Learn how to access a list of all of the Delegates on a specific Course
When you are completing the prep for an upcoming Course, checking over the list of Delegates that are going to attend, and making sure you have all the information you need and everything ready is a must-have!
Follow this page to learn the steps for viewing a list of all the Delegates that are set to attend one of your Courses.
Find the Course
The first step of this process is to search for and find the Course that you would like to view the booked Delegates for.
Depending on whether your Course is a Classroom Course or a Webinar Course, open the Courses > Class or Courses > Web DataGrid from your main menu
Update the Filters that are applied at the top of your Course DataGrid This will make sure your Course will be included in the results of the DataGrid, while also limiting the results down so that you can find your Course much quicker!
Use the Search bar for find your Course Searching the name of the Course is the most common way to search for Courses
Review the results in your DataGrid to find the specific Course that you are interested in
Access & filter the Delegates List
The second step is to view the Delegates list and apply filters to it, so that you only see the Delegates that you need
To access & filter the Delegates list, you will follow some of these steps:
Access the Delegates list
Optional: Apply a filter to hide Cancelled and Transferred Delegates
Optional: Apply a filter to only see Booked Delegates
Access the Delegates list
This step will take you to a view of the Delegates assigned to the Course.
Once you have found your Course in the Courses DataGrid
Right-click on the Course, this will show you the context menu options for this Course
Click on the ‘Delegates’ context menu option
This will display the Delegates DataGrid to you, for Delegates on this Course only
Check to see if you have any filters applied at the top of the DataGrid which may be hiding Delegates that you need to view and manage If there are any filters applied that are not required, you can either click on them to unapply them, or click on the ‘Unapply’ button to the right of the filters
Apply a filter to hide Cancelled and Transferred Delegates
This step is optional! If you would like to remove Delegates that have been cancelled from this Course, or have transferred to another Course from this one, you can follow these steps to hide them from your Delegates DataGrid.
While viewing your Delegates DataGrid
First check to see if you have an existing filter available in your DataGrid which hides Cancelled and/or Transferred 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
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: Status -- Is Not In -- Cancelled, Transferred
Click the ‘Preview’ button to check that your filter works as you expect!
If you would like to save your filter for future use, provide your filter with a name and click on the 'Save' button
Your DataGrid should no longer show Delegates that have a status of Cancelled or Transferred, and you will have a new filter in your filter bar which you can toggle on/off by clicking on it
Apply a filter to only see Booked Delegates
This step is optional! If you would like to only see Delegates that are ‘booked’ onto the Course, and hide Delegates that have any other status (such as provisional, cancelled, transferred, on hold, or in progress), you can follow these steps to limit the results of your Delegates DataGrid to just booked Delegates only.
While viewing your Delegates DataGrid
First check to see if you have an existing filter available in your DataGrid which sets your DataGrid to only display Booked Delgeates 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: Status -- Is In -- Booked
Click the ‘Preview’ button to check that your filter works as you expect!
If you would like to save your filter for future use, provide your filter with a name and click on the 'Save' button
Your DataGrid should now only show Delegates that have a status of Booked, and you will have a new filter in your filter bar which you can toggle on/off by clicking on it
