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Learn how to view a list of all Courses that are available to your customers.

This step will run through how to access the list of Delegates who are attending class-based Courses with you that start next week.that are available for bookings

You will build DataGrid filters that you will be able to reuse the next time you want to view this information!

1. Access the Class Course DataGrid by going to Courses>Class Courses > Class in the main menu on the left-hand side

   

2. This will open the Class Course DataGrid which will show all Class Courses within the Platform

   

3. First check to see if you have an existing filter available in your DataGrid which only shows you future Courses
   Filters may be included in your filters bar, or they may be tucked away in the Filters drop-down box to the right of the filters bar, if you already have a filter available you can click on it to apply it to your DataGrid 

   

4. If you do not yet have an existing filter, click on the ‘Filters’ drop-down button to the right of the filters bar

   

5. Click on the ‘+ Create New’ option 

   

6. Create your new filter using the following settings:
   Start Date - Period - Future

   

7. Click the ‘Preview’ button to check that your filter works as you expect! 

   

8. If you would like to save your filter for future use, provide your filter with a name and click on the 'Save' button

   

9. Your DataGrid should now only show you Future Courses, and you will have a new filter in your filter bar which you can toggle on/off by clicking on it

   

1. Access the Class Course DataGrid by going to Courses > Class in the main menu on the left-hand side

   

2. This will open the Class Course DataGrid which will show all Class Courses within the Platform

   

3. Consider the information that you need to know about your available Classroom Courses
   This could include start date, venue name, available places, profitability forecast
   

4. Remove any columns that you do not need to see in your DataGrid by right-clicking on them and clicking the ‘Remove Column’ option

   

5. To add additional columns into your DataGrid, click on the ‘Change Columns’ button at the top right of the DataGrid results

   

6. Use the ‘+' button to add new columns in, search for the column you require and click on the 'Apply’ button

   

7. You will now see the information you need, within your DataGrid!
   

This step follows the same process as the Classroom Webinar Course Delegate step above, it will run through how to access the list of Delegates who are attending web-based Courses with you that start next weekthat are available for booking.

You will build DataGrid filters that you will be able to reuse the next time you want to view this information!

1. Access the Class Web Course DataGrid by going to Courses>Web Courses > Web in the main menu on the left-hand side

   

2. This will open the Web Course DataGrid which will show all Web Courses within the Platform

   

3. First check to see if you have an existing filter available in your DataGrid which only shows you future Courses
   Filters may be included in your filters bar, or they may be tucked away in the Filters drop-down box to the right of the filters bar, if you already have a filter available you can click on it to apply it to your DataGrid 

   

4. If you do not yet have an existing filter, click on the ‘Filters’ drop-down button to the right of the filters bar

   

5. Click on the ‘+ Create New’ option 

   

6. Create your new filter using the following settings:
   Start Date - Period - Future

   

7. Click the ‘Preview’ button to check that your filter works as you expect! 

   

8. If you would like to save your filter for future use, provide your filter with a name and click on the 'Save' button

   

9. Your DataGrid should now only show you Future Courses, and you will have a new filter in your filter bar which you can toggle on/off by clicking on it

   

1. Access the Web Course Courses DataGrid by going to Courses>Web Courses > Web in the main menu on the left-hand side

   

2. This will open the Web Course DataGrid which will show all Web Courses within the Platform

   

3. Consider the information that you need to know about your available Courses
   This could include venue namestart date, available places, profitability forecast
   

4. Remove any columns that you do not need to see in your DataGrid by right-clicking on them and clicking the ‘Remove Column’ option

   

5. To add additional columns into your DataGrid, click on the ‘Change Columns’ button at the top right of the DataGrid results

   

6. Use the ‘+' button to add new columns in, search for the column you require and click on the 'Apply’ button

   

7. You will now see the information you need, within your DataGrid!

This process will show you how to build a new Dashboard Area on your Dashboard for you to view and report on all available, future Courses

This Dashboard Area will then be available to you from your homepage each time you login so that you always have quick access this information!

