The Learner Placements Report produces a list of Organisations used as learner placements that meet the specified criteria.

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Report Options

The following customisation options are available:

• Learners Report Type – This controls which date is used in the learner record to determine whether placements for that learner will be included. Choosing In Learning Between Dates will include placements for any learners whose programme overlaps with the date range. Choosing Starters Between Dates will include placements for any learners whose Start Date falls within the date range. Choosing Leavers Between Dates will include placements for any learners whose Actual End Date falls within the date range. Choosing Created Between Dates will include placements for any learners whose Created Date falls within the date range.

• Learners From and To – Here you can specify the date range that will determine the learners whose placements 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.

• Report Type – This controls which date is used in the learner placement to determine whether it will be included. Choosing On Placement Between Dates will include any placements that overlap with the date range. Choosing Placement Started Between Dates will include any placements whose Start Date falls within the date range. Choosing Placements Ended Between Dates will include any placements whose Actual End Date falls within the date range. Choosing Placements Expected to End Between Dates will include any placements whose Expected End Date falls within the date range.

• Placements From and To – Here you can specify the date range that will determine whether placements 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.

• Type – Here you can restrict the report to placements of a specific type.

• Learner Tags – Here you can restrict the report to placements for 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.

• Site – Here you can restrict the report to placements for learners linked to a specific Site.

• Organisation Tags – Here you can restrict the report to placement organisations 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 organisations that have at least one of the specified tags.

  • All – This will restrict the report to organisations that have every specified tag.

  • None – This will restrict the report to organisations that do not have any of the specified tags.

• Qualification Plan – Here you can restrict the report to placements for learners linked to a specific Qualification Plan.

• Contract – Here you can restrict the report to placements for learners linked to a specific Contract.

• Programme – Here you can restrict the report to placements for learners enrolled on a specific programme.

• Past Expected End – If this is ticked, placements for learners that have passed their Expected End Date will be included.

• On Break-in-Learning – If this is ticked, placements for learners that are marked as on a Break in Learning will be included.

Report Output

The learner placements report consists of a single sheet listing all matching placements. Along with the placement and learner details, any Optional Fields chosen when building the report will be included as additional columns. 

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