Difference between revisions of "Courses and Qualifications Report"

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[[File:helpheader_small.png|right]]
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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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''Location in standard build:'' '''[[Reports Tab]] > "General" section > Courses & Qualifications'''
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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 & Qualifications Report is a report which takes data from the [[Courses]] and [[Qualifications]] features. It is usually used to show which people completed a particular course, or held a particular qualification, over a time frame.
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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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[[file:CAQR_1.png]]
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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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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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===Filters===
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[[File:helpheader_small.png|right]]
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You can filter the reporting output by:
 
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* '''Start Date''' and '''End Date''' - note that this date range filter refers '''only''' to the date that a course/qualification was obtained, i.e. the start date. The date of expiry of [[Courses]] and [[Qualifications]] is not included in this date filter.
 
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* '''Type?''' - choose from [[Courses]] or [[Qualifications]] as appropriate
 
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* '''Expiry Status''' - choose from "All Records", "Expired" or "Current" - this is worked out by whether the date of expiry is before or after today (Courses and Qualifications that expire ''today'' are regarded as current)
 
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* Course, or a range of courses
 
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* Qualification, or a range of qualifications
 
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===Output formats===
 
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The output can be ordered by:
 
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* Name (of the person holding the courses/qualifications)
 
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* Name of course/qualification
 
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* Date of course/qualification
 
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==Data Sources==
 
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This report takes data from information entered in the [[Course]] and[[Qualifications]] sections at the bottom of organisation/people Details screens.
 
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The drop-down list which gives users the options to enter in these sections is [[Courses and Qualifications]].
 
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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
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