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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: Admissions and Recruiting 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: Admissions and Recruiting 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.

Campus Community Dashboard

The Campus Community dashboard is designed for staff members who oversee campus events and student communications.

Student Financial Services Dashboard

The Student Financial Services dashboard is designed for staff members who oversee financial aid offers, acceptance, disbursements, and student receivables.

Student Records Dashboard

The Student Records dashboard is designed to provide you with an overview of enrolled students, enrollment trends, graduation and retention trends, and faculty workload.

With the Student Records Dashboard you can answer questions such as:

  • What are the enrollment metrics for this term?

  • What is average GPA by Institution, Career and Program?

  • What is average time to graduate by Institution, Career and Program?

  • What classes are scheduled for this term?

  • Can I track and analyze the workload of the faculty?

  • What are the Class enrollment details?

  • What are the honors/awards details for the enrolled students?

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 documentation covers 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.