Overview

Generate Reports and Letters, define and manage Templates for Letters.

Reports provide information from the System, and the information reported can be exported to Excel for further analysis etc.

The Reports are predefined in the system and are grouped in categories.

Generate Reports

This menu allows you to generate reports depending on Category. Reporting category can be Accounts, Student Applications, Enrolment etc. The system has a predefined list of reports that can be used to generate information.

To Generate Reports navigate to Reports

• Select Category from the down menu.

• Select Report that you need to generate from the drop down menu. These reports are predefined in the system (as shown below).

• Click View to generate report.

Note
Note: You can mark some of the regularly used reports as your favourite which can then be displayed when you select Favourite Report. You can also click on the icon to view the description and further information about the particular report.

Generate Letters

To Generate Letters navigate to Reports > Letter

Letter Set-up

Create and manage Letters

To Manage Letters navigate to Reports > Add New or Edit Letter

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• Select Report Name 
• A list of Letters linked to the selected Report will be displayed

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• The Action Icons are used to manage a Letter

Add New Letter

• Select Report Name to link to the Letter being added
• Click New Letter Action Icon

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• Fill in the Letter Editor form. See the Field Descriptions table below for more information.
• Click the Save Icon in the Letter Editor.

Field Descriptions