See the list of Checklists Reports below and follow the steps on How To Generate a Report relevant to your requirements.
Related Articles
Quick Tip
The quickest way to find a field is to type it into the Search function just above the table.
You can also filter by clicking on the arrows at the top of each column.
| I Require... | Report Name | Report Number | Report Description |
|---|---|---|---|
| a report on Agent's commissions based on agent's commission % against course enrolment and checklist item particularly showing Payment Schedule | Agent Commission Report | 816 | Calculates commissions to be made to agents based on agent commission % added to COR agent for course enrolment records with checklist item type of 'Payment Schedule' |
| a list of Agents with their Checklist items and a status for each item | Agent Checklist | 56 | ListsAgents with their Checklist items and a status for each item. |
| to generate a report of all my Learners Checklists | Client Checklist | 18 | Lists Learners with their Checklist items and a status for each item. |
| a report that shows ALL Learner Offer Reg Checklists | Full Client Offer Reg Checklist Report | 22 | .::Please EXPORT Directly to CSV::. Shows ALL Learner Offer Reg Checklists --> To see Checklists without a date, filter results by date completed <-- |
| to see a list of all Learners who do not have a Course Offer | Client Checklist report where Client is not Attached to Course Offer | 37 | Learner Checklist report where Learner is not Attached to Course Offer ..:: Please Export Directly to CSV::.. |
| to see all Checklist records for all Units counts and who is the Salesperson linked toe each record | Client Checklist with Unit Counts and Salesperson | 66 | Lists Students Course, Status, Checklist Items, Salesperson and Completed and Total Unit Counts |
| records of all Learners Course Enrolment Checklists | Client Course Enrolment Checklist | 71 | Displays each Learner with their Checklist items and a status for each item. |
| records of all Checklist items and status | Client Course Checklists by Item | 72 | Displays Learners with Details and Checklist Status by Checklist Item |
| records of all Learners Checklist details | Client Checklist Details | 145 | Learner Checklist Details ..:: Can run to CSV for Workplace Information ::.. |
| a list of all overdue Checklists for Learners | Overdue Clients Checklists | 146 | Overdue Learner Checklists |
| a report on Learner and enrolment checklists | Client and Enrolment Checklists | 255 | Lists both Learner and Learner Enrolment Checklists. Enter your own Criteria to filter down data. |
| a full report on Learner's Offer registration checklist | Full Client Offer Reg Checklist Report | 278 | .::Please EXPORT Directly to CSV::. Shows ALL Learner Offer Reg Checklists --> To see Checklists without a date, filter results by date completed <-- |
| a report on all Learners Checklist items | Client Checklist | 284 | Lists Learners with their Checklist items and a status for each item. |
| a report on all Learners incomplete checklist items | Client Incomplete Checklist Items | 285 | Lists Learners with their Checklist items and a status for each item. |
| to see Learner Unit Registration Checklists | Client Unit Registration Checklists | 333 | Displays Learners Course and Unit Enrolments and the associated Learner Unit Offer Reg Checklists |
| a report on Learner enrolment activities | Client Enrolment Activity | 337 | Lists each Unit Enrolment for a Learner with Checklists, Journals and Emails |
| a report om Assessment and logbook checklist | Assessment Checklist and Journal | 337 | Lists each unit assessment for a Learner along with Checklist and Journal information |
| a detailed report on Learner and Unit checklists | Client Unit Checklists Detailed | 374 | Displays each Learner with their Unit Details with their Checklist items |
| a Course Registration Checklists with all Units | Client Course Registration Checklist with Units | 399 | Displays each Learner with their Units and Checklist items and a status for each item. |
| a Learner Enrolment Checklist Count report | Client Enrolment Checklist Count | 707 | This Counts all COR and CUOR Checklists for each Learner. Criteria can be added to only show Counts of zero. And Criteria can also be added to only show Units or Courses. |
| a report on all New Zealand Learners Course Enrolment checklists | NZ Client Course Enrolment Checklist | 2044 | Displays each Learner with their Checklist items and a status for each item. |
