Reports and Dashboards
Included with the package are some new report types, sample reports and two dashboards.
The delivered report types are:
| Report Type Name | Objects (in order of primary, secondary, tertiary) | Report Type Category | Sample Report Name(s) and Use Case Example |
|---|---|---|---|
| Campaigns with Contacts with Opportunities | Campaign, Contacts, Opportunities | Campaign | This report type can be used to bring in data from Campaigns, Contacts and Opportunities. The sample report “Campus Visit Academic Info“ allows recruiters to quickly see Campaign Member’s academic interest information per Campus Visit Campaign along with Campaign Member’s Contact information. |
| Contacts with Opportunities | Contacts, Opportunities | Accounts & Contacts | This report type shows only Contacts with Opportunities. The sample report “Opportunities Stage Pipeline" shows all Opportunities and their stages. The details of the report provide the recruiter with the prospective student’s Contact information. |
The Recruiter Dashboard was designed with recruiters’ needs in mind. It contains reports on incoming Interactions by Creation Date, Opportunities by Creation Date and Interest, Opportunities by Academic Career, Campaign reports, Lead Source reports, and more.
The Administrator Dashboard was designed to help administrators catch problems with configuration, data loads, or manual entry of Interactions after implementing Interactions for Student Recruitment.
