Reports

Overview

The Reports module provides comprehensive analytics and reporting capabilities for all enrollment activities. Generate detailed reports on lead performance, counsellor effectiveness, admission statistics, and enrollment trends to make data-driven decisions and track institutional progress.

Key Features

→ Generate lead counsellor performance reports with batch-wise status tracking.
→ Monitor admission counts and counsellor effectiveness across different batches.
→ Analyze semester-wise admission trends by quota type and degree programs.
→ Track admission intake patterns based on date ranges, quota, and demographics.
→ Export report data to MS Excel for detailed analysis and documentation.

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Available Report Types

The following reports are available in the Enrollment >> Reports section:

Report Type	Description	Key Information
Lead Counsellor Report	Shows lead generation performance by counsellor	Number of leads per counsellor, current status, batch-wise breakdown
Counsellor Report	Displays admission performance by counsellor	Admission counts, status tracking, batch-wise analysis
Semester Report	Shows admission statistics by semester	Student count per semester, quota type breakdown, degree-specific data
Deleted Admissions	Lists all deleted admission records	Complete tracking of removed admissions (Admin access typically required)
Lead Admission Report	Complete lead information with admission status	Lead details, current admission status, batch-specific data
Admission Intake	Total admissions within specified date range	Intake statistics by quota type, gender demographics
Branch-wise Admissions	Admission counts by institutional branch	Branch-specific admission counts, status breakdown, date range filtering
Admission Status Report	Admission counts grouped by current status	Total admissions by branch, status-wise grouping, date range analysis
Phase Log Report	Tracks admission phase changes	Log of phase transitions (Phase 1, Phase 2, Phase 3, etc.)

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Generating Reports

Information

Follow these steps to generate any report from the Enrollment >> Reports section.

Steps to generate reports:

1. Navigate to Enroll → Reports from the left side main menu.
2. Select the desired Report Type from the available options.
3. Input parameters and choose appropriate Filters based on your requirements:
   • Date ranges (if applicable)
   • Batch selection
   • Counsellor filtering
   • Quota type selection
   • Branch filtering
4. Click the Get Report button to generate the report.

Expected Result: The system will generate and display the requested report with the specified parameters and filters applied.

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Export Functionality

Information

Many reports include export functionality to save generated data for external analysis and documentation.

Steps to export reports:

1. After generating the desired report using the steps above.
2. Look for the Export button (available on supported reports).
3. Click Export to download the report data.
4. The report will be saved as an MS Excel file to your device.

Supported Export Formats:

• MS Excel (.xlsx) - Most common format for data analysis
• Data includes all filtered information and parameters used in report generation

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Common Issues & Solutions

❗ Issue	✅ Solution
Report not generating	Verify all required filters are selected and date ranges are valid
Export button not visible	Check if the selected report type supports export functionality
Empty report results	Ensure the selected date range and filters contain data for the specified parameters
Slow report generation	Try narrowing down the date range or reducing the number of filters applied
Permission denied for certain reports	Contact system administrator - some reports require specific access levels

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Useful Tips

💡 Tips for effective report generation:

• Use specific date ranges to improve report generation speed
• Apply multiple filters to get more targeted and relevant data
• Export reports regularly for historical data analysis and record keeping
• Use Lead Counsellor Report to identify high-performing counsellors
• Monitor Admission Intake reports to track enrollment trends over time

✅ Best practices:

• Generate reports during off-peak hours for better system performance
• Keep exported reports organized with clear naming conventions
• Use Semester Reports for academic planning and resource allocation
• Review Phase Log Reports to understand admission process flow
• Regularly check Deleted Admissions report for audit purposes

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Support

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