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Reporting Areas ​

Run reports from these areas:

Module Reports (Quick Reports and Receipts) ​

Quick reports give you data for a specific record.

  • Course Quick Report button – print rosters, name tags, mailing labels, certificates, course description, or faculty contracts for particular course.
  • Names Quick Report button– print fax cover, envelope, transcript, or letter for particular individual.
  • Registration Print Receipt button – print receipts for particular individual or for the registration group.
  • Payment Print Receipt and Close button - print receipts for particular individual or for the registration group.
  • Budget Quick Reports button - print budget reports for the course.
  • Faculty Manager Reports button - run faculty reports. Note: you can only run reports from the Reports > Faculty > Faculty Only Reports report area. If you want to run other faculty reports (e.g. contract agreements, instructor lists), you must run them from the Reports > Faculty menu.
  • Pocket Ledger Print Requisition button (requires Pocket Ledger)- print requisition orders for a particular expense record.

Student Manager Report Menu (Main Menu Item) ​

This is the main reporting area in Student Manager.  Reports are grouped according to the type of information contained in the report:

  • Accounting – Income, Cash Box, Financial
  • Demographics –Name information, Firm  information, Mailing Labels, and Transcripts
  • Courses – Details, CEU Reporting, Course Income/Enrollment Summary, and Catalog
  • Registrations – Registration Details, Deadbeat, Receipts, Rosters, Transcripts, Name Tags, Table tents, and Certificates
  • Faculty – Agreements, Instructor Lists, Performance Data, Check Requests, Faculty Reports
  • Invoices – Invoices, Aging Reports
  • Pocket Ledger – Income/Expense Listings, Balances, Budgets and Snapshot
  • Workshops – Rosters/Certificates, Enrollment Summary
  • Statistics – Names Demographic Sorting and Performance Summary, Tracking Codes, Course Data Summary and Performance Review.
  • Codes – Student Manager Codes Listings

When running reports from the Report Menu, you must also run an appropriate query to get the data you want displayed on the report.

Special Reports ​

These reports are run from the main screen with the specified keyboard shortcut:

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