Reports and evaluations

Concept study: possible new presentation

This page is part of an experiment exploring how the visual entry point to the Course Planner could look in the future. The content is deliberately abbreviated. The regular manual page Course Planner is authoritative.

Accounting, booking, invoice and certificate reports are available directly in the Course Planner.

How do I do this?

In the "Reports" area, select a template and use the arrow in the "Run" column to generate an Excel file with the current booking data. Generated files are listed below and can be copied and downloaded. The same applies per product or implementation in the "Reports" tab.

Prerequisites

Role Course owner, Principal or Administrator; existing booking orders.

Where do I find the setting

Course Planner > Reports
Course Planner > Products > "Your product" > Reports tab
Course Planner > Implementations > "Your implementation" > Reports tab

Connections

Reports refer to your own organisation (not across organisations). The export is divided into worksheets per offer type and is suitable, for example, for handover to external invoicing.

Further information

Course Planner: Overview >
Course Planner: Application map >
Course Planner: Reports >
Reports: Booking orders >