Overview

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

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.

Templates in the system can be used when sending frequent Letters, SMS, and Emails. e.g. College Welcome, Orientation, Payment Reminders, Course Timetable information etc.

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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Email Template Set-up

Create and manage Templates.  There are three Template Types that can be managed:

• Predefined Email Templates
• Email Templates (Custom)
• SMS Templates (Custom)

Templates in the system can be used when sending frequent SMS, and Emails. e.g. College Welcome, Orientation, Payment Reminders, Course Timetable information etc.

To Manage Templates navigate to Reports > Add/Edit Email/SMS Template

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Predefined Email Templates

Manage system predefined Email Templates

To view and manage Predefined Email Templates, follow the instructions below:

• Click Reports > Add/Edit Email/SMS Template
• Select a Template Type of Predefined Template

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• A list of the Predefined Email Templates is displayed.
• The Action Icons are used to Manage the Predefined Email Templates

Edit Predefined Email Template Image Removed

This Action Icon allows for the Predefined Email Template information to be Edited.

File Attachment for Predefined Email Template Image Removed

This Action Icon allows for the Predefined Email Template information to be Edited.

Set Predefined Email Template Active/Inactive Image Removed Image Removed

This Action Icon allows for the Predefined Email Template information to be Edited.

Email Templates

Create and manage Email Templates

To view and manage Email Templates, follow the instructions below:

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Create and manage SMS Templates

To view and manage SMS Templates, follow the instructions below:

• Click Reports > Add/Edit Email/SMS Template
• Select a Template Type of SMS Template

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