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: 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

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