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Report Area Guide

Reporting-Data Structures

Catalog Builder

Company Invoicing

Faculty Manager

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Welcome

Student Manager Modules

Quick Start Guide

Glossary of Terms

Launching Student Manager

Navigation Tools

Adding Records

Entering Data

Saving Changes

Record Information

Finding Records

Deleting Records

Running Reports

Finding Reports

Report Areas

Report Options

Selecting/Running Queries

Default vs Additional Report

Previewing/Printing Report

Exiting Student Manager

Screen Layout

Course

Names

Registration

Payment

Firm

Location

Attendance Tracking

Budget Builder

Catalog Builder

Faculty Manager

Financial Aid

Pocket Ledger

Workshops

Courses

Course Module

Adding a Course

Setting Date/Time

Selecting a Location

Room Use Records

Generate Room Use

Adding Additional Information

Adding Main Fees

Adding Other Fees

Coupon Codes

Delete Course Fees

Assign Instructors

Adding Comments

Adding ACEweb Info

Event Type Courses

Hybrid Courses

Membership Courses

View Student Lists

Course Reports

F2 Quick Counts

CTRL+F2 Quick Room Use

Printing Rosters

Course Documents

Cloning Courses

Cancelling Courses

Mass Change/Update/Delete/Archive

Certificate Programs

Certificate Wizard

Names

Names Module

Adding a Name

Entering a Firm

Setting Default Fee Category

Adding Interest Codes

Setting Flag Fields

Demographics

Adding Comments

Adding Additional Information

Adding Credentials

Special Tools

Keeping a Contact Log

Call Back System

Name Grouping

F5 Name Search

Cloning Name Records

Name Additional Documents

Courses Taken

Payment History

Name Reports

Deactivate Names

Combine Names

Delete Names

Registrations

Registration Module

Registering Individual in a Course

Assessing Additional Charges

Assign a Proxy

Adding Additional Information

Who Approved Registration

Reserve Seats

Grouping Registrations

Ungrouping Registrations

Transfer Registrations

Speed Registration

Mass Registration

Make Credential

Student Documents

F4 Find Registrations

Full Courses

Waitlisting

Cancel Registration with No Payment

Cancel Registration with Payments

Cancel Course Wizard

Printing Receipts

Registration Reports

Payments

Payment Module

Making Payments

Making Payments to Groups

Payment Plans

Cancelling Registration with Payment

Refund to Escrow

Refund without Cancelling Registration

NSF (Bad) Checks

Transfer Payments

Printing Receipts

Print Receipt Options

F7 Pay Grabber

Payment Mistakes

Void Receipt Tool

ACEweb

ACEweb Online Registration

Course Lookup Options

Course Search Options

Student Options

Registration Process

ACEweb User Passwords

Opening Day Tips

Course Publication Checklist

Student Manager Preparation

Course Setup

Course Group Setup

Course Fees Setup

Hiding Course Groups from ACEweb

Characters Used in Codes

Interest, Source, Tracking Code Display

Workshop Setup

WWWEB User

Previewing Course Information Page

Customize ACEweb

Course Listing/Look Up Options

Student Options

INI Settings

Editing INI Settings

INI Settings by Category

Other INI Files

HTML Templates

Customizing HTML Templates

Web Page Generation

Template Listing

Custom Templates

Google Analytics

Express Registration Templates

Email Templates

Template Functions

ACEweb Options

Instructor Access

Optional Modules

Attendance Tracking

Attendance Tracking Module

Enabling Attendance Tracking

Record Attendance

Email Absent Students

Attendance Tracking Reports

F11 Attendance Tracker

Budget Builder

Budget Builder Module

Setting Fees Estimates

Adding Per-Person Charges

Estimating Expenses

Budget Results

Budget Reports

Catalog Builder

Catalog Builder Module

Course Descriptions

HTML Editor

Spell Checker

Prerequisites and Related Courses

Import Catalog Records

Memo Text

Email Templates

Marketing Campaigns

ACEweb Bulletins

Company Invoicing

Company Invoicing Module

Invoice Preferences

Creating Invoices

Invoice Criteria

Paying Invoices

Reprint Invoices

Reinvigorate Invoices

Aging Report

ACEweb Invoicing

Contract Training

Contract Training

Billing Record

Suggestions

Course Packaging

Course Packaging

Credit Card Management

Credit Card Management Module

Processor Set Up

Timeouts

Suspend/Resume Charging

Reconciliation Reports

CRM

Customer Relationship Management

Log Contacts

Log Emails

Log Mailings

Log Entry when Printing Marked Labels

View Log

Edit Entries

CRM Reports

Email Module

Email Module

Email Setup

Sample Templates

New Email Templates

Template Coding

Template Coding (Legacy)

