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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.

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

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.

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

Applications Processed Report Filters

Applications Processed Report Data Columns

Applications-Processed-Report Download

Agent Performance Report

19 December 20231 February 2023 by Siddharath Dugral

Main Dashboard > Marketing Menu > Agent Performance Report

The Agent Performance Report will show you the performance of the agent through the agent’s commission in the report.

Agent Performance Report Filters

Agent Performance Report Data Columns

Agent-Performance-Report-Sample Download

Agent Performance 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
Agent Name	This column will show you the agent names
Account Manager	it will show you Account managers linked to the agent
Student No	Student numbers linked to the agent
Student Name	Student names linked to the agent
Nationality	Nationality of the student
Student Status	This column will display the status of the student whether the enrolment is started, pending, finished or not yet started
Campus	Campus name under which the student is enrolled
Enrolment Date	This column will display the processed date of the enrolment
Enrolment No	Enrolment number generated by the system
Application No	The application number generated by the system
CRICOS Code	CRICOS code entered updated on the program entry screen
Program	Program name under which the applicant/student is enrolled
Weeks	The total number of study weeks of the program
Start Date	Enrolment Start Date
End Date	Enrolment End Date
Tuition Receipted	The total receipted tuition fee will display under this column
Gross Tuition	Gross tuition amount of the student/applicant under this column
Agent Commission	The total Agent commission amount will display under this column
Total Commission Paid	The total commission that has been already paid to the agent
Total Commission Balance	The total balance of the Agent commission
Commission Due	The total due amount of the Agent commission
Discount notes	Discount notes for the agent
Country	The country of the agent updated on the Agent screen
Agent Region	The region of the agent
Agent ID	The agent ID generated by the system
Phone No	Agent’s phone number
Mobile No	Agent’s mobile number
Fax No	Agent’s fax number
Email Address	Agent’s email address
Web Address	Agent’s web address
Local Address	Agent’s local address
Mailing Address	Agent’s mailing address

Starters Report Filters

24 May 20231 February 2023 by Melissa

The Starters Report filters have two tabs General and Advance and the below table will show you Filters with their explanation.

General Filters	Explanation
Report Start & End Dates	The system will always look at enrolment start dates only to find enrolments between the date range.
Campus	If you have multiple campus then you can generate this report by selecting multiple campuses.
Program	This is a magic search field and you can search and select multiple Programs.
Enrolments to Include	This field has three radio buttons and you can select any of them one at a time. For example: *Show only Started* – If you select this, it will only show you started students. *Show only to Start* – It will show you students that are about to start. *Both* – by selecting both the report will print Started and to start students.
Show only Overseas students	By selecting this tick box, the report will print overseas students only.
Include Cancelled Enrolments	The system will only consider enrolments with start dates within the specified report period that have been canceled using the cancel enrolment function. It will not include enrolment outcomes marked as canceled for this purpose.
Include Applications	The system will always display enrolments in the report. If you choose this option, it will also include applications with a current status and an application start date within the specified report period.
Group By	Please see TEAMS Basics
Sort By	Please see TEAMS Basics
Asc and Desc	Please see TEAMS Basics

Advance Filters	Explanation
Timetable and Classes	This is magic search field and you can search and select multiple timetables.
Print class names for enrolments in report?	To see the class names associated with enrolments in the report, select the tick box. Please note that generating the report may take longer because an enrolment can be linked to multiple classes, and the system will list all class names for each enrolment.
Enrolment Type	This is a user code in TEAMS and one can create the user code in TEAMS as you required. You can select multiple enrolment type from the dropdown.
Enrolment Outcome	If you have setup the enrolment outcome on the User Code screen then it will appear under this dropdown.
Visa Types	Select the Visa type from the dropdown.
Agent	Search and select multiple Agents in this field.
Employer	Search and select multiple Employer in this field.
Account Manager	Select multiple Account Manager from the dropdown.
Country	Select multiple Campus from the dropdown.
Nationality	Select multiple Nationality from the dropdown.
Marketing Source	Select multiple Marketing Source from the dropdown.
Level Of Student	Select multiple Level Of Student from the dropdown.

Click on 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 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

Subjects – Funding Source National Missing

23 February 202330 January 2023 by Mani Gill

Compliance Dashboard > AVETMISS Subjects Tile > Funding Source National Missing

If you are 100% CRICOS for your VET subject you would select the funding source national as overseas 31 (International onshore client – other revenue). However, if you deliver offshore for student then you would change it from an Enrolment subject AVETMISS level.

The AVETMISS Subject Tile will show you the Funding Source national missing with the total count of the subjects as a link. To update the Funding Source National, you need to follow the below steps:

Select the Calendar year from the Calendar Icon.
Select the hyperlink next to the funding source national missing
You will be taken to the Subjects with no Funding Source National Setting listing screen. Select the Subject code, which will open the Subject entry screen.

Note – You can select the subject (which will take you to the subject entry screen and you can update the funding source national from there) or you can simply select the tick box against the subjects in bulk and then select the appropriate funding source national from the dropdown then select the update button.

When you have updated the AVETMISS Subject data for the Subject Descriptive Code then on the Compliance Dashboard, you need to refresh the screen to see the count of Descriptive Code missing.

Subjects – Nominal Hours Missing

23 February 202330 January 2023 by Mani Gill

Compliance Dashboard > AVETMISS Subjects Tile > Nominal Hours Missing

The Nominal Hours field is a mandatory field for the AVETMISS submission. This information comes from the subject level and if you do not have that information in your training package then you need to search and download the nominal hours from the NCVER site.

The AVETMISS Subject Tile will show you the Nominal Hours Missing with the total count of the subjects as a link. To update the Nominal Hours, you need to follow the below steps:

Select the Calendar year from the Calendar Icon.
Select the hyperlink next to the Nominal Hours missing.
You will be taken to the Subjects with no Nominal Hours listing screen.
Select the Subject code, which will open the Subject entry screen.
On this screen, select the Burger Menu > AVETMISS Settings option.
It will open the Subject AVETMISS screen, update the appropriate nominal hours and save the screen.

Note – When you have updated the Nominal Hours missing for the subjects than on the Compliance Dashboard, you need to refresh the screen to see the count of Nominal Hours missing.

Subjects – Descriptive Name Missing

10 January 202430 January 2023 by Mani Gill

Compliance Dashboard > AVETMISS Subjects Tile > Descriptive Name Missing

The Subject Descriptive Name is a mandatory field in TEAMS and you can update the correct descriptive Name from the TGA site (training.gov.au) and that’s what will print in a record of results. For the Subject Name field on the subject screen, you can have whatever you want as they are internal.

The AVETMISS Subject Tile will show you the Descriptive Name Missing with the total count of the subjects as a link. To update the Subject Descriptive Name in TEAMS, you need to follow the below steps:

Select the Calendar year 2024 from the Calendar Icon.
Select the hyperlink next to the Descriptive Name missing.
You will be taken to the Subjects no Descriptive Name listing screen.
Select the Subject code or Name, which will open the Subject entry screen.
On this screen, add the Subject Descriptive Name and Save the screen.

Note – When you have updated the AVETMISS Subject data for the Subject Descriptive Name then on the Compliance Dashboard, you need to refresh the screen to see the count of Descriptive Name missing.