Agent Performance Report is present under TEAMS > Agent > Reports. This report is used to generate the performance of an agent i.e. number of student enrolments linked to an agent and their financial summary.
Following are the parameters which are present on the report parameter screen:-
Report Mode – This is a radio button and a user can opt for generating a list of Enrolments linked to an agent OR a list of Students linked to an agent.
Print Based On – This is a radio button and a user can opt for generating a report either based on Agents or Agent Types.
Agent Name – This is a look up icon and a user can select a specific agent here, then the system will only generate the report for the selected agent.
Report Start and End Date – This is a date range field and a user can enter a date range for report generation. Once a date range has been entered then the system looks for any proposals and enrolments which either have Enrolment Start/End Dates OR Enrolment Dates within the date range entered for a particular agent.
Account Manager – This is a drop down option from which a user can select a specific account manager for which this report has to be generated and only those student enrolments will appear which are linked to the selected account manager.
Campus Name – This is a multi-select option for which a user can select one or more campuses.
Agent Region – This is a drop down menu and a user can select a specific agent region then the report will only be generated for those agents to which that region has been linked in the Agent Entry screen.
Include Enrolments – This is a multi-select option and a user can select options such as STARTED, NOT YET STARTED and FINISHED. Depending upon the option selected, student enrolments will appear in the report.
Include Cancelled Enrolments – This is a tick box and if it is ticked then the system will display student enrolments which have been cancelled BUT if it is un-ticked, then the cancelled enrolments will not appear in this report.
Include Agents without Enrolments/Proposals attached – This is a tick box and if selected then those agents will also appear in the generated report.
Include Enrolments/Proposal – A user can select out of these three options that what kind of results they want to see in the generated report i.e. Show Enrolments Only, Show Proposals Only OR Show both Proposals and Enrolments.
Include Declined Proposals – If this tick box is ticked then declined proposals will also be included in the generated report else they won’t appear in the report.
Group By – This is a drop down option and a user can select how they wish to group the generated list of student enrolments i.e. By Campus Name, Course Name, etc.
Sort By 1 – This is a drop down option and a user can select how they wish to sort the generated list of student enrolments i.e. By Campus, Course Code, etc. User can also specify that whether they want to sort their search results in Ascending or Descending order.
Sort By 2 – This is a drop down option and a user can select how they wish to sort the generated list of student enrolments i.e. By Campus, Course Code, etc. User can also specify that whether they want to sort their search results in Ascending or Descending order.
Please Note – You cannot select same sort by option in Sort By 1 and Sort By 2. The selected option must be different.
Generate in CSV Mode – A new tick box ‘Generate in CSV Mode’ has been added on the Parameter screen for this report. While generating these reports, a user can tick this tick box, GENERATE and the report will be generated in .csv format.
Schedule Report Generation – A tick box for ‘Schedule Report Generation’ has been added in the report parameter screen for every report that can be generated server side. A user can tick this tick box and can select ‘Overnight’ or ‘Deliver By’ option. If ‘Overnight’ option is selected then the system would generate the report for the user overnight and if ‘Deliver By’ option is selected then a user has to define a date and time at which the report has to be generated in the future.
Please Note – The time which you are entering would be the QLD time because that’s where our servers are located.
IMPORTANT – Only those reports can be scheduled for future generation which are being generated on our servers (i.e. server side). Those reports cannot be scheduled for future generation which are being generated on your computer (i.e. client side).
Template – A user can select the report template from this drop down. Customised report templates can be added in the Report Template screen (TEAMS > Setup > Organisation > Report Template Screen) and selected from this drop down.
Once the report is generated, following are the columns which are printed in the report output:-
Total Commission Paid
Total Commission Balance