Report Area Guide ​
Listing of each report area in the Reports menu with the report area name, Tables the report access, and Query designation.
- Tables with the * designation - fields are only included if your query references the table. For example, fields from Grouping aren't included in the Income & Enrollment Summary report unless your query includes a reference to the Grouping table (e.g. Grouping Code contains element).
- Fields in Table – only selected fields are included in most reports. E.g. only the instructor last name, first name and ID fields are included in Room Use reports. If you want to display a field that is not included in the report, you must use a report function.
Accounting ​
| Report | Name | Tables | Query |
|---|---|---|---|
| Cash Box > Receipt Listing | Augusta1 | Names, Course, Crseudfs, Pay | None |
| Cash Box > Refund Listing | Augusta2 | Names, Course, Crseudfs, Pay | None |
| Cash Box Reconciliation | Augusta3 | Names, Course, Crseudfs, Pay | None |
| Daily Income X Source (by Date) | Daiinc | Course, Names, Pay, Register | BF |
| Daily Income X Source (by Course) | Daiincc | Course, Names, Pay, Register | BF |
| Income & Enrollment Summary | Enrinc | Course, Grouping* | BC |
| Income Detail By Registrant | Increg | Course, Names, Regfees, Pay, Register | BE |
| Gift Cards | Giftcard | Course, Names, Register, Pay, Giftcard | BG |
| Special 1 Reg/1 Line | Deadbeat | Course, Location, Names, Nameudfs, Register, Crseudfs* | CE |
Demographics ​
| Report | Name | Tables | Query |
|---|---|---|---|
| Names (with Codes) | Namewcdc | Names, Firm, Nameudfs, Namecode | AB |
| Names (with Registrations) | Namewrg | Course, Names, Nameudfs, Register, RegFees | AC |
| CRM Info | Namecrm | Names, CRM, Firm, Course | AM |
| Mailing Labels | Label | Names, Firm, Nameudfs, Course*, Register*, Testing* | AH |
| Firms (include Employees) | Firmwem | Firm, Names, Namecode, Nameudfs, Register | AD |
| Firms (without Names) | Firmwoe | Firm | AE |
| Firms (with Registrations) | Firmwrg | Course, Register, Firm, Names, Regfees | AF |
| Credential | Credentl | Names, Testing, Firm, Nameudfs | CR |
Courses ​
| Report | Name | Tables | Query |
|---|---|---|---|
| CEU Reporting (by Course) | Ceugeoc | Course, Crseudfs, Location | GC |
| Course Details (with Fees) | Crsewfee | Course, Location, Grouping, Fees, Crseudfs | BA |
| Room Use > Date Sort | Roomuse | Course, Instruct*, Location, Crsroom | BJ |
| Room Use > Location Sort | RoomuseL | Course, Instruct*, Location, Crsroom | BJ |
| Waitlists | Waitlst | Register, Names, Course | BH |
| Income Summary | Incsum | Course, Grouping, Location, Crseudfs, Linkinst, Instruct, Fees* | CC |
| Generate Catalog Copy | Catalog | Catalog, Course, Location, Crseudfs, Instruct | CZ |
| Attendance | Attrept | Attend, Course, Names, Register | AT |
Registrations ​
| Report | Name | Tables | Query |
|---|---|---|---|
| Registrations (w/Fees & Payments) | Regwall | Register, Course, Pay, Names, Regudfs, Regfees | CA |
| Counts of Optional Fees | Optscnt | Register, Regfees, Names, Course | CG |
| Receipts | Mreceipt | Register, Regfees, Pay, Course, Names, Location, Firm | CF |
| Rosters > Name Roster | Namerosc | Names, Nameudfs, Firm, Register, Course, Regfees, Location, Regudfs, Instruct* | CB |
| Rosters > Attendance Roster | Attros | Names, Nameudfs, Firm, Register, Course, Regfees, Location, Regudfs, Instruct* | CB |
| Transcripts | Transct | Names, Nameudfs, Register, Course, Grouping* | AG |
| Name Tags | Nametag | Names, Nameudfs, Register, Course | AJ |
| Certificates | Certif | Names, Nameudfs, Register, Course, Location | CE |
| Tabletents | Tabltent | Names, Nameudfs, Register, Course | AJ |
