Difference between revisions of "Groups and Skills Report"

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[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 13:55, 24 April 2014 (BST)
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Note that on the printed output of this report, a blue folder is available, meaning that you can use the Blue Folder Lookup functionality here.
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[[File:GSR_2.png|border]]
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[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 13:58, 24 April 2014 (BST)

Revision as of 12:58, 24 April 2014

The Groups and Skills Report allows you to see which people on the system are categorised by group/skill. (Groups and skills are often used to categorise volunteers and support workers, to aid in matching with clients, but can also be used for anything you like.)

Access the Groups and Skills report by clicking on Reports > Office Reports > Memberships/Skills Report.


File:GSR 1.png


This will take you to the criteria selection screen.


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The report is comprehensive, and allows you to report on any group or skill, as well as any or all of the relevant types of organisations and people. Particularly useful is the choice of date-related options;


File:RAO 8.png


Note that on the printed output of this report, a blue folder is available, meaning that you can use the Blue Folder Lookup functionality here.


File:GSR 2.png


Rob Kay - manual author (talk) 13:58, 24 April 2014 (BST)