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The Officers Report produces a list
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of Officers
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that meet the specified criteria.
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Report Options
The following customisation options are available:
Report Type – This controls which date is used in the officer record to determine whether that officer will be included.
Choosing Created
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between dates will include any officers whose Created date falls within the date range.
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Choosing Started between dates will include any officers whose Start Date
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falls within the date range.
Choosing DBS between dates will include any officers whose DBS date falls within the date range.
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Choosing Last modified between dates will include any officers who were last edited within the date range.
Choosing All will include all officers.
From and To – Here you can specify the date range that will determine which officers are included in the report. You can either choose a Fixed Date
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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
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or others. If you choose a relative value, it is possible to add a positive or negative Offset
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value, which will adjust the date by the specified number of weeks. For example, choosing End of Week
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with a +1 Weeks Offset
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value will run the report from the end of the next week.
Roles – Here you can restrict the report to officers with specific roles. Choosing a role from the drop-down menu will add it to the field. You can add multiple roles to the field and remove any added ones by selecting the X
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icon.
Tags – Here you can restrict the report to officers with
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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
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icon. The following tag options are available:
Any – This will restrict the report to officers that have at least one of the specified tags.
All – This will restrict the report to officers that have every specified tag.
None – This will restrict the report to officers that do not have any of the specified tags.
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Sites – Here you can restrict the report to officers linked to specific Sites. You can add multiple sites to the field and remove any added ones by selecting the X icon.
Status – Here you can restrict the report to
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officers with specific system statuses. You can add multiple statuses to the field and remove any added ones by selecting the X icon.
Has File Type – Here you can restrict the report to officers 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 officers that have at least one of the specified file types.
All – This will restrict the report to officers that have every specified file type.
None – This will restrict the report to officers that do not have any of the specified file types.
Report Output
The officers report consists of a single sheet listing the matching officer records. Along with core officer details,
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any Optional Fields
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chosen when building the report will be included as additional columns.
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