Starters Report

Introduction

Starters Report is present under TEAMS > Student > General Reports II. This report is used to generate a list of student enrolments which have been flagged as STARTED in TEAMS or student enrolments for which the Enrolment Start Date falls within the date range entered.

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

GENERAL TAB

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 started enrolments OR student enrolments for which the Enrolment Start Date falls during the date range period specified by the user.

Student – This is a look up option from which a user can select a specific student enrolment for which this report has to be generated.

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.

Timetable Search/Selection – This is a key ahead option from which a user can select a specific timetable/academic schedule for which this report has to be generated. A user can enter first three characters and press GO button to search the required timetable list and then one or more timetable/academic schedules can be selected.

Country – This is a drop down option and a user can select a specific country then only those student enrolments will appear which are linked to the selected country.

Report Type – A user can select out of these three options that what kind of results they want to see in the generated report i.e. All Student enrolment should appear, Student enrolments only flagged as STARTED should appear and Student enrolments not flagged as started i.e. Current should 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.

Proposal – This is a look up option from which a user can select a specific proposal for which this report has to be generated.

Include Proposal/Enrolments – 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.

Show Enrolments with No Enrolment Outcome – This is a tick box and if selected then only those student enrolments will appear for which their is no enrolment outcome linked.

Enrolment Outcome – This is a multi-select option from which a user can select one or more enrolment outcomes for report generation and only those student enrolments will appear which are linked to the selected enrolment outcome in the enrolment centre.

Print Timetable Session – This is a tick box and if selected then the report will display a column showing Sessions/Classes linked to the enrolment otherwise this column will appear BLANK.

Marketing Source – This is a drop down option and a user can select a specific marketing source then only those student enrolments will appear which are linked to the selected marketing source.

Level of Student – This is a drop down option and a user can select a specific level of student then only those student enrolments will appear which are linked to the selected level of student.

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

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.

Employer Name – 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.

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.

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

Overseas – A user can select radio button All, Overseas or Local depending upon which students should be included in the report.

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

Student #

Enrolment #

Proposal #

Student Name

Gender

DOB

Campus

Course

Enrolment Type

Start Date

End Date

Duration Weeks

Started

Agent Name

Country

Visa Type

ECOE #

Nationality

Classes

Future Courses

Previous Courses

Enrolment Outcome

Employer Name

Emp Mail Address Line 1

Emp Mail Address Line 2

Emp Mail Address Line 3

Emp Mail Suburb

Emp Mail State

Emp Mail Postcode

Emp Default Contact Name

SRC Username

Password

Stage

Notes

Total Overdue

User Name

TuitionFee

Other Fee

Marketing Source

Level Of Student

VSN

VSN Eligible

Avetmiss State

Region

Group Training Plan

Overseas

Special Needs

Special Needs Notes

Has Disability

Disability

Skype Name

Field of Study

Skype Name

Email

Mobile

Phone

International Phone

Passport #