Manage Report

Manage Report: -

This is the 1st screen of Report module that is Manage Report. This is the report of Total number of enrollments and total number of inquiries added in system. Following image shows the report screen.

**** 8.1 Manage Report Screen ****

Field Description: -

1. From Date - To Date Search: - This is a filter named date filter. You can filter/search total count by selecting the Date range. When u select the date range then it will show the total count report between that date ranges. The range to date is always greater than from date. After selecting date range, you have to click on search button to search enrollment count report.
2. Select Country: - This is a filter named select country filter. You can be selecting a country, after selecting a country, you can click on Search button.
3. Select State: - This is a filter named select state filter. You can be selecting a state, after selecting a state, you can click on search button.
4. Select City: - This is a filter named select city. You can be selecting a city, after selecting a city, you can click on search button.
5. Select Area: -This is a filter named select area. You can be selecting a area, after selecting a area, you can click on search button.

Total Enrollment Report

Total Enrollment: -

This is the 2nd screen of Report module that is Total Enrollment. This is the report of Total number of enrollments added in system in details.

It shows list of all enrolled students with details like student name, login details, and course name, down fee, balance fee and installments. We can filter the records by using date range as to date and from date selection. Following image shows the report screen.

****8.2 Total Enrollment Report Screen ****

Field Description: -

1. From Date - To Date Search: - This is a filter named date filter. You can filter/search total enrollment by selecting the Date range. When u select the date range then it will show the total enrollment report between that date ranges. The range to date is always greater than from date. After selecting date range, you have to click on search button to search total enrollment report.
2. Select Branch: - This is a filter named select branch. You can search selecting branch. After that you have to click on search button.
3. Select Course: - This is a filter named course filter. You can filter/search each course wise enrollment by selecting a course. After select a course you have to click on search button.
4. Added by: - This is a filter named Added by filter. You can filter/search enrollment by selecting a staff who added the course. After select a staff name you have to click on search button.
5. Assign To: -This is a filter named Assign to filter. You can filter/search each enrollment by selecting a staff who have assigned the enquiry. After select a staff you have to click on search button.

Total Enquiries

Total Enquiry: -

This is the 3^rd screen of Report module that is Total inquiries. This is the report of Total number of inquiries added in system in details.

It shows list of all inquiries coming from students with details like student name, contact number, and Email ID. We can filter the records by using date range as to date and from date selection. Following image shows the report screen.

****8.3 Total Inquiries Screen ****

Field Description: -

1. From Date - To Date Search: - This is a filter named date filter. You can filter/search total enquiries by selecting the Date range. When u select the date range then it will show the total enquiry report between that date ranges. The range to date is always greater than from date. After selecting date range, you have to click on search button to search total enquiry report.

All Stack Report

All Stack Report: -

This is the 22^th screen of Report module that is All Stack Report. This report is related to stack category. In this report we show the all stack wise count of follow-up. Following image shows all stack report.

 

**** 8.22 All Stack Report Screen ****

Field Description: -

1.From Date - To Date Search: - This is a filter named date filter. You can filter/search response category by selecting the Date range. When u select the date range then it will show the response category report between that date ranges. The range to date is always greater than from date. After selecting date range, you have to click on search button to search response category report.

All Stack Report

All Stack Report: -

This is the 22^th screen of Report module that is All Stack Report. This report is related to stack category. In this report we show the all stack wise count of follow-up. Following image shows all stack report.

 

**** 8.22 All Stack Report Screen ****

Field Description: -

1.From Date - To Date Search: - This is a filter named date filter. You can filter/search response category by selecting the Date range. When u select the date range then it will show the response category report between that date ranges. The range to date is always greater than from date. After selecting date range, you have to click on search button to search response category report.

All Stack Report

All Stack Report: -

This is the 22^th screen of Report module that is All Stack Report. This report is related to stack category. In this report we show the all stack wise count of follow-up. Following image shows all stack report.

 

**** 8.22 All Stack Report Screen ****

Field Description: -

1.From Date - To Date Search: - This is a filter named date filter. You can filter/search response category by selecting the Date range. When u select the date range then it will show the response category report between that date ranges. The range to date is always greater than from date. After selecting date range, you have to click on search button to search response category report.

Stack Report Show Student

All Stack Report: -

This is the 22^th screen of Report module that is All Stack Report. This report is related to stack category. In this report we show the all stack wise count of follow-up. Following image shows all stack report.

 

**** 8.22 All Stack Report Screen ****

Field Description: -

1.From Date - To Date Search: - This is a filter named date filter. You can filter/search response category by selecting the Date range. When u select the date range then it will show the response category report between that date ranges. The range to date is always greater than from date. After selecting date range, you have to click on search button to search response category report.