| Course Packages | CrsePack | Names, CrsePack, Course, Register, Regudfs, Pay | CP |
Faculty ​
| Report | Name | Tables | Query |
|---|---|---|---|
| Contract Agreements | Fmcontr | Instruct, Course, Linkinst, Firm, Location, Crseudfs | FA |
| Instructor List | Fmlist | Instruct, Course, Linkinst, Firm, Location | FA |
| 1099 Form | Fm1099 | Instruct, Course, Linkinst, Firm, Location | FB |
| Performance Data | Fmperf | Instruct, Course, Linkinst, Firm, Location | FA |
| Check Request | Fmcheck | Instruct, Course, Linkinst, Firm, Location | FA |
| Faculty Only Reports | Fmonly | Instruct, Course, Linkinst, Firm, Location | FA |
| Faculty CRM | FACCRM | Instruct, Course, CRM, Firm, Linkinst, Namecode | FC |
Invoices ​
| Report | Name | Tables | Query |
|---|---|---|---|
| Run Invoices | Invoic | Names, Course, Pay | IV |
| Run Aging Report | Invoic | Names, Course, Pay | None |
Pocket Ledger ​
| Report | Name | Tables | Query |
|---|---|---|---|
| Expense Listing > Cost Center Grouping | Expcost | Course, Ledgentr, Leddesc, Location, Firm | LG |
| Expense Listing > Expense Class Grouping | Expclass | Course, Ledgentr, Leddesc, Location, Firm | LG |
| Expense Listing > Account # Grouping | Expacc | Course, Ledgentr, Leddesc, Location, Firm | LG |
| Expense Listing > Vendor Grouping | Expvend | Course, Ledgentr, Leddesc, Location, Firm | LG |
| Expense Listing > Cost Center Grouping | Expcost | Course, Ledgentr, Leddesc, Location, Firm | LG |
| Income/Expense Balances > Detail | Baldet | Course, Ledgentr, Leddesc, Location, Firm | LG |
| Income/Expense Balances | Balsum | Course, Ledgentr, Leddesc, Location, Firm | LG |
| Income/Expense Balances > Snapshot | Snapshop | Course, Ledgentr, Leddesc | LG |
| Budget Reports | Budgmass | Course, Ledgentr, Budget | BU |
Workshops ​
| Report | Name | Tables | Query |
|---|---|---|---|
| Rosters | Workrosc | Names, Register, Wkshpind, Wkshpmst, Course | WR |
| Enrollment Summary | Workcnt | Wkshpmst, Course | WC |
Statistics ​
| Report | Name | Tables | Query |
|---|---|---|---|
| Names > Demographic Summary | Statnmsn | Names, Register, Namecode, Nameudfs | SA |
| Names > Performance Sorting | Statwght | Names, Register, Namecode, Nameudfs | SA |
| Firms Represented | Distfirm | Firm, Register | SB |
| Tracking Codes | Trcksumt | Names, Register | SD |
| Course > Course Data Summary | Statcosm | Course | SE |
| Course > Performance Review | Statcowt | Course | SE |
Codes ​
The Codes Report area is for maintenance purposes only. These reports will only give you a list of codes and their descriptions--you can't get data such as which codes have been assigned to records. For this kind of information, you'll need to run a report in an area which accesses the module information (e.g. for name codes, Demographics report area; for course codes, Courses report area).
| Report | Name | Tables | Query |
|---|---|---|---|
| Course Grouping Codes | Codes | Choices | None |
| Course Subject/Interest Codes | Codes | Choices | None |
| Catalog Codes/Descr | Cata | Catalog | CY |
| Occupational Codes | Codes | Choices | None |
| Organizational Codes | Codes | Choices | None |
| List Source/Tracking Codes | Srce | Choices | None |
| Account Codes | Codes | Choices | None |
| Registrant Status | Codes | Choices | None |
| Ledger Expense Codes | Codes | Choices | None |
| Coordinator Names | Codes | Choices | None |
| Registration Fees (Descr) | Codes | Choices | None |
| Demographic Codes | Codes | Choices | None |
| Department Codes | Codes | Choices | None |
| Adjustment Fees | Codes | Choices | None |
| Additional ID Codes | Codes | Choices | None |
| Occupational Codes | Codes | Choices | None |
| Inventory Items | Codes | Choices | None |