See the list of EFTS Reports below and follow the steps on How To Generate a Report relevant to your requirements.
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Wisenet Reports | Reports | EFTS | SDR
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| I Require... | Report Name | Report Number | Report Description |
|---|---|---|---|
| a weekly summary of EFTS calculated per Learner so we can filter between full time and part time Learners | Weekly EFTS Part-Full Time Report | 2030 | Calculates the weekly EFTS for each enrolment to determine Full and Part Time Learners. NOTE: To filter your dates, go to 'Step 6 View Report' and type in the Start and End Date of a week to review the weekly EFTS for each Learner. |
| a monthly summary of all SDR Unit enrolments grouped by outcome code to review funding | EPI EFTS MTHS Summary | 2043 | This report shows total EFTS consumption for SDR enrolments and Non SDR enrolments. It can be filtered by Course, Unit, ForSDR, year and more. In 'Step 5' set 'Year' 'Equals' '2017' to see 2017 EFTS consumption. Run to Excel to view multiple worksheets with a summary of EFTS use by Course or by funding category. Run to CSV for raw Learner enrolment data at the Unit Enrolment level. Use this report to review funding of this year or for all years for one or more qualifications. NOTE: If the EFTS for the year is different from the total EFTS for a Unit Enrolment, this means the Learner's dates cross more than one calendar year. |
| an analysis of all SDR and EPI Course and Qualification completions for TEC reporting | EPI Unit Completion Analysis | 2070 | Only shows unit enrolments that are ForSDR and have an Outcome Code. Shows course summary with EFTS successful percentage and a Course completion percentage (Similar to report 2074) - Run to CSV for raw Learner enrolment data. |
| a report showing EFTS MTHS Aggregated summary | EFTS MTHS Aggregated Summary | 2054 | EFTS MTHS Summary (Does not display indivdual values per course and unit enrolment). Only ForSDR unit enrolments. |
| a report showing the monthly breakdown of EFTS dollar consumption for each funding source | EFTS Funding Rate Summary | 2106 | The report calculates the monthly value of EFTS per calendar year and multiplies it by the dollar value of each SAC Funding Rate. |
| a report showing the SAC Funding Rates | Course Funding Summaries | 2130 | This report displays the SAC Funding Rates according to TEC |
| a report showing Youth Guarantee travel calculation and amount | YG Travel Report | 2118 | This report will list Learners grouped by week. It will auto filter to only show Learners with the required Course Enrolment Checklist and Class details. |