OTHER - Enrolment History Report

Modified on Thu, 2 May at 12:22 PM

This report gives an overview of the historical details for any Form Update or Contract Update requests sent to families within your centre.


TABLE OF CONTENTS


Building the Report

To locate the report, select Enrolment > Management from the menu.


Select the Families tab, and then select the History tab. Use the Run History Report button in the top right of the screen.


Select the Centre/s for reporting. You will also filter by Date range, and the Status of the historical Form Update or Contract Update sent (you are able to select multiple statuses here also). Once you have selected the filters you require, select Run Report.


Information Found in the Report

  • Centre Name
  • Account Name
  • Batch ID
  • Name of employee who sent the Form/Contract Update
  • Update Type (Form or Contract)
  • Status of the Form/Contract Type
  • Date of the Last Status Update
  • Name of contact who complete the Form/Contract Update
  • Response comments (if applicable)


Report Example

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