Program Reports

Placement Application Export

This report may be exported by a Coordinator position only.

To export a placement application report, please follow these steps:

On the main menu, click Training then Placement Applications.
On the Placement Application page, click the Export Placements button then Generate New Export.

Your placements export has now been generated. To download it, visit the Placement Applications page and select it from the Export dropdown button.

The columns included are the Trainee Name, Supervision Site Name, Training Plan, Training Plan Start Date, Training Plan End Date, Liability Insurance active dates, Status, Requirements Completed, Supervisor Name, Supervisor E-mail, Supervisor Phone, Supervisor Credential, Supervisor Concentrations, Supervisor Specialty Populations, Supervisor Degree, Supervisor License, Supervisor Years of Experience, Supervisor Skills/Training Details

Placement Application Review Mode

On the Placement Application Details page, click on the Review Mode button. The review mode will load all attached documents and completed agreement forms into a single page in Supervision Assist. This can be useful for exporting the application into a student portfolio or more quickly reviewing all requirements at once.

Site Directory Report

From the Site Directory you may use the Export Directory button to generate an excel file.

To export the site directory, please follow these steps:

On the main menu, click Training then Supervision Site Directory.
On the Supervision Site Directory page, click on the Export Directory button then Generate New Export.

Your supervision sites directory export has been generated. To download it, visit the Supervision Sites Directory page and select it from the Export Directory dropdown button.

The Site Directory export includes important information about the site along with a list of all students who have worked at the site.

The columns included are the Name, Description, Address, City, State, Zip, Country, Department, Contact Name, Contact E-mail, Office E-mail, Website, Status, Current Placement, Published, Created At, Updated At, Site Tag, Expires at, Supervisors, Placement Applications.

Supervisor Report

The Supervisor exports tool is a useful tool for gathering contact information and verification of qualifications for accreditation purposes.

To export a supervisor report, please follow these steps:

On the main menu, click People then Supervisors.
On the Supervisors page, click on the Export Directory button then Generate New Export.

Your supervisor's export has been generated. To download it, visit the Supervisors page and select it from the Export dropdown button.

The columns included are the First Name, Last Name, Email Address, Phone Number, Date Joined, Position Status, Credentials, License (Number, State, & Type), Concentration, Specialty, Degree, Years of Experience, Skills Training details

Student Hour Reports / Trainee Report

Located on the Trainees page, the export trainees' reports include useful information about student location, e-mail addresses, status, and total activity log hours.

To export a trainee report, please follow these steps:

On the main menu, click People then Trainees.
On the Trainees page, click on the Export Directory button then Generate New Export.

Your trainees export has been generated. To download it, visit the Trainees page and select it from the Export dropdown button.

The columns included are First Name, Last Name, E-mail Address, Phone Number, Zip, Timezone, Student ID, Date Joined, Status, Access Pass, Previous Training, Current Training, Next Training, Total On-Site Hours, Total Activity Hours, Total Direct Hours, Total Individual Hours, Total Group Hours, and Total Indirect Hours.