How to Generate Units Report via Company Portal

How to Generate Units Report via Company Portal

Idea
Overview
Generating a Units Report in Student Management System (SMS) via the company portal allows companies to track the status of the students’ units along with other relevant information.

This report helps your organisation make better business decisions and improve the management of students and their training, by providing information on their units. This ensures that you and your partner company is always on top of your students’ progress.

Notes
Step Tutorial
1. From the Dashboard, go to Reports > click Units 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 a Units Report. Otherwise, leave it off.
Once done, click Save.

The created report will become available in the dropdown menu. This field lists all available reports that have been created.

3. In generating the units report, the following filters can be used:
  1. Start To From Range, End To From Range, and Start From End To Range – Choose a date range for the report. These 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. Outcome – This filter the report based on the outcome of the unit (Not yet started, Competency achieved/pass, Competency not achieved/fail, Withdrawn/discontinued, etc.)
  3. Companies – This will filter the report based on the company selected. You may choose a specific company from the list or select all.
  4. Min % Complete and Max % Completed – These filters are for RTOs that are integrated with LMS.
When only Min % Complete is entered, all units with Min % Complete Up will be displayed.
When only Max % Complete is entered, all units with Max % Complete Down will be displayed.
When both are entered, all units within the range will be displayed.
  1. Include AVETMISS Fields – Once selected, all AVETMISS-related fields will be automatically included in the generated data table.
Once you have set the filters you need, click Search to generate the report.

4. The data table will display the list of units that match the selected filter.
From the table, the following actions can be performed:
  1. Results per page – Customise the view of the units by selecting 10, 20, 30, 40, 50, or All.
  2. Checkbox – Highlights all the records.
  3. Search Field – Each header has a corresponding search field that can be used to filter results. This allows companies to view specific units that match the keyword entered in these fields.
  4. Show Blank – When ticked, only units with blank information in that specific column will appear.

Additionally, clicking the Export button will generate an Excel file containing all the units from the report.
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And that’s how to generate units 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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