Example PICSWeb Report Schedules

Owned by Joe Robson (Unlicensed)
Last updated: Nov 03, 2022 by Tim Searle (Deactivated)
3 min read

This page shows how the Scheduling Options in PICSWeb reports can be used to set up useful report schedules for your organisation.

Example 1 - Weekly Reviews

In this example, you would like a report to run every Friday morning to show the learner reviews that are coming up in the upcoming week.

You will first need to restrict the report in Report Options to only include reviews that are Due in the upcoming week:

  • Set the Report Type to Reviews due between

  • Set the Reviews From to Start of Week with a +1 offset

  • Set the Reviews To to End of Week with a +1 offset

Then you will need to Schedule the report to run every Friday morning:

  • Set the Schedule Type to Days of the Week

  • Tick Friday in the Select Days menu

  • Enter 09:00 in the Time of day field

When you Save the report, it will run as required from the next Friday morning.

Example 2 - D&P Summary

In this example, you would like to see any Destination and Progression records that have been uploaded for learners who have left in the last month. You would like this report to run every month.

You will first need to restrict the report in Report Options to only include D&P records collected in the last month for leavers in the last month:

  • Set the Learners Report Type to Leavers between dates

  • Set the Learners From to Start of Month with a -1 offset

  • Set the Learners To to End of Month with a -1 offset

  • Set the Report Type to Collected between dates

  • Set the Destination and Progression From to Start of Month with a -1 offset

  • Set the Destination and Progression To to End of Month with a -1 offset

Then you will need to Schedule the report to run at the start of every month:

  • Set the Schedule Type to Days of the Month

  • Keep all months ticked in the Select Months menu

  • Tick 1st in the Select Days menu

When you Save the report, it will run as required from the 1st of the next month.

Example 3 - Funding Planning

In this example, you would like to see your projected funding values for all learners and aims for the current and next ILR years. You would like this report to run every week.

You will first need to restrict the report in Report Options to only include funding values for the current and next ILR years:

  • Set the Learners Report Type to All

  • Set Funding Events From to Start of ILR Year

  • Set Funding Events To to End of ILR Year with a +1 offset

Then you will need to Schedule the report to run every week (in this example, every Monday morning):

  • Set the Schedule Type to Days of the Week

  • Tick Monday in the Select Days menu

  • Enter 09:00 in the Time of day field

When you Save the report, it will run as required from the next Monday.

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