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Getting Started: uReport

 Related Feature: uReport

uReport is an easy way to generate documents such as Credentials, Letters of Offer, Welcome Letters, CAN’s and Training Plan and other General templates.  Custom templates can be created and updated as quickly as editing a Word document and uploading a file.

uReports are generated per Course Enrolment and can be ran individually for a Learner, in bulk for multiple Learners in a course offer or automatically with Learncycles.  You can then email your personalised uReport document to each Learner or other recipients as an attachment.

Benefits

  • Quick and easy for custom template building
  • Choice of pre-designed generic template with over 200 fonts, multiple layout and your logo
  • Auto saved in the client enrolment record for easy access
  • Choice of messaging options – downloaded, printed or emailed to clients

 How does it work?

uReport contains different Template Types depending on your requirements.

Learn about uReport Template Types

uReports are generated from templates.  Wisenet provides a set of generic templates and allows the customer to create and upload custom templates.

If this is the first time your company is generating uReport we recommend to first test the process using our generic templates. Then once confident with the process you can create you custom templates for live situations.

How To Generate a uReport

You can create your own custom uReport templates to add your own formatting, layout and changes to fields.

See how to Create a Custom uReport Template

Automatically generate uReports when the Course Enrolment meets a specific trigger condition using the Learncycle feature.

See how to generate uReport with Learncycle

Learn More?  Learn what a Learncycle is.

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