Unity: Printing Reports (Alberta Council)

From SJA

THIS IS A DRAFT DOCUMENT

Contents 1 Procedure 1.1 Student Receipt - Training Confirmation 1.2 Account Order 1.3 Student Certificates

Procedure

Student Receipt - Training Confirmation

This report can be printed when the user is creating or viewing the order. If unsure of the order number it can also be accessed through the Contacts screen.

1. Click the Contacts screen tab.
2. Query the contact.
3. Click the Registrations view tab.
4. Click the order number hyperlink on the registration the training confirmation is to be printed.
5. Click the Reports icon on the navigation toolbar.
6. Select Student Receipt - Training Confirmation report.
7. Print the receipt for the student.

Account Order

On a bill-to-account, once all registrations and line items have been entered print the invoice for the account. The Account Order report can be printed through the Account screen tab by selecting the correct order or through the Classes screen tab.

1. Click on the order number blue hyperlink.
2. Click the Reports icon on the navigation toolbar.
3. Select Account Order.
4. Print the order.

Student Certificates

Once the status for all students on a class has been updated accordingly the student certificates need to be printed.

1. Click on the Current Registrations view tab.
   

   

   Student Certificate
2. Select the Reports icon on the navigation toolbar.
3. From the drop down list select Student Certificate.
4. The student certificates will generate are can then be printed.