Reporting

14 articles in this collection
Written by Steph Stevens, Dom Yeadon, and Laura Montgomery-Hurrell

Reporting and Analytics in Student CRM

Written by Dom Yeadon
Updated over a week ago

Associate this event's students

This feature automatically associates students with a school when they book onto events using AOD, POD, EVM and MEC.

Written by Dom Yeadon
Updated over a week ago

In-app reports

These operational reports are included in Student CRM as standard

Written by Dom Yeadon
Updated over a week ago

Operational Reports

Adding activity reporting to events

When creating or editing your events, you can (optionally) add how you want to report on this activity.

Written by Dom Yeadon
Updated over a week ago

Activity Types

Do 'Webinars' generate more applications than 'School Visits'?

Written by Dom Yeadon
Updated over a week ago

What's on your Dashboard? (Basic)

Giving you a top-level overview of how that App is performing

Written by Steph Stevens
Updated over a week ago

What in-App reports can we see?

Understand your activities with Reports

Written by Steph Stevens
Updated over a week ago

In-app Reports Viewer

Getting the most out of the Reports Viewer

Written by Laura Montgomery-Hurrell
Updated over a week ago

How can I add a new In-App report?

How new In-App reports are created

Written by Dom Yeadon
Updated over a week ago

Student Recruitment Funnel

Understand the Student Journey through these four stages from enquiry to enrolment

Written by Dom Yeadon
Updated over a week ago

Analytics and tracking

Does the CRM work with Google Analytics?

There are many parts of the CRM that work with various Analytics providers

Written by Steph Stevens
Updated over a week ago

BI Reporting

Data Packs troubleshooting

How to fix any issues you may have with tables, fields, data and relationships.

Written by Dom Yeadon
Updated over a week ago

Connecting your BI tools to your Student CRM data packs

For off-platform reporting you can connect your own Business Intelligence BI tools to your Student CRM data

Written by Dom Yeadon
Updated over a week ago

Data Packs for your BI

Connect your BI to these data packs

Written by Laura Montgomery-Hurrell
Updated yesterday