| a summary of all Unit checklist items | Unit Checklist Summary | 249 | Displays all Units for all Courses and the associated Unit Checklists. To see ONLY units that have checklist items select where checklist desc is not empty. |
| a log on all Course checklist items | Course Checklist | 432 | Course Checklist |
| a summary of how all Course Offers are progressing | Course Offer Progression Summary | 464 | Lists all Required Unit Outcome Count Details with Progression Reporting Checklists. It shows the most recent "Progression Reporting" checklist item type and completes a count of all progression checklists attached to a Learner ..:: Please Run to Viewer and then Export to EXCEL::.. |
| a detailed list of all Opportunities and Checklist items grouped by Workplace | Opportunity and Checklists by Workplace | 125 | Shows all Opportunities and the associated Opportunity Checklist Items grouping by Workplace Contact Details |
| a list of all Opportunity Checklist items grouped by Owner | Opportunity Checklists by Owner | 349 | Lists the Owners Checklist Items by Opportunity |
| a summary of all Unit counts with Course progression checklists | Course Progression Unit Count Summary | 148 | For Current COR's only... lists all Required Unit Outcome Count Details with Progression Reporting Checklists. It shows the most recent "Progression Reporting" checklist item type and completes a count of all progression checklists attached to a Learner ..:: Please Run to Viewer and then Export to EXCEL::.. |
| a count of Remaining Units for all current Learners to meet the minimum requirements | Minimum Required Client Unit Count | 234 | Counts Learners with a Current Position and Determines how many Learners need to be Trained to meet Minimum Requirements. The Minimum Requirement Count comes from a Unit Checklist with Description "Number Required" |
| enrolment checklists for all Learners due in the next 30 days | Client Enrolment Checklists Due in Next 30 Days | 353 | Learner Enrolment Checklists Due in Next 30 Days |
| an enrolment checklist for all overdue Learners | Overdue Client Enrolment Checklists | 362 | Overdue Learner Enrolment Checklists |
| a report showing the number of units per course and how each course is progressing for all current Course Offers | Course Progression Unit Count with Study Period | 793 | For Current COR's only... lists all Required Unit Outcome Count Details with Progression Reporting Checklists. It shows the most recent "Progression Reporting" checklist item type and completes a count of all progression checklists attached to a Client ..:: Please Run to Viewer and then Export to EXCEL::.. |
| a report showing the number of units per course and how each course is progressing with attendance details for all current Course Offers | Attendance Progression with Study Period | 818 | For Current COR's only... lists all Required Unit Outcome Count Details with Progression Reporting Checklists. It shows the most recent "Progression Reporting" checklist item type and completes a count of all progression checklists attached to a Learner ..:: Please Run to Viewer and then Export to EXCEL::.. |
| a report showing the number of units per course and how each course is progressing with attendance details for all current Course Offers | Attendance and Course Progression Unit Count Summary by Study Periods | 819 | For Current COR's only... lists all Required Unit Outcome Count Details with Progression Reporting Checklists. It shows the most recent "Progression Reporting" checklist item type and completes a count of all progression checklists attached to a Learner ..:: Please Run to Viewer and then Export to EXCEL::.. |
| a report showing the number of units per course and how each course is progressing for all current Course Offers | Course Progression Unit Count with Study Period | 826 | For Current COR's only... lists all Required Unit Outcome Count Details with Progression Reporting Checklists. It shows the most recent "Progression Reporting" checklist item type and completes a count of all progression checklists attached to a Learner ..:: Please Run to Viewer and then Export to EXCEL::.. |
| a summary on how all courses are progressing with details of Unit Outcomes | Course Progression Unit Count Summary | 2013 | Lists all Required Unit Outcome Count Details with Progression Reporting Checklists. It shows the most recent "Progression Reporting" checklist item type and completes a count of all progression checklists attached to a Client ..:: Please Run to Viewer and then Export to EXCEL::.. |
