Tag: Reports

Changes introduced – Commonwealth Assistance Notice (CAN)

In this article

Change Introduced
Things To Note

Change Introduced

We have made two changes in this report that include:

New merge fields – we have added the following new merge fields to this report:

{Current Date}

{Student No}

{Email}

{Course Code}

{Course Name}

 

{First Name}

{Middle Name}

{Last Name}

{Address Line 1}

{Address Line 2}

{Address Line 3}

{Suburb}

{State}

{Post Code}

{Country}

   

New columns in table – we have added two new columns in the table for Unit of Study information. The new columns include:

Date to send CAN

Date CAN Issued

Changes in Results Achieved Report

Following new changes have been made in the Results Achieved Report. This report is present in TEAMS > Student > Academic Reports III menu option.

  1. New multi-select look up for Module Code – A new multi-select look up icon for Module Code has been added in the report parameter screen from where a user can select one or multiple modules/units and generate the report. The system will look for all the student enrolments linked to the modules/units selected and present within the date range entered.

2. New tick box for Enrolment with Selected Module/s but No results – A new tick box for Enrolment with Selected Module/s but No results has been added on the report parameter screen.

If this tick box is ticked, the system will print a second section in the report which will only display enrolments linked to the modules/units selected above and within the date range entered but do not have any result marked for that unit.

3. New Group By option for Module Code – A new group by option for module code has been added by using which enrolments linked to a specific module/unit will be grouped upon report generation.

Still having trouble?

If you’re having any difficulty or have questions that you can’t find answers to here, please feel free to send us an email at support@rtosoftware.com.au or call us on 1300 85 05 85. We’re happy to help!

Changes in Agent Payments Report

New Section in Agent Payments Report

Agent Payments Report is present in TEAMS > Agent > Reports menu option. A new tick box for ‘Include Bonus Invoice Payment’ has been added in the parameter screen.

If this tick box is ticked, a new section will be printed in the generated report which shows the information related to Bonus Invoice Payments.

New Columns in Bonus Invoice Payment section:-

Payment Date – This column displays the date on which the bonus invoice payment was made.

Enrolment # Bonus Invoice has an option to link enrolment numbers while creation. If the enrolment(s) is/are linked to a bonus invoice/receipt then the number will be displayed in this column otherwise, it will be blank.

Agent Commission Invoice # – The system generated agent commission invoice number will appear in this column.

Agent Commission Invoice Amount – The agent commission invoice amount will appear in this column.

Agent Commission Payment # – The system generated agent commission payment number will appear in this column.

Agent Commission Pay Amount – The agent commission payment amount will appear in this column.

Agent GST – GST amount linked to the bonus commission payment will appear here.

Agent Commission Invoice Balance – The balance/remaining agent commission amount will be displayed here

User – Name of the TEAMS user who created the commission payment entry in the system will appear in this column.


Changes to the current report format

In the existing report format, following new columns have been introduced:-

Student Invoice Amount – This column will display the student invoice amount corresponding the agent commission invoice amount for which an agent payment has been made.

Agent Commission Invoice Amount – Agent Commission Invoice amount for which an agent payment has been made will appear in this column.

Agent Commission Payment # – The agent commission payment # will appear in this column.

Agent Commission Invoice Balance – The agent commission invoice balance i.e. Total Commission – Agent Payment will appear in this column.

Still having trouble?

If you’re having any difficulty or have questions that you can’t find answers to here, please feel free to send us an email at support@rtosoftware.com.au or call us on 1300 85 05 85. We’re happy to help!

System Configuration – How to install the TEAMS Report Component and Upload Documents files on your computer?

In this article

Before You Start
Customise Report Templates

This article describes how to Customise Report Templates from Report Template Screen.

