This article will show how to create reports for Requirements.
Required access:
You will need the Requirements Administrator access level.
How to get there:
- Go to Admin > Member Management
- Go to Requirements Manger
Steps to be taken:
- Click on the Reports tab
- Choose the type of report you would like to see like the Requirements Detailed Report.
- Completed All Requirements - Accounts that have completed all of their requirements.
- No Requirements Assigned - All accounts that do not have any requirements assigned.
- Not Completed All Requirements - Accounts that have not completed all of their requirements.
- Requirements Detailed Report - Amount required and completed for each requirement assigned to accounts.
3. Choose a Period Span
4. Filter your report by Access Group, Position or Status.
5. Submit
6. You will see the report generate a list of members from your query (Requirements Detailed Report for Actives). You can click on the Excel icon to export this report to Excel.
To make this report easier to read, scroll to the right and find Access Groups. Click on the "X" to remove the column.