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Applicant Organisations Report in PICSWeb

Applicant Organisations Report in PICSWeb

Owned by Joe Robson (Unlicensed)
Oct 05, 2022
3 min read

The Applicant Organisations Report produces a list of Organisations linked to applicants that meet the specified criteria.

Report Options

The following customisation options are available:

  • Report Type – This controls which date is used in the applicant record to determine whether organisations linked to the applicant are included in the report or not.

    • Choosing Entered between dates will use the date that the applicant record was created in PICSWeb.

    • Choosing Can start between dates will use the Available to Start date as found in the Applicant's Programme tab.

    • Choosing Latest status change made between dates will use the date of the most recent change of status.

    • Choosing All will include status changes for all applicants in the report.

  • From and To – Here you can specify the date range that will determine which applicants 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.

  • Relationships – Here you can restrict the report to organisations with certain Relationships set to an applicant. If no relationships are specified in this field, organisations of all relationship types will be included.

  • Status – Here you can restrict the report to applicants with specific statuses. Choosing a status from the 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 organisations linked to applicants 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 linked to applicants that have at least one of the specified tags.

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

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

  • Risk – Here you can restrict the report to organisations linked to applicants with a specific Risk Band.

  • Officer

  • Organisation

  • Sites – Here you can restrict the report to organisations linked to applicants linked to specific Sites.

  • Qualification Plan – Here you can restrict the report to organisations linked to applicants with a specific Qualification Plan attached.

  • Has File Type – Here you can restrict the report to organisations linked to applicants with Files of certain Types attached to their record.

  • System Status – Here you can restrict the report to organisations linked to applicants with a specific System Status. If no status is specified in this field, only Live learners will be included.

Report Output

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

 

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