See the list of Learners 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 that lists all my Learner enrolments | Client Enrolments by Month | 9 | The Client Enrolments by Month Report populates a list of all Learners and their DOB, Course Offer Details and Status by Month |
| a report of all my Learners and their next of kin details | Next of Kin Details | 17 | The Next of Kin Details Report populates a list of basic Learner Details, Course Details and the Next of Kin Name, St Address and Phone Numbers. It is recommended to be export directly to a CSV file |
| a report of all my Learners Checklists | Client Checklist | 18 | The Client Checklist Report populates a list of all Learners with their Checklist items and a status for each item, including dates and status |
| a report for all Learners documents | Client Document Log | 19 | The Client Document Log Report populates a list of each Document attached to a Learner, including the document id, type, name, description, and published dates |
| a report about Course Enrolment and File Notes | Client Course Enrolment File Notes | 20 | The Client Course Enrolment File Notes Report populates a list of all logbook description entries attached to a Learner's Course Enrolment |
| to see all Training records | Training Record Book (elements) | 21 | The Training Record Book Report populates a list of Learners' Unit Enrolment where the Unit has Elements Attached and provides an area to mark assessment |
| a report that shows ALL Learner Offer Reg Checklists | Full Client Offer Reg Checklist Report | 22 | The Full Client Offer Reg Checklist Report will show all Learners Offer and registration checklists details including dates and amount. |
| a list of Learner by all Status, except of Workplace Status | Basic Target Group Client List | 25 | Target Group Client List by Status (No Workplace Needed) |
| a Course Enrolment report | Client Enrolment Details Page | 29 | Contains all of the information that appears for Learners Course Enrolment and can be used to determine any Enrolment Query. |
| a File Note report on my Learners | Client File Note Report | 30 | Lists details associated with Learner file notes |
| a report on all Courses and Units Enrolments | Client Course and Unit Enrolments | 33 | List the Course Offer and Units attached to each Learner |
| 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 | Client Checklist report where a Learner is not Attached to Course Offer (Note: Please Export Directly to CSV) |
| records about all Learners journals | Client and Client Enrolment Journals | 38 | Lists all Journals for a Learner at both the Learner and Learner Course Enrolment Levels. |
| to see all Learners Invoice details | Offer Reg Invoice Summary | 40 | Lists each Learner with invoice details from the Client Offer Registration. |
| a report about Enrolment status | Client Enrolment Status Report | 41 | Lists Learners by Enrolment Status. No Workplaces are required. |
| a report about Learners who have a Workplace Position ID and what Australian State they are from | Status by State and Workplace Details | 42 | Lists each Learner by State and Workplace Details. (Shows only Learners with a Position ID) |
| a history of all Course Offer Enrolments | Full Course Offer Enrolment History | 47 | Lists the Workplaces, Course Offers and Unit Offers attached to a Learner |
| to see a report on all site visits actioned | Site Visit | 50 | Site Visit sheet for logging an assessment of visit to a Learner (no units displayed) |
| to see a report on all site visits and units assessed | Site Visit With Units | 52 | Site Visit sheet for logging an assessment of visit to a Learner (with units displayed) |
| a report on all Training details | Client Training Details Report | 53 | Lists Learners Workplace, Courses and Units. |
| 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 Learners' Course, Status, Checklist Items, Salesperson and Completed and Total Unit Counts |
| all Learners assessment records | Client Assessment | 67 | Lists Unit Assessments for a Learner- LEARNERS MUST be attached to a Workplace and Position for this report to generate information. |
| 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 Checlist items and status | Client Course Checklists by Item | 72 | Displays Learners with Details and Checklist Status by Checklist Item |
| a full record of Learners enrolment details | Full Client Enrolment Details | 82 | Lists all National and International Learner Details |
| records of all leave types for Learners | Client Leave Report | 83 | This shows all Learner Leave Data Grouping by Leave Type |
| records on Site Visits progression | Site Visit Progression | 94 | Site Visit Progression |
| a list of all assessments for our WA Learners | Assessment (WA) | 101 | Lists Each Unit Assessment for a Learner in WA |
| a list of all Learners who doesn't have a Registration Number in NSW | Clients with no Registration Numbers (NSW) | 103 | Learners with no Registration Number (NSW) |
| records on all training file notes history | Client Training File Notes Log | 108 | Lists the Unit Enrolment File Notes associated to the Learner plus the Learners Workplace and Course Details |
| a summary on all status on my Target Group | Target Group Status Summary | 112 | Target Group Status Summary |
| a list of Target Group Learner by Status | Target Group Client List | 115 | Target Group List List by Status |
