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We understand that some reports are crucial to running your business.
As such, to ensure that you have you most important reports ready during implementation, we need to know what reports are most important to you.
Crucial information
At the start of the implementation, you will be asked to send through a copy of your important reports. These can come in whichever format suits you.
The crucial information we need are:
- A list of the columns in the report
- Which order the columns should appear in
- What values are expected in each column in layman's terms
- An example of the values expected in each column
- How the values should in the columns should be formatted
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Sometimes the values expected differ to those stored in accessplanit, therefor it is important to know how these should show. As an example, the accessplanit system platform shows "United Kingdom" as a country. If you need this to show as "GB", please make this clear |
Report outputs
So that we can be completely understand your requirements, it's best to detail report outputs in a similar fashion to the below example:
| Column Name | Format | Details | Example Values |
|---|---|---|---|
| Course Name | Text | The name of the course | First Aid At Work |
| Course ID | Alphanumeric | The unique reference for the course template | FAW01 |
| Start Date | Date Time | The start date and time of the course | 21/02/2019 09:00 |
| End Date | Date Time | The start date and time of the course | 21/02/2019 17:00 |
| Trainer | Text | The name of the trainer | John Smith |
| Venue | Text | The name of the venue | Business Centre |
| Income | Number (2 decimal places) | The income (Sum of all booking costs) | 2500.00 |
| Expenses | Number (2 decimal places) | The expenses (Sum of trainer, venue and resource costs) | 400.00 |
| Profit | Number (2 decimal places) | The profit (Income - Expenses) | 2100.00 |
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