Wisenet Report | Sales | RTO Management

See the list of Sales Reports below and follow the steps on How To Generate a Report relevant to your requirements.

The quickest way to find a field is to type it into the Search function just above the table.

You can also filter by clicking on the arrows at the top of each column.

I Require...	Report Name	Report Number	Report Description
to see all Checklist records for all Units counts and who is the Salesperson linked to each record	Client Checklist with Unit Counts and Salesperson	66	Lists Students Course, Status, Checklist Items, Salesperson and Completed and Total Unit Counts
a report on all Course Enrolments with a list of NAC Sales Officer details	Enrolments - NAC & Sales Officer	97	Course Enrolments listing the NAC Sales Officer Details
a report that maps staffs, courses, unit and enrolments	All Staff Roles mapped to Courses, Units and Enrolments	174	This report shows all Assessors, Coordinators, Sales People and Trainers attached to Courses, Course Offers, Units, Unit Offers and All Client Enrolments. Please run to CSV and use filters and sorting to view the data that your require.
full details about all Opportunities recorded	Opportunity List	930	This report shows all Opportunity Stages, Sales Contact details, Sales Owner's details, Opportunity amount, type, source, status and closed dated. Date created and by who.