Difference between revisions of "Groups and Skills Report"
From Charitylog Manual
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[[File:helpheader_small.png|right]] | [[File:helpheader_small.png|right]] | ||
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| − | + | ''Location in standard build:'' '''[[Reports Tab]] > "General" section > Memberships/Skills'''. | |
| − | [[File: | + | [[File:cl_GASR_1.png|border]] |
| − | The | + | The Groups and Skills Report allows you to see which people on the system are categorised using the [[Groups and Skills]] feature. |
| + | [[File:cl_GASR_2.png|border]] | ||
| − | |||
| + | ===Report Filters=== | ||
| − | + | You can filter the output by: | |
| + | * '''Start Date''' | ||
| + | * '''End Date''' | ||
| + | * '''Show Orgs/People with Memberships/Groups which''' - this option works in conjunction with the date fields above, and has options of: | ||
| + | ** ''Were active for the whole period'' | ||
| + | ** ''Were active for only part of the period'' | ||
| + | ** ''Were active for part or whole of the period'' | ||
| + | ** ''Started and ended during the period'' | ||
| + | ** ''Started during the period'' | ||
| + | ** ''Ended during the period'' | ||
| + | * '''Show Orgs/People who are''' - choose from "Active", "Not Active", or "Active and Not Active" | ||
| + | * '''Person/Organisation Category''' - choose particular [[Organisation and People Categories]] | ||
| + | * '''"Include"''' options - choose to include or exclude any of the active Organisation/Person Types on the system. | ||
| + | ** ''Include'' - include anyone with this Type unless later excluded | ||
| + | ** ''Exclude'' - exclude anyone with this Type, even if they were previously included by virtue of another Type that they have | ||
| + | ** ''Not Relevant'' - ignore. ''If you leave all of the Type options set to "Not Relevant", everyone will be included, regardless of Type.'' | ||
| − | [[ | + | |
| + | ===Output Options=== | ||
| + | |||
| + | * '''List Order''' - order the output by '''Membership Started Date''', '''Memberships Ended Date''', '''Memberships/Groups''' (order by name of the group/skill) or '''Name''' (order by name of the person/organisation). | ||
| + | |||
| + | |||
| + | ===Data Sources=== | ||
| + | |||
| + | This report takes data mainly from the [[Groups and Skills]] feature which appears at the bottom of Organisation/Person [[Details Screen]]s. It also allows filtering by the [[Active Field]] and by Organisation/Person Type. | ||
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| − | + | [[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 15:50, 12 June 2017 (BST) | |
| − | [[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) | + | [[File:helpheader_small.png|right]] |
| + | [[Category: Reporting]] | ||
Revision as of 14:50, 12 June 2017
Location in standard build: Reports Tab > "General" section > Memberships/Skills.
The Groups and Skills Report allows you to see which people on the system are categorised using the Groups and Skills feature.
Report Filters
You can filter the output by:
- Start Date
- End Date
- Show Orgs/People with Memberships/Groups which - this option works in conjunction with the date fields above, and has options of:
- Were active for the whole period
- Were active for only part of the period
- Were active for part or whole of the period
- Started and ended during the period
- Started during the period
- Ended during the period
- Show Orgs/People who are - choose from "Active", "Not Active", or "Active and Not Active"
- Person/Organisation Category - choose particular Organisation and People Categories
- "Include" options - choose to include or exclude any of the active Organisation/Person Types on the system.
- Include - include anyone with this Type unless later excluded
- Exclude - exclude anyone with this Type, even if they were previously included by virtue of another Type that they have
- Not Relevant - ignore. If you leave all of the Type options set to "Not Relevant", everyone will be included, regardless of Type.
Output Options
- List Order - order the output by Membership Started Date, Memberships Ended Date, Memberships/Groups (order by name of the group/skill) or Name (order by name of the person/organisation).
Data Sources
This report takes data mainly from the Groups and Skills feature which appears at the bottom of Organisation/Person Details Screens. It also allows filtering by the Active Field and by Organisation/Person Type.
Rob Kay - manual author (talk) 15:50, 12 June 2017 (BST)
