Groups and Skills Report

Groups and Skills are a useful and versatile system to add people and organisations to multiple categories. It can be used to add, interests to Service Users, Skill sets and job roles to staff and volunteers, memberships and other groupings.

• Start Date - This is the start of the required reporting period.
• End Date - The end point of the reporting period.
• 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.

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Rob Kay - manual author (talk) 15:50, 12 June 2017 (BST)