Introducing Report Plus

Report Plus empowers training teams to build customized, dynamic reports by selecting any ERP data object, choosing custom display columns, applying advanced multi-criteria filters, and grouping data across stages, categories, and centers.

vhetm.app/releases/report-plus

Overview

Standard ERPs lock administrators into rigid, canned reports that rarely match specific institutional inquiries. Report Plus introduces a flexible dynamic reporting framework: select any ERP entity—such as Leads, Courses, Batches, Deals, Invoices, or Activities—pick custom field columns, apply granular filters, and cross-tabulate groups dynamically.

What Changed

Dynamic Object Selection

Create reports across Leads, Trainees, Batches, Deals, Activities, Invoices, and Forecasts.

Custom Column Builder

Pick and reorder display columns to match exact operational reporting needs.

Multi-Level Grouping

Group records by Lead Source, Stage vs Type, Course Category, Center Branch, or Assigned Counselor.

Role-Based Report Sharing

Save private reports or share across specific roles, users, or whole campus networks.

How It Works

Step 01

Select Data Object

Choose the core entity: Leads, Course Batches, Deals, Activities, or Accounts.

Step 02

Select Display Columns

Check the exact metrics, dates, and attributes you want in the report matrix.

Step 03

Configure Filters & Grouping

Apply date ranges, status filters, and group by stage vs category.

Step 04

Save, Share & Export

Bookmark to Favorites, share with department roles, or export to CSV.

Why It Matters

Eliminates the hours spent downloading CSV files and writing spreadsheet formulas. Academic coordinators, accountants, and campus directors get instantaneous answers directly inside the system.