report – Page 3 – OLD SITE

Aged Debtors Report Filters

22 May 20234 May 2023 by Siddharath Dugral

The General Filters tab on the Aged Debtors Report screen provides a list of filters that can be used to refine the data displayed in the report.

Below is a table that shows the filters and their explanations: Using these filters, you can customise the report to show only the information that is relevant to your needs, making it easier to analyse.

General Filters	Explanation
Dates based on Date	You will see two radio buttons under this section: *Invoice Due Date* – When you select this, the system will print the report based on the Invoice Due Date. *Invoice Date* – When you select this radio button, the system will print the report based on the Invoice Date.
As on Date	select the As on date from the calendar which is today’s date.
Campus	Select a specific campus or select multiple campuses for your RTO if you are submitting this report for multiple campuses.
Program	This is a magic search field and you can search for multiple Programs by typing the Program Code.
Enrolments to include	You can include enrolments such as Finished and Started tick boxes, Select Enrolment to include, Finished and Starter
Show accounts in credit	Select this check box to show accounts in the credit
Sort By	Please see TEAMS Basics
Asc/Desc	Please see TEAMS Basics

Advance Filters	Explanation
Timetables and Classes	This is a magic search field and you can search for Timetable and Classes by typing the name and Code.
Account Manager	This is a user code in TEAMS and based on the User Code created, you can select multiple account managers from the dropdown
Enrolment Type	This is a user code in TEAMS and based on the User Code created, you can select multiple enrolment types from the dropdown

Select the Print Icon to generate the report, the system will direct you to the report dashboard screen. You can see the report status over there if it’s generated or not. Once it’s generated, download the report.

Aged Debtors Report

25 May 202326 April 2023 by Siddharath Dugral

Main Dashboard > Finance Menu > Aged Debtors Report

The Aged Debtors report is a financial report that provides you with an overview of the outstanding fees owed by students.

The report will assist the finance department in monitoring and managing outstanding fees owed by students. It allows you to identify which students have overdue payments, how long the payments have been outstanding, and the total amount owed by each student.

The report typically categorises the outstanding receivables into different time periods, commonly 30 days, 60 days, 90 days, and over 90 days. Each category represents the age of the debt from the invoice due date, indicating how long it has been outstanding. The report shows the total amount owed in each category.

Aged Debtors Report Filters

Aged Debtors Report Data Columns

Aged-Debtors-Report Download

TPS History Screen

6 April 2023 by Ramneet

Dashboard > Compliance > TPS History

This screen is designed to display a comprehensive list of all TPS reports generated within a selected calendar year. It also allows for the updating of payment information, and uploading of invoices, and payment receipts. Upon loading the screen, all TPS reports generated during the selected date range will be visible.

Once a report has been submitted to the government, an invoice can be generated and uploaded via this screen along with payment details. Additionally, once the invoice has been paid, the receipt can also be uploaded by clicking on the edit icon under the actions column.

For ease of access, the generated report, uploaded invoice, and payment receipt can be downloaded by clicking on the file name under their respective columns (File, Invoice, and Payment Receipt).

Student Progress Matrix Report Data Columns

13 March 2023 by Melissa

The table provided contains a list of columns and their respective explanations that will be included in the report that will be generated.

Columns	Explanations
Student Number	This is the system-generated student number.
Student Name	This is the complete student’s name (First name, Middle name and Last name)
Enrolment Number	This is the system-generated enrolment number.
Enrolment Start Date	This is the start date of the enrolment.
Enrolment End Date	This is the end date of the enrolment.
Enrolment Outcome	This column will show you the enrolment outcome such as in progress, Cancelled etc which is updated on the Edit Enrolment Details screen
Employer	It will display the legal employer’s name.
List of Subjects	It will display all the subjects’ names linked with the program and the system will display the outcome codes in the cells. NOTE – If the enrolment is cancelled then the system will display a can in each cell and if the subject is deleted from the enrolment then it will show the NA in the cell. The cell will be blank if no result is updated on the Training Plan and Result screen for that subject.

Student Progress Matrix Report

25 May 202313 March 2023 by Melissa

Main Dashboard > Compliance > Student Progress Matrix

Overview

The purpose of this report is to provide a summary of the student’s progress based on their program. Unlike the Student’s Results in the Listing report, which runs down the rows of an excel per enrolment, this report presents a different view known as the Student Progress Matrix. In this report, the subjects for enrolment run horizontally across the columns.

The report aims to give a comprehensive overview of the student’s progress in their program, showcasing their achievements and identifying areas where they may need improvement.

Student Progress Matrix Report Filters

Student Progress Matrix Report Data Columns

Student-Progress-Matrix-Sample-Report Download

TPS Report Data Columns

3 July 20237 March 2023 by Ramneet

The generated report will contain a table with several columns and their corresponding explanations. This table provides a summary of the data or information presented in the report in a structured and organised manner. Each column is labeled with a title that describes the type of information contained within it.

