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Standard Report Update - Version 1600

REPORT VERSION: 1600

RELEASE DATE: 24/06/2021

New Right-Click Reports

Finance API Log Report

This report is run from the right click menu 'Show Finance system API log report' in the Configuration Manager, Client, Employer, Invoice, or Payment. This report will display the Message, Status, Details, Direction, Action, and Date of each Finance API Log record. This report is designed to be exported to an Excel spreadsheet format to see full details.

Terms and Conditions Report

This report is run from the right click menu 'Show terms and conditions report' in the Configuration Manager. This report will display the Name, Code, Type, and Description of each Terms and Conditions record, and whether each record is active.

New Standard Reports

Class Reports\Class Attendance Report with Agreements

Displays Class information whose Clients have Terms and Conditions assigned. Includes the Programme Name, Occurrence Short Code, Trainer Name, Qualification, Class Date and Times, Location, and Unit(s) Studied. There is also an option to display the Student and Trainer Signatures.

Updated Right-Click Reports

Client Occurrences Report

  1. Payment Status. Fixed a bug where the Payment Status Column would show Paid in Full for Enrolments without Pricing Items assigned.

Division Report

  1. Date Range. A date range filter option has been added for returning Clients, Enrolments, and Occurrences assigned to the Division selected at the time of running the report.
  2. New Fields. New fields added to the page to break-down the Clients, Enrolments, and Occurrences assigned to the Division selected at the time of running the report.

Occurrence Costs 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 display the 'Amount (ex GST)' for both the budget and full cost amounts.

 

Updated Standard Reports

Enrolment Reports\Enrolment Export Report

  1. New Column. A new column has been added to return the ACT Student File Identifier assigned to a Client's Enrolment.

New South Wales Reports\NSW Apprenticeship-Traineeship Training Plan (October 2020)

  1. Updated dialog page title to display VETtrak Standard Report, instead of VETtrak Custom Report.

Victorian Reports\Vic Payment History Report

  1. Reportability Option Filter. Added a Reportability Option Filter.
  2. Payment History Records Only. Added a filter option to include only enrolments that have a payment history import record.
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