Qualifications reporting

Learn how to run qualifications reporting. You need the Qualifications Manager user role to access these reports.

Use the qualifications reporting to keep track of employee or contractor member qualifications.

Filter the report by:

  • Status - Active or Inactive
  • Category - Internal or External
  • Type - Qualification type
  • Audience - Any, Employee, or Contractor
  • Contact Role Type - Role types that are used to group or categorize people in an organization
  • Qualification Name - Names of any qualifications that have been added
  • Qualified - Any, All, Qualified, Not Qualified 
  • Expires Between & And - Select a date range
  • Keyword search - Enter a keyword to search across all the fields

To run the qualifications report:

  1. Go to Tools > Qualifications Manager.
  2. Select Reporting from the menu on the left.
  3. Use the filters to narrow down the results.
  4. Click Export Report to export as a PDF or CSV file. 

    Qualification-Reporting-Filter.png