The following article provides instructions for searching and reporting on contacts who are part of a certification workflow in Arlo.
- Enter the contact's name in the global search and press Enter.
- Under the contact's details, you will see any current certifications.
- Open the contact or the certification for more details.
- Open the Certifications menu item.
- Select the relevant tab, or options in the drop-down boxes, or enter a relevant search term.
The following process describes how to export certifications to a spreadsheet (CSV) and mark them as exported.
There is an export cap of 200 records from this page. You can also export certification information using the Certifications List report.
- Open the Certifications menu item.
- Select the tab which contains the certifications you would like to export, e.g. Awaiting approval.
You are unable to export from the All, New, Expired, or Expiring tabs.
- Select the certifications you would like to export.
- Press Export.
- Select the format you would like to export the certifications in.
- If you would like to record which certifications have been exported, select Mark selected certificates as exported.
- Press Export.
- Items which have been exported will include a purple arrow in the right column within certification lists.
Use the Certifications List report to see the details of your certifications and prepare reports for management and your reporting agencies.
You can save custom reports from this report for different purposes, for example, a report of all expired certifications, and a report of all certifications awaiting approval who have not paid for the course registration.
Using a couple of reports and some Excel functionality you are able to produce a report that shows the contacts whose certifications expire in a specified time period but who have not yet booked onto the renewal course.
The first step is to run a Certifications List report to get a list of all certifications that are expiring in the desired time period.
- Run a Certifications List report.
- Select the certification Template you need to report on.
- In the Status section, tick only Approved and Current.
- In the Expires section, select the start and end dates of the period you would like to report on.
Press More options to see the additional fields.
- In the Include section, ensure both Originals and Renewals are ticked.
- In the Columns section, ensure that the contact details Name and Email address fields are selected.
- Press Run Report for a preview of the report.
- Check the report to ensure all relevant fields are included.
- Press Export Excel and export the report.
- Open the report in Excel.
The second step is to run a Registrations List (Advanced) report to get a list of any contacts who are registered to complete the renewal course for the certification.
- Run a Registrations list (Advanced) report.
- In the Meets ALL of the following conditions section, add a condition to filter the report to show the registrations for the template that should be completed to renew the certification.
- Add a condition to exclude cancelled registrations.
- If required, add a condition to only show registrations created after a specified date.
- In the Include these fields in results section, remove all fields, then add the Full name, Email, and Event Start date fields to the report.
- Press Preview to check the report to ensure all relevant fields are included.
- Press Export.
- Press Download now to export the report.
- Open the report in Excel.
The final step is to run a VLOOKUP across the report information to check which of the contacts who have a certification that is expiring have already booked into the renewal course.
- In the Registrations List (Advanced) export in Excel, add another sheet to the file.
- Go to the Certification List export in Excel and copy the column headers and records.
- Paste the information into cell A1 in the new sheet you created in the Registrations List sheet.
- Add a new column header after the final column in the Registrations List sheet for contacts who are not registered for the renewal course.
- Enter the formula =IFERROR(VLOOKUP(A2,Sheet1!A:C,1,),"No") into the new column and copy down to all records.
- All contacts who are registered for the renewal course will show their names in the field and all contacts who are not registered for the renewal course will show 'No'.
