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Steps to view all Delegates booked onto Courses next week

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Learn how to view a list of all Delegates that are booked to attend Courses with you that are starting next week

When you are completing the prep for your Courses running next week, checking over the list of Delegates that are booked for each Course, and making sure you have all the information you need and everything ready is a must-have!

To view the Delegates that are attending Courses next week, you can either use your platform’s Delegate DataGrids to view and manage the Delegates per type of Course (Class Courses, and Web Courses), or you can create your own Dashboard Area with the details, stats, and lists of Delegates for Courses running next week

Delegate DataGridImage Modified

Follow this page to learn the steps for viewing the Delegates that are assigned to Courses running next week.

🔎 Find & view all Delegates for Classroom Courses next week

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

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

To view all Delegates for Classroom Courses next week, you will follow these steps:

  1. Access and filter your Class Delegates DataGrid

  2. Display the information you require in your DataGrid

Access and filter your Class Delegates DataGrid

This step will take you to a list of all Delegates booked onto Classroom Courses that start next week

Expand
titleAccess and filter your Class Delegates DataGrid

  1. Open the Class Delegates DataGrid via the Smart Grids main menu option

    Smart Grids - Class Delegate tabImage Modified

  2. First check to see if you have an existing filter available in your DataGrid which only shows you Delegates assigned to Courses that start next week
    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

    Delegates DataGridImage Modified

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

    Filter drop downImage Modified

     

  4. Click on the ‘+ Create New’ option

    Create new filter optionImage Modified

     

  5. Create your new filter using the following settings:
    Course Start Date -- Period -- Next Week

    Filter settingsImage Modified

     

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

    preview buttonImage Modified

     

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

    Filter Name and SaveImage Modified

     

  8. Your DataGrid should now only show you Delegates that are assigned to Courses that have a start date next week, and you will have a new filter in your filter bar which you can toggle on/off by clicking on it

    DataGrid Filter EnabledImage Modified

  9. Next check to see if you to see if you have an existing filter available in your DataGrid which sets your DataGrid to only display Booked Delegates
    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

    DataGrid Filter drop downImage Modified

     

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

    Filter optionsImage Modified

     

  11. Click on the ‘+ Create New’ option

    Create New FilterImage Modified

     

  12. Create your new filter using the following settings:
    Status -- Is In -- Booked

    Filter settingsImage Modified

     

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

    Preview buttonImage Modified

     

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

    Filter name and SaveImage Modified

     

  15. Your DataGrid should now only show Delegates that have a status of Booked AND Delegates that are assigned to Courses that start next week

    DataGrid Filters EnabledImage Modified

 

Display the information you require in your DataGrid

This step will show you how to adjust the columns that are displayed in your Class Delegates DataGrid so that you can see the information you need to see.

Expand
titleDisplay the information you require in your DataGrid

  1. Consider the information that you need to know about all of the Delegates attending your Classroom Courses next week
    This could include dietary requirements, contact information, and which Course they’re booked on

  2. Open the Class Delegates DataGrid and ensure your filters are applied to only show you booked Delegates that are assigned to Courses starting next week

    Delegates DataGridImage Modified

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

    Remove Column optionImage Modified

  4. To add additional columns into your DataGrid to view more information for each Delegate, click on the ‘Change Columns’ button at the top right of the DataGrid results

    Additional column optionImage Modified

  5. Use the ‘+' button to add new columns in and click on the 'Apply’ button

    additional columns pop out boxImage Modified

  6. You will now see the information you need, within your filtered Delegates DataGrid!

    Delegates DataGridImage Modified

🔎 Find & view all Delegates for Webinar Courses next week

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This step follows the same process as the Classroom 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 week.

