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Agent Performance Report Filters

24 May 20231 February 2023 by Siddharath Dugral

Agent Performance parameters/filters screen will show you two different tabs General and Advance. Below is the table that will show the filters and their explanation.

General Filters	Explanation
Report Dates	This field has two different radio buttons: *Enrolment Start / End Dates* – when you select this radio button, the system will print the enrolment SD and ED in the columns *Enrolment Date* – By selecting this radio button, the system will print the enrolment processed date in the enrolment date column.
Report Start Date	Select the start date of the enrolment from the calendar.
Report End Date	Select the end date of the enrolment from the calendar.
Campus	You can select multiple campuses from the dropdown.
Enrolments to Include	This dropdown will show you two different tick boxes (Current and Finished) and you can select them as you required.
Include Enrolments/Applications	It will show you two different tick boxes (show applications and show enrolments) and you can select them as you required.
Include cancelled enrolments	The system considers only cancelled enrolments with start dates within the specified report period, excluding enrolment outcomes marked as cancelled for this option.
Include Declined Applications	Select this tick box if you wish to print the declined applications in the report
Group By	Please see TEAMS Basics
Sort By	Please see TEAMS Basics
Asc/Desc	Please see TEAMS Basics
Advance Filters	Explanation
Agent Name	Select multiple Agent
Account Manager	Select multiple Account Managers
Agent Region	Select multiple Agent Region

Select the “Print” Icon to generate the report. After clicking on it, the system will direct you towards 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.

Agent Details Report Columns

15 February 202310 January 2023 by Sukhchain Singh

Columns	Explanation
Agent Code	Agent’s Code entered in the system.
Agent Name	Agent’s Name entered in the system.
Agent Type	It is a user code dropdown field. One can create multiple agent types in the system and can use them while creating agents.
Comm. Paid	If the Pay Commission tick box is selected on the agent Entry screen then the report will show you Yes otherwise the report will show you No.
Commission Template	It will show the default commission template selected on the agent entry screen.
Contract Renewal Date	It will show you the Contract Expiry Date selected on the Agents entry screen > Details tab.
login	Agent login is present on the agent entry details tab. This is used as the username in the agent portal.
Agent Password	The agent admin password is present on the agent entry details tab. This is used as the password in the agent portal.
Vendor Code	Vendor Code of the Agent.
Purchase Order Amount	It will show you the Purchase Order Amount selected on the Agents entry screen > Details tab
Active	It will show you Y if the agent is active and N if the agent is inactive.
Campus	If the Agent is linked to more than one campus then this column will show you all linked campuses as comma separated. And if all campuses are linked to the agent then the system will show you “All” in the column.
Pre-deducted Commission	If the Pre-deducted Commission tick is selected for the Agent on the agent entry screen > details screen then it will show you Y otherwise It will show you N.
Charge GST	If the Charge GST tick box is selected on the Agent Entry screen then it will show you Y otherwise it will show you N.
Phone #	Agent’s Phone number.
Mobile #	Agent’s Mobile number.
Fax #	Agent’s Fax number.
Email Address	This column will show all the Email Addresses as comma separated i.e primary email, secondary, and additional email addresses.
Web Address	Website address of the Agent.
Local Address	The local Address of the Agent added on the Agent Entry screen > Local Address Tab.
Mailing Address	The Mailing Address of the Agent added on the Agent Entry screen > Local Address Tab.
Country	Country of the Agent.
Contact	This column will show you the contacts added in the burger menu on the agent entry screen.
Email Address	Email Address of the Agent
ABN	ABN details added on the Agent Entry screen.
Total Students	Total Students linked to the agent.
Total Enrolments	Total Enrolments linked to the agent.
Acct Manager	Account Manager linked to the agent on the agent entry screen.
Region	Region of the Agent.
Agent ID	This is a system-generated field

Agent Details Report Filters

15 February 202310 January 2023 by Sukhchain Singh

Below are the filters and their explanation for the Attendance Hours Report.

General Filters	Explanations
Print	This label has three Radio Buttons: Show All – if you select this radio button the system will show you all the active and inactive agents in the system. Show Active only – This will show you only the Active agents. Show Inactive Only – This will show you only the inactive agents.
Print Based on	This label has two radio buttons: Agent – By default, the Agent radio button is selected and if you want to print the report based on the agent name then you can select the agent name in the magic search field. Agent Type – If you wish to print the report based on the Agent Type then you can select the agent type from the drop-down. (Agent Type is a user code and you can create the agent type from the User Code screen.
Account Manager Name	This is a magic search field and you can select multiple account managers in this field.
Campus	You can select multiple campuses from the dropdown.
Country	If you select any country or countries from the dropdown then the system will pull out the agents that are linked to the selected country or countries
Exclude Unsubscribe	This filter will exclude all the agents that have unsubscribed tick box selected on the agent entry screen > Contact Information Tab.
Only Display Default Contacts	The system will display all the agents with their primary contacts only. It will exclude all the contacts who are not selected as primary contacts for those agents.
Group By	Group by is used to group the report according to Group by selected for example Country, Agent Type, Commission Paid etc.
Sort By	Sort by is used to sort the report according to Sort by selected for example County, Agent Name, Agent Type etc.
Asc/Dsc	Select the Ascending or Descending radio button.

