Working with Delivered OBIEE Dashboards for the Campus Solutions Warehouse

This chapter provides an overview of Fusion Campus Solutions Intelligence dashboards and reports, and discusses:

• Prerequisites.

• CRM: Recruiting and Admissions Dashboard - Overview Page

• CRM: Recruiting and Admissions Dashboard - Recruiting Campaign Effectiveness Page

• CRM: Recruiting and Admissions Dashboard - Retention Campaign Effectiveness Page

• CRM: Recruiting and Admissions Dashboard - Recruiting Performance Page

• CSW: Recruiting and Admissions Dashboard - Overview Page

• CSW: Recruiting and Admissions Dashboard - Recruiting Effectiveness Page

• CSW: Recruiting and Admissions Dashboard - Admission/Application Process Page

• CSW: Recruiting and Admissions Dashboard - Diversity Analysis Page

• CSW: Recruiting and Admissions Dashboard - Admissions Trend Analysis Page

• CSW: Student Administration Dashboard - Overview Page

• CSW: Student Administration Dashboard - Admissions and Recruiting Analysis Page

• CSW: Student Administration Dashboard - Student Records Analysis Page

• CSW: Student Administration Dashboard - Student Financials Analysis Page

• CSW: Institutional Research Dashboard - Student Enrollment

• CSW: Institutional Research Dashboard - Degree Completions

• CSW: Institutional Research Dashboard - Admissions

Prerequisites

Before you implement the Fusion Campus Solutions Intelligence application, you must implement:

• PeopleSoft Campus Solutions, which supplies transaction data to the Campus Solutions Warehouse.

• PeopleSoft EPM Campus Solutions Warehouse.

• For CRM: Recruiting and Admissions - Recruiting Performance reports, customers must be using the CRM Sales module and should be assigning individual Leads/Opportunities to respective recruiters.

Understanding Fusion Campus Solutions Intelligence Dashboards and Reports

The Fusion Campus Solutions Intelligence application delivers prebuilt dashboards and reports that provide an at-a-glance analysis of institution trends such as recruiting effectiveness, applicant levels, applicant diversity, student retention rates, and financial awards. A dashboard is a management tool that displays information about your institution using prepackaged reports and measures. Dashboards display the results of reports graphically in the form of bar charts, pie charts, tables, and so forth, to provide you with a birds eye view of your institution's performance. The Fusion Campus Solutions Intelligence dashboards provide actionable insight in various aspects of the student admission, recruiting, enrollment, student financials and other student administration processes.

The Fusion Campus Solutions Intelligence application delivers the metadata necessary to map data in the Campus Solutions Warehouse to dashboards and reports.

The Fusion Campus Solutions Intelligence application provides dashboard and reports for these business processes:

• CRM: Recruiting and Admissions Dashboard

• CSW: Recruiting and Admissions Dashboard

• CSW: Student Administration

• CSW: Institutional Research

CRM: Recruiting and Admissions Dashboard

Higher Education customers who are using PeopleSoft CRM for recruiting and admissions purposes will benefit from the CRM: Recruiting and Admissions Dashboard.

The Recruiting and Admissions Dashboard provides pages and reports that allow users to:

• Monitor different recruiting stages and statuses for constituents.

• Analyze recruiting campaign effectiveness and its return on investment.

• Analyze retention campaign effectiveness and its return on investment.

• Monitor the current state of recruitment and recruiting performance for individual recruiters and the recruiting team.

CRM Sales Module

The delivered CRM: Admissions Funnel Report assumes the use of the PeopleSoft CRM Sales module. The fact table used for the Admissions Funnel Report (F_CRM_FUNNEL_S) is designed for the business process of student recruitment spanning CRM Higher Education and Campus Solutions Applications for customers who will use the Sales module (for example, to create a lead for a prospect and assign a recruiter to the lead). The fact is used for the analysis of the Admissions Funnel report, recruiter performance, and sales team (recruiter team) performance.

For those customers who are not using the CRM Sales module, another fact named F_CRM_FUNNEL is provided. This fact is designed for the business process of student recruitment spanning CRM Higher Education and Campus Solutions Applications for customers who are not using the Sales module. You cannot analyze recruiting team or recruiter performance using this fact. The subject area for this fact is CSW – CRM for Higher Education Admissions Funnel.

CSW: Recruiting and Admissions Dashboard

The Admissions and Recruiting dashboard is designed for director-level staff members who manage the overall admissions processes and oversee admissions officers and counselors. With the Admissions and Recruiting dashboard you can:

• Obtain a comprehensive view of recruiting and admissions for your institution.

• Identify and correct negative trends in recruiting and admissions.

• Measure inefficiencies in recruiting and admissions.

CSW: Institutional Research Dashboard

As part of institutional reporting requirements—such as IPEDS, state requirements, and so forth—institutions must capture their data at specific points in time and freeze it so they can reproduce the information they report. To accommodate the institutional reporting process, PeopleSoft provides you with the Institutional Research data mart and Institutional Research dashboard.

See Institutional Research Data Mart.

The Institutional Research dashboard is designed to support colleges and universities with IPEDS reporting on your institution's admissions, student enrollment, and degree completion information.

The new dashboards are divided into temporary layer and frozen layer as follows:

• CSW IR Temporary Layer

• CSW IR Frozen Layer

Both dashboards are identical in format and fields displayed, the only difference being whether temporary data or frozen data is displayed. The two dashboards contain the following pages:

• Student Enrollment

• Degree Completions

• Admissions

Note. Because both dashboards are identical in format and fields displayed, this book documents only the CSW IR Temporary Layer dashboard as an example.