| records of all revenue per Unit | Client Revenue from Units | 116 | Client Revenue - Unit fee by Nominal Hours for units with an outcome of 20 or 70 |
| records of all Learners Checklist details | Client Checklist Details | 145 | Learners Checklist Details (Can run to CSV for Workplace Information) |
| a list of all overdue Checklists for Learners | Overdue Clients Checklists | 146 | Overdue Clients Checklists |
| a summary of all NSW Claims | NSW Claims Summary Grouped by Workplace | 147 | NSW Claims Summary for Each Learner Grouped by Workplace |
| records of all revenue per Unit for Queensland | QLD Client Revenue from Units (20,30,40,50) | 150 | Client Revenue - Unit fee (50% for OC = 40. 5% for OC = 65 and Full Fee for Outcomes of 20, 30, 51 or 53) |
| a report about Learners demographics | Course Gender and Generation Demographics | 165 | Counts the Number of Learners within each Demographic for each Course. This is based on the demographics outlined by the Australian Bureau of Statistics. |
| basic enrolment details | Basic Client Enrolment Details | 168 | Lists Basic Learner Enrolment Details (Note: Please Export Directly to CSV) |
| all enrolment results | Client Unit Enrolment Results | 198 | List the Course Offer and Units Attached to each Learner with All Results |
| a report on competency | Competency Sheet | 203 | Lists Learners Units by Offer with workplace details; order by Name, Qualification Category, Unit Code |
| a report on attendance roll | Client Attendance Roll | 204 | Lists Learners units by Offer for marking attendance |
| a report on enrolment status for all course offers | Course Offer Enrolment Status Count | 218 | Counts the Number of Learners within a Status for each Course Offer by Course |
| I want to a report that lists all Learners' Date of Birth, gender and their Student Number | Client Student Numbers, Gender and Birthdates | 220 | Lists Learners' Student Numbers, Gender and Birthdates |
| to see basic details of all Learners | Basic Client Details by Course Offer | 223 | Lists Learner Basic Details, Address, Email, Telephone by Course Offer |
| a list of all Learner's Email addresses | Client Email List | 232 | Use this to get Learners emails for uploading into other applications |
| a report on Unit Elements | Element Assessment Book | 242 | Lists Client Unit Enrolment where the Unit has Elements attached and provides an area to mark assessment |
| detailed information on Learner's File Notes | Detailed Client and Client Enrolment Journals | 250 | Lists all File Notes for a Learner at both the Learner and Learner Course Enrolment Levels with Extra Enrolment Details |
| 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 report on Learner's enrolments | Client Enrolments | 258 | Learner Enrolments |
| to populate a list of all Messages sent to the a Learner | Client Message Log (Email) | 261 | Lists all Messages sent to the Learner |
| report on Example Student Card 1 | Example Student Card 1 | 277 | Example Student Card 1 |
| a full report on Learner's Offer registration checklist | Full Client Offer Reg Checklist Report | 278 | Shows ALL Learner Offer Reg Checklists - To see Checklists without a date, filter results by date completed - (Note: Please EXPORT Directly to CSV) |
| 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. |
| a report that shows Course Enrolment Status Percentages | Course Enrolment Status Percentages | 288 | Course Enrolment Status Percentages |
| a summary of all NSW Learners | NSW Client Summary | 289 | NSW Learners Summary |
| a detailed report on workplace opportunities for all Learners | Client Workplace Opportunities and Details | 294 | Shows all Opportunities and Learner Contact Details (Recommended: Please EXPORT Directly to CSV) |
| a report on all AVETMISS data | Client AVETMISS Details (EXCEL) | 316 | Shows all Learner AVETMISS details ONLY. No course enrolment details etc (Recommended: Please Export Directly to CSV ) |
| a summary of all invoices linked to my Learners | Client Invoice Summary | 319 | Lists Learner Invoice Details by Course Offer (To see just records with Invoice details add criteria as "True" against Invoice Details Present field) |
| a report about Unit fee revenue with no workplace details | Client Revenue from Units (20,40,50) | 324 | Client Revenue - Unit fee (%50 for Outcomes of 40 and Full Fee for Outcome of 20, 51 or 53) No workplace details |
| a summary of projected revenue for Outcomes of 70 and 90 | Projected Client Revenue from Units (70,90) | 325 | Projected Revenue for Outcomes of 70 and 90 |
| a list of all Learners with LLN details for claiming | LLN Details | 326 | Lists Learners with LLN details for claiming |
| record of the total learner unit revenue | TOTAL CLIENT UNIT REVENUE | 332 | Client Revenue - Unit fee by Nominal Hours based on data entered in the CLIENT UNIT ENROLMENT |
| 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 list of unit assessments for Learners | Assessment Details no Workplace | 334 | Lists each Unit Assessment for a Learner. Note: There are NO Workplace Details in this Report. |
| 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 report on all Unit Enrolment File Notes | Client Unit Enrolment File Notes | 341 | Lists File Notes attached to a Learner's Unit Enrolment by Status, Course, Course Offer. |
