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.
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Note: You can mark some of the regularly used reports as your favourite |
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
Select Report Name
A list of Letters linked to the selected Report will be displayed
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
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
Field | Description |
|---|---|
Letter Name | The |
name for the letter being added. | |
Recipient | Options are:
Only one option can be selected. |
Category | Options are:
Only one option can be selected. |
Track Letter | Option to provide |
tracking of |
Letters when sending. Default value is No | |
| Tracking Color | |
Input Parameters | Additional parameters to allow user to input before generating the letter |
Content | |
Parameters |
Extra Parameter
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