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Supersite Reports

Claire Frank
  • Updated

Overview

 

Within the supersite, you can view important admissions and enrollment data across all subsites, or schools within your configuration. All reports are located within the 'Search & Reports' tab. These include:

  • Admission Report

  • Enrollment Report

  • Funnel Report

  • Targets & Totals

  • Key Feature Adoption

Continue reading for more information. To learn more about permissions and access to subsites, click here.

Admissions Report

Overview

The Admissions Report on the Supersite will populate data for the subsite selected, just as its displayed on the individual subsite.

 

Subsite Selection

Select the subsite you'd like to view Admissions data for from the drop down menu along the top.

 

To learn more about the data and functionality in this report, click here.

 

Enrollment Report

Overview

The Enrollment Report on the Supersite will populate data for the subsite selected, just as it's displayed on the individual subsite.

 

Subsite Selection

Select the subsite you'd like to view Admissions data for from the drop down menu along the top.

 

Target Column Changes

IMPORTANT: Changes made to the 'Target' column in the Supersite Enrollment Report WILL update the targets for the subsite that you're looking at. The reverse is also true. Any changes made to the target column on a subsite will be reflected on the Supersite report.

 

To learn more about the data and functionality of this report, click here.

 

Funnel Report

Overview

The Funnel Report aggregates and displays admissions funnel data from all subsites so that you can view each school's progress towards their enrollment goals, as well as your total numbers across all schools for each stage of the funnel.

 

Compare Options

There are two display options:

  • Compare cumulative totals for each year: The default view compares cumulative totals for each year that's set within the filter options.

  • Compare cumulative counts as of: You can also compare cumulative counts as of a certain custom date. Each historical year will be displayed as of that date in the previous year.

 

Terms Display/Comparison

The Funnel Report can display up to 5 terms at once. Click on 'Filter Options' to select a minimum of 1 term, and up to a maximum of 5 terms to display. Then select 'Apply Filters' at the bottom of the filter options.

 

If you have the maximum terms selected (5), it will look similar to the example below:

 

Within this report view, you can see the following:

  • School Name: Clicking on the school name will open the Dashboard of the subsite.

  • Current Year Cumulative Totals: You can click on the cumulative total for the current year of each subsite and it will open up in the search & reports page of the subsite.

  • Historical Year Cumulative Totals: For all historical years that are set within filter options, you can view the total counts.

 

Filter Options

In addition to the default filter options, you have the ability to set custom filter options so you can report on fields that are most important to your workflows across all subsites. Please contact the Support team for all custom filter option requests. Some examples include religion, previously attended, is parish member, etc. Please note, you'll want to pick fields that are used across all schools for data consistency. This means, the field must have the same internal field name across all subsites, in order for the data to display for all schools.

 

 

% Conversion Report View

Clicking the percentage sign (%) button in the top right corner switches to a report view that shows conversion, selectivity, yield, and retention percentages for each school as students move through the funnel. Please note, the Inquiry columns will ALWAYS be blank since conversions don't begin until the Applicant stage.

 


Export to .CSV

To export the funnel report into a .CSV file, click the Export button along the top of the page. The file will download automatically when it's ready.

Targets & Totals Report

Overview

The 'Targets & Totals' report takes the top row of data from the Enrollment Report for each subsite and combines them all into one report. It includes grand totals for each column of data along the bottom row of the report.

 

Terms Filter

First select the term you'd like to view targets and totals for across all subsites from the drop down along the top of the page.

Columns

The first column in this report is the 'School Name.' Clicking on the school name will open the full Enrollment Report on the subsite.

 

The following columns of data will be populated for all subsites:

  • Total Enrolled: Displays the total number of enrolled students, both returning and new, by grade level. You can click any of the numbers in this column to pull up a list of those students in Search & Reports - from here, you can perform bulk actions, export the data, or create a saved search.

  • Target: Displays the target number of students you want to enroll for each grade level. This value includes both new and returning students. You can click on any of these numbers to set your target values - see the section below for more information.

  • Progress to Target (%): Tracks your progress to achieving your set target numbers in a percentage amount.

  • Spots Open: Displays the total number of enrollment spots left open for each grade level.

  • Potential Enrollments: Total number of students that could still potentially enroll for each grade level. This information is broken down in more detail within the Potential Enrollment Details snapshot below.

 

Export to .CSV

Along the top of the page you can also export this report to .CSV

 

Key Feature Adoption Report

The 'Key Feature Adoption' Report displays what major features are being used by each subsite/school so that you can see the 'performance' of each school and identify what features are being used the most by each school, and which ones haven't been adopted yet. This is critical to the success of each school, as the more features that are being utilized, the more streamlined, personalized and automated each school's workflows will be.

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Columns

The first column in this report is the 'School Name.' Clicking on the school name will open the subsite.

 

The following columns of data will be populated for all subsites:

  • Last Login: The time and date that the last System Admin/Admin/User logged into the system.

  • Active Users: The number of System Admins/Admins/Users/Limited Users that are actively logging in.

  • Events Scheduled: The total number of registrants for all events setup in the subsite.

  • Reports Created: The number of saved reports that were created within the Search & Reports tab.

  • SMS Sent: The total number of text messages sent within the subsite.

  • Filters Added: The number of custom filters that display within the 'Filter Options' of any list page in the subsite.

  • Notes/Activities: The total number of Notes and Activities across all contact records in the subsite.

  • Candidates Review Enabled: If 'true,' the school has at least turned the review module on, however, they may or may not be using it. A best practice is to check the subsite and see if there's applicants in the 'Candidates in Review' list page.

  • Communication Plans Enabled: If 'true,' the school has created at least one communication plan within Settings-->Communication-->Communication Plan.

  • Custom Email Templates: The number of custom created email templates within Settings-->Communication-->Email Templates-->Custom Emails

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Export to .CSV

Along the top of the page you can also export this report to .CSV

 

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