3.1.1. Reports as Consultant or General Approver

Description:

The following steps provide details for accessing basic reports, such as enrollment reports, via the Consultant or General Approver role in CACWT.

Instructions:

1. First, make sure you are in the “Consultant” or “General Approver” role in CACWT. To access the role, select your name and choose the appropriate role from the drop down menu. If you do not see it in the drop down, it’s possible you are already in the Consultant role.
2. This will take you to the Admin dashboard page.
   
3. In the left side panel select “Reports.” This will expand the section and provide a variety of options for report queries.
4. For example, you can create an Enrollment Report by completing the following steps:

• Select “Enrollment History” (under the “Enrollment” header)
• Enter your preferred search criteria. CalSWEC recommends searching by course to narrow results.

Figure 3.1.1a. Screenshot of Enrollment History Search Criteria page.

• Select the “Get Data” button.
• Course enrollment data will appear at the bottom of the screen. The information will be displayed in the following category headers.
• Learner
• Course
• Section
• Instructors
• Start Date
• End Date
• Exit Date
• Status
• Grade
• Row Insert Date

Note that each category is individually searchable. For example, you can filter results by searching for the course start date or by the student status (e.g. whether the course has been completed) or any other category.

• Once you have the report criteria you want, you can export the data to an Excel or CSV file.
• If exporting to CSV, select the down arrow to choose the Output options you prefer (use comma separator).