Guided Analysis

The Fusion Campus Solutions Intelligence application provides guided analysis in which reports are linked from one to the other to lead users through logical steps of information discovery. In the Admissions and Recruiting Analysis page, the Prospect-to-Applicant-to-Student Rates This Year vs. Last Year report provides instructional text under the report title to indicate the guided analysis. You can click the link in the Table and Pivot Table views to launch the Applicant Status Details report to analyze details on applicant status.

Dashboard and Report Prompts

The Fusion Campus Solutions Intelligence application provides dashboard and report prompts, which enable you to filter dashboard results and enhance data analysis. A dashboard prompt is a filter that affects all the content displayed on a dashboard page. A dashboard prompt with multiple columns can be used to further filter your subsequent selections. For example, if one column filters on a region, and the next column filters on districts, the district column can be constrained to show only districts in the region you select.

A report prompt provides general filtering of a column within a report. A report prompt can present all choices for a column, or, like a dashboard prompt, it can present constrained choices for a column. For example, if a request contains a Region = East filter, constraining choices for the City column restricts the selections to cities in the East region only. This eliminates the selection of a mutually exclusive filter that could result in no data.

Drill in Place to Online Transaction Application

The Fusion Campus Solutions Intelligence application delivers the capability to seamlessly interact with the PeopleSoft Campus Solutions transactional system to drive insight to action. Some reports provide a link for you to drill in place from the dashboard directly to the Maintain Applications component in the PeopleSoft Campus Solutions transactional system. This drill in place functionality enables a recruiter or an admissions director to take the insight derived from the dashboard analysis to drive immediate action to help an applicant resolve pending issues in the application process.

Delivered Security Group

An Oracle BI Server and Oracle Presentation Catalog security group named CS (Campus Solutions) Administrator is delivered with the Fusion Campus Solutions Intelligence application.

Using the CRM: Recruiting and Admissions Dashboard - Overview Page

Access the Recruiting and Admissions - Overview page (Dashboards, CSW Reports, CRM: Recruiting and Admissions, Overview).

Usage	Reports	Dashboard Prompt
Provides you with an overview of the Prospect to applicant to admit and enrollees' numbers, ratios and yields for your institution.	This page includes the CRM: Admissions Funnel Report.	Use the Admissions and Recruiting - Overview page prompt to filter page results by: Institution Academic Career Academic Program Admit Term

CRM: Admissions Funnel Report

Access the Admissions Funnel report, which provides you with an overview of student prospect, applicant, admit, and enrollment measures for your institution.

This report helps monitor different stages and statuses for constituents. It provides a snapshot for the given term to help users analyze the progression of constituents through the various stages and statuses of recruiting (Suspect > Prospect > Applicant > Admit > Confirmed > Enrolled Student) along with the achieved Conversion Rate between consecutive stages. The presented constituent's data can be sliced based on various dimensions like Admit Type, Referral Source, Gender, and so forth.

The following table lists the columns and measures used in the Admissions Funnel report.

Using the CRM: Recruiting and Admissions Dashboard - Recruiting Campaign Effectiveness Page

Access the Recruiting Campaign Effectiveness page (Dashboards, CSW Reports, CRM: Recruiting and Admissions, Recruiting Campaign Effectiveness).

Usage	Reports	Dashboard Prompt
Managers and analysts can use the reports on this page to compare like campaigns (such as comparing the Fall Undergraduate 2009 campaign to the Fall Undergraduate 2008 campaign) to identify which campaigns were more successful in enrolling students, which were more cost effective, and which gave better return on investment.	This page includes the two reports: Rollup Programs report Recruiting Programs report	Use the Recruiting and Admissions - Recruiting Campaign Effectiveness page prompt to filter page results by the following parameters. Business Unit Term Rollup Program

Rollup Programs (Recruiting) Report

Access the Rollup Programs report, which enables you to filter on the Business Unit, Term, and Rollup Program meant for recruiting. You can select the rollup programs to be compared.

X,Y Axis Data for Bar Chart 1	X,Y Axis Data for Bar Chart 2	Measure Filter
The first Rollup Programs graph displays Audience Count on the x-axis, and Rollup Program on the y-axis.	The second graph displays Applied Rate data on the x-axis and Rollup Program data on the y-axis The x-axis can also display Admit Rate, Confirmed Rate, Enrollment Rate, or Actual Cost, depending on your Measure filter selection.	Use this filter to view report results by the following measures: Applied Rate (default value) Admit Rate Confirmed Rate Enrollment Rate Actual Cost

The following table lists the columns and measures used in the Rollup Programs report.

Recruiting Programs Report

Access the Recruiting Programs report, which enables you to identify which campaigns are more successful in enrolling students, which were more cost effective, and which provide a better return on investment.

Note. You can also drill down from the Rollup Programs report to a specific rollup to compare programs associated with that rollup. When you drill down, the Recruiting Programs report is displayed. You can view the same report in the second section of the Campaign Effectiveness Page, where you can select the program type and the programs to be compared.

X,Y Axis Data for Bar Chart 1	X,Y Axis Data for Bar Chart 2
The first Recruiting Programs graph displays Audience Count data on the x-axis, and Program data on the y-axis.	The second graph displays Actual Cost data on the x-axis and Program data on the y-axis. The x-axis can also display Applied Rate, Admit Rate, Confirmed Rate, or Enrollment Rate, depending on your Measure filter selection.

The following table lists the columns and measures used in the Recruiting Programs report.

Using the CRM: Recruiting and Admissions Dashboard - Retention Campaign Effectiveness Page

Access the Retention Campaign Effectiveness page (Dashboards, CSW Reports, CRM: Recruiting and Admissions, Retention Campaign Effectiveness).

