Skip to main content

View Sales Reports

Purpose​

Sales reports help management and counselors understand how enquiries, admissions, and fee collections are performing. Use them to review branch activity and support decision-making.

Steps​

Step 1​

Open the Reports module and select the sales or admission report you want to view.

Step 2​

Choose the date range, branch, counselor, course, or lead source filters as needed.

Step 3​

Click Apply or View Report to load the latest figures.

Step 4​

Review the totals and export the report if you need to share it with management.

Screenshot​

Screenshot

Tips​

  • Use the same date range when comparing one report with another.
  • Check counselor and source filters carefully before sharing the report.
  • Export reports at the end of the day or week for branch review meetings.