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/workspace/agent-desk Live ERP Session Connected

Report Plus Dynamic Report Creation View in VheTM — Click image to expand full view

Overview & Operational Impact

Dynamic matrix reports built across every core training and business object.

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.

The Challenge Before This Release: Standard training systems lock staff into fixed, static reports that cannot be filtered or grouped by custom dimensions, forcing coordinators to export raw CSVs and manually piece together spreadsheets.

Release At A Glance

Supported Data Objects

Leads, Trainees, Batches, Deals & Invoices

Custom Column Builder

Pick & Reorder Display Columns per Report

Multi-Level Grouping

Stage vs Type, Category, Center & Counselor

Access & Distribution

Role-Based Sharing, Bookmarks & CSV Export

What Changed

Key functional enhancements delivered in this release.

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: End-to-End Workflow

A flexible 4-step workflow to build, group, and share custom ERP reports.

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 for Institutional Leadership

Streamlining team communication while safeguarding enterprise institutional knowledge.

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