Usage	Reports	Dashboard Prompt
Enables you to analyze the effectiveness of retention campaigns executed during a given term. You can compare like campaigns to identify which campaigns helped in retaining more at-risk students and which were more cost effective and gave better return on investment.	This page includes the following two reports: Rollup Programs report Retention Programs report	Use the Recruiting and Admissions - Retention Campaign Effectiveness page prompt to filter page results by: Business Unit Term Rollup Program

Rollup Programs Report

Access the Rollup Programs report, which helps analyze the effectiveness of retention campaigns executed during a given term.

You can compare like campaigns to identify which campaigns helped in retaining more at-risk students and which were more cost effective and gave better return on investment. You can also filter report results on Business Unit, Term, and Rollup Program meant for retention. You can select the rollup programs to be compared.

The following table lists the columns and measures used in the Rollup Programs report.

Retention Programs Report

Access the Retention Programs report, which enables you to analyze retention programs.

Note. You can also drill down from the Rollup Programs section to a specific rollup to compare programs associated to that rollup. When you drill down, the Retention Programs page is displayed. You can view the same report in the second section of the Retention Campaign Effectiveness page, where you can select the program type and the programs to be compared.

X,Y Axis Data for Bar Chart 1	X,Y Axis Data for Bar Chart 2
The first Retention Programs graph displays Audience Count on the x-axis, and Program Name on the y-axis.	The second graph displays Retention Cost data on the x-axis and Program Name data on the y-axis. The x-axis can also display Retention Rate, depending on your Measure filter selection.

The following table lists the columns and measures used in the Retention Programs report.

Using the CRM: Recruiting and Admissions Dashboard - Recruiting Performance Page

Access the Recruiting Performance page (Dashboards, CSW Reports, CRM: Recruiting and Admissions, Recruiting Performance).

Usage	Reports	Dashboard Prompt
Enables you to monitor the overall state of recruitment for a given term for both individual recruiters and recruiting teams.	This page includes the following two reports: Team Recruiting Performance report Recruiter's Recruiting Performance report	Use the Recruiting and Admissions - Recruiting Performance page prompt to filter page results by the following parameters: Institution Academic Career AdmitTerm Recruiting Team

Team Recruiting Performance Report

Access the Team Recruiting Performance report, which helps recruiting managers monitor overall state of recruitment for a given term and compare the recruitment performance of the team members.

X,Y Axis Data	View by Filter
The Team Recruiting Performance report displays Lead Recruiter data on the x-axis, and Admit Count, Confirm Count, and Enroll Count data on the y-axis.	Use this filter to view report results by the following measures: All Measures (default) Admit Count Confirm Count Enroll Count

The following table lists the columns and measures used in the Team Recruiting Performance report.

Recruiter's Recruiting Performance Report

Access the Recruiter's Recruiting Performance report, which enables you to monitor a recruiter's state of recruitment for a given term. It displays a count of constituents the recruiter is working that have a status equal to Enrolled, Confirmed or Admit.

X,Y Axis Data	Recruiter Filter	View by Filter
The Recruiter's Recruiting Performance report displays Lead Recruiter and Academic Program data on the x-axis and Admit Count, Confirm Count, and Enroll Count data on the y-axis. The x-axis can also display any of the following dimensions, depending on your View By filter selection: Academic Career Academic Plan Region Admit Type Academic Load Last School Attended Referral Source Application Center Ethnic Group Gender Code	User this filter to narrow report results by individual recruiter.	Use this filter to view report results by the following measures: Academic Career Academic Program (default) Academic Plan Region Admit Type Academic Load Last School Attended Referral Source Application Center Ethnic Group Gender Code

The following table lists the columns and measures used in the Recruiter's Recruiting Performance report.

Using the CSW: Recruiting and Admissions Dashboard - Overview Page

Access the Recruiting and Admissions - Overview page (Dashboards, CSW Reports, CSW: Recruiting and Admissions, Overview).

Usage	Reports	Dashboard Prompt
Provides you with a birds eye view of the Prospect to applicant to admit and enrollees numbers, ratios and yields for your institution.	This page is comprised of the Admissions Funnel report.	Use the Admissions and Recruiting - Overview page prompt to filter page results by: Academic Career Academic Program Institution Admit Term

Admissions Funnel Report

Access the Admissions Funnel report, which provides you with an overview of student prospect, applicant, admit, and enrollment measures for your institution.

X,Y Axis Data for Bar Chart 1	X,Y Axis Data for Bar Chart 2	X,Y Axis Data for Bar Chart 3
The first Admissions Funnel graph displays Prospect Count, Applicant Count, Admit Count, Confirm Count, and Enrollment Count data on the x-axis and total count data on the y-axis.	The second Admissions Funnel graph displays Academic Career data on the x-axis and Prospect Count, Applicant Count, Admit Count, Confirm Count, and Enrollment Count data on the y-axis.	The third Admissions Funnel graph displays Gender Code data on the x-axis and Prospect Count, Applicant Count, Admit Count, Confirm Count, and Enrollment Count data on the y-axis.

The following table lists the columns and measures used in the Admissions Funnel report.

Using the CSW: Recruiting and Admissions Dashboard - Recruiting Effectiveness Page

Access the Recruiting Effectiveness page (Dashboards, CSW Reports, CSW: Recruiting and Admissions, Recruiting Effectiveness).

Usage	Reports	Dashboard Prompt
Provides you with a birds eye view of your recruiting effectiveness and recruiting trends for your institution.	This page is comprised of the following reports: Recruitment Analysis report Recruiting Trends report	Use the Recruiting Effectiveness page prompt to filter page results by: Institution Academic Program Admit Term Recruiter

Recruitment Analysis Report

Access the Recruitment Analysis report, which provides insight into recruiting effectiveness and delivers details about recruiter prospects and applicants.

