See the list of Agent Reports below and follow the steps on How To Generate a Report relevant to your requirements.
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| I Require... | Report Name | Report Number | Report Description |
|---|---|---|---|
| a list of all logbook items registered against my Agents for Audit purposes | Agent Logbook Item Audit | 766 | The Agent Logbook Item Audit will be useful if you are looking for all logbook entry against Agents and will populate details such as agents name, the logbook entry type and name and details about audit actions taken |
| records of payments made to agents | Agent Payments Report | 770 | The Agent Payments Report populates records such as the course code, course offer code with start and end dates, Learners first and last name and the Agent and Payment details |
| a report on Agent's commissions based on agent's commission % against course enrolment and checklist item particularly showing Payment Schedule | Agent Commission Report | 816 | The Agent Commission Report calculates commissions to be made to agents based on agent commission % added and course enrolment records with checklist item type of 'Payment Schedule'. It will populate details about the course, the Learner, the course start and end dates, Agents details and Agent payment details including commissions and taxes |
| a list of Agents with their Checklist items and a status for each item | Agent Checklist | 56 | The Agent Checklist Report populates a list of Agents and Checklist Items including details, description, status, amounts and dates |
| a list of my Agents Contact Details | Agent Details Report | 122 | The Agent Details Report populates records such as Agents' Id, name, status, classification, abn, notes, vet commission, elicos commission, agreement sign and expiry date, and agreement status |
| to list of File Note entries against each Agent | Agent File Notes | 182 | The Agent File Notes Report populates Agents file notes, and messages with Agents details and timestamp |
| a Learners List against each Agent including Learners without an Agent | Agent Lists With and Without Client | 380 | The Agents List Report populates records about Agents details, contacts, status, classification, promotion ID and description, vet and elicos commissions and agent notes even if there are no Learners linked to an Agent |
| to list of all my Agents' Contact Details along with their associated Promotions | Agent Details with Promotions | 388 | The Agent Details with Promotions Report's main purpose is to list all promotion details linked to an Agent, such as, the promotion ID and description, promotion start and end dates, agent agreement sign date, agent agreement exipry date and enrolment count |
| a Learner's list against each Agent | Agent Outcome Report (Client List) | 390 | The Agent Outcome Report populates a list of Learners who has an Agent linked to their account with detailed information of both the Learner and their Agent and the type and status of enrolment |
| a list of all Agent referrals | Agent Referral | 821 | Shows amount of students that enquired and then subsequently enrolled from each agent |