| a summary on how all courses are progressing with details of Unit Outcomes | Course Progression Unit Count Summary | 2017 | Lists all Required Unit Outcome Count Details with Progression Reporting Checklists. It shows the most recent "Progression Reporting" checklist item type and completes a count of all progression checklists attached to a Client ..:: Please Run to Viewer and then Export to EXCEL::.. |
| a summary on how NZQA courses are progressing with details of Unit Outcomes | Course Progression NZQA Unit Count Summary | 2018 | Lists all Required Unit Outcome Count Details with Progression Reporting Checklists. It shows the most recent "Progression Reporting" checklist item type and completes a count of all progression checklists attached to a Client ..:: Please Run to Viewer and then Export to EXCEL::.. |
| a summary of how an NZQA Course is progressing | Course Offer Progression Summary - NZQA | 2040 | Lists all Required Unit Outcome Count Details with Progression Reporting Checklists. It shows the most recent "Progression Reporting" checklist item type and completes a count of all progression checklists attached to a Learner ..:: Please Run to Viewer and then Export to EXCEL::.. |
| a list of all Course Offers and Unit Offers checklist items | Course and Unit Offer Checklists | 283 | Lists both Course and Unit Offer Checklists. Enter your own Criteria to filter down data. |
| a summary of all Course Offer Checklist items | Checklist Summary | 395 | Course Offer checklist summary. Brakes the checklists into complete and not completed lists |
| a matrix showing Course Enrolment Checklists against Learners | Course Enrolment Checklist Matrix | 428 | Course Enrolment Checklist Summary. Lists all COR checklists against a Learner and gives completion status. |
| a list of all COR template checklists grouped by Course Offer | COR Template Checklists | 477 | Lists all COR Template Checklists for each Course Offer. ..:: Please Export Directly to CSV ::.. |
| a list of all CUOR template checklists grouped by Unit Offer | CUOR Template Checklists | 478 | Lists all CUOR Template Checklists for each Unit Offer. ..:: Please Export Directly to CSV ::.. |
| a list of all Unit Offers checklist items | Unit Offer Checklists | 524 | Lists Unit Offer Checklists. Enter your own Criteria to filter down data. |
| a summary of staff Checklist and Flag items | Staff Checklist and Flag Summary | 212 | Staff Checklist and Flag Summary |
| a list of all outstanding checklist items | Outstanding Checklist Items | 214 | Outstanding Checklist Items |
| an ASQA staff matrix | ASQA Staff Matrix | 465 | Lists all Staff with their Skill Matrix Details. Staff checklists should be used where ChecklistItemType = "ASQA" and ChecklistDescription = "Vocational Experience" or "Qualifications and Licences" ..::View report and export to Excel::.. |
| class attendance details for specific dates | Client Class Attendance for Selected Class Dates | 547 | Lists the Total Class Attendance for a Client across Multiple Timetables grouped by TIMETABLE GROUP and Course Offer allowing Class Start Dates to filter data. Calculation ONLY on Accepted/Attended Classes. It also shows the most recent "Attendance Reporting" checklist type item and a count of all checklists attached to a Learner. ..:: View the Report in Report Viewer and then Export to EXCEL to obtain a format that will allow Mailmerge of Necessary Client Attendance Reporting Fields ::.. |
| a report summary on all attendance | Attendance Reporting Summary | 4005 | Lists each Learner Course Offer and Shows whether Attendance Warning Checklists have been Attached to Learner. Also contains MailMerge details for sending warning letters ..:: View Report and in Subscribing, Select EXPORT to Excel ::.. |
| a list of all Learners attendance details grouped by timetables that we can then use to do mailmerge | Total Client Class Attendance for Multiple Timetables Mailmerge | 4018 | Lists the Total Class Attendance for a Learner across Multiple Timetables grouped by TIMETABLE GROUP and Course Offer. Calculation ONLY on Accepted/Attended Classes. It also shows the most recent "Attendance Reporting" checklist type item and a count of all checklists attached to a Learner. ..:: View the Report in Report Viewer and then Export to EXCEL to obtain a format that will allow Mailmerge of Necessary Learner Attendance Reporting Fields ::.. |
| a report on how attendance is progressing with detailed checklist items | Attendance Progress Report with Attendance Reporting Checklist | 4019 | Groups and Counts Percentage Attendance for each LEarner for each Timetable. It also shows the most recent "Attendance Reporting" checklist type item and a count of all checklists attached to a Learner so far. ..:: View Report and in Subscribing, Select EXPORT to Excel ::.. |
