Add a report with trained people
Currently we don't have the possibility to generate a report for a given client with ALL the people who have been trained (adding an information about the training they had). As this request happens quite often, it would be great to be able to generate it (including the last 7 years at least).
Comments: 4
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23 Feb, '23
Steve Boyce AdminJessica, thank you for your recommendation on increased reporting features in our FBC Platform. We were able to partner with our Systems Operations Team and launch a new report in FBC titled 'Trained Client Contacts' which should give our Partners increased visibility into their Client Accounts and Contacts based on the Workshop Label and Completion date. Please feel free to check out the report and let us know if we can help assist in any other way!
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28 Feb, '23
JessicaHi Steve, thank you for the report, it is a great start! However, the data is not correct: there are people missing in the report, or two times the same person, and sometimes people who were registered to a workshop, but never completed it. Can you please ensure not to have twice the same person, and to include people who were certified before 2017 too? Thanks
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16 Mar, '23
Steve BoyceJessica, thank you for the feedback on the report. The team here was able to review the feedback for the report and add a filter that will only show participants who completed a workshop. We were also able to confirm that the data now displays workshops dated earlier than 2017. As for duplicate names, we were not able to identify any duplicates but an assumption we have is that these participants attended the workshop as either a 'standard' participant or a 'refresher' or that a participant was registered twice but another participant attended in that spot. We hope these updates help provide you the data that you are looking for.
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21 Apr, '23
Ronda RobinsonCan this report include those who have earned a Certification?