View all Courses that are missing a Venue

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

Open

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

First check to see if you have an existing filter available in your DataGrid which only shows you Courses that are missing a venue
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 

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

Click on the ‘+ Create New’ option

Create your new filter using the following settings:
'Venue ID' - ‘Is Empty’
'Start Date' - ‘Period’ - ‘Future’

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

To save your Filter for future use, enter a Filter name in the text box next to the green ‘Save’ button

Click on the 'Save' button

Your DataGrid will now only show you Courses that do not have a venue, and you will have a new Filter in your Filter bar which you can toggle on/off by clicking on it

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

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

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

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

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

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

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

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

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

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

Provide a name for your new Dashboard Area

Click OK

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

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

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

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

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

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

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

Complete the following details:

1. Header: Provide a name for your gadget that will make sense to you later, for example ‘Courses missing a venue’

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 ‘Class Course’ 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. Start Date – Period – Future (this will mean that the gadget is only counting Courses which are due to start in the Future)

   2. Status - Is in - Available (this will mean that only Courses that are running are included)

   3. Venue IDs - Is Empty (this will mean that only Courses that do not have any venues assigned to them will be included)

       

Click Save to complete your Gadget

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