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Replace your PDF and Excel Course Schedules

Thursday, Sep 1, 2016 by Scott Spence Course List, Report

The problem with PDF and Excel schedules is that they are out of date the moment you print or review them (unless the excel spreadsheet is updated automatically - not that many of us are fortunate to have access to those expertise!) The other problem is that it is hard to keep the spreadsheets updated with registrations and current state of courses. While CourseSales.com can provide you with an export of the current state of course date and documents it can provide so much more when it comes to keeping your fingers on the pulse of your current status of sales.

Payment Summary Report

Friday, May 16, 2014 by Scott Spence Report, Payment Summary, Invoice, Margin

Find the report by navigating to Exports/Reports/Select Document Payment Summary from the list You may report on up to one week, a print icon is located next to HELP in the Ribbon. The transaction is treated as being the first time a Process Step is executed which increments “Registered” The person the transaction is attributed to is the person who updated the status. This is by the internal Id of the user, so changes to Internal Type etc have no effect.

Report

Replace your PDF and Excel Course Schedules

Payment Summary Report

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