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Dashboard > Student Management > Starters icon
The report will display a list of students who have an enrolment start date falling within the specified date range of the report. Additionally, the report will indicate whether these students have commenced their studies or not. Essentially, this report provides an overview of students who are expected to have started their education during the specified period and identifies whether they have actually begun their studies or not.
Below is a list of all the reports available under this menu option in the system. You can see the name of the report with either an icon that has the letters CSV in it or an MS Excel icon. Generally, all reports in the system generate to a CSV (Comma-separated values) file, however, the class roll reports in this menu generate to excel so it can have a page break inserted for each of the different class rolls you wish to generate in the one report. You cannot do this in a CSV format.
Each report listed below is a link to a post where you can understand the report, its parameters and to view an example of the report.
In this post, we will be explaining:
In the past we were displaying all financial tile in the main dashboard. There were 10 tiles in total including financial tiles. So now to make it more easy to understand. We will be showing 7 tiles only i.e. excluding all financial tiles.
Now no more delays in loading main dashboard tiles. As the financial tiles were taking a bit more time then others to get loaded when you login to TEAMS. Now by excluding this financial tiles, main dashboard becomes feature rich.
Previously we were displaying main dashboard with 10 tiles including financials tiles.
But now we will be displaying all other tiles except financial tiles which are:
>Overdue Tile
>Payment Received Tiles
>Payment Due Tile
Here is the new look of Main Dashboard
Now how to access three financial tiles? All financial tiles have been moved to New Financial dashboard. Follow the below steps to open financial dashboard from main dashboard.
1.Follow the path to open Financial Dashboard
Main Dashboard > Finance > Financial dashboard
Once you will open the financial dashboard, you will get access to all three financial tiles in the same way we were displaying at main dashboard in the past. The working and logic of the tiles is same only the access point is changed. Below is the glimpse of the New Financial dashboard.
If a user does not have access to Finance menu, will get no access to financial dashboard and financial tiles too. As these tiles have been moved under Finance menu so who ever wants to get access to these tiles then finance menu item permission has to be given to them.
The provided tile offers the ability to track and monitor the fees received for individual programs within a specified date range. By utilising this feature, users can easily identify the amount of fee collected for each program during the selected timeframe. Furthermore, the tile conveniently displays a comprehensive summary of the total payments received for all programs combined, conveniently located at the bottom of the tile.
How the system will select enrolments?
The system uses today’s date as an ‘as at’ date to find any enrolment that has a receipt with a receipt date less than today’s date but falls into the month and year selected in the calendar options.
Each program code listed has a number on the right hand side of it, which is the total sum of payment received for all the enrolments for the selected date range. The number is a hyperlink that opens the Payment Received Listing screen, where you will be able to send bulk Emails or SMS to the students or enter contact logs against the enrolments.
To save your time, we are showing the total of all payments received for all programs at the end of this tile.
Click here to learn about the calendar option
Finance Menu > Financial Dashboard > Overdue Fee Tile
This tile is used to show the overdue amount for a particular program. So in one place, we can see the total overdue amount for all programs for a specific date range.
What is an overdue amount?
A sum of money that should already have been paid for any raised invoice but has not been.
The system will show the sum of overdue amounts of all enrolments for a particular program that falls in the selected date range.
How the system will select enrolments?
The system uses today’s date as an ‘as at’ date to find any enrolment that has an invoice with an invoice due date less than today’s date, but falls into the month and year selected in the calendar options and has an overdue payment.
Each program code listed has a number on the right hand side of it, which is the total sum of overdue fees for all the enrolments for the selected date range. The number is a hyperlink that opens the Overdue Fees Listing screen, where you will be able to send bulk Emails or SMS to the students or enter contact logs against the enrolments.
To save your time, we are showing the total of all overdue amounts for all programs at the end of this tile
IMPORTANT -:
> The system does not consider if the enrolment is flagged as started and/or finished, it will show any enrolment.
> The system will not consider any cancelled enrolments if they have overdue invoices.
> Where there are no overdue fees for the month for any courses, there would be nothing listed.
> This tile will display the inactive programs too if those inactive programs have data to display.
Overdue Tile > Overdue Listing Screen
When accessing the link for a specific program code in the Overdue Fees Tile, the system will display a screen known as the Overdue Fees listing screen. This screen provides information on the overdue amounts for invoices associated with student enrolments.
It is divided into two main sections:
Payments Due Tile > Payment Due Listing Screen
showing above. By selecting this icon, you will gain access to a detailed log of all the recent changes made to the software.When accessing the link for a specific program code in the Payments Due Tile, the system will display a screen known as the Payment Due Listing screen. This screen provides information on the Payments Due amounts for invoices associated with student enrolments.
It is divided into two main sections:
IMPORTANT – By default, the current screen displays essential information based on the selected calendar option and the program for which the payments are due. The parameter section shows the start date, end date, and the program associated with the selected calendar option. To access the Payments Due listing screen and view the specific program’s payment details, you need to select the Payments Due tile. Upon doing so, you will be presented with a comprehensive listing of the payments that are currently due for that particular program. This screen aims to provide you with clear visibility and convenient access to relevant payment information based on your selected preferences.
Finance Menu > Financial Dashboard > Payment Due Tile
showing above. By selecting this icon, you will gain access to a detailed log of all the recent changes made to the software.The Payment due signifies the deadline by which a required payment must be submitted to meet a financial commitment. This provides a comprehensive view of the fees associated with each individual program, all within a specified date range. At the base of this overview, the cumulative payment due for all programs is presented.
Notably, the program amounts are interactive hyperlinks. Upon selecting any of these program links, the system will seamlessly navigate to the Payment Due Listing screen. This screen will then display a grid containing a list of enrolments, each accompanied by their respective outstanding payment amounts. This convenient functionality ensures efficient management of payment obligations and associated details.
Understand the amount being displayed for each program
You will see the total due amount for each program
1) The count includes all the enrolments which are linked to that program.
2) It includes only started enrolments.
3) It doesn’t include cancelled enrolments or invoices.
4) It only includes the amount which is upcoming not the past overdue.
5) It looks for invoice’s due dates which lie within the selected date range.
You have to use the calendar option to select the specific date range. Click here to learn about the calendar option 