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

To view all Delegates for Webinar Courses next week, you will follow these steps:

  1. Access and filter your Web Delegates DataGrid

  2. Display the information you require in your DataGrid

Access and filter your Web Delegates DataGrid

This step will take you to a list of all Delegates booked onto Webinar Courses that start next week

Expand
titleAccess and filter your Web Delegates DataGrid

  1. Open the Web Delegates DataGrid via the Smart Grids main menu option

    SmartGrids - Web Delegates tabImage Modified

  2. First check to see if you have an existing filter available in your DataGrid which only shows you Delegates assigned to Courses that start next week
    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

    Delegate DataGridImage Modified

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

    Filter optionsImage Modified

     

  4. Click on the ‘+ Create New’ option

    Create New FilterImage Modified

     

  5. Create your new filter using the following settings:
    Course Start Date -- Period -- Next Week

    Filter SettingsImage Modified

     

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

    Preview buttonImage Modified

     

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

    Filter name and saveImage Modified

     

  8. Your DataGrid should now only show you Delegates that are assigned to Courses that have a start date next week, and you will have a new filter in your filter bar which you can toggle on/off by clicking on it

    DataGrid Filter EnabledImage Modified

  9. Next check to see if you to see if you have an existing filter available in your DataGrid which sets your DataGrid to only display Booked Delegates
    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

    Filter optionsImage Modified

     

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

    Filter options enlargedImage Modified

     

  11. Click on the ‘+ Create New’ option

    Create New FilterImage Modified

     

  12. Create your new filter using the following settings:
    Status -- Is In -- Booked

    Filter SettingsImage Modified

     

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

    Preview ButtonImage Modified

     

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

    Filter name and saveImage Modified

     

  15. Your DataGrid should now only show Delegates that have a status of Booked AND Delegates that are assigned to Courses that start next week

    Delegates DataGrid Filters enabledImage Modified

 

Display the information you require in your DataGrid

This step will show you how to adjust the columns that are displayed in your Web Delegates DataGrid so that you can see the information you need to see.

Expand
titleDisplay the information you require in your DataGrid

  1. Consider the information that you need to know about all of the Delegates attending your Webinar Courses next week
    This could include invoice information, contact information, and which Course they’re booked on

  2. Open the Web Delegates DataGrid and ensure your filters are applied to only show you booked Delegates that are assigned to Courses starting next week

    Delegates DataGridImage Modified

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

    Remove column optionImage Modified

  4. To add additional columns into your DataGrid to view more information for each Delegate, click on the ‘Change Columns’ button at the top right of the DataGrid results

    Add new column iconImage Modified

  5. Use the ‘+' button to add new columns in and click on the 'Apply’ button

    additional columns pop up boxImage Modified

  6. You will now see the information you need, within your filtered Delegates DataGrid!

    Delegates DataGrid filters enabledImage Modified

📊 Build a Dashboard Area to show you all Delegates for Courses next week

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This process will show you how to build a new Dashboard Area on your Dashboard for you to view and report on the Delegates that are attending Courses with you next week.

This Dashboard Area will then be available to you from your homepage each time you login so that you always have quick access to the information about Delegates starting courses with you from the next week!

To build your new Dashboard Area, you will follow these steps:

  1. Add a new Dashboard Area

  2. Add a Statistics Gadget to show you the number of Delegates booked onto Courses starting next week

  3. Add a DataGrid Gadget to show you a list of the Delegates booked onto Courses starting next week

  4. Add a Summary Gadget to show you the number of Delegates who are starting their Course per day

Add a new Dashboard Area

This step will show you how to add a new Dashboard Area to your Dashboard

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titleAdd a new Dashboard Area

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

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

    Dashboard - Add AreaImage Modified

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

  4. Provide a name for your new Dashboard Area

    Dashboard - Area NameImage Modified

  5. Click OK

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

    New Dashboard createdImage Modified

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

Add a Statistics Gadget to show you the number of Delegates booked onto Courses starting next week

This step will show you how to add a new gadget to your Dashboard Area which shows you a count of the booked Delegates assigned to next week’s Courses

Expand
titleAdd a Statistics Gadget to show you the number of Delegates booked onto Courses starting next week

