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.
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 Feature
Report results can be sorted with the following criteria
- Student ID
- Name
- First Name
- Last Name
- Course ID
- Course Name
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
- 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:
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 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:
Only one option can be selected. |
