Agent Reports Combined shows you every booking item sold to agents and direct students and its status. Here are the search criteria with an explanation below:
- Booking or Performance based – Booking based is when the sale was made ( the enrolment date) and performance is when the student will actually be in the school. With this you can see when to allocate your income in your accounts as well as to compare sales figures for corresponding periods.
- Course, Transfer, Sundry and Accommodation – these are your sales items and can be looked at in any combination.
- Detailed and Summary – Choose whether you want every booking listed student by student or just totals.
- Booked, Provisional and Closed – these are the statuses possible for a booking.
The results of searches can be exported to Excel for further analysis.
Here is a short video showing a search of the combined reports: