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

No Comments Posted on 10/09/15 in Category

To create an arrivals list that has transfer details and accommodation requirements, you would need to create a Transfer quick report.

Adding in the transfer criteria, and also adding “Accommodation Finance Status Name” and setting the criteria to “Active” along with the fields for “Booking Accommodation Forename” and “Booking Accommodation Surname”.

This will produce a report on students who require transfer and have an accommodation booked.

There is a helpsheet (no. SQL138) which covers this.  Please click on the following link to view or …

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I would like to create an arrivals transfer report within no accommodation details?

No Comments Posted on 10/09/15 in Category

To create an arrivals list that has transfer details but no accommodation requirements, you would need to create a Transfer quick report.

Adding in the transfer criteria, and also adding “Accommodation Finance Status Name” and setting the criteria to “Not Equal To” “Active” or “Is NULL”.

This will produce a report on students who have not booked accommodation or has cancelled accommodation, within the date selected.

There is a helpsheet (no. SQL137) which covers this.  Please click on the following link to view …

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How do I produce a report showing students whose Visa is due to expire?

No Comments Posted on 03/09/15 in Category

There are two options you have a report already created in Class which you may wish to try first this is the “Visa/Passport & UK Sponsorship”.

Otherwise you could create your own report within an Enrolment General Quick Report.

There is a helpsheet (no.SQL204 or SQL176) which covers this.  Please click on the following links to view or download helpsheet – HS204 Reporting – Student Visas Passports & UK Sponsorship Report.doc  or SQL176.net Visa Expiry Report.doc

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

No Comments Posted on 20/08/15 in Category

Within Class you would need 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 Document’, search …

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How do I find the average age of students?

No Comments Posted on 06/08/15 in Category

To find the average age of students you would need to create an Enrolment General quick report.

Then when merging it to an Excel spreadsheet you then have the facility within the AutoSum to select the ‘Average’, this will then calculate the average age.

There is a helpsheet (no.SQL179) which covers this.  Please click on the following link to view or download helpsheet – SQL179.net Student Average Age Report.doc

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I need to create a “students starting a course” report?

No Comments Posted on 30/07/15 in Category

This type of report can be created using an “Enrolment Course Booking” quick report.

Date Filter could be “Starting” if you require a list of all starters or “Present”  if you want to see all students currently on a course or “Finishing” if you want to see all students finishing a course.

There is a helpsheet (no.SQL069) which covers this.  Please click on the following link to view or download helpsheet – SQL069.net Students starting course List.doc

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I need to produce a list of Accommodation Bookings to send to Host Families?

No Comments Posted on 09/07/15 in Category

To produce a list of Accommodation Bookings to send to host families, you would need to create an Accommodation Booking quick report.

There is a helpsheet (no.SQL147) which covers this.. Please click on the following link to view or download helpsheet – SQL089.net Available Beds Report.doc

 

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

No Comments Posted on 03/06/15 in Category

Firstly you must of created your master document with the details that you are wanting to email the host families with.

Then within quick reports select the “Report Type” “Accommodation” and add the relevant fields, then once you have run the report you then have the facility to send the document from the report and this will then immediately up date the host families profile with this document.

There is a helpsheet (no.SQL042) which covers this.  Please click on the following link …

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How can I produce a list of students who are celebrating their birthday whilst in the school?

No Comments Posted on 03/06/15 in Category

This can be achieved within an “Enrolment General” quick report.

There is a helpsheet (no.HS066) which covers this.  Please click on the following link to view or download helpsheet – HS066 Quick Reports – Birthday List.docx or please watch the video below demonstrating this process.

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I need to produce a list of students with their current accommodation provider?

No Comments Posted on 03/06/15 in Category

is can be achieved by creating an “Accommodation Booking” quick report.

There is a helpsheet (no.SQL036) which covers this.  Please click on the following link to view or download helpsheet – SQL036.net List of Students with current HF.doc

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