Fresh Lead Stack Report

Fresh Lead Stack Report: -

This is the 24^th screen of Report module that is Fresh Lead Stack Report. This report is related to stack category. In this report we show the all stack wise count of lead. Following image shows fresh lead stack report.

 

**** 8.22 Fresh Lead Stack Report Screen ****

Field Description: -

1.From Date - To Date Search: - This is a filter named date filter. You can filter/search response category by selecting the Date range. When u select the date range then it will show the response category report between that date ranges. The range to date is always greater than from date. After selecting date range, you have to click on search button to search response category report.

Lead Grade Report

Lead Grade Report: -

This is the 4^th screen of Report module that is Lead Grade Report. This is the report of Total number of Leads grade regarding source.

We can filter the records by using date range as to date and from date selection. Following image shows the report screen.

 

***8.4 Lead Grade Report Screen ****

Field Description: -

1. From Date - To Date Search: - This is a filter named date filter. You can filter/search lead grade report by selecting the Date range. When u select the date range then it will show the lead grade report between that date ranges. The range to date is always greater than from date. After selecting date range, you have to click on search button to search lead grade report.

Outstanding Report

Outstanding Report: -

This is the 16^th screen of Report module that is Outstanding Report. This report is related to student fees. In this report you can see the all students paid fees, remaining fees, total paid in month, expected fees from month and the remaining number of installments.

You can filter the records by using date range as to date and from date selection. Following image shows the report screen.

**** 8.16 Outstanding Report Screen ****

Field Description: -

1. From Date - To Date Search: - This is a filter named date filter. You can filter/search campaign leads by selecting the Date range. When u select the date range then it will show the outstanding report between that date ranges. The range to date is always greater than from date. After selecting date range, you have to click on search button to search outstanding report.
2. Keyword: - This is a filter named keyword filter. You can filter/search service report by entering customer name or service name or therapist name. When u enter any customer name or service name or therapist name then it will search that name and show you the result related to that entered keyword. After entering any keyword, you have to click on search button to search service report.

 

Product Outstanding Report

Product Outstanding Report: -

This is the 25^th screen of Report module that is Product Outstanding Report. This report is related to product category. In this report we show the all product wise count of report. Following image shows product outstanding report.

 

**** 8.25 Product Outstanding Report Screen ****

Field Description: -

1. From Date - To Date Search: - This is a filter named date filter. You can filter/search response category by selecting the Date range. When u select the date range then it will show the response category report between that date ranges. The range to date is always greater than from date. After selecting date range, you have to click on search button to search response category report.
2. Keyword: - This is a filter named keyword filter. You can filter/search course by entering category name. When u enter any category name then it will search that name and show you the result related to that entered category name. After entering any keyword, you have to click on search button to search receipts.

Total Sales Report

Total Sales Report: -

This is the 17^th screen of Report module that is Total sales Report. This report is total sales report related to enrollment. In this report we show the all students paid fees and councilor list with how much amount Received. At the bottom of the pages show total amount of sales counselor wise.

You can filter the records by using date range as to date and from date selection. You can also generate the excel sheet of that report. Following image shows the report screen.

 

****8.17 Total Sales Report Screen ****

Field Description: -

1. From Date - To Date Search: - This is a filter named date filter. You can filter/search campaign leads by selecting the Date range. When u select the date range then it will show the total sales report between that date ranges. The range to date is always greater than from date. After selecting date range, you have to click on search button to search total sales report.

Total Product Sales Report

Total Product Sales Report: -

This is the 26^th screen of Report module that is Total Product Sales Report. This report is related to product category. In this report we show the all product sales wise count of report. Following image shows total product sales report.

 

**** 8.26 Total Product Sales Report Screen ****

Field Description: -

1. From Date - To Date Search: - This is a filter named date filter. You can filter/search response category by selecting the Date range. When u select the date range then it will show the response category report between that date ranges. The range to date is always greater than from date. After selecting date range, you have to click on search button to search response category report.
2. Keyword: - This is a filter named keyword filter. You can filter/search course by entering category name. When u enter any category name then it will search that name and show you the result related to that entered category name. After entering any keyword, you have to click on search button to search receipts.
3. Select Payment Mode: - In this field you have to select payment mode from drop down list. If you select cheque then you have to enter cheque details, if you select credit card then you have to enter credit card details This field is mandatory.

 

Total Purchase Report

Total Purchase Report: -

This is the 27^th screen of Report module that is Total Purchase Report. This report is related to purchase category. In this report we show the all purchase sales wise count of report. Following image shows total purchase report.

