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Report Type – This controls which date is used in the learner record to determine whether that learner will be included.
Choosing In Learning Between Dates will include any learners whose programme overlaps with the date range.
Choosing Starters Between Dates will include any learners whose Start Date falls within the date range.
Choosing Leavers Between Dates will include any learners whose Actual End Date falls within the date range.
Choosing Created Between Dates will include any learners whose Created Date falls within the date range.
From and To – Here you can specify the date range that will determine which learners are included in the report. You can either choose a Fixed Date and choose the relevant dates from the calendar date selector, or choose one of the relative values such as Today, Start of Week, Start of Month or others. If you choose a relative value, it is possible to add a positive or negative Offset value, which will adjust the date by the specified number of weeks. For example, choosing End of Week with a +1 Weeks Offset value will run the report from the end of the next week.
Tags – Here you can restrict the report to learners with specific Tags. Choosing a tag from the drop-down menu will add it to the field. You can add multiple tags to the field and remove any added ones by selecting the X icon. The following tag options are available:
Any – This will restrict the report to learners that have at least one of the specified tags.
All – This will restrict the report to learners that have every specified tag.
None – This will restrict the report to learners that do not have any of the specified tags.
Sites – Here you can restrict the report to learners linked to specific Sites. You can add multiple sites to the field and remove any added ones by selecting the X icon.
Qualification Plan – Here you can restrict the report to learners linked to a specific Qualification Plan.
Contract – Here you can restrict the report to learners linked to a specific Contract.Consortium – Here you can restrict the report to learners linked to a specific consortium.
Programme – Here you can restrict the report to learners enrolled on a specific programme.
Funding Organisation – Here you can restrict the report to learners associated with a specific funding organisation.
Officer – Here you can restrict the report to learners linked to a specific officer. Different officer Roles are available to choose from. Once you have chosen, search the drop-down menu for an Officer Record to specify.
Organisation – Here you can restrict the report to learners linked to a specific organisation. Different organisation Roles are available to choose from. Once you have chosen, search the drop-down menu for an Organisation Record to specify.
Past Expected End – If this is ticked, only learners that have passed their Expected End Date will be included.
On Break-in-Learning – Here you can choose whether to include learners on a Break in Learning. You can choose whether to include All Learners, Exclude those on a break in learning, or restrict the report to Only learners on a break in learning.
ILR Export Status – Here you can restrict the report to learners with a specific ILR Export Status set in their PICS Episode Start tab.
AS Status – Here you can restrict the report to learners with a specific Apprenticeship Service Status set in their ILR Learner tab.
Self Assessed Disability – Here you can restrict the report to learners who either do or do not have a self-assessed disability recorded.
Provider End Code – Here you can restrict the report to learners with a specific Provider End Code recorded in their PICS Episode End tab. Choosing a code from the drop-down menu will add it to the field. You can add multiple codes to the field and remove any added ones by selecting the X icon. The following options are available:
Any of – This will restrict the report to learners that have at least one of the specified codes.
None of – This will restrict the report to learners that do not have any of the specified codes.
Is Blank – This will restrict the report to learners that have no code entered.
Not Blank – This will restrict the report to learners that have any code entered.
Provider Destination – Here you can restrict the report to learners with a specific Provider Destination code recorded in their PICS Episode End tab. Choosing a code from the drop-down menu will add it to the field. You can add multiple codes to the field and remove any added ones by selecting the X icon. The following options are available:
Any of – This will restrict the report to learners that have at least one of the specified codes.
None of – This will restrict the report to learners that do not have any of the specified codes.
Is Blank – This will restrict the report to learners that have no code entered.
Not Blank – This will restrict the report to learners that have any code entered.
Has File Type – Here you can restrict the report to learners with Files of certain File Types attached. Choosing a type from the drop-down menu will add it to the field. You can add multiple types to the field and remove any added ones by selecting the X icon. The following type options are available:
Any – This will restrict the report to learners that have at least one of the specified file types.
All – This will restrict the report to learners that have every specified file type.
None – This will restrict the report to learners that do not have any of the specified file types.
System Status – Here you can restrict the report to learners with specific system statuses set. You can add multiple statuses to the field and remove any added ones by selecting the X icon. If no status is added to the field, only learners with the system status Live will be included.
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