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To export orders issued via offers from the Crm & Marketing section, navigate to Financial Management → Order Management, use the filter by order type, and choose "Offer." At this point, the system will only show orders that have been issued via commercial offer and you can . . . Continue reading...
The quickest way to get the list of students and/or parents with their cell phone numbers and email addresses is from Administration → Send/List Messages. From the Communication Type drop-down menu, choose one of the following options: Message to Teachers: choose this option to download the list of . . . Continue reading...
Through the Global Enrollment Report, it is possible to export the number of Collective Course Enrollments made during a given Educational Year, including the current one. To proceed to export the Report navigate to the Didactics → Collective Courses section and click the Report/Export button at the top right of the page: And select the . . Continue reading...
To make an export of courses showing, for each, both the number of hours/lessons delivered and the number of hours/lessons taught, navigate to the management system section Didactics → Collective Courses or Didactics → Individual Lessons (Didactics → Courses in case the two sections were merged) and click the button at the top . . . Continue reading...
Navigate to the section Teaching → Collective Courses (or Teaching → Courses if the two sections have been merged) and click the name of the collective course to access its tab. From the next page, scroll down slightly to the "Enrolled Students" section and click the "Export" button. After opening . . . Continue reading...
Various types of data can be downloaded from the Calendar, going to generate a pdf file. By accessing the calendar icon located at the top right of any management page, you will be able to interface with the data download. Also at the top of the screen will be four icons. . . . Continue reading...
It is possible to make an export of the Lesson Agenda within a Collective or Individual Course. Navigate to Didactics → Collective Course/Individual Course, and access the Lesson Agenda. On this screen click the blue button on the down arrow found under Export and click on Export Lesson Agenda: . . . Continue reading...
To export the list of payments to be received from the system, navigate to the menu Financial Management → Student Fees. By default, the system shows all payments to be received that are about to expire or are already past due, sorting them by due date. Via the first drop-down menu at . . . Continue reading...
In case you need to export the list of current course enrollees, i.e., students who are taking active and therefore not yet completed courses, you will have to navigate to Master Records → Students, click the 3 dots in the upper right corner of the screen, and then choose the option . . . Continue reading...
To mass download active invoices navigate to Tax Management → Invoices/Credit Notes: Click the Any Period drop-down menu and choose the Specify a Period option and select Current Quarter, Past Quarter or Specify a Period: Download Invoices in PDF or XML Having selected the Period of interest, under . . . Continue Reading...