The Claim History Report produces a list of funding claim items per learner over a specified period of time.

Report Options

The following customisation options are available:

• Learners Report Type – This controls which date is used in the learner record to determine whether claim items for that learner are included in the report or not. For types are available:
  • In learning between dates will include any learners that are in learning for any time within the date range.
  • Starters between dates will include any learners whose Start Date falls within the date range.
  • Leavers between dates will include any learners whose Actual End Date falls within the date range.
  • Created between dates will include any learners whose Created date (indicating when they were entered into PICSWeb) falls within the date range.
• From and To – Here you can specify the date range that will determine which learners are included in the. 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.
• Status – Here you can restrict the report to applicants with specific statuses. Choosing a status from the drop-down menu will add it to the field. You can add multiple statuses to the field and remove any added ones by selecting the X icon.
• Tags – Here you can restrict the report to applicants with specific Tags. Choosing a tag from the drop-down menu will add it to the field. You can add multiple tagsto 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 applicants that have at least one of the specified tags.
  • All – This will restrict the report to applicants that have every specified tag.
  • None – This will restrict the report to applicants that do not have any of the specified tags.
• Risk – Here you can restrict the report to applicants with a specific Risk Band.
• Employer – Here you can restrict the report to applicants linked to a specific employer. Selecting this field will open a drop-down menu of Organisation Records to choose from.
• Site – Here you can restrict the report to applicants linked to a specific Site.
• Qualification Plan – Here you can restrict the report to applicants linked to a specific Qualification Plan.

Report Output

The applicants report consists of a single sheet listing all matching applicant records. Along with the applicant's Ident Code, First Name, and Surname, any Optional Fields chosen when building the report will be included as additional columns.