Difference between revisions of "Courses and Qualifications Report"

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''Location in standard build:'' '''Reports > Office Reports > Courses and Qualifications Report'''
 
  
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The Courses and Qualifications report shows which people completed a particular course, or held a particular qualification, over a time frame.
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[[File:Menu_caqreport.png]]
  
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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}}
  
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[[File:Reports_candqcriteria.png]]
  
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* '''Start Date''' - Select the earliest date to report from, courses and qualifications dated before this will be excluded.
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* '''End Date''' - Select the latest date to report to, courses and qualifications dated after this will be excluded.
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* '''Type?''' - Specify to report on all or just courses or qualifications.
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* '''Expiry Status''' - You can filter by expired or current if required.
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* '''Courses''' - If reporting on courses select the courses required, or select 'All Courses'.
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* '''Qualifications''' - If reporting on qualifications select the qualifications required, or select 'All qualifications'.
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* '''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]]
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==Control of reporting output==
 
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===Filters===
 
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The report can be filtered by:
 
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* Course, or a range of courses
 
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* Qualification, or a range of qualifications
 
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You can combine these two filters (i.e. you can report on one course and one qualification, or a range of courses and a range of qualifications, etc). You can select more than one course by holding "shift" and clicking, which selects adjacent options; you can also select more than one course by holding "ctrl" [on Windows] and clicking options, which will allow you to select more than one option when they are not adjacent.
 
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===Output formats===
 
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The output can be ordered by:
 
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* Name (of the person holding the courses/qualifications)
 
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* Name of course/qualification
 
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* Date of course/qualification
 
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The usual output options are available: Display/Print (which shows the output on screen) and Export (which creates an Excel spreadsheet).
 
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==Data Sources==
 
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This report takes data from information entered in the "Courses" and "Qualifications" sections at the bottom of organisation/people Details screens.
 
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The drop-down list which gives users the options to enter in these sections is [[Courses and Qualifications]].
 
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[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 13:02, 24 April 2014 (BST)
 

Revision as of 14:32, 30 September 2020

Helpheader small.png

File: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.

File: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.

File: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
Retrieved from ‘https://wiki.dizions.co.uk/index.php?title=Courses_and_Qualifications_Report&oldid=13211’