How to Generate Enrolment Report via Company Portal

How to Generate Enrolment Report via Company Portal

Idea
Overview
In the Student Management System (SMS), companies can generate enrolment reports through the Company Portal. This feature allows companies to access detailed records of student enrollments, including program details, statuses, and key dates. With filtering and export options, companies can efficiently track and manage enrolment data for reporting and analysis.

In this tutorial, we will guide you on how to generate this report via company portal. 

Info
NOTE: 
  1. To use the Company Portal, the training organisation should create an access for their partner Companies by adding them as a Company in their admin portal. 
  2. Access to Nested Companies structure or Parent-child hierarchical Company feature is set by the Training Organisation. 

Notes
Step Tutorial
1. From the Dashboard, go to Reports > click Enrolment tab > then click New.

2. A modal for New Report will appear. Enter a Name for the report, then enable the Default field if you want this report to be the default every time you generate Enrolment Report. Otherwise, leave it off. Once done, click Save. 


3. Clicking the Fields button allows you to customise the fields to include in the report. Use the arrow buttons to add or remove fields as neede, then click Save.

4. In generating the enrolment report, the following filters can be used:
  1. Date Range – Choose a date range for the report. This fields offer the following options:
    1. Today
    2. Yesterday
    3. Last 7 days
    4. Last 30 days
    5. This Month
    6. Last Month
    7. Last Financial Year
    8. This Financial Year
    9. Last Calendar Year
    10. This Calendar Year
  2. Min % Complete and Max % Complete - These filters are for RTOs that are integrated with LMS. 
When only Min % Complete is entered, all enrolments with Min % Complete Up will be displayed.
When only Max % Complete is entered, all enrolments with Max % Complete Down will be displayed. 
When both are entered, all enrolments within the range will be displayed.
  1. Min % Attendance and Max % Attendance - Specify a minimum and a maximum attendance percentage per field.
  2. USI Status - Filters the report to include students with Valid, Not Attempted, or Invalid USI. If none is selected, it will include all enrolments regardless of USI status. 
  3. Enrolment Status Type - Filters the report based on status (Pre-Enrolment, Ongoing, Completed, or Discontinued Enrolment). If left blank, the report will include all students with all enrolment status type.
  4. Enrolment Status – Based on the selected enrolment status type, you can still filter the report based on specific enrolment status.
  5. Qualification Issued – You can also apply a filter to generate an enrolment report based on whether certificates have been issued or not.
  6. Companies – This will filter the report based on the company selected. You may choose a specific company from the list or select all.
You can also tick the Include Avetmiss Fields and Only Unique Enrolments fields.
  1. Include AVETMISS Fields - Once selected, all AVETMISS-related fields will be automatically included in the generated data table. 
  2. Only Unique Enrolments - If you prefer to filter out any duplicate records and ensure that your report only includes unique enrolments.
Once you have set the filters you need, click Search to generate the report.


Warning
IMPORTANT: A report needs to have at least one date range or inline date in order to run. If the report does not have a date, users can still save the report, but the next time they select this report, it will show a warning message to select a date. 

5. The data table will display the list of enrolment that match the selected filter.
From the table, the following actions can be performed:
  1. Results per page – Customise the view of the enrolments by selecting 10, 20, 30, 40, 50, or All.
  2. Checkbox – Highlights all the records.
  3. Table Headers - You can rearrange the list by clicking on the header of each column.
  4. Search Field – Each header has a corresponding search field that can be used to filter results. This allows companies to view enrolment record that match the keyword entered in these fields.

Additionally, clicking the Export button will generate an Excel file containing all the enrolment from the report.
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And that’s how to generate enrolment report via company portal!

 

Congratulations on completing this tutorial. We hope this has been helpful to you and your organisation. For any questions or concerns regarding this function, please reach out to the contact support via email.

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