X,Y Axis Data	View By Filter
The Recruitment Analysis graph displays Recruiter Name data on the x-axis and Prospect Count data on the y-axis, with Ethnic Group data plotted across the x/y-axis. The x/y-axis can also plot any of the following dimensions, depending on your View By filter selection: Admit Type Ethnic Group (default value) Last School Attended Referral Source Recruiting Status State	Use this filter to view the Recruitment Analysis report results by: Admit Type Ethnic Group (default value) Last School Attended Referral Source Recruiting Status State

The following table lists the columns and measures used in the Recruitment Analysis report.

Recruiting Trends Report

Access the Recruiting Trends report, which provides insight into recruiting trends for your institution and delivers details about recruiting centers, referral sources, recruiting status, and so forth.

X,Y Axis Data

Admit Academic Year Filter

The Recruiting Trends graph displays Academic Year data on the x-axis and Prospect Count by Referral Source data on the y-axis. The x-axis can also display Admit Term data, depending on your selection in the first View by filter. You can also group the y-axis prospect count value by any of the following dimensions, depending on your selection in the second View By filter: Recruiting Center Recruiting Status Referral Source (default) Note. You can click on graph data to review drill down data for a particular admit term or academic year.

Use this filter to refine the report results to a specific year.

The following table lists the columns and measures used in the Recruiting Trends report.

Using the CSW: Recruiting and Admissions Dashboard - Admission/Application Process Page

Access the Admission/Application Process page (Dashboards, CSW Reports, CSW: Recruiting and Admissions, Admission/Application Process).

Usage	Reports	Dashboard Prompt
Provides you with an overview of the effectiveness of your admissions and application process for your institution.	This page is comprised of the following reports: Waitlist Analysis report Checklist Analysis report Student Response Analysis report Student Response Analysis Reason report	Use the Admission/Application Process page prompt to filter page results by: Institution Academic Career Academic Program Admit Term

Waitlist Analysis Report

Access the Waitlist Analysis report, which enables you to evaluate the results of your waitlist strategy and provides details about waitlisted applicants by academic career, academic program, gender, admit term, and so forth.

X,Y Axis Data

View By Filter

The Waitlist Analysis graph displays Gender Code data on the x-axis and Waitlisted Applicant Count data on the y-axis. The x-axis can also display any of the following dimensions, depending on your View By filter selection: Admit Type Ethnic Category Ethnic Group Gender Code (default) Note. You can click on graph data to review drill down data for a particular gender code, ethnic group, and so forth.

Use this filter to view the report results by: Admit Type Ethnic Category Ethnic Group Gender Code (default)

The following table lists the columns and measures used in the Waitlist Analysis report.

Checklist Analysis Report

The Checklist Analysis report enables you to track checklists for students and external organizations.

Typically, checklist functionality supports the recruitment function by tracking lists of requirements between the university admissions office and prospective or accepted students.

The Checklist Analysis graph displays Checklist (type) by Initiated / Completed data on the x-axis and Checklist Count data on the y-axis.

The following table lists the columns and measures used in the Checklist Analysis report.

Student Response Analysis Report

Access the Student Response Analysis report, which enables you to evaluate the number of student responses by academic career, academic program, admit term, and so forth.

The Student Response Analysis report details student responses (positive or negative) for an application.

The Student Response Analysis graph displays Academic Program data on the x-axis and Admit Count data on the y-axis.

The following table lists the columns and measures used in the Student Response Analysis report.

Student Response Analysis Reason Report

Access the Student Response Analysis Reason report, which enables you to evaluate the number of student responses and reason by academic career, academic program, admit term, and so forth. The Student Response Analysis Reason report details student response reasons for an application.

The Student Response Analysis Reason graph displays Academic Program by Reason data on the x-axis and Response Count data on the y-axis.

The following table lists the columns and measures used in the Student Response Analysis - Reason report.

Using the CSW: Recruiting and Admissions Dashboard - Diversity Analysis Page

Access the Diversity Analysis page (Dashboards, CSW Reports, CSW: Recruiting and Admissions, Diversity Analysis).

Usage	Reports	Dashboard Prompt
Provides you with a birds eye view of the diversity of the student population admitted into your institution.	This page is comprised of the following reports: Applicant Diversity report Undergraduate Admissions report	Use the Diversity Analysis page prompt to filter page results by: Institution Academic Career Academic Program Admit Term

Applicant Diversity Report

Access the Applicant Diversity report, which enables you to evaluate the diversity of the student population admitted into your institution, delivering details about the gender and ethnic group to which students belong.

Pie Chart Data	View By Filter
The Applicant Diversity pie chart displays Applicant Count data grouped by Applicant Gender Code. Applicant count data can also be grouped by any of the following dimensions, depending on your View By filter selection: Applicant Ethnic Category Applicant Ethnic Group Applicant Gender Code (default)	Use this filter to filter report results by: Applicant Ethnic Category Applicant Ethnic Group Applicant Gender Code (default)

The following table lists the columns and measures used in the Applicant Diversity report.

Undergraduate Admissions Report

Access the Undergraduate Admissions report, which enables you to evaluate the diversity of the undergraduate student population admitted into your institution and determine the gender and ethnic group to which those students belong.

X,Y Axis Data	Admit Term Filter
The Undergraduate Admissions chart displays Admit Term data on the x-axis and Applicant Count, Admit Count, and Enrollment Count data on the y-axis.	Use this filter to refine the report results to a specific admit semester and year.

The following table lists the columns and measures used in the Undergraduate Admissions report.

Using the CSW: Recruiting and Admissions Dashboard - Admissions Trend Analysis Page

Access the Admissions Trend Analysis page (Dashboards, CSW Reports, CSW: Recruiting and Admissions, Admissions Trend Analysis).

