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.

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.

Generate Letters

To Generate Letters navigate to Reports > Letter

Student 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

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

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

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: 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

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

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

Field Descriptions

Field	Description
Parameter	The base System identifiable Parameter
Extra Parameter Name	The name for the new Parameter
Extra Parameter Value	The 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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