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 No Requirements Assigned.
- 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 (No Requirements Assigned for Actives). You can click on the Excel icon to export this report to Excel.