The Learner Delivery Plan Report produces a list of the different Delivery Plan elements for learners that meet the specified criteria.

The following elements are included for each learner:

• Components

• Reviews

• Qualifications

• Assessments

• Courses

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Report Options

The following customisation options are available:

• Report Type – This controls which date is used in the learner record to determine whether that learner will be included.

  • Choosing In Learning Between Dates will include any learners whose programme overlaps with the date range.

  • Choosing Starters Between Dates will include any learners whose Start Date falls within the date range.

  • Choosing Leavers Between Dates will include any learners whose Actual End Date falls within the date range.

  • Choosing Created Between Dates will include any learners whose Created Date falls within the date range.

  • Choosing Expected End Between Dates will include any learners whose Expected End Date falls within the date range.

  • Choosing Leavers or Expected End Between Dates will include any learners whose Actual End Date or Expected End Date falls within the date range.

  • Choosing All will include all learners.

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

• Episode Status – Here you can restrict the report to learners with a specific Episode Status. This can either be All, Leavers, In Learning or Yet to Start.

• Tags – Here you can restrict the report to 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.

• Sites – Here you can restrict the report to learners linked to specific Sites. You can add multiple sites to the field and remove any added ones by selecting the X icon.

• Contracts – Here you can restrict the report to claim learners linked to specific Contracts. Choosing a contract from the drop-down menu will add it to the field. You can add multiple contracts to the field and remove any added ones by selecting the X icon. The following contract options are available:

  • Any Of – This will restrict the report to learners that have at least one of the specified contracts linked.

  • None Of – This will restrict the report to learners that do not have any of the specified contracts linked.

  • Is Blank – This will restrict the report to learners with no contracts linked.

  • Not Blank – This will restrict the report to learners with at least one contract linked.

• Programme – Here you can restrict the report to learners enrolled on specific programmes. You can add multiple programmes to the field and remove any added ones by selecting the X icon.

• Funding Organisation – Here you can restrict the report to claims for learners funded by specific funding organisations. You can add multiple funding organisations to the field and remove any added ones by selecting the X icon.

• Officer – Here you can restrict the report to learners linked to a specific Officer via a specific Relationship.

• Officer Tags – Here you can restrict the report to learners linked to Officers with specific Tags.

• Organisation – Here you can restrict the report to learners linked to a specific Organisation via a specific Relationship.

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

Report Output

The learner delivery plan report consists of a single sheet listing the matching elements. Along with core learner details, any Optional Fields chosen when building the report will be included as additional columns. 

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