Difference between revisions of "Courses and Qualifications Report"

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[[File:Menu_caqreport.png]]
 
[[File:Menu_caqreport.png]]
  
This reports on both Courses and Qualifications that are added to records via the [[Organisations_and_People#Blue_Links|Blue Links]] at the bottom.
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This reports on both Courses and Qualifications that are added to records via the [[Organisations_and_People#Blue_Links|Blue Links]] at the bottom. [https://wiki.charitylog.co.uk/index.php?title=Courses_and_Qualifications Click here] to see how to add Courses & Qualifications. The webinar below explains how to run the report. Additional information is below.
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{{#ev:youtube|fP6XZkBKPiA|790}}
  
 
[[File:Reports_candqcriteria.png]]
 
[[File:Reports_candqcriteria.png]]
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* '''Order By''' - Select the display order of the report.
 
* '''Order By''' - Select the display order of the report.
 
 
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[[File:Reports_candqreport.png]]
  
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Each section and the total will have the [[File:Icon_bluefolder.PNG|link=Blue Folder Lookup]] Icon to access the [[Blue Folder Lookup]] screen.
 
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[[File:helpheader_small.png|right]]
 
[[File:helpheader_small.png|right]]

Latest revision as of 14:32, 30 September 2020

Helpheader small.png

Menu caqreport.png

This reports on both Courses and Qualifications that are added to records via the Blue Links at the bottom. Click here to see how to add Courses & Qualifications. The webinar below explains how to run the report. Additional information is below.

Reports candqcriteria.png

  • Start Date - Select the earliest date to report from, courses and qualifications dated before this will be excluded.
  • End Date - Select the latest date to report to, courses and qualifications dated after this will be excluded.
  • Type? - Specify to report on all or just courses or qualifications.
  • Expiry Status - You can filter by expired or current if required.
  • Courses - If reporting on courses select the courses required, or select 'All Courses'.
  • Qualifications - If reporting on qualifications select the qualifications required, or select 'All qualifications'.
  • Order By - Select the display order of the report.

Reports candqreport.png

Each section and the total will have the Icon bluefolder.PNG Icon to access the Blue Folder Lookup screen.


Helpheader small.png