Student CRM includes operational reports in most apps. You can access them by clicking on the Reports tab in Pulse, or in each app.
These reports cover productivity metrics, such as how many enquiries have been responded to or how may prospectus requests have been made for a particular Postcode Area.
FAQs
Q. Can I see a live report now?
A. Yes, see a live sample 'IR31 Mobile Event Captures by Event' from MEC:
https://help.student-crm.com/en/articles/2901312-in-app-reports-viewer
Q. Can I get a new report added?
A. Yes. Complete this form and we build it for free.
Q. Can I build really advanced reports?
A. Yes, learn how to hook up your Student CRM data to your preferred BI tool in this article.
Q. If a user has left our Establishment and their account has been disabled, does their activity still show on reports?
A. Yes. The activity of users who have been marked "Inactive" in the Users app still shows up in reports.
Available Reports
96 Applications by Agency. . . . . . . . . . . . . . . . . . . . AGM
90 Application Statuses split into Stages. . . . . . . . . . . . APS
98 Number of Applications by User. . . . . . . . . . . . . . . . APS
106 Organisations by Type . . . . . . . . . . . . . . . . . . . . CTM
116 Associations Report . . . . . . . . . . . . . . . . . . . . . CTM
122 Web Forms . . . . . . . . . . . . . . . . . . . . . . . . . . CTM
123 Lead Categories . . . . . . . . . . . . . . . . . . . . . . . CTM
124 Lead Statuses . . . . . . . . . . . . . . . . . . . . . . . . CTM
125 Lead Owners . . . . . . . . . . . . . . . . . . . . . . . . . CTM
126 Lead Sources . . . . . . . . . . . . . . . . . . . . . . . . CTM
127 Pipeline . . . . . . . . . . . . . . . . . . . . . . . . . . CTM
38 Enquiries by Day of Week. . . . . . . . . . . . . . . . . . . ENQ
39 Number of Enquiries Answered by User. . . . . . . . . . . . . ENQ
40 Average Response Time - All days. . . . . . . . . . . . . . . ENQ
43 Enquiries Activity. . . . . . . . . . . . . . . . . . . . . . ENQ
46 Enquiries by Category . . . . . . . . . . . . . . . . . . . . ENQ
87 Average Response Time - Weekdays only . . . . . . . . . . . . ENQ
91 Feedback by Category. . . . . . . . . . . . . . . . . . . . . ENQ
92 Priorities by Category (Open Enquiries) . . . . . . . . . . . ENQ
94 Priorities Overview (open enquiries). . . . . . . . . . . . . ENQ
95 Feedback Overview (open enquiries). . . . . . . . . . . . . . ENQ
97 Enquiries by Channel. . . . . . . . . . . . . . . . . . . . . ENQ
88 Attendance rates % per event. . . . . . . . . . . . . . . . . EVM
33 Top 50 Knowledgebase Searches . . . . . . . . . . . . . . . . KLB
34 Knowledgebase Search Queries with No Answers. . . . . . . . . KLB
35 Top 50 Knowledgebase Answered Searches. . . . . . . . . . . . KLB
36 Number of Articles by Category. . . . . . . . . . . . . . . . KLB
37 Top 50 Viewed Articles. . . . . . . . . . . . . . . . . . . . KLB
31 Mobile Event Captures by Event (by record created date) . . . MEC
32 Best Mobile Event Locations . . . . . . . . . . . . . . . . . MEC
44 Mobile Event Capture Activity . . . . . . . . . . . . . . . . MEC
63 Mobile Event Captures compared with POD bookings. . . . . . . MEC
64 Mobile Event Captures compared with Prospectus Requests . . . MEC
76 Mobile Event Captures by Nationality by Level of Study. . . . MEC
77 Mobile Event Captures by Nationality interest in a prep crse MEC
99 Mobile Event Captures by Event (by event date). . . . . . . . MEC
79 Pre-App Open Days Activity. . . . . . . . . . . . . . . . . . POD
85 Booking Over Time Comparison. . . . . . . . . . . . . . . . . POD
50 Prospectus Requests by Level of Study . . . . . . . . . . . . PRQ
51 Prospectus Requests by Area of Interest . . . . . . . . . . . PRQ
65 Prospectus Requests compared with Pre-App Open Day Bookings . PRQ
66 Prospectus Requests compared with Pre-App Open Day Attendees. PRQ
80 Prospectus Request Reorders . . . . . . . . . . . . . . . . . PRQ
82 Prospectus Requests by Level of Study (Alternative) . . . . . PRQ
83 Prospectus Requests by Delivery Method. . . . . . . . . . . . PRQ
84 Prospectus Requests by Course . . . . . . . . . . . . . . . . PRQ
24 Prospectus Requests by Day of the Week. . . . . . . . . . . . PRQ
25 Prospectus Requests by Opt In . . . . . . . . . . . . . . . . PRQ
26 Prospectus Requests by Hour of Day. . . . . . . . . . . . . . PRQ
27 Prospectus Requests by Enquiry Source . . . . . . . . . . . . PRQ
28 Prospectus Requests by Postcode Area. . . . . . . . . . . . . PRQ
29 Prospectus Requests by Year of Entry. . . . . . . . . . . . . PRQ
30 Prospectus Requests by Age at Request . . . . . . . . . . . . PRQ
41 Prospectus Requests by Faculty by Gender. . . . . . . . . . . PRQ
42 Prospectus Requests Activity. . . . . . . . . . . . . . . . . PRQ
48 Prospectus Requests by Nationality. . . . . . . . . . . . . . PRQ
49 Prospectus Requests by Domicile . . . . . . . . . . . . . . . PRQ
45 Rapid Response Activity . . . . . . . . . . . . . . . . . . . RAP
52 Rapid Responses by Domicile . . . . . . . . . . . . . . . . . RAP
53 Rapid Responses by Level of Study . . . . . . . . . . . . . . RAP
54 Rapid Responses by Year of Entry. . . . . . . . . . . . . . . RAP
55 Rapid Responses by Enquiry Source . . . . . . . . . . . . . . RAP
56 Rapid Responses by Age at Request . . . . . . . . . . . . . . RAP
57 Rapid Responses by Faculty. . . . . . . . . . . . . . . . . . RAP
74 Rapid Responses by Course of Interest . . . . . . . . . . . . RAP
75 Rapid Responses by Type of Enquiry. . . . . . . . . . . . . . RAP
81 Rapid Responses by Nationality. . . . . . . . . . . . . . . . RAP
89 Rapid Response Activity Annual Comparison . . . . . . . . . . RAP