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About Course Merchant Reporting Layer
The Reporting Layer for Course Merchant allows you to perform advanced reporting on sales data. This documentation only covers the Course Merchant integration with SuiteCRM. All the default SuiteCRM data fields are listed in SuiteCRM's User Guide. The Reporting Layer can also integrate with SugarCRM. Warning: The Reporting…
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Course module
Use the Course module to access and interact with Course records. Each Course record is an LMS course. A Course record is created when a learner is enrolled in an LMS Course. This means you can only find records for LMS courses that have enrollments via Course Merchant. To navigate to the Course module, open the Learning…
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Course Attendance module
Use the Course Attendance module to access and interact with Course Attendance records. Each Course Attendance record is created when a learner is first enrolled in a course. It is not updated with information from the LMS. To navigate to the Course module, open the Learning menu and select Course Attendance. Course…
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Reports module
You can use the Reports module to build customizable reports from sales and learner data available within the Reporting Layer. The Reporting Layer has advanced and flexible reporting functionality. For example, you can create course attendance reports or specific product reports. These reports can be exported as CSV or PDF…
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Accounts module
Use the Accounts module to view account records and any linked Contact or Order records. Each Accounts record is created when a user creates an account with a unique company or institution name. To navigate to the Accounts module, open the Sales menu and select Accounts. Accounts Table The Accounts module contains a…
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Contacts module
Use the Contacts module to view a list of all the users created through the Course Merchant system. Each Contact record contains the detailed information and linked records of the user that was created from Course Merchant. To navigate to the Contacts module, open the Sales menu and select Contacts. Contacts Table The…
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Course Sale module
Use the Course Sale module to access and interact with Course Sale records. Course Sale records are created for each Course Merchant Order (CMO) after the purchase is completed. Each record contains details about the sale, including the order, payment, and customer information. Additionally, each Course Sale record is…
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Course Sale Item module
Use the Course Sale Item module to access and interact with Course Sale Item records. Course Sale Item records are created for each Course Merchant Order that contains one or more products. The records contain information about each unique line item (product or course) on the order. An order containing multiple unique line…
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Course License Tokens module (Optional)
The Course License Tokens module is optional and not enabled on all systems. The Course Merchant store must be configured to use the invite token-based version of Manage Licenses for this module to be enabled. Use the Course License Tokens module to view and report on Manage Licenses invite tokens sent to users. You can…
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Course Sale Voucher module
Use the Course Sale Voucher module to access and interact with Course Sale Voucher records. Course Sale Voucher records are created for each Course Merchant voucher/coupon code that exists in your store. Each record contains details about the voucher and links to all Course Sale records that have used that voucher. Course…