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 for frequent Emails/SMS/Letters sent to Students e.g. Welcome letter, Payment Reminders, Course Timetable information etc.

Generate Reports

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

• 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
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

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Letter Set-up

Create and manage Letters

Email Template Set-up

Predefined Email Templates

Manage system predefined Email Templates

Email Templates

Create and manage Email Templates

SMS Templates

Create and manage SMS Templates