Before You Start

In TEAMS we have reports that generate either to MS Word or MS Excel. We also have two different ways our reports will generate that is:

Server Side – This means when you select the Generate button in the report parameter screen it goes to our servers and will be generated. When this happens you will be redirected to the Report Centre where you will see the report and it’s status and once it is generated you can download it by selecting the report name as it becomes a hyperlink

OR

Client Side – This is the old way of generating reports and is being phased out. If a report still is generated this way it means TEAMS will talk directly to your computer and open MS Word or MS Excel to update it with all the relevant data based on the parameters you selected to print the report on. When this happens TEAMS relies on a special file being installed on your computer so that it can actually talk to MS Word or MS Excel to print the report. If you don’t install this file you can’t use the report.

IMPORTANT: You must get this file installed on your computer by someone who has logged in as the Administrator on your computer and they must follow the steps below.

Customise  Report Templates

We have included two files to be installed on your computer in these steps, one for the reports as explained and the other is so you can upload documents into TEAMS from your computer or network. If you do not install this other file you will not be able to browse and select files to upload. Again, this file must also be installed while you are logged in as an Administrator on your computer.

Step 1 – Open Internet Explorer and type your TEAMS site address and add Forward Slash(/)rc.zip i.e – {Your TEAMS site URL}/rc.zip and press Enter. Internet explorer will prompt you to Open, Save and Cancel the file. Save this file on C Drive of the computer.


Step 2 – Open C Drive of the computer and check the downloaded file i.e – rc.zip. Right click on rc.zip folder and extract all its components on rc folder.


Step 3 – Open rc folder, select RegisterRc which is a batch file. Right click on this file and select Run as a administrator. Click OK button then this file will be executed on your computer.

Note: Make sure you logged in as Administrator on your computer


Step 4 – Now the next file to execute is xupload.ocx. This file is necessary to upload documents in TEAMS. Right click on this file and select Open with… and then click on More options. A pop menu will display, click on Look for another app on this PC.


Step 5 – Go to C Drive of the computer and search Windows folder. In this folder, find and open another folder named System32. In this folder, select the file regsvr32.exe.

Step 6 – After selecting the file regsvr32.exe, click on Open. A dialog box will appears which will shows that xupload.ocx file has successfully been executed on the computer.


Once you have completed all of the above steps, log into TEAMS and you should be able to run Client Side reports and upload documents successfully into TEAMS.

Still having trouble?

If you’re having any difficulty or have questions that you can’t find answers to here, please feel free to send us an email at support@rtosoftware.com.au or call us on 1300 85 05 85. We’re happy to help!

Which listing report shows Trainer information along with Students in TEAMS ?

For generating a report from TEAMS which displays student information along with Trainer information, you can go to TEAMS > Student > General Report I > Current Students Report.

Current Students Report shows a list of student enrolments along with the trainer allocated to them.

currentstu

Still having trouble?

If you’re having any difficulty or have questions that you can’t find answers to here, please feel free to send us an email at support@rtosoftware.com.au or call us on 1300 85 05 85. We’re happy to help!

How to generate a list of Student Invoices in TEAMS

For information on how to generate a list of Student Invoices in TEAMS, please either watch the below video OR read the step by step instructions:-

Step 1 : For generating a list of Student Invoices in TEAMS, you can generate the Invoices Report from TEAMS > Setup > Financial Reports I.

how-to-generate-a-list-of-student-invoices-in-teams-1

Step 2 : Once the parameter screen opens, you can enter the date range for which you wish to generate the report after selecting the radio button that whether you wish to generate the report based on ‘Invoice Due Date’ or ‘Invoice Entry Date’ or ‘Invoice Date. You can also select other parameters to narrow down your search results such as Course, Timetable, etc.

how-to-generate-a-list-of-student-invoices-in-teams-2

Step 3 : Once you select the parameters, you can select the Template from the template dropdown if multiple templates are present and then press the GENERATE button.

how-to-generate-a-list-of-student-invoices-in-teams-3

Step 4 : The report will be generated in the report centre and you can download it.

how-to-generate-a-list-of-student-invoices-in-teams-4

Still having trouble?

If you’re having any difficulty or have questions that you can’t find answers to here, please feel free to send us an email at support@rtosoftware.com.au or call us on 1300 85 05 85. We’re happy to help!