Including Attachments

HTML Formatting

Selecting Email Sender

Emailing Individual

Emailing Registrants in a Course

Emailing Registrants in a Workshop

Emailing Receipts

Mass Emailing Receipts

Emailing Roster to Instructor

Mass Emailing Roster to Instructor

Email Instructor When Min is Met

Emailing Certificates

Emailing Course Reminders

Emailing Course Follow-ups

Emailing Instructor Reminder/Follow-ups

Emailing Emergency Emails

Emailing Building-Specific Emergency Emails

Mass Email Wizard

Merge Email Wizard

Emailing Invoices

Email Link to Pay Outstanding

Email Link to Pay Group Balance

Emailing a Report

Blacklist Emails

Update Email Status

Exporting Data

Export Data Options

CASS Certification

CollegeNet Export

Export Report Data

Faculty Manager

Faculty Manager Module

Adding Faculty Record

Assiging Instructor to Course

F3 Talent Search

Contract Agreements

Emailing Rosters to Instructors

Add Student Link

Add Registration

Call Back System

Mass Change Faculty Status

Faculty Reports

Financial Aid

Financial Aid Module

Financial Aid Setup

F12 Financial Aid Reporter

Gift Cards

Gift Cards in Student Manager

Gift Cards in ACEweb

Importing Data

Importing Data Options

Course Import Wizard

Name Import Wizard

Registration Import Wizard

Ed2Go Import

Protrain Import

Pocket Ledger

Pocket Ledger Module

Add Pocket Ledger Record

Cost Center Codes

Instructor Pay

Mass Distribute Pocket Ledger Records

Pocket Ledger reports

Reporting

Student Manager Reporting

Finding the Right Report

Report Area Guide

Report Options

Running A Query

Report Preview

Output in Other Formats

Emailing a PDF

Exporting Report Data

Importing/Exporting Report Templates

Report Favorites

ACEweb Abandoned Cart Viewer

Searching for Reports

Searching for Queries

Special Reports

Modifying Reports

Modify a Report

Report Controls

Adding Elements

Formatting Elements

Complex Expressions

Field Calculations

Report Bands

Print Whens

Page Setup

Saving Changes

Table Names

Data Structure

Managing Queries

Query Guidelines

Query List Manager

Creating Queries

Editing Queries

Activate/Deactive Reports

Rename/Move Reports

Delete Additional Reports

Delete Queries

SMS Text Messaging

Sending Text Messages

Send SMS to Class

Send SMS to Person

Send SMS Class Reminder

Emergency SMS

Send SMS to Faculty

Send SMS to Names in Report

SMS Templates

Workshops

Workshop Tracking Module

Add Workshop Records

Register Individuals in Workshops

Workshop Reports

Reference

Student Manager Set Up

Setting Up Student Manager

User Records (Security)

Student Manager Security

Student Manager User Records

Add Users

Setting User Passwords

User Access Levels

User Groups

Resetting User Password

Setting Default Preferences

Remember Me on This Computer

My User Profile

Registrar Only Mode

Preferences

Student Manager Preferences

System Preferences

Names Preferences

Course Preferences

Registration Preferences

Organization Defaults

Pocket Ledger Preferences

Firm Preferences

Faculty Preferences

Pay Preferences

UDFs

User Defined Fields

Enable/Label UDFs

UDF Display

UDF Display Coding

Validating UDFs

Course Specific Registration Labels

Unlimited UDFs

Exporting Unlimited UDFs

Codes

Student Manager Codes

Characters Used in Codes

Code Editor Screen

Course Coding Scheme

Name ID #

Course Type

Grouping Codes

Course Holidays

Interest Codes

Source/Tracking Codes

Zip Codes

Coupon Limits

Default Expire Date for Early Bird Fees

Inventory Items

Maintenance

Maintenance Tools

System Information

Show Users

Address Cleanup

Archive Data

Backing Up Data

Broken Firm Links

Combining Faculty

Combining Firms

Combining Locations

Combining Series of Names

Combining Workshops

Data Cleanup-Catalog Records

Data Cleanup-Code Areas

Data Cleanup-Documents

Data Cleanup-Locations, Course Names, Fees

Data Cleanup-Name Interest Codes

Data Cleanup-Orphan Registrations and Payments

Data Cleanup-The Catch All Tool

Escrow Cleanup

Pack/Reindex

Zap Charge

Zip Code Updates

Report Functions

What are Report Functions?

