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Standard Report Update - Version 1200

REPORT VERSION: 1200

RELEASE DATE: 12/10/2018

 

New Right Click Reports

Client Manager\VET Student Loans\Show Statement of Covered Fees Report

This report is run from the right click menu 'Show Statement of Covered Fees Report' on a course of study under the VET Student Loans/VET FEE-HELP node within the client manager.  This report matches the VSL Statement of Covered Fees report from the Standard Reports manager.

Configuration Manager\Show Assessment Mode Report

This report is run from the right click menu 'Show Assessment Mode Report' on the 'Assessment Modes' node within the configuration manager.  This report will display a list of all assessment modes entered under this node.  Includes Name, Code, Archived and Description.

Configuration Manager\Show External Links Report

This report is run from the right click menu 'Show External Links Report' on the 'External Links' node within the configuration manager.  Can also be run on the sub-nodes for each individual application.  This report will display a list of all external links entered under this node.  Includes Name, Code, Archived and Description.

Configuration Manager\Show File Note Type Report

This report is run from the right click menu 'Show File Note Type Report' on the 'File Note Types' node within the configuration manager.  Can also be run on the sub-nodes for each individual application and entity.  This report will display a list of all file note types entered under this node.  Includes Code, Name, Archived, Description, Applicability, Web Portal Access and Canned File Notes.

File Note Report

This report is able to be run from anywhere in VETtrak where File Notes can be entered.  This report will display the name of the entity it is run from as well as a description of the record it is run from in the title of the report.  Includes Date, File Note Type, Comments and Canned File Notes.

 

Updated Standard Reports

Aged Receivables Report

  1. Scheduled Pricing Items. A bug which would cause scheduled enrolment pricing items not to show has been fixed.

Client Enrolment Report by Client

  1. Organisation Footer Update. The organisation footer has now been updated to reflect the organisation chosen in the Enrolment Wizard rather than the default VETtrak Organisation.
  2. Page Number Footer Update. The Page Numbers in the footer have been updated to show the total number of pages per Enrolment.

Client Enrolment Report by Employer

  1. Organisation Footer Update. The organisation footer has now been updated to reflect the organisation chosen in the Enrolment Wizard rather than the default VETtrak Organisation.
  2. Page Number Footer Update. The Page Numbers in the footer have been updated to show the total number of pages per Enrolment.

Client Enrolment Report by Qualification

  1. Organisation Footer Update. The organisation footer has now been updated to reflect the organisation chosen in the Enrolment Wizard rather than the default VETtrak Organisation.
  2. Page Number Footer Update. The Page Numbers in the footer have been updated to show the total number of pages per Enrolment.

Client Enrolment Report by Trainer

  1. Organisation Footer Update. The organisation footer has now been updated to reflect the organisation chosen in the Enrolment Wizard rather than the default VETtrak Organisation.
  2. Page Number Footer Update. The Page Numbers in the footer have been updated to show the total number of pages per Enrolment.

Enrolment Contact Record Report

  1. File Notes. All references to Contact Records have been replaced with File Notes. File Notes replaced Contact Records in VETtrak version 18.3.

Client Information Export Report

  1. SA SACE Student No. Added a column to display the 'SA - SACE Student No' as entered on the first page of the Client Personal Wizard when South Australia is selected in the state selector at the top of VETtrak.

Payment Breakdown Export Report

  1. Removed Columns. Removed the Card Type, Credit Card and Expiry columns from the report as this information is no longer stored in VETtrak.

Payment Information Report

  1. Removed Columns. Removed the Card Type, Credit Card and Expiry columns from the report as this information is no longer stored in VETtrak.

Receipt by Receipt Number or Date Range

  1. Invoice Item Order. The receipt will now use the new invoice item ordering features to order the item on the receipt.
  2. Bug Fix. When the receipt is run for a reversal this report will now display 'This Payment' as zero dollars and will display the 'Outstanding Balance' correctly.
  3. Bug Fix. When a payment is recorded with a holding amount the receipt was not showing the payee details and was displaying the holding record first. This report will now show the payee details and will show the holding record last.
  4. Bug Fix. Fixed an error that would display when the receipt is run for a payment directly against an enrolment with no invoice. This was only possible in an much earlier version of VETtrak and would only have affected older payments.

Trainer Event Report

  1. New Column. Added the 'Event Data Entry Date' column which will show the date that the event was assigned to the Client or Employer.

 

Updated Right Click Reports

Client Manager\Show Awards Report

  1. File Notes. The 'Reissue Date' will now retrieve the date of the last file note with the file note type of 'Award History'. This change follows the 18.3 update to VETtrak which replaced the Award History with File Notes.

Client Manager\Show Enrolment Report

  1. Organisation Footer Update. The organisation footer has now been updated to reflect the organisation chosen in the Enrolment Wizard rather than the default VETtrak Organisation.
  2. Page Number Footer Update. The Page Numbers in the footer have been updated to show the total number of pages per Enrolment.

Client Manager\Contracts\Show Contract Unit Report

  1. Formatting Changes. The fonts and margins have been changed to align with the formatting of the standard reports.
  2. New Column. A column has been added to display the 'Start Date' of the unit as well as display whether the unit is a linked unit.

Client Manager\Contracts\Show Event Report

  1. Formatting Changes. The fonts and margins have been changed to align with the formatting of the standard reports.
  2. Footer Update. The footer organisation has now been updated to reflect the organisation chosen in the contract wizard rather than the default VETtrak organisation.

Client Manager\Show Group Report

  1. Formatting Changes. The fonts and margins have been changed to align with the formatting of the standard reports.
  2. New Column. A new column has been added to show the date that the Client was assigned to the Group.

Client/Employer Manager\Show Invoice Statement Report

  1. Formatting Changes. The fonts and margins have been changed to align with the formatting of the standard reports.
  2. Footer Update. A new field 'Total Balance' has been added to the footer to sum all the Outstanding Balance amounts against all Invoices.

Configuration Manager\Show Event Report

  1. Show in Calendar Column. A new column 'Show New Events in Calendar' has been added to display whether the new check box to display an event in the calendar is checked.
  2. Web Portal Access Column. A new column 'Web Portal Access' has been added to display whether the event can be view/added through a web portal.

Configuration Manager\Show External Systems Report

  1. New Columns. New columns have been added to show 'Available For', 'Duplicate External Codes' and whether the External System is default for Employers.
  2. Column Update. The Default column has been renamed to 'Default for Client' to show whether the External System is default for Clients.

Configuration Manager\Show Funding Model Report

  1. Formatting Changes. The fonts and margins have been changed to align with the formatting of the standard reports.
  2. New Columns. New columns have been added to show the Rate Type, Apply GST and Concession GST from the Funding Model.

Show Receipt

  1. Bug Fix. When a payment is recorded with a holding amount the receipt was not showing the payee details and was displaying the holding record first. This report will now show the payee details and will show the holding record last.
  2. Bug Fix. Fixed an error that would display when the receipt is run for a payment directly against an enrolment with no invoice. This was only possible in an much earlier version of VETtrak and would only have affected older payments.
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