The Agent Performance parameters/filters screen displays two tabs: General and Advanced. The table below shows the filters and their explanation.
| General Filters | Explanation |
|---|---|
| Report Dates | This field has two different radio buttons: Enrolment Start / End Dates: When you select this radio button, the system will print the enrolment Start date and End date in the columns Enrolment Date: By selecting this radio button, the system will print the enrolment processed date in the enrolment date column. |
| Report Start Date | Select the start date of the enrolment from the calendar. |
| Report End Date | Select the end date of the enrolment from the calendar. |
| Campus | You can select multiple campuses from the dropdown. |
| Enrolments to Include | This dropdown will show you two different tick boxes (Current and Finished), and you can select them as you require. |
| Include Enrolments/Applications | It will show you two different tick boxes (show applications and show enrolments) and you can select them as you require. |
| Include cancelled enrolments | The system considers only cancelled enrolments with start dates within the specified report period, excluding enrolment outcomes marked as cancelled for this option. |
| Include Declined Applications | Select this tick box if you wish to print the declined applications in the report |
| Group By | Please see TEAMS Basics |
| Sort By | Please see TEAMS Basics |
| Asc/Desc | Please see TEAMS Basics |
| Advance Filters | Explanation |
|---|---|
| Agent Name | It Allows you to select one or more agents to filter the report based on specific agent records. |
| Account Manager | It Allows you to select one or more account managers to view data linked only to the agents assigned to those managers. |
| Agent Region | It Allows you to select multiple Agent Regions |
Click on the Print Icon to generate the report. The system will direct you towards the report dashboard screen. You can see the report status over there if it’s generated or not. Once it’s generated, download the report.
