This report will return results within the specified date range for any students that are associated with the specified corporate client. This includes public enrolments, as well as enrolments into private timetable items.
The purpose of this report is to understand when students for a particular corporate client last completed training, and when they will next need to complete training again where their qualifications have an expiration date. The report includes limited financial information to inform training budgets.
Data Fields Included in the Training Report - For Corporate Client
- Course or unit title
- Timetable start date
- Venue location suburb
- Venue location state
- Name of corporate client organisation (only training for the specified client will display)
- Student first name
- Student middle name
- Student surname
- Enrolment status
- Complete status (Y yes or N no)
- Due for training (How many days until any current qualifications expire)
- Expiry date (Date that their current qualification will expire)
- Employee reference (for more information see this help page and section on employee tab)
- Internal reference (for more information see this help page and section on user personal details)
- Expected revenue (ex GST) for their enrolment
How to Run the In-House Courses Report
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Use the menu to navigate to Report > Corporate Client Reports
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Set the desired date range. Begin typing the name of a corporate client. Select a match from the drop down list, then click the lightning bolt icon.
- Depending on your computer and browser default settings for downloads, the file should automatically download and you can open the file from the bottom left of screen
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