| a list of all Course Enrolment Target Groups | Client Course Enrolment Target Group's | 368 | Learner Course Enrolment Target Group - Lists Learners By State and Qualification |
| a summary of all invoices where fees haven't been collected yet | Invoice Summary - No fees collected | 370 | Lists each Learner with invoice details from the Client Offer Registration where there has been no fees collected |
| 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 summary for each Learner's Course Target Group status | Client Course Target Group Status Summary | 378 | Client Course Target Group Status Summary provides a Learner count for each status in that Learner's course enrolment target group |
| a detailed list of all international Learners | International Client Details including Expiry Dates | 391 | This report lists the International Learner details and States the Expiry Dates for Visa, Health Care, Medicare and Passports |
| 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 detailed information about a Learner's enrolment, units and unit outcomes | Client Enrolment Details Page With Units and Outcomes | 429 | Contains all of the information that appears for a Learner's Course Enrolment and can be used to determine any Enrolment Query. |
| a list of Student Numbers | Student Numbers | 449 | Lists Learners Names and their student numbers |
| a history of all documents saved against a Learner | Client Document Log | 462 | Lists each Document attached to a Learner |
| I want to know which Learner has eLearning access and for which course and/or unit offer | eLearning Access with Unit Enrolments | 472 | List the eLearning Access Status of each Learner by Course Offer with Unit Enrolment details |
| a list of all Learners details including their Unit of Study | Client Detailed with Unit of Study | 523 | Lists Learners, their Courses, Units of Study and Workplaces. (Recommended: This should be ran directly to CSV or to Excel) |
| a list of all Learners details including comments and special requirements | Client Comments and Special Requirements | 531 | Lists Learners' Student Numbers, Gender, DOB, Client Comments and Special Requirements |
| a report on Finpa enrolment details | Finpa Enrolment Details | 542 | Lists Learners' Names and their current course details to assist with manual enrolment in to Finpa |
| an Excel file of a summary for all NSW claims | NSW Claims (Excel) | 544 | NSW Claims Summary excel format |
| 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 that shows the total unit revenue from Learners | TOTAL CLIENT UNIT REVENUE / POINTS | 734 | Client Revenue - Unit fee by Nominal Hours based on data entered in the CLIENT UNIT ENROLMENT |
| an Enrolment report that shows the Learner Profile details | Client Enrolment and Profile Details | 737 | Contains Learner information pertaining to profile, course, and status. Also shows if the student has a picture attached to profile |
| a list of Unit Assessments and Unit Group | Client Assessment with Unit Group | 743 | Lists Learner Unit Assessments and unit group for a Learner - LEARNERS MUST be attached to a Workplace and Position for this report to generate information. |
| a report that shows all Active enrolment with a Completed Status | Active Learner Accounts for Completed Clients | 746 | Learner/ Moodle accounts where the Learner is completed |
| a detailed report on File Notes per Learner | Detailed Client File Notes | 756 | Lists all File Notes for a Learner at the Learner Level with Extra Enrolment Details |
| a detailed report of all enrolment file notes | Detailed Client Enrolment File Notes | 757 | Lists all File Notes for a Learner at the Learner Course Enrolment Level with Extra Enrolment Details |
| a summary of all Course Enrolment Status | Client Course Enrolment Status Summary | 772 | Learner count by status per course offer |
| a summary of all Learner Enrolment Status | Enrolment Status Summary | 773 | Enrolment count by status. |
| a detailed report on all Learner enrolment tasks | Detailed Client Enrolment Tasks | 779 | Lists all Tasks for a Learner at the Learner Course Enrolment Level with Extra Enrolment Details |
| a report on OPAL Card | OPAL Card Report | 796 | OPAL Card Report |
| a report on Timetables | Timetable Enrolment List | 799 | Timetable Enrolment List |
| a report on all Learners Enrolment Status counts | Client Enrolment Status Count | 800 | Counts the Number of Learners within a Status for each Course |
| a report on all activities from my Learners | Student Activity Report | 817 | Learners Activity Report |
| a report on all Learners Character Errors | Client Character Errors | 820 | Learner Character Errors, shows client fields that will show an error due to unrecognized characters |
| a history on all failed Integration | Failed Integration Log | 822 | Failed Integration Log |
| 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 report where I can filter NZ Learners by tags, enrolment status and workplace details | NZ Learners with Tags and Workplace details | 2125 | Showing a all New Zealand Learners having Tags, Enrolment Status, Workplace details and special requirements |
| a report on data import check for all Australian Learners | AU Client Details Data Import Check | 9013 | Use this report to check that Learner details have come through correctly in the data import |