REPORT VERSION: 1900

RELEASE DATE: 01/05/2023

New Right-Click Reports

Configuration Manager\Relationship Types Report

Displays Relationship Type records, to show the Code, Name, Description per Relationship record, as well as whether each record is active. 

Updated Right-Click Reports

Client Manager\Client CRICOS CoE Report

1. Emergency Contacts Modified the Emergency Contacts section to pull data from the new Relationships record area per Client. If there are no records listed, and the 'Will the student be under 18 on commencement of course?' checkbox is ticked within the CRICOS CoE Wizard, legacy records will still show the previous Emergency Contact Details.

Client Manager\Client Personal Information Report

1. Emergency Contacts Modified the Emergency Contacts section to pull data from the new Relationships record area per Client. If there are no records listed, legacy records will still show the previous Emergency Contact Details.

Configuration Manager\Payment Types Report

1. Payment Types. A new column has been added to display the Type of record associated with each Payment Type.

Staff Manager\Staff Supervised Enrolments Report

1. Formatting Fixes. Fixed an issue with the Supervised Employer Enrolments Table which would overlap rows for longer record names.

2. Formatting Changes. Changes applied to the page formatting to align with current report standards.
   
   

Updated Standard Reports

Client Reports\Client Information Export Report

Unit Reports\Enrolment Units Data Dump Report

1. Emergency Contacts Modified the Emergency Contacts section to pull data from the new Relationships record area per Client. If there are no records listed, legacy records will still show the previous Emergency Contact Details.

Client Reports\Mailing Label Report

1. Filtering options Fixed an issue with the Client Filter causing problems for users with lower DPI settings by relocating the filtering options available prior to clicking OK.

Enrolment Reports\Contract/Enrolment Status History Report

1. Filtering Options Swapped out the Status History Spanning Date Range Filter with a range of Contract/Enrolment Date Range Options to allow more coverage on the Contract or Enrolment-level of Data Entry.

Enrolment Reports\Enrolment Numbers Reports

Unit Reports\Enrolment Numbers Report by Unit

1. Excel Formatting Adjusted formatting in the Excel Export Friendly page to ensure rows remain consistent per page generated.

2. Coding Restructure Updated the queries responsible for calculating numbers to allow easier scaling in the event Custom Reports need to be developed using these reports as a starting point.

3. Linked Enrolments Linked Child Enrolments have now been excluded from the reports to ensure counts of records represent each enrolled students' intake as a single record.

Unit Reports\Unit Result Export Report

1. Date Range Filter Updated the Date Range Filter to allow the instructions to show in full for users with lower DPI settings.

VET Student Loan/VET FEE-HELP Reports\VET Student Loan-VET FEEE-HELP CAN (Bulk)

1. Formatting Update. Swapped the total fields showing the Total Upfront Fees and Total VETSL Debt Liability to align with the Total Fees Paid by Student and VETSL Debt Liability columns.