You can use the Status History Summary report to analyze the status changes of applicants based on the status date of the entries in the Status Log in Records - Students.

For example, you can determine the:  

  • Number of enrollments compared to the number of acceptances
     
  • Number of acceptances compared to the number of inquiries and leads
     
  • Trends in enrollments from year to year

Note: You cannot run the Status History Summary Report if you delete applicant records at the end of each year. Set a policy regarding this and add it to your office's policies and procedures guide.  

  1. On the Reports page, click Statistical Reports.
     
  2. In the list on the left, select Status History Summary Report.
     
  3. Open an existing parameter form or create a new one by clicking New on the action bar.
     
  4. On the General tab, in the Breakdown grid, you can set up to three categories to break down the data in the report. For example, you can set up the report to break down the included status log entries by the grade applicants applied to, the applicant gender, and the board type of the applicants.

     

  5. In the Include column, you can choose All or Selected. If you choose Selected, move items to the Include box on the Selected screen.
    For example, if you select Age in Breakdown and Selected in the Include column, you can select the ages by which to break down information.
     
  6. Mark the Summarize Others checkbox to include a summary of status logs for applicants not included your selection. The information appears on a separate row below the rest of the breakdowns.
     
  7. To exclude rows from the report if there are no matching records for the criteria, mark the Suppress Rows If Zero checkbox.
     
  8. In the Date Range grid, you can select date ranges for status log entries to include in the report. Status log entries that have a status date within each date range selected are tallied on a separate line in the report. You specify the heading to use for each date range selected.
     
  9. In the Report orientation field, select Portrait or Landscape.
     
  10. In the Paper size field, select Letter, Legal, or A4.
     
  11. Select the Filters tab to further filter the included records. For example, you can filter by status, school apply, grade apply, and/or year apply.
     
  12. Select the Columns tab to select the columns to appear with the breakdown column.
     
  13. Mark the Heading Wrap checkbox so each heading wraps to the next line when it reaches the right edge of the column.

    Note: If you leave this checkbox unmarked, text is cut off when it reaches the right edge of the column.
     
  14. In the Include column, you can choose All or Selected. If you choose Selected, move items to the Include box on the Selected screen.
     
  15. In the Format column, you can select to show the data as a percentage of total, as the actual number, or a combination of the two. Select #, %, # (%), or % (#).
     
  16. In the Column grouping field, you can select Repeat columns for each date range or Repeat date ranges for each column.
     
  17. Mark the Break down each column by gender checkbox to split each column into three sub-columns: M, F, and Total.

    Note: The count in column M plus the count in column F may not equal Total because some applicant records may not indicate a gender.
     
  18. Select the Format tab to determine the look of the report. For example, in the Report Footer section, you can enter text to appear at the bottom of the last page of the report. You can enter a maximum of 254 characters in the Text box.
    You can also select to align the footer to the left, center, or right.

For complete information about Admissions Office reports, review the Reports Guide for Admissions Office (PDF).