporate Certificate 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 Certificate Report is a targeted report to help you see which employees will need to renew their certificates soon. It has information about all your employees who have earned a certificate, including the expiration date of each certificate. Learn how to run a certificate 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 account manager or call Customer Support at 801-494-1416.)

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 Certificate Report.

Step 3: Double-click on Corporate Certificate 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 This will create a master list of all employees in your company with certificates.
  • You can limit your results by selecting From and To dates for when the certificates were awarded or when they expire(d).
  • In the Product Type field, you can sort by type of training: Food Handler, Food Manager, 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: May 30, 2019 — 4:06 pm
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