 

**** 8.27 Total Purchase Report Screen ****

Field Description: -

1. From Date - To Date Search: - This is a filter named date filter. You can filter/search response category by selecting the Date range. When u select the date range then it will show the response category report between that date ranges. The range to date is always greater than from date. After selecting date range, you have to click on search button to search response category report.
2. Keyword: - This is a filter named keyword filter. You can filter/search course by entering category name. When u enter any category name then it will search that name and show you the result related to that entered category name. After entering any keyword, you have to click on search button to search receipts.
3. Select Payment Mode: - In this field you have to select payment mode from drop down list. If you select cheque then you have to enter cheque details, if you select credit card then you have to enter credit card details This field is mandatory.

Total Service Sales Report

Total Service Sales Report: -

This is the 28^th screen of Report module that is Total service sales Report. This report is related to service category. In this report we show the all service sales wise count of report. Following image shows service sales report.

 

**** 8.27 Total Service Sales Report Screen ****

Field Description: -

1. From Date - To Date Search: - This is a filter named date filter. You can filter/search response category by selecting the Date range. When u select the date range then it will show the response category report between that date ranges. The range to date is always greater than from date. After selecting date range, you have to click on search button to search response category report.
2. Keyword: - This is a filter named keyword filter. You can filter/search course by entering category name. When u enter any category name then it will search that name and show you the result related to that entered category name. After entering any keyword, you have to click on search button to search receipts.
3. Select Payment Mode: - In this field you have to select payment mode from drop down list. If you select cheque then you have to enter cheque details, if you select credit card then you have to enter credit card details This field is mandatory.

Package Service Report

Package Service Report: -

This is the 5^th screen of Report module that is Package Service Report. This report is related to services. In this report we show the all customer wise services and packages in detail. Following image shows package service report.

**** 8.5 Package Service Report Screen ****

Field Description: -

1. From Date - To Date Search: - This is a filter named date filter. You can filter/search package service report by selecting the Date range. When u select the date range then it will show the package service report between that date ranges. The range to date is always greater than from date. After selecting date range, you have to click on search button to search package service report.

Response Category Report

Response Category Report: -

This is the 6^th screen of Report module that is Response Category Report. This report is related to response category. In this report we show the all Response wise count of follow-up. Following image shows response category report.

 

**** 8.6 Response Category Report Screen ****

Field Description: -

1. From Date - To Date Search: - This is a filter named date filter. You can filter/search response category by selecting the Date range. When u select the date range then it will show the response category report between that date ranges. The range to date is always greater than from date. After selecting date range, you have to click on search button to search response category report.

Manage Expense Report

Manage Expense Report: -

This is the 18^th screen of Report module that is Mange Expense Report. This report is related to Expense. In this report you can view all expenses with details.

You can search the records date wise that is by selecting to date to from date as well as there is filter that can search records expense type wise. You just select the expense type and it will give the expense type wise result. Following image shows Expense report.

 

****8.18 Manage Expense Report Screen ****

Field Description: -

1. From Date - To Date Search: - This is a filter named date filter. You can filter/search expense by selecting the Date range. When u select the date range then it will show all the purchase between that date ranges. The range to date is always greater than from date. After selecting date range, you have to click on search button to search expense.
2. Select Expense Category: - This is a filter named expense category filter. You can filter/search expense by selecting the expense category. When u select the expense category then it will show all the expenses with that category. After selecting expense category, you have to click on search button to search expense.

Manage DSR Report

Manage DSR Report: -

This is the 19^th screen of Report module that is Mange DSR Report. This report is related to Daily Sales Report. In this report you can view all Incomes and Outcomes with details.

In incoming courses section, it shows all incoming course related transactions. In incoming service/membership section, it shows all incoming services and membership transactions. In incoming for product section, it shows all incoming product related transactions. In sales voucher/package section, it shows all voucher/package sales related transactions. In incoming receipt section, it shows all incoming receipt related transactions. In outgoing expense section, it shows all outgoing expense related transactions. In bank summary section, it shows all bank transactions. In cash summary section, it shows all cash summary details in total format. It shows all details with opening cash, incomes, outcomes and current cash in hand.

You can search the records date wise that is by selecting date as well as there is filter that can search records Branch wise. You just select the branch and it will give the branch wise result. You can send mail to the resisted email id by just clicking on send mail button on the bottom of the report. Following image shows DSR report.

**** 8.19 DSR Report Screen ****

Field Description: -

1. Date Search: - This is a filter named date filter. You can filter/search expense by selecting the Date. When u select the date then it will show all the DSR report of that date. After selecting date range, you have to click on search button to search DSR.