Attendance Hours Report Data Columns

28 February 202310 January 2023 by Siddharath Dugral

Below is the list of the columns and their explanations for the report.

Columns	Explanation
Student No	Student Number generated by TEAMS
Student Name	Student (First name)(Middle name)(Last name).
Enrolment No	Enrolment Number generated by TEAMS.
Program Code	Program Code under which the student is enrolled.
Program Name	Program Name under which the student is enrolled.
Campus	The system will show you the campus of the student.
Start Date	Start date of the enrolment.
End Date	End date of the enrolment.
Enrolment Type	This is the enrolment type selected on the edit enrolment screen.
Timetable	The system will show the current timetable allocated to the enrolment.
Attendance Time	The system will show you the total attended hours of the student within the selected date range.
Absence Time	The system will show you the total absent hours of the student within the selected date range.

Attendance Hours Report Filters

28 February 202310 January 2023 by Mani Gill

Below are the filters and their explanations for the Attendance Hours Report.

General Filters	Explanations
Report Start Date	Select the Start Date from where you want to start calculating the attendance for the enrolment
Report End Date	Select the Date when you want to finish calculating the attendance for the enrolment.
Enrolments to include	It let you choose current enrolments or finished enrolments. (By default both the tick boxes will be ticked). You can select/unselect as you required.
Campus	If you have multiple campuses then this dropdown will show more than one campus. You can select the campus/es as you need.
Program	This is a magic search and multi-select field and you can search for multiple Programs by typing the Program Code.
Sort By	Sort by is used to group students in the report according to the selected option in Sort by for e.g – Student No & Enrolment No, Program and Student Name.
Asc/Desc	Select the Ascending or Descending radio button.

Select the “Print” Icon to generate the report. After selecting 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.

Attendance Hours Report

25 May 20239 January 2023 by Siddharath Dugral

Main Dashboard > Compliance Menu > Attendance Hours Report

We have added a new report Attendance Hours Report under the Compliance Menu. This report will show you the Attended and Absent hours for each enrolment of the student for a selected period.

To know more about the Filters/Parameters, Columns, and explanations, please select the below links.

Attendance Hours Report Filters

Attendance Hours Report Data Columns

Attendance-Hours-Report Download

Agent Details Report

25 May 20239 January 2023 by Siddharath Dugral

We have added a new report under the Marketing Menu called Agent Details Report. This report will give you every detail about the agent such as Agent Name, Agent Code, addresses, contract dates, etc.

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

Report Filters

Columns in the report

Agent-Details-Report Download

Schools Merge Fields

7 July 20239 September 2022 by Sukhchain Singh

Merge Fields	Objects	Explanation
{School Code}
{School Name}
{School ACN}
{School Legal Name}

Agents Merge Fields

7 July 20239 September 2022 by Sukhchain Singh

Merge Fields	Objects	Explanation
{Agent Code}
{Agent Name}
{Agent Phone Number}
{Agent Mobile Number}
{Agent Fax Number}
{Agent Email Address}
{Agent Legal Name}
{Agent ABN}
{Agent Default Commission}
{Agent Vendor Code}
{Purchase Order Number}
{Purchase Order Amount}

Application/Enrolment Merge Fields

7 July 20239 September 2022 by Sukhchain Singh

Merge Fields	Objects	Explanation
{Orientation Date}
{Enrolment Start Date}		Enrolment’s Start Date
{Enrolment End Date}		Enrolment’s End Date
{Enrolment Finished}		Enrolment’s Finish Date
{Enrolment Started}		This field will show you Started
{Enrolment Outcome}
{Enrolment Duration}		The system will show you the total number of the Enrolment week i.e. the sum of study and academic holiday weeks
{Enrolment Study Weeks}
{Program Name}
{Enrolment Number}
{Program Code}		This field will show you the Program Code updated on the program entry screen
{Program Descriptive Code}		This field will show you Program Descriptive code updated on the profram entry screen
{Enrolment Type}
{Program Descriptive Name}		This field will show you the Program code updated on the Program entry screen
{Program CRICOS Name}
{Intake}
{Campus Name}
{External Package Name}
{External Package Start Date}
{Internal Package Name}
{CoE No}
{CoE Start Date}
{CoE End Date}