Usage	Reports	Dashboard Prompt
Provides you with a birds eye view of student applicants and related information, such as academic career and residency.	This page is comprised of the following reports: Trend Analysis By Admit Term report Trend Analysis By Academic Year report Applicant Trends - Admission and Recruitment report	Use the Admissions Trend Analysis page prompt to filter page results by: Institution Academic Career Academic Program

Trend Analysis By Admit Term Report

Access the Trend Analysis By Admit Term report, which enables you to evaluate which academic programs students are inquiring about by admit term.

X,Y Axis Data	Admit Term Filter
The Trend Analysis By Admit Term bar chart displays Admit Term data on the x-axis and Prospect Count data on the y-axis. The y-axis can also display any of the following measures, depending on your Measure filter selection: Admit Count Applicant Count Confirm Count Enrollment Count Prospect Count (default value)	Use this filter to refine the report results to a specific admit term (year and semester).

The following table lists the columns and measures used in the Trend Analysis By Admit Term report.

Trend Analysis By Academic Year Report

Access the Trend Analysis By Academic Year report, which enables you to evaluate which academic programs students are inquiring about by academic year.

X,Y Axis Data	Admit Academic Year Filter
The Trend Analysis By Academic Year graph displays Admit Academic Year data on the x-axis and Prospect Count data on the y-axis. The y-axis can also display any of the following measures, depending on your Measure filter selection: Admit Count Applicant Count Confirm Count Enrollment Count Prospect Count (default value)	Use this filter to refine the report results to a specific year.

The following table lists the columns and measures used in the Trend Analysis By Academic Year report.

Applicant Trends - Admission and Recruitment Report

Access the Applicant Trends - Admission and Recruitment report, which enables you to evaluate the total number of applicants applying by year, academic career, academic program, residency, and so forth.

X,Y Axis Data

Admit Academic Year Filter

The Applicant Trends - Admission and Recruitment graph displays Academic Year data on the x-axis and Application Count by Academic Career data on the y-axis. You can also group the y-axis application count value by any of the following dimensions, depending on your selection in the second View By filter: Academic Career (default value) Academic Level Academic Program Admit Type Campus Institution Residency Note. You can click on graph data to review drill down data.

Use this filter to refine the report results to a specific year.

The following table lists the columns and measures used in the Applicant Trends - Admission and Recruitment report.

Using the CSW: Student Administration - Overview Page

Access the Student Administration - Overview page (Dashboards, CSW Reports, CSW: Student Administration, Overview).

Usage	Reports	Dashboard Prompt
The Student Administration page provides an overview of applicant, award disbursement, student retention, and student graduation trends for your institution.	This page is comprised of the following reports: Applicant Trends report Award Disbursement Trends report Student Retention Trends report Student Graduation Trends report	Use the Overview page prompt to filter page results by: Institution Campus Admit Term Academic Level Academic Career Academic Program Academic Plan

Applicant Trends Report

Access the Applicant Trends report, which enables you to review applicant count trends by academic year.

X,Y Axis Data

Admit Academic Year Filter

The Applicant Trends graph displays Academic Year data on the x-axis and Application Count by Academic Career data on the y-axis. You can also group the y-axis application count value by any of the following dimensions, depending on your selection in the second View By filter: Academic Career (default value) Academic Level Academic Program Admit Type Campus Institution Residency Note. You can click on graph data to review drill down data.

Use this filter to refine the report results to a specific academic year.

Award Disbursement Trends Report

Access the Award Disbursement Trends report, which enables you to analyze financial aid award disbursements trended by Aid Year.

X,Y Axis Data	Aid Year Filter	View By Filter
The Award Disbursement Trends bar chart displays Acceptance Amount by Institution data on the x-axis and Aid Year data on the y-axis. The y-axis can display any of the following measures, depending on your Measure filter selection: Accepted Amount (default) Authorized Amount Award Count Disbursed Amount Offered Amount You can also group the x-axis acceptance amount value by any of the following dimensions, depending on your selection in the second View By filter: Academic Career Ethnic Group Financial Aid Source Financial Aid Type Gender Institution (default) Note. You can click on graph data to review drill down data.	Use this filter to refine the report results to a specific financial aid year.	Use this filter to view report results by: Academic Career Ethnic Group Financial Aid Source Financial Aid Type Gender Institution (default)

Student Retention Trends Report

Access the Student Retention Trends report, which enables you to analyze one to five year student retention counts by Academic Year.

X,Y Axis Data	Admit Year Filter
The Student Retention Trends bar chart displays Admit Year data on the x-axis and Retention Count data on the y-axis.	Use this filter to refine the report results to a specific admit year.

Student Graduation Trends Report

Access the Student Graduation Trends report, which enables you to analyze one to five year student graduation counts by Admit Year.

X,Y Axis Data	Admit Year Filter
The Student Graduation Trends bar chart displays Admit Year data on the x-axis and Graduation Count data on the y-axis.	Use this filter to refine the report results to a specific admit year.

Using the CSW: Student Administration Dashboard - Admissions and Recruiting Analysis Page

Access the Admissions and Recruiting Analysis page (Dashboards, CSW Reports, CSW: Student Administration, Admissions and Recruiting Analysis).

Usage	Reports	Dashboard Prompt
Provides an overview of recruiting and admissions effectiveness for your institution.	This page is comprised of the following reports: Recruiting Effectiveness This Year vs. Last Year report Prospect-to-Applicant-to-Student Rates This Year vs. Last Year report	Use the Admissions and Recruiting Analysis page prompt to filter page results by: Institution Campus Admit Term Academic Year Academic Level Academic Career Academic Program Academic Plan

Recruiting Effectiveness This Year vs. Last Year Report

Access the Recruiting Effectiveness This Year vs. Last Year report, which enables you to review recruiting metric trends.