Columns	Explanations
TPS Calendar Year	The year selected to generate the report
CRICOS Provider Code	The system will show this code from the Campus Entry Screen
Institution Name	This comes from the campus entry screen
InstitutionTradingName	This again comes from the campus entry screen. If the CRICOS provider code, Institution name/Trading name is blank on the campus entry screen. Kindly add them. If you are unsure of what to enter there, kindly check training.gov.a
Campus Code	Populates the code setup for the campus on the Academics > Campus entry screen
Campus Name	Populates the name of the campus
Student No	Student Number generated by TEAMS
Complete Name	Student (First name )(Middle name)( Last name)
Enrolment No	Enrolment number generated by TEAMS
CRICOS Program Code	This is the CRICOS code for the program and will be populated from the Academics > Program entry screen
Program Descriptive Code	The descriptive code of the program is saved on the program entry screen
Program Descriptive Name	The descriptive name of the program is saved on the program entry screen.
Enrolment Type	It will show the application type saved for the enrolment on the Edit Enrolment Detail screen
Enrolment Outcome	It will show the enrolment outcome saved for the enrolment at the Edit Enrolment Detail screen
Enrolment Status	It will show the current status of the enrolment. For example – Started, Not Started, Finished, and Cancelled.
Enrolment Dates	Start date and End date of the enrolment
Enrolment Duration Weeks	This will be the total weeks of the enrolment which includes total study weeks, total academic holiday weeks, and the student personal holiday weeks. For example, If enrolment has study weeks = 40, academic holiday weeks = 12, and student personal holiday weeks = 2. Then the total enrolment duration will be 40+12+2=54 weeks
Enrolment Duration Days	The system will show the total of study days, academic holidays, and student personal holidays.
Total Tuition to pay	This is the total invoiced amount of the Tuition Fee for enrolment
Overall Total Paid	This is the total receipted amount of the Tuition Fee for enrolment
Daily Payment Amount	The total tuition to be paid is divided by the total enrolment duration in days.
Total No. of Days Paid	Total receipted divided by the daily payment amount
Total Paid for TPS Calendar Year	Total receipts within the TPS calendar year for the enrolment
ESOS Length	Duration of the enrolment within the TPS calendar year
ESOS Days	Duration of the enrolment within the TPS calendar year in days
ESOS Amount	Daily Payment Amount * ESOS days

TPS Report Filters

13 March 20237 March 2023 by Ramneet

The General Filters tab on the TPS Report screen provides a list of filters that can be used to refine the data displayed in the report. Below is a table that shows the filters and their explanations: Using these filters, you can customise the report to show only the information that is relevant to your needs, making it easier to analyse and take action based on the report data.

General Filters	Explanation
Calendar Year for Report	It means that the data included in the report covers the entire period from January 1st to December 31st of a particular year.
Campus	Select a specific campus or select multiple campuses for your RTO if you are submitting this report for multiple campuses.
Program	This is a multi select Program field that allows you to select multiple programs from a list of options. If you do not select any programs in this field, the system will automatically select all the programs that are linked with the campuses that the user has selected.

Click on the “Print” Icon to generate the report. After clicking on it, the system will direct you to the report dashboard screen. You can see the report status over there if it’s generated or not. Once it’s generated, download the report.

TPS Report

25 May 20236 March 2023 by Ramneet

Main Dashboard > Compliance > TPS Report

Overview

This report pertains to the total amount of tuition fees paid or outstanding for a specific calendar year and is a mandatory requirement for all CRICOS (Commonwealth Register of Institutions and Courses for Overseas Students) colleges. Such colleges must submit this report to the government every year. The purpose of this report is to provide the government with accurate and up-to-date information on the total tuition fees received or expected to be received from overseas students studying at these institutions.

To know more about the Filter and columns and their explanations, please select the below links.

TPS Report Filters

TPS Report Data Columns

TPS-Report-Sample Download

Student Contact Log Report

2 March 20231 March 2023 by Mani Gill

Main Dashboard > Student Management > Student Contact Log

In TEAMS, there is a feature called the Communications log screen that can be accessed from various dashboards, including the Applicant Dashboard, Application Dashboard, Student Dashboard, Enrolment Dashboard or Agent Dashboard. This screen provides users with the ability to Send Emails and Send SMS, as well as Create a Contact Log for various communication events. This feature is particularly useful for keeping track of all communication that occurs between the user and the student, applicant, or agent, which can help ensure that important information is not lost or forgotten.

A student contact details report contains information about the contact details of a group of students and enrolments. By running this report, you can gain access to past, current, and future contact information for the students, which can be useful for various purposes. Additionally, having access to this report can help you plan for the future and make informed decisions regarding the student’s education.

To know more about the Filter and columns and their explanations, please select the below links.

Student Contact Log Report Filters

Student Contact Log Report Data Columns

Student-Contact-Log Download

Student Contact Log Report Data Columns

1 March 20231 March 2023 by Mani Gill

The table provided offers an explanation of the different columns that are included in the report.

Columns	Explanations
Contact Date	This is the contact date that you have added while creating the Student or Enrolment Contcat logs.
Student No	The column will show you student numbers..
Enrolment No	The column will display the enrolment numbers.
Student Name	It will display the student’s Name (First Name, Middle Name and Last Name).
Contact Log Type	This is a user code and based on the User Code created in TEAMS, this column will show you the contact log type.
Contact Log Details	This will show you the contact details that you have updated in the notes icon on the contact log screen.
User Name	Name of the user who has updated the contact logs in the system
Program Code	Program code
Enrolment Type	This is a user code and based on the User Code created in TEAMS, this column will show you the enrolment type.
Enrolment Start Date	Start Date of the enrolment
Enrolment End Date	End Date of the enrolment
Started	Status of the enrolment (Started, Not Yet Started, Finished)
Viewable in SRC	Yes/No