Generating reports

Learn how to generate reports in EducationLink, including what the default reports gives to you as information.

EducationLink can generate reports automatically for you. As a matter of fact, you can extract your whole database from EducationLink with just few clicks. To start generating reports, go to "Reports" in the main menu. You will see tabs that separate different types of reports.

Reports for the international education industry on EducationLink

For a more immersive experience, try our video below:

Here's a list of reports EducationLink can generate for you:

Sales

  • Sales summary report: a report with all of your sales at a high level.
  • Student pending payments: every payment of students listed with detailed information.
  • Student payment installments summary: all the installments pending, overdue, paid, and more in one table.
  • Cases where the total cost of installments conflicts with the sale total: A list of sales which the installment amount differs from the total of the sale.

Students

  • Student birthdays: a list of all students having birthday in the month of the selected period.
  • Visa expiring: A list of all students with visa expiring in the selected period.
  • Passport expiring: A list of all students with passport expiring in the selected period.
  • Students created: A list of all students created in the period selected.

Accounting

  • Students invoices summary: A list of invoices created to be sent to students.
  • Commission invoices summary: A detailed list of invoices created for providers.
  • Refunds summary: An overview list of refunds created in the period selected.
  • Refund items summary: A list of all items being refunded, based on the date the refund were created.

Performance

  • User performance summary: A list of sales and other performance KPIs of your users.
  • Quantity of sales by provider and user: The quantity of sales generated, grouped by provider.
  • Bookings by user: The number of bookings created grouped by user.
  • Sales and bookings by provider: The consolidated number of sales and bookings by provider.

Others

  • Quotes summary: An overview list of all quotes created during the period selected.
  • Bookings summary: An overview list of all bookings/applications created during the period selected.
  • Forms submissions: A simple list of all forms submitted during the period.
  • Agreements summary: A list of all your agreements.
  • Goals summary: A list of your goals, and information about their performance.

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