Groups and Skills Report
From Charitylog Manual
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)