| a checklist of all Learner enrolment due in 30 days | Client Enrolment Checklists Due in Next 30 Days | 4023 | Learner Enrolment Checklists Due in Next 30 Days |
| a summary with details of course progression and unit counts | Course Progression Unit Count Summary | 4025 | Lists all Required Unit Outcome Count Details with Progression Reporting Checklists. It shows the most recent "Progression Reporting" checklist item type and completes a count of all progression checklists attached to a Client ..:: Please Run to Viewer and then Export to EXCEL::.. |
| a checklist of all Learner course enrolments | Client Course Enrolment Checklist | 4026 | Displays each Learner with their Checklist items and a status for each item. ..:: View Report and in Subscribing, Select EXPORT to Excel ::.. |
| a checklist of all Learner enrolment grouped by Agent and Workplace | Client Enrolment Checklists with Agent and Workplace Details | 4027 | Learner Enrolment Checklists with Agent and Workplace Details ..:: View the Report in Report Viewer and then Export to EXCEL to obtain a format that will allow Mailmerge of Necessary Client Attendance Reporting Fields ::.. |
| all Learners class attendance details for specific dates | Client Class Attendance for Selected Class Dates | 4039 | Lists the Total Class Attendance for a Learner across Multiple Timetables grouped by TIMETABLE GROUP and Course Offer allowing Class Start Dates to filter data. Calculation ONLY on Accepted/Attended Classes. It also shows the most recent "Attendance Reporting" checklist type item and a count of all checklists attached to a Learner. ..:: View the Report in Report Viewer and then Export to EXCEL to obtain a format that will allow Mailmerge of Necessary Client Attendance Reporting Fields ::.. |
| a summary on all Course Offer checklists | Checklist Summary | 4395 | Course Offer Checklist Summary. Separates the Checklists into Completed and Not Completed Lists |
| a report for all NSW Training Plan | Training Plan - NSW (DET Design) | 95 | NSW (DET Design) Training Plan where Monitoring and Assessment Visits can be manually entered. Alternatively, report #0071 can be ran and attached to show any COR checklists associated to an enrolment. Should you wish this Training Plan to be automated please try report #180. |
| a report for all NSW Training Plan with automated checklists | Training Plan - NSW (DET Design) Automated Checklists | 180 | NSW (DET Design) Training Plan with ability to capture Assessments and Monitoring Checklist Dates. Please refer to Training Book 1 to see the exact method of setting these up. |
| to generate a general Training Plan for 2010 | General Training Plan 2010 | 206 | General Training Plan. Displays any current Workplace and Shows Learner Offer Enrolment Checklist Items with an Checklist Item Type value of "Training Plan". Also display Comments from the "COR Public Notes" section in Wise.NET. |
| a report for all NSW Training Plan for 2011 with automated checklists | Training Plan NSW April 2011 Automated Checklists | 269 | Training Plan NSW April 2011 Automated Checklists |
| a a report on the General 2010 Training Plan for New Zealand | New Zealand General Training Plan 2010 | 2041 | New Zealand General Training Plan. Displays any current Workplace and Shows Learner Offer Enrolment Checklist Items with an Checklist Item Type value of "Training Plan". Also display Comments from the "COR Public Notes" section in Wisenet |
| a report on all training and assessment plans for New Zealand | New Zealand Training and Assessment Plan | 2079 | New Zealand Training and Assessment Plan. Displays any current Workplace and Shows Learner Offer Enrolment Checklist Items with an Checklist Item Type value of "Training Plan". Also display Comments from the "COR Public Notes" section in Wisenet |
| a log of all Unit Checklist items | Unit Checklist | 433 | Unit Checklist |
| a summary of all Workplace Checklist items | Checklist Summary | 211 | Checklist Summary |
| a summary of all outstanding Workplace Checklist items | Outstanding Checklist Items | 213 | Outstanding Checklist Items |
| records of all Workplaces and COR checklist items | Workplace Client and COR Checklists | 251 | Lists each Learner and COR Checklist for each Learner grouped by Workplace |
| records of all assessment checklist items and journals | Assessment Checklist and Journal | 5337 | Lists each unit assessment for a Learner along with Checklist and Journal information |