Report Version: 0907
Release Date: 18/11/2016
Enrolment Reports
Client Enrolment Report by Trainer
- Exclude Archived/Inactive Filters. Added check boxes above the filter options that can have archived/inactive records to exclude these from the selections. These will be checked by default.
Enrolment Numbers Report by Trainer
- Exclude Archived/Inactive Filters. Added check boxes above the filter options that can have archived/inactive records to exclude these from the selections. These will be checked by default.
Event Reports
Trainer Event Report
- Exclude Archived/Inactive Filters. Added check boxes above the filter options that can have archived/inactive records to exclude these from the selections. These will be checked by default.
Financial Reports
Aged Receivables Report
- Payment Plan Invoices. The invoices on an Ezidebit payment plan will appear in a separate table after the regular invoices.
- Exclude Cancelled Enrolments. Fixed a bug that caused the 'Exclude Cancelled Enrolments' check box filter to include cancelled enrolments rather than exclude them.
Progress Reports
Progress Hours Report by Trainer
- State, Organisation and Division filters. Filters have been added for Location State, Organisation and Division.
- Staff Member in Training Plan Wizard Filter. A check box filter has been added under the Trainer Assignment section labelled 'Trainer is assigned as the 'Staff Member' against the unit in the training plan wizard'. This means that the report can be filtered by the staff member chosen against each unit in the training plan wizard.
- Exclude Archived/Inactive Filters. Added check boxes above the filter options that can have archived/inactive records to exclude these from the selections. These will be checked by default.
Progress Unit Report by Trainer
- State, Organisation and Division filters. Filters have been added for Location State, Organisation and Division.
- Staff Member in Training Plan Wizard Filter. A check box filter has been added under the Trainer Assignment section labelled 'Trainer is assigned as the 'Staff Member' against the unit in the training plan wizard'. This means that the report can be filtered by the staff member chosen against each unit in the training plan wizard.
- Exclude Archived/Inactive Filters. Added check boxes above the filter options that can have archived/inactive records to exclude these from the selections. These will be checked by default.
Task Reports
Task Report by Programme
- Exclude Archived/Inactive Filters. Added check boxes above the filter options that can have archived/inactive records to exclude these from the selections. These will be checked by default.
- Programme Filter Code. The programme code has been added to the programme filter to help identify the programme to the user. This helps in cases where there are multiple programmes with similar programme names. The code will only show where one has been entered.
Unit Reports
Unit Cross-Tab Report by Trainer
- Exclude Archived/Inactive Filters. Added check boxes above the filter options that can have archived/inactive records to exclude these from the selections. These will be checked by default.
Unit Report by Trainer
- Exclude Archived/Inactive Filters. Added check boxes above the filter options that can have archived/inactive records to exclude these from the selections. These will be checked by default.
Unit Result Export Report
- Exclude Archived/Inactive Filters. Added check boxes above the filter options that can have archived/inactive records to exclude these from the selections. These will be checked by default.
- New Date Range Filters. Date Range filters have been added to filter on Unit Planned Start, Unit Planned Finish and Unit Expiry Date.
- Unit Expiry Date Column. A column has been added to show the unit expiry date.
USI Reports
USI Report by Trainer
- Exclude Archived/Inactive Filters. Added checkboxs above the filter options that can have archived/inactive records to exclude these from the selections. These will be checked by default.