Starters Report

You Can either watch the below video or read the step by step guide.

In the starters report, we have added new merge fields for the new fields which we have added in the Package Proposal Screen as well as some other fields that clients had requested. You can find the report from TEAMS > Student >  General Reports – II > Starters Report. The new fields are – 

  • Student First Name

  • Student Last Name

  • Student Email Address 2

  • Student Email Address 3

  • Student Type – New/Returning

  • Orientation Required – Yes/No

  • Upsell /Extension

  • Internal Package

  • External Package

  • External Start Date

Important – You need to make sure that you have entered the data for the above fields in TEAMS for the student if you want them to be printed into the Starters Report.

See below the screenshot of generated Starters Report.