Report/Screen Filters
Filters, or parameters, can be used to narrow down the data displayed on the screen, or in the reports you generate. While this may sound… Read More »Report/Screen Filters
April 2024
Enrolment Dashboard – New Agent
Enrolment Dashboard > Financials tile > Agent The Enrolment Dashboard features a Financial tile that provides functionality related to linking new agents. By accessing the… Read More »Enrolment Dashboard – New Agent
Agent Performance Tile
Marketing > Marketing Dashboard > Agent Performance Tile This piechart depicts the information about the agent’s business performance which includes the application and the invoice information. A… Read More »Agent Performance Tile
Delete Agent
Enrolment Dashboard > Financials Tile > Agent Tab Delete icon If you want to remove the agent linked with the student enrolment, then you can… Read More »Delete Agent
Enrolment Dashboard – Edit Agent Commission Invoices
Enrolment Dashboard > Financials Tile > Agent Tab Edit Agent Commission Invoices Sometimes, it happens that agents change the commission rates in between of a student’s enrolment. They might… Read More »Enrolment Dashboard – Edit Agent Commission Invoices
AVETMISS Dashboard
Compliance > AVETMISS Dashboard The AVETMISS dashboard is the sum of all the tiles, including the area from which the AVETMISS data is missing. The… Read More »AVETMISS Dashboard
Enrolment Financials – Edit Multiple Invoices
Enrolment dashboard > Financial tile > Edit Multiple invoices For ease of use, we have now introduced a new screen Edit Invoices on Student Financial Detail Screen. Previously,… Read More »Enrolment Financials – Edit Multiple Invoices
Intervention Status Report Data Columns
Columns and their explanation will be printed in the generated report. Columns Explanation Student Number Student Number generated by TEAMS Student Name Student (First Name)… Read More »Intervention Status Report Data Columns
Account Manager Tile
Icons and the explanation: Marketing > Marketing Dashboard > Account Manager Tile The Account Manager tile gives information about the revenue generated from a particular Account… Read More »Account Manager Tile
Agent Payment Report Data Columns
Columns and their explanation, will be printed in the generated report. Columns Explanation Payment Date Payment Date Enrolment No The invoice number of the student… Read More »Agent Payment Report Data Columns