Functions by Category

ACEDAY

ADDAPAY

ADDCODE

ADDCOUNL

ADDCRDAT

ADDCRSE

ADDCUDFS

ADDFEE

ADDFEE2

ADDFINAID

ADDFIRM

ADDFIRM2

ADDGIFT

ADDGRPAY

ADDINT

ADDLABEL

ADDLOC

ADDLOC2

ADDNAME

ADDNMUNL

ADDNUDFS

ADDOMNI

ADDOPT

ADDPAY

ADDREG

ADDRGUNL

ADDRUDFS

ADDTCH

ADDTIME

ADDUUDFS

ADDWKCODE

ADDWORK

ADDZIP

AGE

AGECL

AT

AVAILFINAID

BASEFEE

BETWEEN

BESTENRL

BIGSTATE

BUDG_EXP

BUDGPICT

CAT2XML

CDOW

CERTDATE

CHKRM

CHR

CIVTIME

CLSHIST

CLSTEACH

CMONTH

CNTCURFIELD

CNTCURS

CODERPT

CONFCERT

CONFIRM

COPAYDTL

COPY2XLS

COUNTCOD

COUNTCX

COUNTIT

COUNTNAME

COUNTNAMEUDFS

COUNTREG

COUNTMWK

CPCREATE

CREDEXP

CRMRPT

CRSATTHRSSUM

CRSEINC

CSZR

CTNAMEREG

CTOD

CTWORK

CURSINC

CURSSUM

CURSWORK

CUSTWKCD

DATE

DATELIST

DATETH

DBXTRACT

DEADBEAT

DEADDUMP

DECRYP

DOCHART

DOEMAIL

DOW

DTOC

EMPTY

FASHOWDRAW

FEEDETL

FEETOTS

FILLBLANK

FILLCAL

FINDCRED

FINDGRP

FINDINT

FINDINST

FIRMEXP

FULLCENT

GETCBUCL

GETCEU

GETCIV

GETCRSEAID

GETDATA

GETFEE

GETFINAID

GETHOUR

GETMEMO

GETSQLCOUNT

GETTEST

GRABREG

GRADCRED

GRADCRED2

GRADREPT

GRADSPEC

GRADSPEC2

GRPGTBAL

GRPGTDUE

GRPGTPAID

GRPSTUD

GTACCTPD

GTCOBAL

GTADD

GTBAL

GTDUE

GTCODUE

GTCODUE3

GTCODUE4

GTCOINVBAL

GTCOPAID

GTFEESUM

GTINVBAL

GTINVDUE

GTINVSTAT

GTLEDG

GTPAID

HASCLASS

HASCOURSE

HASOPT

HOLIDAY

HOWMANY

IIF

INVDETL

INVSS

HRSONADATE

HRSTODATE

INSTCONF

INTLPHON

INVSUM

JUMPMON

JUSTAFTER

JUSTDOIT

LASTCLAS

LASTPAY

LEN

LISTCRM

LISTSTUD

LISTWORK

LOADDATE

MAILXPAND

MAPPING

MASSSMS

MATCHREF

MEETDATES

MEMOEXP

MERGMAIL

MONTH

NAMEEXP

NAMEGRP

NAMER

NAMERXT

NCRPT

NETPAY

NICEDATE

NICELOC

NICETIME

NOSTATE

NUM2FRACTION

NUM2STR

NUMNODEC

NUMSESS

NUMTAUGHT

NUMWEEKS

ORGPAY

OTHPAYER

PACKAGES

PAD,L,C

PADCDOW

PAY1099

PAYCOMB

PAYDESC

PAYTOT

PAYTYPE

PREFADDR

PREFEXP

PRETTYNUM

PYWASINV

QTYPTCAL

QUIKCODE

QUICKINST

QUIKWORK

RANDPICK

RANDPICK2

RCPTINFO

RCTTPAY

RGFEEDIST

RGHASPAY

RGINVBAL

RGINVPD

RIGHT

ROSTXPAND

ROUND

SAVE2CAT

SEEFIRM

SEETITLE

SELEWORK

SELEWORK2

SHOGCODE

SHOHDATE

SHORTCAT

SHORTSTATE

SHOUPCLS

SHOUPCLSREC

SHOWCLAS

SHOWCODE

SHOWDOCS

SHOWDOW

SHOWDUPE

SHOWEXP

SHOWFEES

SHOWFINAID

SHOWMEMB

SHOWOPTS

SHOWPAID

SHOWPHON

SHOWPDSTAT

SHOWSSN

SHOWTEACH

SHOWTEST

SHOWTF

SHOWWORK

SQLDATE

STAMPCRED

STAMPCRS

STAMPCUDF

STAMPGRP

STAMPINT

STAMPNAME

STAMPNUDF

STAMPRUDF

STAMPTCH

STAMPUNL

STAMPWORK

STR

STRTRAN

STRIPHTML

SUBSTR

SUMREG

SUMWHAT

SUMWORK

SWAPVAL

TKCOST

TKINCOME

TIME

TNAMER

TRANSFORM

TRIM

TRIMDATE

TOTPACK

UPPER

VAL

WHAZZIS

WHOPAY

WHOSTHIS

WHORECT

YEAR

ZIPRADIUS

Troubleshooting Student Manager

Troubleshooting ACEweb

ACEweb Setup

Getting Started

Server Configuration

Installing ACEweb

Security Information

Permissions

ACEweb Mode Setup

Accessibility Compliance

ACEweb Administration

ACEweb Administration Pages

