Introduction

The System has many predefined reports that can be used to generate information. The reports are grouped by Category and Sub Category.

Report List

The following table provides additional information for each of these reports.

Category	Sub Category	Report Name	Description

Category	Sub Category	Report Name	Description
Accounts	Agent	Agent advanced credit status	Agent advanced credit status
Accounts	Agent	Agent commission ready to process between two dates	View agent commission ready to process list between two selected dates
Accounts	Agent	Agent credit by credited date between dates	Agent credit by credited date between dates
Accounts	Agent	Agent Payment List by Course and Between Two Days	View list of payment that has been paid to the agent filter by selected course and the payment disbursed between the entered date.
Accounts	Agent	View agent bonus payment details between dates	View agent bonus payment details for the agent between two selected dates
Accounts	Fee Due	Agent Commission Due between dates	View all agent commission due list
Accounts	Fee Due	Fee Overdue List (include full due and partial due)	View the tuition fee overdue list payable by the student. Report displays the partial and total fee due based on the current date.
Accounts	Fee Due	Fee payment schedule list (miscellaneous payment)	View the student payment schedule for the miscellaneous fees i.e. resit fee, exam fee etc that are scheduled but not paid
Accounts	Fee Due	Invoice due list between two dates	View the student payment due list that are due between the two entered dates. Report includes both tuition fee and miscellaneous fee
Accounts	Fee Due	Payment due list between two dates	View the student payment due list that are due between the two entered dates
Accounts	Fee Due	Payment Due List by Date + Additional Days	View the payment schedule due list that are due on or before the selected date and the additional days. For example. if 10 additional days with current date, then the report will show the total student payment list that is already due or will be due by 10 days from now.
Accounts	Fee Due	Projected cash flow (by student and course)	View the projected cash flow (cash receivables) that are to be received towards student tuition fees.
Accounts	Fee Paid	Daily payment summary (Deposit reconcile)	View student payment list (tuition fee/miscellaneous fee) received on a particular day. Report total amount received for each payment mode and total amount received on the selected day
Accounts	Fee Paid	Fee Paid List by Course and between Two Dates	View the student payment list as per selected course with the payment date between two entered dates
Accounts	Fee Paid	Fee Payment History between Two Dates	View the tuition fee payment history i.e paid by the student between two entered dates
Accounts	Fee Paid	Miscellaneous fee payment history between two dates	View the miscelleneous payment list paid by the student between the two entered dates.
Accounts	Fee Paid	Student advanced paid list by date	Student payment list who has already paid from the selected date
Accounts	Fee Paid	Student course payment summary with agent commission info	View student course full payment summary
Accounts	Fee Paid	Student paid list between two dates	view student payment list that are paid during the period as per the selected two entered dates.
Accounts	Fee Paid	Student payment list at particular date	view student payment list that are paid on the particular entered date.
Accounts	Fee Status	Course payment status by student startdate between two dates	View student payment summary by student course status and startdate between two selected dates
Accounts	Fee Status	Invoiced payment details between two dates	Report brings the tuition fee and miscellaneous fee together in one report that is due combined based on invoice number.
Accounts	Fee Status	Student course payment summary by status between two dates	View student payment summary by student course status and startdate between two selected dates
Accounts	Fee Status	View subject enrolment status by semester	View list of subject enrolled in a semester with payment info
Accounts	Finance	All miscellaneous fee invoice list between two dates	view all miscellaneous fee invoices that is created with due date between specified date range
Accounts	Finance	All tuition fee invoice list between two dates	view all tuition fee invoices list with the duedates between the specified date range
Accounts	Finance	Bad debt/Invoice credit/Reversed between two dates	View bad debt/invoice credit/reversed between two dates
Accounts	Finance	PayFee Feature Transaction Log Report between dates	View the Pay Fee feature transaction activity tracking log between date range
Accounts	Finance	Payment received summary by payment mode between two dates	View payment summary for each payment mode and total summary between two dates
Accounts	Finance	View student scholarship list	view student scholarship list and the amount assigned to the student.
Accounts	Leave	Staff leave request between two dates	View staff leave request between two selected dates. System will bring all leave information which one falls between the selected dates
Accounts	OSHC	OSHC not assigned to provider by service start date between two dates	View OSHC report list whose provider not assigned
Accounts	PRISMS	Student initial payment details with start date between two dates	View student first tuition fee payment details by course start date between two selected dates
Accounts	PRISMS	Student initial payment summary by payment received date between two dates	View student first tuition fee payment details by course start date between two selected dates
Accounts	PRISMS	Student initial payment summary with start date between two dates	View student first tuition fee payment details by course start date between two selected dates
Accounts	Refund	Payment refund list between two dates	View the student payment refund list with payment date between two entered dates
Accounts	Schedule	Current or Enrolled students without payment schedule	View a list of Current or Enrolled students without a payment schedule
Accounts	Schedule	Service Payment Invoice report (outstanding)	View service payment schedule list by invoice due date between selected dates.