X,Y Axis Data	View By Filters	Select View Filter
The Recruiting Effectiveness This Year vs. Last Year graph displays Academic Year data on the x-axis and Prospect Count by Referral Source data on the y-axis. The x-axis can display Admit Term data, depending on your selection in the first View by filter. You can also group the y-axis prospect count value by any of the following dimensions, depending on your selection in the second View By filter: Recruiting Center Recruiting Status Referral Source (default) Note. You can click on graph data to review drill down data for a particular admit term or academic year.	Use these filters to filter the report results by: Academic Year (default value, available in the first filter only) Admit Term (available in the first filter only) Recruiting Center (available in the second filter only) Recruiting Status (available in the second filter only) Referral Source (default value, available in the second filter only)	Use this filter to: view the data in bar chart format present the data as a function of prospect count, year over year present the data as a function of prospect count, percent of year total

Prospect-to-Applicant-to-Student Rates This Year vs. Last Year Report

Access the Prospect-to-Applicant-to-Student Rates This Year vs. Last Year report, which enables you to analyze prospect, admit and enrollment counts and conversion rates.

Use the Select View filter to:

• view the data in bar chart format

• view the data in pivot table format

• view the data in table format

Using the CSW: Student Administration Dashboard - Student Records Analysis Page

Access the Student Records Analysis page (Dashboards, CSW Reports, CSW: Student Administration, Student Records Analysis).

Usage	Reports	Dashboard Prompt
Provides you with an overview of class enrollment metrics and top student academic standings.	This page is comprised of the following reports: Class Enrollment Analysis report Top Student Academic Standings report	Use the Student Records Analysis page prompt to filter page results by: Institution Academic Level Academic Career Academic Program Academic Plan

Class Enrollment Analysis Report

Access the Class Enrollment Analysis report, which enables you to analyze class enrollment counts by calendar year.

X,Y Axis Data

Calendar Year Filter

The Class Enrollment Analysis bar chart displays Enrollment Count by Academic Program data on the x-axis and Calendar Year data on the y-axis. You can also group the x-axis enrollment count value by any of the following dimensions, depending on your selection in the second View By filter: Academic Career Academic Group Academic Organization Academic Program (default) Student Cohort Note. You can click on graph data to review drill down data for a particular year and program.

Use this filter to refine the report results to a specific calendar year.

Top Student Academic Standings Report

Access the Top Student Academic Standings report, which enables you to analyze average GPA for a given academic year, academic term, institution, and academic plan.

Academic Year Filter	Academic Term Filter	View By Filter
Use this filter to refine the report results to a specific academic year.	Use this filter to refine the report results to a specific academic term.	Use this filter to view report results by: Academic Level Academic Plan (default) Academic Program Gender Institution Student Cohort

Using the CSW: Student Administration Dashboard - Student Financials Analysis Page

Access the Student Financials Analysis page (Dashboards, CSW Reports, CSW: Student Administration, Student Financials Analysis).

Usage	Reports	Dashboard Prompt
Provides you with an overview of student receivables metrics for your institution.	This page is comprised of the following reports: Student Receivables by Type report Student Receivables by Program report	Use the Student Financials Analysis page prompt to filter page results by: Institution Academic Career

Student Receivables by Type Report

Access the Student Receivables by Type report, which enables you to analyze student receivables by type such as tuition, housing and miscellaneous fees.

X,Y Axis Data	Calendar Year Filter	Account Type Filter
The Student Receivables by Type graph displays Calendar Year data on the x-axis and Paid Amount by Account Type data on the y-axis.	Use this filter to refine the report results to a specific calendar year.	Use this filter to refine the report results to a specific type of account.

Student Receivables by Program Report

Access the Student Receivables by Program report, which enables you to analyze total billed and total paid amount for a student by academic program with a given as of date.

X,Y Axis Data	As of Date Filter
The Student Receivables by Program graph displays As of Date data on the x-axis and Total Billed Amount by Academic Program data on the y-axis. The y-axis can display any of the following measures, depending on your Measure filter selection: Total Paid Amount Total Billed Amount (default) Note. You can click on graph data to review drill down data.	Use this filter to refine the report results to a specific as of date (returns data that have a date greater than or equal to the specified as of date).

Using the CSW: Institutional Research Dashboard - Student Enrollment Page

Access the Student Enrollment (temporary) page (Dashboards, CSW IR Reports, CSW IR Temporary Layer, Student Enrollment).

To access the frozen version of the Student Enrollment page (Dashboards, CSW IR Reports, CSW IR Frozen Layer, Student Enrollment)

Usage	Reports	Dashboard Prompt
Provides you with overview of student enrollment and student enrollment by athlete and degree/non degree seeking individuals, for a given snapshot code and snapshot creation date and time.	This page is comprised of the following reports: Student Enrollment Summary Degree Seeking Students Summary Non Degree Seeking Students Summary Student Enrollment Analysis By Athlete	Use the Student Enrollment page prompts to filter page results by: Snapshot Code Snapshot Created Date Time Institution Academic Career Term Academic Program

Student Enrollment Summary Report

Access the Student Enrollment Summary (temporary) report, which enables you to analyze enrolled students by academic level, age range, gender, ethnicity, and so forth.

X,Y Axis Data	View by Filter (Left)	View by Filter (Right)
The Student Enrollment Summary graph displays academic career and age range data on the x-axis and enrollment count data on the y-axis. The x-axis can also plot any of the following dimensions, depending on either of the two View By filter selections: Academic Career Academic Level Academic Load Academic Program Admit Type Campus Last school attended Ethnicity Age Range Gender	Use this filter to view the Student Enrollment Summary report results by: Academic Career Academic Level Academic Load Academic Program Admit Type Campus Last school attended Ethnicity	Use this filter to view the Student Enrollment Summary report results by: Age Range Gender

The following table lists the columns and measures used in the Student Enrollment Summary (temporary) report.

Degree Seeking Students Summary Report

Access the Degree Seeking Students Summary (temporary) report, which enables you to analyze degree seeking student enrollment by academic level, age range, gender, ethnicity, and so forth.

