JobReady's Monthly Guide to a Smarter RTO

Get the most of JobReady RTO by reading our monthly Tips and Tricks newsletter. Discover just how easy JobReady RTO is to use so you can become more productive. Reporting made easy with JobReady RTO This month’s JobReady RTO Tips and Tricks is a guide to helping you use the flexible and innovative Report Builder tool. Learn how to use the Report Builder and enjoy the freedom to get access to the information you need to better manage your RTO. You can now watch two new videos that show you how the standard Reports and Report Builder work and how they can effectively help you with your day-to-day reporting needs. Reports Video click here Report Builder Video click here After watching these videos, we have included below some examples of how you can use the Report Builder to best effect. JobReady has created some “ready-to-use” Templates for you under the Report Builder section, here are some examples: Reports > Report Builder > Report Templates Course/Enrolment Funding Setup If you deliver funded training, there are two pre-configured “housekeeping” Templates available, effective for you to review your courses and/or students to ensure that they have the correct funding detail linked. Party AVETMISS Details Export This Template is useful to review all party records and ensure you are not missing AVETMISS information. You may utilise this template to complete a spot-check of your data quality, prior to you claiming funding or end of year reporting. Employer Export If you are maintaining information in the Employer section of JobReady RTO, this Template is useful to export all Employer records and for tasks such as external marketing such as email or mail merges outside of JobReady RTO. Like any Report Builder Template, you can view the fields that have been selected: Find the missing ID…… Trainee and Apprentices missing TC ID If you deliver training to Trainees or Apprentices, you can use the Student fields to create a custom report to identify students that are ticked ‘Trainee/Apprentice’ but are missing a TC ID or related details. After selecting the appropriate fields for the Report, you can then use the Filters Tab to customise this Report such as the example below. Go for It….. You may also like to create some important Report Templates of your own. You can start to build a library of your “Go-To” reports that you can run regularly to ensure your RTO is travelling as expected. To do this: Create your own custom Templates by selecting the New Report Tab in the left side-bar. In Summary – “Mining Boom” Invest some time to learn to use Report Builder and you have the freedom to “mine” and control your information. Happy Mining!