  1. View the Dashboard Area that you would like to add your Gadget to

    Blank DashboardImage Modified

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

    Add Gadget buttonImage Modified

  3. Scroll down to the ‘Statistic’ gadget and click the ‘Add Gadget’ button

    List of gadgetsImage Modified

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

    Gadget added to dashboardImage Modified

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

  6. Complete the following details:

    gadget settingsImage Modified

    1. Header: Provide a name for your gadget that will make sense to you later, for example ‘Delegates Booked onto Courses Next Week’

    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. Icon: Select an icon that makes sense for the gadget

    5. Colour: Select a colour that would work well with white text (i.e. do not select a colour that is very light/pale)

    6. Module: Select the ‘Delegate’ module

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

    8. Filters: this is where we will define the criteria for the Delegates we are counting! The filters we recommend for this are:

      1. Status – Is in – Booked (this will mean that the gadget is only counting Delegates with the status of ‘Booked’)

      2. Course Start Date – Period – Next Week (this will mean that the count will only reference Delegates on Courses with a start date next week)

      3. Course Template Type – Is In – Class & Web (this will means the Delegates on eLearning/Doc Courses will not be counted)

  7. Click Save to complete your Gadget!

    Gadget showing selected dataImage Modified

  8. You can now adjust the size of your Gadget before moving onto the next one!

    gadget resizing arrowImage Modified

Add a DataGrid Gadget to show you a list of the Delegates booked onto Courses starting next week

This step will show you how to add a new gadget to your Dashboard Area which shows you the details of the booked Delegates assigned to next week’s Courses

Expand
titleAdd a DataGrid Gadget to show you a list of the Delegates booked onto Courses starting next week

  1. View the Dashboard Area that you would like to add your Gadget to

    Dashboard with new gadgetImage Modified

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

    Add gadget buttonImage Modified

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

    Gadget listImage Modified

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

    gadget addedImage Modified

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

  6. Complete the following details:

    gadget settingsImage Modified

    1. Header: Provide a name for your gadget that will make sense to you later, for example ‘Delegates Booked onto Courses Next Week’

    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 ‘Delegate’ module

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

    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. Status – Is in – Booked (this will mean that the gadget is only counting Delegates with the status of ‘Booked’)

      2. Course Start Date – Period – Next Week (this will mean that the count will only reference Delegates on Courses with a start date next week)

      3. Course Template Type – Is In – Class & Web (this will means the Delegates on eLearning/Doc Courses will not be counted)

  7. Click Save to complete your Gadget!

    gadget added to dashboard - 2 gadgets showingImage Modified

  8. You can now reposition and adjust the size of your Gadget before moving onto the next one!

    dashboard showing gadgets in alternative sizesImage Modified

Add a Summary Gadget to show you the number of Delegates who are starting their Course per day

This step will show you how to add a new gadget to your Dashboard Area which shows you how many Delegates are starting their Course per day next week

Expand
titleAdd a Summary Gadget to show you the number of Delegates who are starting their Course per day

  1. View the Dashboard Area that you would like to add your Gadget to

    Dashboard Gadgets showingImage Modified

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

    add gadget buttonImage Modified

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

    gadget listImage Modified

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

    new gadget addedImage Modified

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

  6. Complete the following details:

    gadget settingsImage Modified

    1. Header: Provide a name for your gadget that will make sense to you later, for example ‘Delegates Starting Per Day’

    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 ‘Delegate’ module

    5. Columns: Select the following columns

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

      2. ID - not sorted - labelled as 'Delegates - count (this will include a count of the number of Delegates per start date)

    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. Status – Is in – Booked (this will mean that the gadget is only counting Delegates with the status of ‘Booked’)

      2. Course Start Date – Period – Next Week (this will mean that the count will only reference Delegates on Courses with a start date next week)

      3. Course Template Type – Is In – Class & Web (this will means the Delegates on eLearning/Doc Courses will not be counted)

  7. Click Save to complete your Gadget!

    new gadget with datat showingImage Modified

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

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