View all Delegates that were booked on a Course today

From the Main Navigation Menu, select ‘Smart Grids' and then ‘Class Delegates’, ‘Web Delegates’, 'eLearning Delegates' or 'Knowledge Document Delegates' depending on which Course type you wish to view This will open the corresponding DataGrid Within the DataGrid, click the 'Filters' dropdown and select the 'Create New' option Using the drop-down options, create a filter for 'Date Registered - Period - Today' Add a name to your filter and click the ‘Save’ button This will now show a list of all Delegates who have registered for a Course today

To check that all information and payments have been provided, update the information included in your DataGrid using the 'Change Columns' button This will display a pop-over where you can manage your DataGrid columns   Choose where you would like to add your new column and click the '+' icon on the column that will be displayed above it Add 'Invoice Reference' and 'Invoice Status' columns to check any financial records against your Delegates Add any other columns you may need to check that all your required information is populated Press the ‘Apply’ button to apply your changes You will notice your added columns will now appear within the DataGrid, If any fields are showing blank, this will mean that the information is not populated currently

Yes! Using the ‘Share filter’ option, you can share any filters with your Training Administrators. This only works with other Users that have the Training Administrator role only. For more information please visit our dedicated page for sharing a filter with an Admin