report – OLD SITE – TEAMS Help Site

Student Progress Matrix Report – New Score Column

24 May 202316 May 2023 by Siddharath Dugral

A new system setting has been implemented for the Student Progress Matrix report that will allow you to show a separate Score column for each unit.

When the system settings are turned on, the generated Student Progress Matrix report will display a separate Score column for each unit that the student is studying. This column will indicate the score achieved by the student in that specific unit. This enhancement to the student progress matrix report provides a comprehensive overview of each student’s performance in their respective units, allowing for a more detailed analysis of their progress.

Note: Our default settings have been configured to exclude the score column as the default selection when generating the student progress matrix report. However, if you prefer to have the score column under the report by default, we offer the option to turn on this setting for you. To do this, please contact our support team, and they will assist you in making the necessary changes to your organisation site.

Agent performance Report Changes

26 April 202319 April 2023 by Mani Gill

We have recently made some changes to the columns in the Agent Performance Report. These changes include the following:

Changed column heading of Weeks to Total Weeks

Added Study Weeks column to the right of the Total Weeks column and before the Start date Column

Added the average row for the Agent in the group-wise section which will show the average count of the total weeks and study weeks

Added the total of study weeks at the bottom of the report.

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

Applications Processed Report Data Columns

15 February 20231 February 2023 by Siddharath Dugral

Below is the table that will show the columns and their explanations.

Columns	Explanation
Student No	Student number generated by TEAMS
Student Name	Student name entered on the edit student details screen
Campus	Campus name in which the student/applicant is enrolled
Enrolment No	Enrolment number generated by TEAMS
Enrolment Type	It will show you the enrolment type selected on the Edit Enrolment details screen
CRICOS Code	CRICOS code updated for the programs
Program	Program name
Start Date	Start date of the Enrolment/Application.
Processed Date	Processed date of the Enrolment
Started	This column will display as *Yes* if the enrolment is started and No if the enrolment is not started
Finished	This column will display as *Yes* if the enrolment is finished and No if the enrolment is not started
End Date	End date of the Enrolment/Application
Duration Weeks	The total duration of the programs linked to the enrolment in weeks
Study Weeks	The total study weeks of the Enrolment
Account Manager	The Account Manager linked to the Student/Applicant
Agent	The Agent linked to the enrolment
Nationality	The Nationality of the student/applicant
Visa Type	Visa type of the Student/Applicant selected on the Visa Details screen
Enrolment Date	Enrolment processed date
Amount Owing	The Amount Owing by the Student/Applicant.
Tuition Fee	Total Tuition Fee of the Student/Applicant
Country	The Country of the student/applicant selected in the Edit Student
User	User name by which the Student/Applicant has been created.
Agent Address	Address details of the agent linked to the student/applicant.
Marketing Source	The Marketing Source (Social Media, Word of Mouth etc)
Level of Student	The Level of student/applicant selected in the Edit Student
Enrolment Outcome	It will show you the enrolment outcome selected on the Edit Enrolment details screen
Region	Region of the Student/Applicant
Skype Name	Skype name of the student/applicant
Email	Email address of the student/applicant
Mobile	Mobile number of the student/applicant
Phone	Phone number of the student/applicant
International Phone	International number of the student/applicant
Employer	The Employer name linked to the Student/Applicant.
Enrolment Status	The Enrolment Status (started, not yet started) will display under this column.

Applications Processed Report Filters

4 July 20231 February 2023 by Siddharath Dugral

Below are the filters and their explanation for the Applications Processed Report.

General Tab Filters	Explanations
Report start date	Select the report start date from the calendar
Report end date	Select the report end date from the calendar
Campus	Select specific campus from the dropdown.
Program	This is a magic search field and you can search and select the program
Enrolments to include	This dropdown will show you (current, to start and finished). You can select them as you required
Group By	Please see TEAMS Basics
Sort by	Please see TEAMS Basics
Asc/Desc	Please see TEAMS Basics
Advance Tab Filters
Enrolment Type	You can select the Enrolment Type from the drop-down

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.

Application Status Report Data Columns

15 February 20231 February 2023 by Siddharath Dugral

The below table will show you the columns and their explanation that will get printed in the report.

Columns	Explanation
Application Creation Date	Creation date of the application
Application No	Application number generated by the system
Applicant Name	Applicant name updated on the Edit applicant details screen
Date of Birth	Date of birth of the Applicant
Campus	Campus name under which the applicant is enrolled
Program	Program name under which the applicant is enrolled
Preference
Nationality	Nationality of the Applicant
Agent	Agent name linked to the applicant
Employer Name	Employer name linked to the applicant
Start Date	Start date of the program
Duration	Duration (in weeks) of the program
Total Fee	The total fee of the program
User	User name
Application Type	Application type (CoE or Non CoE) selected in the system
Application Status	The current Application status (Current or Converted) will display under this column
Student No	The student number generated by the system
Marketing Source	The marketing source of the applicant (Newspaper, agent etc)
Account Manager	The account manager’s name selected at the Applicant level
Total Tuition Fees	The total tuition fees of the program
Total Other Fees	The total amount of other fees will display under this column
Program Name	Name of the program
Level of Student	The Level of the applicant selected in the Edit Student screen
Region	Region of the Student/Applicant
Phone No	Phone number of the applicant
Mobile No	Mobile number of the applicant
Email Address	Email Address of the applicant
International Phone No	International phone number of the applicant
Last Contact	The last contact log that has been made in the system
Agent Email ID	Email address of the agent
Skype	Skype ID of the applicant
Onshore/Offshore Status	Onshore or Offshore status of the applicant
Agent Commission	Total agent commission

Application Status Report Filters

24 May 20231 February 2023 by Siddharath Dugral

The Application Status Report Filters screen will show you two different tabs General and Advance. Below tables will show you filters and their explanations.

General Filters	Explanation
Dates based on	The system analyzes Applications by Application Creation Date, Application Start Date, or Converted Date. Choosing a specific date or date range in the “Report start date” and “Report end date” fields shows the number of applications accordingly.
Report start date	Specify dates based on the selected option in the “Dates based on” field. For example, if “Application Creation Date” is chosen and a date range is entered, the system will retrieve applications created within that range.
Report end date	Select the report end date from the calendar icon
Campus	You can select a specific campus from the dropdown.
Program	This is a magic search field and you can search and select multiple programs
Application Status	Select the Application Status (All, Current and Converted) from the dropdown.
Group By	Please see TEAMS Basics
Sort By	Please see TEAMS Basics
Asc/Desc	Please see TEAMS Basics

Advance Filters	Explanation
Overseas/Local Student Status	This dropdown has two different tick boxes overseas or local students. You can select them as you required
Application Type	The dropdown will show you application type based on what you have added in the system from User Code screen
Agent	Select the specific agent
Employer	Select multiple Employers from this dropdown field.
Account Manager	Select multiple Account Managers from this dropdown field.
Marketing Source	Select multiple Marketing source options from this dropdown field.
Nationality	select Nationality from the dropdown field.

Application Status Report

25 May 20231 February 2023 by Siddharath Dugral

Main Dashboard > Marketing Menu > Application Status Report

The Application Status Report will show you the current status of every application in the selected date range whether the application is converted or not.

Application Status Report Filters

Application Status Report Data Columns

Application-Status-Report Download

Applications Processed Report

25 May 20231 February 2023 by Siddharath Dugral

Main Dashboard > Marketing Menu > Applications Processed Report

The Applications Processed Report will show you the current status of all the applications in the selected date range whether the application is converted or not.