ACEweb Administration Tools

ACEweb Access Levels

Emailing Errors

Cleanup Files

ACEweb Compiler

Template Manager

Custom Phrasebook/Vocabulary

Interface Manager

Registration Defaults

Search Logging

Validate Web Firms

Staff Web Access

ACEweb INI Settings

Editing ACEweb.INI

Other INI Files

ACEweb.INI Setting Descriptions

Accessible

ACEwebURL

AddOwnAccount

AdjustWKSFees

AdminEmail

AdminLevel

AdminMailServer

AdminSendErrorEmail

AdmLogonAttrib

AllowAlphaInFax

AllowAlphaInPager

AllowDeposit

AllowDupes

AllowWaitlist

AlternateSQL

AlternateURL

AltPS

AltSettings

ArchivePath

AsyncFields

AsyncLink

AsyncTypes

AuthenticateSendMail

AutoAssign

BillFirm

BonusDeal

CatLinkStatus

ChargeMsg

CheckSum

CloseCountdown

CouponLimits

CourseOrder

CourseService

CustomEmail

CustomerAddress

CustomerCity

CustomerCode

CustomerName

CustomerState

CustomerZip

DataPath

DebugFlag

DebugMode

DefaultGrade

DefaultPayType

DupeCheck

ECDC

ECheckType

ECTableClass

ECTableColors

ECTableTags

EnforceMandFees

EscrowCutoff

EscrowPayments

FailOption

FeeBreakdown

FeeLimits

FeeOrder

FullMsg

GiftCard

GroupInit

GroupList

GroupOption

HelpEmail

HelpPerson

HelpPhone

HideInstTypes

HideSessionCt

HTMLPagePath

IDAlias

IDPrefix

InstructorFields

IntCodeCols

InterestScope

InvoiceMsg

MailServer

MarketerEmail

MaxTableSize

MemberLookup

MemberRegLimits

MemberTimeExt

MgrWebLevel

MultiEmailResponse

NameIDLength

NotifyOffice

NullEmptyDates

OfficeEmail

OneTimeCoupon

OnlyActiveInstruct

OrgHours

OrgName

PageParseMode

PartnerFeeKey

PayOption

PayService

PCCEmail

PCCMercNum

PCCPath

PCCPrefix

PostPayerInfo

PreGenReceipt

PrintCourseNotes

PrintRegWarn

ProxyReg

ProxyType

PSHandlerLag

PubPassword

RecapSitekey

RegenSession

RegFirmFields

RegStatusExclude

RegStatusFields

ReportCertificate

ReportReceipt

ReportTranscript

RequiredFields

RequireMercnumMatch

RequirePaidMem

RollWorkshopCEUs

RosterFields

ScheduleFields

SearchLogging

SeatEnrollment

SenderEmail

SenderName

SessionCutoff

SessionTimeout

ShortTime

ShowCatalog

ShowContacts

ShowInstructor

ShowLocation

SignOn

SilentPostEmail

SMVersion

SpecialFee

SQLConnectString

SSL

SSOPreLog

SSSLevel

StopMultiReg

SuperInstFilter

SysopEmail

TableClass

TableColors

TableTags

TaxRate

ThirdParty

TransactionFee

TranscriptFields

UseCoAlias

UseIDSource

UseStdHeader

ValidateEmail

VerboseFullMsg

VirtualPath

VoidPendingPmts

WaitRedirect

WarningEmail

WebRegHome

WebRegURL

WksCodeMatch

WorkshopFields

Xpages

Hosted Customers

Flexdesk Guide

Flexdesk Password Requirements

On this page

Firm Comments & Billing Info Tab

Comments, Billing Information, and file links for the firm are stored on the Comments tab.

Mouse over field for Field Name. Go to Data Structures to see more field information.

Firm Comments Tab

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