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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

Overview

One of the key features of the Meshed Platform is its ability to generate reports that provide insights into student performance, attendance, and other important metrics.

There are a number of reports that can be generated, and some common types include:

  1. Attendance reports: These reports provide information about student attendance, including the number of classes attended and missed, and any tardiness or early departures.

  2. Academic performance reports: These reports provide an overview of a student's academic progress, including their grades, results, and overall performance in individual subjects.

  3. Student progress reports: These reports provide an overview of a student's progress towards their academic goals, including any milestones or achievements they have reached.

  4. Demographic reports: These reports provide information about the demographics of a student population, including age, gender, race, and ethnicity.
  5. Financial reports: These reports provide information about the financial status of a student, including any outstanding fees, payments made, and financial statistics.

Overall, reports generated are an essential tool for educational providers, as they provide valuable insights into student performance, attendance, and progress. These reports can be used to identify areas for improvement, track trends, and make data-driven decisions to improve the overall performance of the institution and its students.

Reports in the Meshed Platform 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 etcand can be exported in Excel compatible formats.


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
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.

Reports Sorting

Report results can be sorted with the following criteria

  • Student ID
  • Name
  • First Name
  • Last Name
  • Course ID
  • Course Name

This option will only be visible when you have Student record information available in the Report Result.


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Generate Letters

To Generate Letters navigate to Reports > Letter



Info
titleStudent Portal (Optional Module)

Letters Generated using this function are also available in the Student Portal Warning Log



Letter Set-up

Create and manage Letters


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


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)

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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Email Templates

Create and manage Email Templates

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

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

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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  • 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

  • The option to provide Tracking of a Letter when sending can be modified.
  • The Priority of a letter can be modified



Add New Letter

To create a 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.


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Field Descriptions


Field

Description

Letter Name

The name for the Letter being added.

Recipient

Options are:

  • Student (Default)

  • Agent

Only one option can be selected.

Category

Options are:

  • Academic (Default)

  • Attendance

  • DocX

  • LetterForm

  • OSHC

  • Payment

  • Test

Only one option can be selected.

Track Letter

Option to provide tracking of Letters when sending.

Default is No

Tracking Color

The color that will be used for tracking this Letter.

This field is only displayed if the Track Letter field is Yes

Input Parameters

Additional parameters to allow user to input data before generating the letter.

Input Parameters are included in the Content field and represented by the Parameter name between curly braces and number signs e.g.  {#InputText#}

Content

The text for the Letter.  

The Letter Editor tool bar provides various tools for formatting the content.

Parameters

System identifiable Parameters can be used in the body of the Letter e.g. Student first name, last name, date of birth (DOB), Student ID etc. These Parameters will be replaced by the value automatically when sending the letter.

System identifiable Parameters are included in the Content field and represented by the Parameter name between curly braces e.g. {Name}

Characters which are reserved and should not be used in the Letter are '{' and '}'. If the Letter contains these symbols the Letter will not send.


Extra Parameter

This is used to create a Parameter which is based on a calculation e.g. Current Date + 7 days.   Extra Parameters are available for selection in the in the Parameters field in the Letter Editor.


To add an Extra Parameter 

  • Select Report Name to link to the Parameter

  • Click Extra Param Action Icon


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  • Fill in the Extra Parameter form. See the Field Descriptions table below for more information.

  • Click Add

  • The new Parameter will be shown in the table at the bottom of the Extra Parameter form


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Parameters can be deleted using the Delete Action Icon Image Addedin the table at the bottom of the Extra Parameter form


Field Descriptions


Field
Description
ParameterThe base System identifiable Parameter 
Extra Parameter NameThe name for the new Parameter
Extra Parameter ValueThe numerical value for the calculation
Operator

The mathematical operator for the calculation.

Options are:

  • + (Default)
  • -

Only one option can be selected.






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