Enrollment Management leaders need data to share with campus partners, set goals, and motivate staff. Determining which reports your campus should consider can be overwhelming. We’ve created a list of reports that can and should be built in Slate to help your campus thrive.

Reports to boost your instance of slate

1. Funnel and Class Profile Report

Build this report on the person base to show current prospects, inquiries, applicants, admits, and deposits. This report gives you a quick snapshot of your current numbers to see how your class is coming together. 

This report should also include data on specific populations you are trying to recruit. If you have goals related to student athletes, diversifying your applicant pool, or increasing your academic profile, include sections showing how those areas perform for the current class. The vice president and admission director can use this report. There may be times when you share the funnel and class profile report with others on campus, but create it with enrollment management leaders in mind.


2. Comparative Report

A three-year comparative report can help campus leaders compare the current status with the last two recruitment cycles. Build this report on the application base to show applicants, admits, and net deposits. 

With a bit of simple math, you can add a formula to display the percent gain/loss compared to the last two years. You will likely share this report with campus partners like the cabinet and sometimes Board members, so I recommend breaking it down by first-year and transfer students and academic areas.


3. Counselor Interaction 

At most institutions, admission counselors’ primary objective is building relationships with their prospective student pool. No matter how your admission counselors log their interactions in Slate, you can create a report to display counts by week or month. This report can help you set goals and gauge your team’s progress.


4. Territory Reports

Use a territory report to help staff members identify trends in their individual territories. Territory reports can include the top ten high schools, majors, hometowns, academic profiles, and other data that will help your team. 

One report can work for all recruiters when you filter on the current user = staff assigned. Like the class profile report, a territory report can display demographic information related to enrollment goals.


5. Event Reports

Event reports will help you measure the success of your events by displaying the number of visitors by month, comparative number by type of visit, and yield rate on visits. 

Remember, there are two ways to look at campus visits. You can show the number of prospective attendees or the total number of campus visitors. What’s the difference? When you show the number of prospective attendees, each student is counted only once, even if they have visited multiple times. Each visit will count if you show the total number of campus visitors. Both types of reports are useful, so you may want to consider multiple event reports.

This is just a brief list of reports that can help your enrollment management team. If you would like a hand building any of these reports, please contact us!

 About the Author

Susanna Mayo serves as enrollmentFUEL’s Vice President of Slate Education. She believes that every challenge is an opportunity to reboot, reimagine, and find a better way. Susanna's expertise in all things Slate continues to deepen. She has been invited to lead numerous Technolutions community events and conference presentations. She loves guiding people through their challenges to help them find their best path.