Recruitment Reports

Inquiry Dates, Name, Staff, Gender, Inquiry Type (Internet, Event, Walk-In, Mail, Phone), Inquiry Status (Active or Inactive), Media Type, Race, Only with Phone # or Email, City, Program of Interest, Transaction Status (New Lead, Appointment Set/Show, Application accepted, Enrolled)

Recruitment Report Criteria	Descriptions
Inquiry Date	Refers to the date the Lead contacted the school to inquire about attending. Date comes from “Inquiry Date” located in Lead Card/profile
Inquiry Staff	Refers to the Admissions Representative assigned under the Lead Card/profile.
Last Name	Refers to the Lead’s Last name in the Lead Card/profile
Record Status	Active Vs Inactive: When a Lead Card/Profile is “Moved to Admissions” and a Student Profile is saved, the Lead Profile becomes Inactive.
Kind of Inquiry	Refers to the method stated in the Lead Card/profile used to contact the school i.e. Mailed, phoned, emailed. Options here are defined under Trx 2004 and assigned to each Lead under 2008/2009.
Media	Refers to the Media Type used to capture the Lead. Options here are defined under Trx 2002 and assigned to each Lead under 2008/2009
Gender	Refers to the Lead’s Gender in the Lead Card/profile
Race	Refers to the Lead’s Gender in the Lead Card/profile
Reside in City	Refers to the city of residency in the Lead Card/profile.
At least one phone number entered	Will only display those Leads with a phone number in the Lead Card/profile.
Enrolled to	Refers to the Program of Interest in the Lead Card/profile.
Display Leads With an Email Address	Will only display those Leads with an email address in the Lead Card/profile.
Tracking Status	Refers to the “current” transaction tracking status assigned under the Lead Profile- Transactions Tab. Options are New Lead, Interview Set, Interviewed, Applicant, Enrolled Do not Contact.
Transaction	Will generate Leads with any of the selected transactions posted under Lead Profile-Transactions Tab. Unlike “tracking status”, the selected transaction doesn’t need to be their “current” transaction status.
Date	Refers to the selected transaction occurring within this date range
Staff	Refers to the school staff who performed the selected transaction
Status	Refers to the current status of the selected transaction

Any of the following data options can be displayed on the Student List Report by making the selection under Report Options:

To generate the report by Transaction status (i.e. prospective students who have not yet scheduled a recruitment interview, OR scheduled an interview but have yet to interview with admissions, OR interviewed but have yet to submit an application, OR have been interviewed and submitted an application but have yet to enroll), Use the “Tracking Status” dropdown from the report criteria.

“Tracking Status” refers to the “CURRENT” Recruitment transaction status of each prospective student under the TRANSACTIONS TAB in the Lead Profile trx 2009 (see screen shot below).

Once an Interview is scheduled, the status is “Interview Scheduled” until the status of that appointment is changed to “SHOWED”, at that time the Lead’s status will change to “Interviewed”. The status will change from “Interviewed” to “Application Received” upon posting an “Application” transaction. Finally the status will change to “Enrolled” upon posting an enrollment transaction

The Lead Transaction Report is a Transaction Listing for each Lead: Details, Staff, Status, Comments and Follow-up will display.

Report Labels	Descriptions
Key	Refers to the Lead Key assigned automatically to each prospective student upon saving a Lead Card or Lead Profile.
Transaction	Refers to the Transactions posted under Lead Profile- Transactions Tab
Details	Refers to the transaction date, staff assigned to the transaction and any other specifics entered or selected under each transaction
Status	Refers to the current status assigned to each transaction under Lead Profile- Transactions Tab
Comments	Refers to the comments entered under each transaction by the Staff member under Lead Profile- Transactions Tab
Follow UP	Refers to the follow up assignments added to each transaction under Lead Profile- Transactions Tab
T. Status	Refers to the status of the Lead record, if the lead was already enrolled it will display “Enrolled” if the record is not yet enrolled, it will display “Lead”

The Transactions by Staff Report is separated by recruitment staff and displays their recruitment transactions including each prospective student’s name, all recruitment transactions posted including the status, comments and follow ups.

Report Labels	Descriptions
Details	Refers to the transaction date, staff assigned to the transaction and any other specifics entered or selected under each transaction
Status	Refers to the current status assigned to each transaction under Lead Profile- Transactions Tab
Comments	Refers to the comments entered under each transaction by the Staff member under Lead Profile- Transactions Tab
Follow UP	Refers to the follow up assignments added to each transaction under Lead Profile- Transactions Tab

Mailing Labels allow you to generate the report first then check Data that you want to be included for Mailing Labels: Lead Name, Address, Target Date and Course.

TIP: After generating the report, a link to view Print Instructions will appear in the Top Left Side of the report, place your mouse over this link to view.

The Efficiency Report can display all conversion rates for each Admissions Representative.

The name of each Admissions Rep, their Leads, Interviews scheduled, Interviewed, Applications, Enrollments, Actual Starts, Graduates, Graduate Licensing Exams and Graduate Placement are analyzed.

All sections are broken down by Media Type, and Conversion Rates are provided for the following: Leads to Appointments, Appt. Set to Appt. show, Interviews to Enrollments, Applications to Enrollments, Leads to Enrollments, Enrollments to Actual Starts, Leads to Graduates, Interviews to Graduates, Enrollments to Graduates, Actual Starts to Graduates.