1. Click on the Dashboard main menu option to be taken to your Dashboard

   

2. Click on the arrow icon button on the Dashboard Area drop-down box

   

3. Click on the ‘Add Area’ option to create a new, blank, Dashboard Area

   

4. Provide a name for your new Dashboard Area

   

5. Click OK

   

6. You will now have a new Dashboard Area which does not contain any Gadgets

   

7. Move onto the next step to start adding Gadgets to your Dashboard Area!

1. When you are viewing the Dashboard Area that you would like to add your Gadget to

   

2. Click on the ‘Add Gadget’ button at the top right of the page

   

3. Find the ‘Statistics’ gadget and click the ‘Add Gadget’ button

   

4. The Gadget will be added to your Dashboard, however it now needs configuring

   

5. Click on the message within the Gadget to open the settings to set your Gadget up

   

6. Complete the following details:

   1. Header: Provide a name for your gadget that will make sense to you later, for example ‘Future Courses’ or ‘Available courses’

   2. Auto Refresh: We recommend leaving this option disabled so that the gadget is not affecting the performance of your platform when you are not using it

   3. Auto-height: We recommend leaving this option unchecked so that you can change the height of the gadget yourself

   4. Module: Select the ‘Courses’ module

   5. Aggregate Function: Select the ‘Count’ option as we want to count the number of Courses that meet our criteria

      

   6. Filters: this is where we will define the criteria for the Delegates we want to show in the Gadget! The filters we recommend for this are:

      1. For future Courses use the following filter - Start Date – Period – Future (this will mean that the gadget is only counting Courses which are due to start in the Future)

         

         ii. For Available Courses use the following filter - Course Status - Is In- Available (this will mean that the gadget will only count Courses with the status of available)

         

7. Click Save to complete your Gadget

   

8. You can now reposition and adjust the size of your Gadget before moving onto the next one. You can do this by hovering over the edge of the gadget and using the arrows to drag it to size

   

   
   

1. When you are viewing the Dashboard Area that you would like to add your Gadget to

   

2. Click on the ‘Add Gadget’ button at the top right of the page

   

3. Find the ‘DataGrid’ gadget and click the ‘Add Gadget’ button

   

4. The Gadget will be added to your Dashboard, however it now needs configuring

   

5. Click on the message within the Gadget to open the settings to set your Gadget up

   

6. Complete the following details:

   1. Header: Provide a name for your gadget that will make sense to you later, for example ‘Future Courses’ or ‘Available courses’

   2. Auto Refresh: We recommend leaving this option disabled so that the gadget is not affecting the performance of your platform when you are not using it

   3. Auto-height: We recommend leaving this option unchecked so that you can change the height of the gadget yourself

   4. Module: Select the ‘Courses’ module

   5. Columns: Select the Course information that you would like to include in your DataGrid Gadget, and select which columns you would like to sort your Courses by (for example, if you would like to see all the Courses that are running first, you can sort by the Start Date ascending)

      

   6. Filters: this is where we will define the criteria for the Delegates we want to show in the Gadget! The filters we recommend for this are:

      1. For Future Courses use the following filter - Start Date – Period – Future (this will mean that the gadget is only counting Courses which are due to start in the Future)

         

         ii. For Available Courses use the following filter - Course Status - Is In - Available (this will mean that the gadget will only count Courses with the status of available)

         

7. Click Save to complete your Gadget

   

8. You can now reposition and adjust the size of your Gadget before moving onto the next one. You can do this by hovering over the edge of the gadget and using the arrows to drag it to size

   

1. When you are viewing the Dashboard Area that you would like to add your Gadget to

   

2. Click on the ‘Add Gadget’ button at the top right of the page

   

3. Find the ‘Summary’ gadget and click the ‘Add Gadget’ button

   

4. The Gadget will be added to your Dashboard, however it now needs configuring

   

5. Click on the message within the Gadget to open the settings to set your Gadget up

   

6. Complete the following details:

   1. Header: Provide a name for your gadget that will make sense to you later, for example ‘Future Courses’ or ‘Available courses’

   2. Auto Refresh: We recommend leaving this option disabled so that the gadget is not affecting the performance of your platform when you are not using it

   3. Auto-height: We recommend leading this option unchecked so that you can change the height of the gadget yourself

   4. Module: Select the ‘Course Date’ module

   5. Columns: Select the following columns

      1. Course Start Date - sorted Ascending - labelled as ‘Start Date’ - Group By - Month and Year (this will include a list of the the start dates in the gadget)

      2. ID - not sorted - labelled as ‘Courses - Count’ (this will include a count of the number of Courses per start date month)

         

   6. Filters: this is where we will define the criteria for the Delegates we want to include in the Gadget! The filters we recommend for this are:

      1. For Future Courses use the following filter - Status – Period – Future (this will mean that the gadget is only counting Courses that are due to start in the Future)

         

         ii. For Available Courses use the following filter - Course Status - Is In - Available (this will mean that the gadget will only count Courses with the status of available)

         

7. Click Save to complete your Gadget!

   

8. You can now reposition and adjust the size of your Gadget alongside the other Gadgets!