Courses and Qualifications Report

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.

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Rob Kay - manual author (talk) 14:46, 12 June 2017 (BST)