We’re happy to announce that we will release the new TEAMS update on your site. Some key changes that will be made in this update are
- Custom Reports
- Report Scheduler
- New Dropdown for Agent Commission on Invoice Screen
- Commission Template & GST Status at Enrolment and Application Level
- Locate & Verify USI
Custom Reports
We’ve introduced a new report feature – Custom Reports. This new trait gives you complete control to create and customize reports based on your own requirements, without needing help from support or waiting for developers to make changes.
You can now build reports using either Student or Enrolment object, choose exactly which columns you want to include, and decide how the data should be filtered. You can apply flexible date options like none, a specific “date range“, or an “as at” date to include only the data you need. The system automatically includes any core fields, like student or enrolment numbers, based on your selections to make sure your report works correctly.
You can also set up filters based on the fields you select—like filtering by nationality or enrolment start date—so your reports only show the most relevant data. Once everything is set, with one click, your report is generated instantly.
Custom Reports are designed to save you time, reduce dependency on support, and give you full control over how your data is presented—all in real time.
As of now, Custom Reports support two modules – Student and Enrolment – giving you the flexibility to build reports using data from these key areas. We’re actively working on expanding this feature, and more modules will be added in the near future to give you even greater control and coverage across your data.
For more information, please refer to the video.
Report Scheduler
TEAMS has introduced a new feature called Report Scheduler, designed to automate the generation of custom reports based on your preferred schedule. Instead of manually running reports, you can now set them to run automatically—either as a once-off task or on a recurring basis (daily, weekly, or monthly)—with full control over frequency, including specific days of the week or dates each month.
The scheduler offers flexible date range options. You can choose from Predefined Parameters, which include standard filters and ready-made date ranges, or use Advanced Parameters to define dynamic timeframes like “Monday two weeks ago to Friday four weeks ahead,” using relative dates and specific weekdays.
Once scheduled, reports are automatically generated at 12:00 AM ACDT, ensuring your team gets timely insights without the need for manual effort. You can easily edit or delete schedules at any time, update filters, or adjust timing before the report is due to run.
This new feature helps streamline reporting workflows, save valuable admin time, and ensure decision-makers always have access to the most current data—without having to think twice.
For more information, please refer to the video.
New Dropdown for Agent Commission on Invoice Screen
We’ve introduced a new Agent Commission dropdown on the Invoice screen, giving users the flexibility to choose a commission template for each invoice.
Previously, the system automatically applied a default commission template without the option to change it. Now, users can select the appropriate template per invoice, allowing greater control and customisation.
The Charge GST checkbox behaviour remains the same: if GST was enabled during agent setup, it will be applied to the invoice; if not, GST will be excluded.
This enhancement helps tailor commission settings to specific scenarios and improves the overall invoicing workflow.
For more information, please refer to the video.
Commission Template & GST Status at Enrolment and Application Level
We’ve added a new feature in TEAMS that displays the Commission Template and GST Status at both the Enrolment and Application levels.
This enhancement ensures greater transparency and consistency by allowing users to easily view commission details and GST information directly within each record. It simplifies financial tracking and helps maintain accurate data throughout the student journey.
For more information, please refer to the video.
Locate & Verify USI
We’ve introduced a new feature in TEAMS that makes it easier to manage and retrieve a student’s USI number.
With the Locate & Verify USI option, users can now automatically fetch a student’s USI number via web service, for the case where the student hasn’t provided their USI and cannot be contacted. This new functionality saves time, ensures compliance, and removes the need for follow-ups with students again and again.
To locate a USI, the following student details must be entered: Student name or Single name (as per student Proof), Date of birth, Gender, Email, Mobile number, Country of residence, Country and town of birth.
Once the USI is located through the USI web service, it will get verified and updated into the student details under the USI field.
For more information, please refer to the video.