Proposal Status Report

Introduction

Proposal Status Report is present under TEAMS > Marketing > Reports. This report is used to generate a list of proposals which falls within the date range entered.

Following are the parameters which are present on the report parameter screen:-

GENERAL TAB

Date Selection – A user can select that what should be the date range criteria i.e. Proposal Creation Date, Proposal Start Date and Approved Date, etc. Based on this option the system will search for proposals within the specified date range accordingly.

Proposal 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 which falls during the date range period specified by the user.

Campus Name – This is a multi-select option for which a user can select one or more campuses.

Course Name – This is a drop down option from which a user can select a specific course for which this report has to be generated.

Prospect Type – This is a drop down and a user can select whether they wish to generate the report for Prospect Type Student, Agent or Employer.

Proposal Outcome – This is a drop down and a user can select whether they wish to generate the report for Approved, Declined or Pending Proposals.

Username – This is a drop down option from which a user can select a specific username for which this report has to be generated and only those receipts will appear which have been created by that user.

Agent Name – This is a look up option from which a user can select a specific agent for which this report has to be generated and only those student enrolments will appear which are linked to the selected agent.

Nationality – This is a drop down option from which a user can select a specific nationality for which this report has to be generated and only those student enrolments will appear which are linked to the selected nationality.

Employer – This is a look up option from which a user can select a specific employer for which this report has to be generated and only those student enrolments will appear which are linked to the selected employer.

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.

Proposal Type – This is a multi-select option from which a user can select one or more proposal types for report generation. The proposal type user code listings in this look up option change depending upon the radio button selected i.e. Active, Inactive or Both.

Show only current students with another proposal – This is a tick box if selected the report will print only those students which have more than one proposals

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.

ADVANCED TAB

Marketing Source – This is a multi-select option and a user can select one or more marketing source then only those student enrolments will appear which are linked to the selected marketing source.

Once the report is generated, following are the columns which are printed in the report output:-

Prospect From

Proposal Creation Date

Proposal #

Prospect Name

Campus

Course

Preference

Nationality

Agent

Employer Name

Start Date

# Weeks

Fees Total

User Name

Proposal Type

Outcome

Student No.

Marketing Source

Account Manager

Total Tuition Fees

Total Other Fees

Course Name

Level of Student

Region

Phone #

Mobile

Email Address

International Phone

Last Contact

Agent Email

Skype