Difference between revisions of "Courses and Qualifications Report"
From Charitylog Manual
| Line 15: | Line 15: | ||
You can filter the reporting output by: | You can filter the reporting output by: | ||
| − | * '''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 | + | * '''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. |
| − | * '''Type?''' - choose from | + | * '''Type?''' - choose from Courses or Qualifications as appropriate |
* '''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) | * '''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) | ||
* '''Course''', or a range of courses | * '''Course''', or a range of courses | ||
Revision as of 13:57, 12 June 2017
Location in standard build: Reports Tab > "General" section > Courses & Qualifications
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.
Filters
You can filter the reporting output by:
- 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.
- Type? - choose from Courses or Qualifications as appropriate
- 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)
- Course, or a range of courses
- Qualification, or a range of qualifications
Output formats
The output can be ordered by:
- Name (of the person holding the courses/qualifications)
- Name of course/qualification
- Date of course/qualification
Data Sources
This report takes data from information entered in the Courses and Qualifications sections at the bottom of organisation/people Details screens.
The drop-down list which gives users the options to enter in these sections is Courses and Qualifications.
Rob Kay - manual author (talk) 14:46, 12 June 2017 (BST)