X,Y Axis Data	View By Filter (Left)	View By Filter (Right)	Select View
The Degree Seeking Students Summary graph displays academic career and age range data on the x-axis and enrollment count data for degree seeking students on the y-axis. The x-axis can also plot any of the following dimensions, depending on either of the two View By filter selections: Academic Career Academic Level Academic Load Campus Last school attended Ethnicity Age Range Gender	Use this filter to view the Degree Seeking Students Summary report results by: Academic Career Academic Level Academic Load Campus Last school attended Ethnicity	Use this filter to view the Degree Seeking Students Summary report results by: Age Range Gender	Use this filter to: view the data in bar graph (chart) format view the data in pivot table format

The following table lists the columns and measures used in the Degree Seeking Students Summary (temporary) report.

Non Degree Seeking Students Summary Report

Access the Non Degree Seeking Students Summary (temporary) report, which enables you to analyze non degree seeking student enrollment by academic level, age range, gender, ethnicity, and so forth.

X,Y Axis Data	View By Filter (Left)	View By Filter (Right)	Select View
The Non Degree Seeking Students Summary graph displays academic career and age range data on the x-axis and enrollment count data for non degree seeking students on the y-axis. The x-axis can also plot any of the following dimensions, depending on either of the two View By filter selections: Academic Career Academic Level Academic Load Campus Ethnicity Last school attended Age Range Gender	Use this filter to view the Non Degree Seeking Students Summary report results by: Academic Career Academic Level Academic Load Campus Ethnicity Last school attended	Use this filter to view the Non Degree Seeking Students Summary report results by: Age Range Gender	Use this filter to: view the data in bar graph (chart) format view the data in pivot table format

The following table lists the columns and measures used in the Non Degree Seeking Students Summary (temporary) report.

Student Enrollment Analysis By Athlete Report

Access the Student Enrollment Analysis By Athlete (temporary) report, which enables you to analyze student athlete enrollment by academic level, age range, gender, ethnicity, and so forth.

X,Y Axis Data	View By Filter
The Student Enrollment Analysis By Athlete graph displays academic load and age range data on the x-axis and student enrollment count data for athletes and non-athletes on the y-axis. The x-axis can also plot any of the following dimensions, depending on your View By filter selection: Academic Load Academic Career Academic Level Campus Admit Type Age Range Last school attended Ethnicity Gender	Use this filter to view the Student Enrollment Analysis By Athlete report results by: Academic Load Academic Career Academic Level Campus Admit Type Age Range Last school attended Ethnicity Gender

The following table lists the columns and measures used in the Student Enrollment Analysis By Athlete (temporary) report.

Using the CSW: Institutional Research Dashboard - Degree Completions Page

Access the Degree Completions (temporary) page (Dashboards, CSW IR Reports, CSW IR Temporary Layer, Degree Completions).

To access the frozen version of the Degree Completions page (Dashboards, CSW IR Reports, CSW IR Frozen Layer, Degree Completions)

Usage	Reports	Dashboard Prompt
Provides you with an overview of degree completions by primary and secondary majors, student athletes, and award trends.	This page is comprised of the following reports: Degree Completions Summary Degree Completions Summary By Primary Major Degree Completions Summary By Secondary Major Degree Completions Award Trend Graduated Trend By Athlete	Use the Degree Completions page prompts to filter page results by: Snapshot Code Snapshot Created Date Time Institution Academic Career

Degree Completions Summary Report

Access the Degree Completions Summary (temporary) report, which enables you to analyze student degree completions by academic plan, degree, age range, gender, ethnicity, and so forth.

X,Y Axis Data	View By Filter (Left)	View By Filter (Right)
The Degree Count Summary graph displays academic career and gender data on the x-axis and degree count data on the y-axis. The x-axis can also plot any of the following dimensions, depending on either of the two View By filter selections: Academic Career Academic Plan Academic Load Admit Type Campus Degree Ethnicity Degree Status Last school attended Gender Age Range	Use this filter to view the Degree Completions Summary report results by: Academic Career Academic Plan Academic Load Admit Type Campus Degree Ethnicity Degree Status Last school attended	Use this filter to view the Degree Completions Summary report results by: Gender Age Range

The following table lists the columns and measures used in the Degree Completions Summary (temporary) report.

Degree Completions Summary By Primary Major Report

Access the Degree Completions Summary By Primary Major (temporary) report, which enables you to analyze student degree completions by primary major, academic plan, degree, and so forth.

X,Y Axis Data	CIP (Classification of Instructional Programs) Code
The Degree Completions Summary By Primary Major graph displays academic plan and gender data on the x-axis and student degree count data on the y-axis. The x-axis can also plot any of the following dimensions, depending on either of the two View By filter selections: Academic Plan Academic Load Admit Type Campus Degree Last school attended Gender Ethnicity Age Range Student Group Degree Status	Use this filter to narrow results of the Degree Completions Summary By Primary Major report by the Classification of Instructional Programs. You can select multiple CID codes.

The following table lists the columns and measures used in the Degree Completions Summary By Primary Major (temporary) report.

Degree Completions Summary By Secondary Major Report

Access the Degree Completions Summary By Secondary Major (temporary) report, which enables you to analyze student degree completions by secondary major and academic plan, degree, and so forth.

X,Y Axis Data	CIP (Classification of Instructional Programs) Code
The Degree Completions Summary By Secondary Major graph displays academic plan and gender data on the x-axis and student degree count data on the y-axis. The x-axis can also plot any of the following dimensions, depending on either of the two View By filter selections: Academic Plan Academic Load Admit Type Campus Degree Last school attended Gender Ethnicity Age Range Student Group Degree Status	Use this filter to narrow results of the Degree Completions Summary By Secondary Major report by the Classification of Instructional Programs. You can select multiple CID codes.

