Reports

The Reports feature allows users to view and extract their Wisenet data. We have hundreds of reports to choose from that have different data fields, filters and layouts across all sections of Wisenet.

Wisenet is in the process of transitioning away from traditional data reporting to providing customers with a way to more easily and intuitively interact with data. While there are times when a ‘report’ is needed, it is important to understand the purpose of the report. What are you doing with the data/information in the report?

Report data can be used for:

• Gain insights into the status of records
• A to-do list of records that need to be interacted with; updates, emails, tasks, overdue payments, issuing credentials etc
• Use data to analyse, transform, aggregate or add charts
• Make informed business decisions
• Provide information to business stakeholders
• Import into another system

Hence we are adding and evolving features to assist you in being able to complete these data tasks more easily. Here is a summary of how this is achieved:

1. Filtered Lists
   • Filter and search records and save favourite filters for quick filter
   • Data within the list can then be interacted with
     • Click through to the records
     • Work through the list and update records as required to ensure they no longer show in the list
     • Bulk actions eg. Email, SMS, Bulk Edit
     • Export the Filtered List to a CSV file where required
2. Dashboards
   • Stats and Graphs to show important information and alerts
   • Click through from a Stat or Graph to the appropriate page of records eg.
3. Data Warehouse and BI (COMING SOON!)
   • Use your own BI tools to connect to a cache of your Wisenet data
   • Build your own dashboards and reports using Wisenet data and data from your other systems
4. uReport
   • Generate personalised documents for a Course Enrolment using merge fields. For example: Letter of Offer, Welcome Letter, Course Updates, Credentials and more.
   • These can be created and customised by the customer
5.  Reports
   • The traditional reports section which cannot currently be updated by a customer
   • Wisenet can edit reports and add custom reports by request
   • We are in the process of cleaning up and consolidating reports
   • As we add more functionality to Wisenet in the features above, the need for these traditional reports will become less. Until then, the current Report feature will continue to help you achieve many different outcomes.