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Steps for Generating Foundation in Geneos Accreditation Exam Report

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• How to generate a Foundation in Geneos Accreditation Exam Report?

Preflight Check Copied

• Ask the requester for conditions to narrow down the list, i.e., certification date, expiration date, email address, etc.
• Make sure the requester is authorized to make the request and receive the list. We are sending them personal data, which could create a potential breach of GDPR.
• In this particular exercise, we are going to use Citi as an example organization since it’s common for them to ask for the list.

Answer Copied

1. Go to training.itrsgroup.com/#/dashboard

2. Access the Admin Menu: Click “Menu” and select “Admin”.

3. Navigate to Reports: Under “Admin”, go to “Reports” and then “Certificates”.

4. Filters for the Report: In the “Add filter” option, specify the required filters (e.g., email address contains ‘citi’).

5. In the “Display Columns” section, uncheck “Department” and check the box next to “Email Address”.

Note: Email addresses are included so that we can check if there are other email addresses that should not be included.

6. Generate Report: Click the “Generate Report File” button to create the report file. Choose the desired format (e.g., Excel).

7. Download Report: Wait a few seconds and then click the “Download” button.

8. Access Report: You can view the report by opening the file or via your Downloads folder.

IMPORTANT: Scan the report and make sure no other organizations are copied before you send it out to the requester