Difference between revisions of "Courses and Qualifications Report"

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(Created page with "right The Courses and Qualifications report shows which people had a course/qualification over a time frame. Access it by clicking '''Reports >...")
 
 
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[[File:course_qual1.jpg|400px|alt="a screenshot of the courses and qualifications report button in the report menu."]]
  
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This reports on both Courses and Qualifications that are added to records via the [[Organisations_and_People#Blue_Links|Blue Links]] at the bottom. [https://wiki.charitylog.co.uk/index.php?title=Courses_and_Qualifications Click here] to see how to add Courses & Qualifications. The webinar below explains how to run the report. Additional information is below.
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{{#ev:youtube|fP6XZkBKPiA|790}}
  
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The Courses and Qualifications report shows which people had a course/qualification over a time frame. Access it by clicking '''Reports > Office Reports > Courses and Qualifications Report'''.
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[[File:course_qual2.jpg|700px|alt="a screenshot of the courses and qualifications report criteria fields, as listed below."]]
  
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* '''Start Date''' - Select the earliest date to report from, courses and qualifications dated before this will be excluded.
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* '''End Date''' - Select the latest date to report to, courses and qualifications dated after this will be excluded.
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* '''Type?''' - Specify to report on all or just courses or qualifications.
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* '''Expiry Status''' - You can filter by expired or current if required.
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* '''Courses''' - If reporting on courses select the courses required, or select 'All Courses'.
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* '''Qualifications''' - If reporting on qualifications select the qualifications required, or select 'All qualifications'.
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* '''Order By''' - Select the display order of the report.
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[[File:course_qual3.jpg|700px|alt="a screenshot of the courses and qualifications report results."]]
  
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[[File:CAQR_1.png|border]]
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Each section and the total will have the [[File:Icon_bluefolder.PNG|link=Blue Folder Lookup]] Icon to access the [[Blue Folder Lookup]] screen.
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[[File:helpheader_small.png|right]]
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You are then prompted to enter:
 
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* Date range
 
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* The courses and qualifications you are interested in
 
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* The order of the display output
 
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Note that you can select more than one course/qualification at once, by holding the "ctrl" key (on a PC) and selecting several courses/qualifications.
 
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[[File:RAO_3.png|border]]
 
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[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 13:02, 24 April 2014 (BST)
 

Latest revision as of 08:45, 21 May 2024

"a screenshot of the courses and qualifications report button in the report menu."

This reports on both Courses and Qualifications that are added to records via the Blue Links at the bottom. Click here to see how to add Courses & Qualifications. The webinar below explains how to run the report. Additional information is below.

"a screenshot of the courses and qualifications report criteria fields, as listed below."

  • Start Date - Select the earliest date to report from, courses and qualifications dated before this will be excluded.
  • End Date - Select the latest date to report to, courses and qualifications dated after this will be excluded.
  • Type? - Specify to report on all or just courses or qualifications.
  • Expiry Status - You can filter by expired or current if required.
  • Courses - If reporting on courses select the courses required, or select 'All Courses'.
  • Qualifications - If reporting on qualifications select the qualifications required, or select 'All qualifications'.
  • Order By - Select the display order of the report.

"a screenshot of the courses and qualifications report results."

Each section and the total will have the Icon bluefolder.PNG Icon to access the Blue Folder Lookup screen.

Helpheader small.png
Retrieved from ‘https://wiki.dizions.co.uk/index.php?title=Courses_and_Qualifications_Report&oldid=17561’