Accounts	Schedule	Student course payment schedule list between two dates	View student fee payment schedule list due between two dates. Report includes schedule details, accrued fee and fee remaining
Accounts	Service Provider	Service provider payment list between two dates	View 3rd party service provider transaction list between the selected two dates. Report includes both Oshc and service payment info.
Accounts	Student	Student course payment summary	View student course payment summary details by course and status
Accounts	Transfer	View transaction list for course transferred by transaction date between dates	View transaction list for course transferred by date of payment (transfer) date between two selected dates
Application	Application	View application by (id/firstname/lastname/passportno/dob)	Search uncomplete application details on the system by entering application id or applicant first name or applicant last name or passport no.
CRM	CRM	Converted leads between two dates	View a list of Converted leads between two dates
CRM	CRM	Lead activity between two dates filter by staff	Lead activity between two dates filter by staff
CRM	CRM	Lead conversion progress report between two dates	View Lead conversion progress report between two dates
CRM	CRM	Lead generated between two dates	View a list of Leads generated between two dates
CRM	CRM	View lead by (id/firstname/lastname/company name)	View a list of lead by (id/firstname/lastname/company name)
CRM	CRM	View lead by course of interest	View a list of leads by selected course of interest
CRM	CRM	View lead info	View a list of all lead details
CRM	Leads	Duplicate leads by email	View all leads having duplicate email
CRM	Leads	Duplicate leads by name	View all leads having duplicate name
CRM	Student	Student list with course finish date between two date with lead information	View student list with course finish date between two date with lead information
Management	Certificate	Certificate issue details between two dates	View the list of certificates that are issued between two entered dates.
Management	Enrolment	Student enrolment between two dates	View student enrolment details between two selected dates
Management	Fee Paid	Payment receipts summary between two dates	view all the payment receipts details that are received between two dates.
Management	Finance	Earned revenue calculation between two dates (esos submission)	View the total earned revenue for the duration dates as entered. This report provides the amount calculation for the college that is recognised between the period entered for reporting purpose.
Management	Finance	Future revenues monthly report	View the future revenue monthly report for enrolled and current student for selected course type and status. This report extracts the total receivables monthly as per the payment schedule that has been entered for the students and those that are due.
Management	Finance	Get aged receivable report – at particular date	View aged invoices (not paid) due on the selected date or before
Management	Finance	Get aged receivables report	view aged receivables report with reference to current date
Management	Finance	Payment details (invoices due or paid) between two dates	view all the invoices that are due between specified date range and include that are either due or paid
Management	Finance	Projected cash flow (future receive)	View the projected cash flow the institute will receive depending upon the tuition fee payment schedule that are entered for the students.
Management	Finance	Unearned (unprovided) tuition gross	view the unearned revenue - tuition fee gross that are yet to be recognised based on the tution fee duration that student has paid for. This report will identify the amount for payment for which the teaching/training is yet to be delivered. The report will show the gross amount i.e without deducting agent commission.
Management	Finance	unearned (unprovided) tuition net	View the unearned revenue - tuition fee gross that are yet to be recognised based on the tution fee duration that student has paid for. This report will identify the amount for payment for which the teaching/training is yet to be delivered. The report will show the net amount i.e after deducting agent commission.
Management	Finance	View agent commission owing details at a given date	View agent commission due list till the selected date
Management	GOS	GOS report between two dates	Quality Indicators for Learning and Teaching (QILT) Graduate Outcomes Survey (GOS) report based on student course completion year as selected year and status is either Graduated or Completed.
Management	QILT	Quality Indicator Report	View Quality Indicator data
Management	GST	GST collected detail between dates	View the GST collected on revenue based on the payments that are collected from the students during the period defined by entered dates and which are GST reportable.
Management	GST	GST paid detail between dates	View the GST paid on expenses based on the payments that are paid to the agent or suppliers during the period defined by entered dates and which are GST reportable.
Management	GST	GST summary between dates	View the GST collected and GST paid details during the period defined by entered dates and which are GST reportable.
Management	Management	View recognised revenue between two dates	View revenue earning between two dates with student course payment details
Management	Revenue	Revenue Recognition between dates - By Invoice	Revenue is calculated for the invoice which duration fall between the selected dates. Invoice may be started earlier than selected date but invoice finish date is in between selected dates or after selected finish date Or Invoice started between the selected dates but invoice finish date is within the selected range or after the selected finish date
Management	User	List of users not logged in to the system till the current date	View the user list who have not logged in to the system from 'From Date' till the current date.
Management	USAGE	Meshed HE usage report between two dates	View Meshed HE data usage based on log time between dates
Marketing	Agent	Agent communication log inserted between two dates

Predefined Reports

Introduction

Report List