Search results for "analysis fields"

How do I create an Analysis Field?

…The Analysis Fields are set up within the the Maintenance/Settings>General Settings Module. There is a helpsheet (no.SQL067) which covers this. Please click on the following link to view or download helpsheet – SQL067.net Adding Analysis Fields.doc  …

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How can a create a report that gives Discount/Commission given over a specific period?

…To produce this information within a report you would need to use the Discount & Commission Analysis (Booking & Production), this can be found within the Reporting Module. There is a helpsheet (no.HS108) which covers this. Please click on the following link to view or download helpsheet – HS108 Statistics – Discount & Commisison Analysis.docx or please watch the video below demonstrating this process.  …

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I need to produce a list of agents to email a mailshot?

…to create an ‘Agent’ type document, inserting all text and required merged fields that you wish to include on the mailshot. Then within an ‘Agent’ type quick report, add the fields and criteria to the report including the agent email address a (so that you can see agents that you might not have email address for). Then select on ‘Search’ to display all the Agents that match the selected criteria. You will then have the option to select ‘Send Docum…

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What is trust accounting?

…ation) the Trust will have the funds available to either refund the student or pay for tuition etc. at another school. Within Class there is a Trust Accounting Analysis report that you can produce, however the Class ledger module must be in use.        …

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How do I correct a wrong allocation of cash?

…You need to “Reverse” the allocation and then allocate it correctly. To do that: You would highlight the student in the Receipt Analysis and click on “Reverse”, this then allows you to re-allocate it to the correct accounts. There is a helpsheet (no.LED003) which covers this. Please contact [email protected] for this or you can find it in the “Customer Login” area of the website.  …

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How can I produce a list of active host families?

…This can be achieved by using an “Accomm” quick report, adding relevant fields. There is a helpsheet (no.HS033) which covers this. Please click on the following link to view or download helpsheet – HS033 Quick Reports – Host Family List.docx or please watch the video below demonstrating this process.  …

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How do I get a list of students who made an enquiry with a particular date range?

…– SQL071.net List of Enquiries by date.doc  …

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I need to produce a list of host families to mailshot or email?

…to view or download helpsheet – SQL191.net Booking Matching Accommodation.doc    …

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I would like to create an arrivals transfer report with Accommodation details?

…m.doc…

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I need a list/count of students sorted by student country?

…his process….

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