The following table lists the columns and measures used in the Degree Completions Summary By Secondary Major (temporary) report.

Degree Completions Award Trend Report

Access the Degree Completions Award Trend (temporary) report, which enables you to analyze degree completion trends by gender, degree type, and so forth.

X,Y Axis Data	Degree Conferral Year	View by Filter
The Degree Completions Award Trend graph displays degree conferral year data on the x-axis and student degree count data by degree type on the y-axis, with degree (type) plotted across the x-y axis. The graph can also plot any of the following dimensions across the x-y axis, depending on your View By filter selection: Degree Admit Type Campus Gender	Use this filter to narrow results of the Degree Completions Award Trend report to specific degree conferral years. You can select multiple conferral years.	Use this filter to view the Degree Completions Award Trend report results by: Degree Admit Type Campus Gender

The following table lists the columns and measures used in the Degree Completions Award Trend (temporary) report.

Graduated Trend By Athlete Report

Access the Graduated Trend By Athlete (temporary) report, which enables you to analyze degree completion trends for student athletes by ethnicity, gender, degree type, and so forth.

X,Y Axis Data	Degree Conferral Year	View by Filter
The Graduated Trend By Athlete graph displays degree conferral year data on the x-axis and student degree count data by degree type on the y-axis, with degree (type) plotted across the x-y axis. The graph can also plot any of the following dimensions across the x-y axis, depending on your View By filter selection: Degree Academic Load Admit Type Campus Last school attended Ethnicity Age Range Gender Student Group	Use this filter to narrow results of the Graduated Trend By Athlete report to specific degree conferral years. You can select multiple conferral years.	Use this filter to view the Graduated Trend By Athlete report results by: Degree Academic Load Admit Type Campus Last school attended Ethnicity Age Range Gender Student Group

The following table lists the columns and measures used in the Graduated Trend By Athlete (temporary) report.

Using the CSW: Institutional Research Dashboard - Admissions Page

Access the Admissions (temporary) page (Dashboards, CSW IR Reports, CSW IR Temporary Layer, Admissions).

To access the frozen version of the Admissions page (Dashboards, CSW IR Reports, CSW IR Frozen Layer, Admissions).

Usage	Reports	Dashboard Prompt
Provides you with an overview of student admissions and enrollment.	This page is comprised of the following reports: Admissions and Enrollment Summary Trend Analysis by Admit Term and Test Scores Submitted (SAT/ACT) Student Test Scores (SAT/ACT) Summary Applicant External Organization Summary by GPA	Use the Admissions page prompts to filter page results by: Snapshot Code Snapshot Created Date Time Institution Academic Career Admit Term Academic Program

Admissions and Enrollment Summary Report

Access the Admissions and Enrollment Summary (temporary) report, which enables you to analyze student admission and enrollment by ethnicity, gender, academic program, and so forth.

X,Y Axis Data Left Graph	X,Y Axis Data Right Graph	Degree Seeking Student Filter
This graph displays academic career data on the x-axis and application count, enrollment count, admit count, confirm count, and applicant count totals on the y-axis.	This graph displays gender data on the x-axis and application count, enrollment count, admit count, confirm count, and applicant count totals on the y-axis.	Use this filter to narrow results of the Admissions and Enrollment Summary report to degree seeking or non degree seeking students. You can select Y (yes) or N (no).

The following table lists the columns and measures used in the Admissions and Enrollment Summary (temporary) report.

Trend Analysis by Admit Term and Test Scores Submitted (SAT/ACT) Report

Access the Trend Analysis by Admit Term and Test Scores Submitted SAT/ACT (temporary) report, which facilitates trend analysis by comparing admit term with application count, applicant count, enrolled count, confirmed count, or admitted count, and SAT/ACT test scores.

X,Y Axis Data	View By Filter	Measure Filter
This graph displays admit term data on the x-axis and applicant count data on the y-axis. The y-axis can also display any of the following measures, depending on your Measure filter selection: Application Count Applicant Count Enrollment Count Confirm Count Admit Count	Use this filter to view pivot table results by: Admit Type Academic Level	Use this filter to view report results by the following measures: Application Count Applicant Count Enrollment Count Confirm Count Admit Count

The following table lists the columns and measures used in the Trend Analysis by Admit Term and Test Scores Submitted SAT/ACT (temporary) report.

Student Test Scores (SAT/ACT) Summary Report

Access the Student Test Scores (SAT/ACT) Summary (temporary) report, which enables you to analyze student test scores by academic career, admit type, and so forth.

X,Y Axis Data	View by Filter
This graph displays external test (ACT, SAT1, and so forth) and percentile data on the x-axis, and applicant count data by percentile on the y-axis.	Use this filter to view the pivot table results by: Academic Load Admit Type Academic Level Campus Application Center

The following table lists the columns and measures used in the Student Test Scores (SAT/ACT) Summary (temporary) report.

Applicant External Organization Summary by GPA Report

Access the Applicant External Organization Summary by GPA (temporary) report, which enables you to analyze applicant external GPA by academic career, external organization, and so forth.

This report displays only the students for whom you collected external GPA information.

X,Y Axis Data	View by Filter (Left)	View by Filter (Right)
This graph displays GPA category data on the x-axis and applicant count data by admit type and academic load on the y-axis. The y-axis can also plot any of the following dimensions, depending on the second (right) View By filter selection: Academic Load Academic Level Campus Application Center Academic Program	Use this filter to view pivot table and graph results by: Admit Type Academic Level Campus Application Center Academic Program	Use this filter to view the pivot table results by: Academic Load Academic Level Campus Application Center Academic Program

The following table lists the columns and measures used in the Applicant External Organization Summary by GPA (temporary) report.