View all Delegates that are booked on a Course which starts next week

Owned by Jenna Buttershaw
Last updated: 20 Nov, 2023 by Hannah Letch
15 min read

Steps to view all Delegates booked onto Courses next week

 

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 DataGrid

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

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

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

    Smart Grids - Class Delegate tab

     

  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

     

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

     

  4. Click on the ‘+ Create New’ option

     

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

     

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

     

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

     

  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

     

  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

     

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

     

  11. Click on the ‘+ Create New’ option

     

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

     

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

     

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

     

  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

 

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.

  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

     

  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

     

  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

     

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

     

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

Find & view all Delegates for Webinar Courses next week

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

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

     

  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

     

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

     

  4. Click on the ‘+ Create New’ option

     

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

     

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

     

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

     

  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

     

  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

     

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

     

  11. Click on the ‘+ Create New’ option

     

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

     

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

     

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

     

  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

 

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.

  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

     

  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

     

  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

     

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

     

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

Build a Dashboard Area to show you all Delegates for Courses 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

  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!

 

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

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

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