Reports

This report displays a list of all candidates that have been accepted for a specified Admissions year. If candidate's Parent Information has been entered on the Parents User Profile, it will display. This information could include: Formal/Informal Salutations, Business Information, Job Title, Occupation and Industry.

Filter Options: Entering Year
Exportable to: Microsoft Excel
View/Print Available in: Adobe PDF, Microsoft Word

This report is a two page printout to be used when interviewing a candidate and is intended for notes. Some information is populated from the database while other information is to be filled in by the interviewer (Admissions).

Filter Options: Entering Year, Last Name
Exportable to: Microsoft Excel
View/Print Available in: Adobe PDF, Microsoft Word

This report is a one page summary of detail in a candidate's Admissions Profile. Information from the various channels in the candidate's Admissions Profile will populate this report.

Filter Options: Entering Year, Entering Grade, Checklist, Role, Last Name, Candidate Status
View/Print Available in: Adobe PDF, Microsoft Word

This report displays the items listed on the candidate's Checklist, and the status of each Checklist Item. The report also shows basic information about the candidate and the candidate's Parent Names and Email Addresses.

Filter Options: Entering Year, Entering Grade, Checklist, Last Name, Page Option
View/Print Available in: Adobe PDF, Microsoft Word

This report displays candidate information grouped by Sending School. The report includes information such as Entering Grade, Name, Status, Address, Home Phone, Email, How Heard, Boarding/Day, and the Admission Decision.

Filter Options: Sending School, Entering Grade, Status, Entering Year, Decision Type
Exportable to: Microsoft Excel
View/Print Available in: Adobe PDF, Microsoft Word

This report displays general information about the candidate and is intended to be printed and completed by the candidate's parent. The parent can verify information, as well as add additional Emergency Contacts to the form.

Filter Options: Entering Year, Entering Grade, Last Name
View/Print Available in: Adobe PDF, Microsoft Word

This report displays Candidate Name, Status and Interview Notes as entered in the Interview Channel on the Admissions Profile.

Filter Options: Entering Year, Entering Grade, Last Name
Exportable to: Microsoft Excel
View/Print Available in: Adobe PDF, Microsoft Word

This report displays candidates who have had their Admission Decisions published to the Admissions Community portal. Candidate's Name, Parents, Entering Grade, Entering Year and School Decision are displayed.

Filter Options: Entering Year, Entering Grade, Decision Type, Candidate Decision
Exportable to: Microsoft Excel
View/Print Available in: Adobe PDF, Microsoft Word

This report displays the candidate as well as the Parental Relationships, including Spousal Information if applicable.

Filter Options: Entering Year, Only Parents with No Spouses (option for Yes or No), Status
Exportable to: Microsoft Excel
View/Print Available in: Adobe PDF, Microsoft Word

This report displays any information entered into the Reference Channel on the candidate's Admissions Profile.

Filter Options: Entering Grade, Status, Entering Year, Last Name
Exportable to: Microsoft Excel
View/Print Available in: Adobe PDF, Microsoft Word

This report groups candidates by Special Relationship Type. The report includes information such as Entering Grade, Candidate Name, Parent Name, Address, Phone, Sending School and Day/Boarding Information.

Filter Options: Entering Year, Special Relationship Type, Status, Decision Type
Exportable to: Microsoft Excel
View/Print Available in: Adobe PDF, Microsoft Word

This report lists each candidate by Name and Role, and provides all Contract Information.

Filter Options: School Year, Entering Grade, Role, Contract Type
View/Print Available in: Adobe PDF, Microsoft Word

This report displays a list of the Checklist Items, including the Date of Completion, for candidates who have one or more action items completed.

Filter Options: Entering Grade, Status, Date Range, Checklist
Exportable to: Microsoft Excel
View/Print Available in: Adobe PDF, Microsoft Word

This report displays a list of the Checklist Items that are due within a particular date range.

Filter Options: Entering Grade, Status, Date Range
Exportable to: Microsoft Excel
View/Print Available in: Adobe PDF, Microsoft Word

This report displays information pulled from multiple checklists.

Filter Options: Entering Grade, Entering Year, Date Range, Items, Categories
Exportable to: Microsoft Excel
View/Print Available in: Adobe PDF, Microsoft Word

This report displays candidate's Checklist, including Due Dates and Boarding/Day information.

Filter Options: Checklist, Entering Grade, Status, Entering Year, Last Name, Page Option
Exportable to: Excel
View/Print Available in: Adobe PDF, Microsoft Word

This report displays all comments entered in the Candidate Information channel of the Admissions Profile.

Filter Options: Entering Grade, Status, Entering Year
Exportable to: Microsoft Excel
View/Print Available in: Adobe PDF, Microsoft Word

This report contains information from the candidate's Admissions Profile including: Candidate Information, Sending School, Special Relationships, Interview and Test Score Entries.

Filter Options: Entering Year, Entering Grade, Checklist, Status, Last Name
View/Print Available in: Adobe PDF, Microsoft Word

This report displays candidates by Grade and shows the candidate's current Admissions Status.

Filter Options: Role Type, Entering Grade, Status, Entering Year
Exportable to: Microsoft Excel
View/Print Available in: Adobe PDF, Microsoft Word

This report will print labels to attached file folders.

Filter Options: Entering Year, Date, Print Options
Exportable to: Microsoft Excel
View/Print Available in: Adobe PDF, Microsoft Word

This report displays information entered into the Financial Aid Channel on the Admissions Profile. Additional fields of Amount Granted, Qualified For, Family Income and Expected Contribution will query if Show Details selected.

Filter Options: Entering Year, Grade, User Type, Status, Decision Type, School Decision, Requested Date, Show Details
Exportable to: Microsoft Excel
View/Print Available in: Adobe PDF, Microsoft Word

This report displays candidates, by Grade, who requested information about Financial Aid on their initial Admissions Inquiry form.

Filter Options: School Year, Entering Grade, Status, Request Date, Parent Information
Exportable to: Microsoft Excel
View/Print Available in: Adobe PDF, Microsoft Word

This report displays Checklist Activity in a given month, and is grouped by Checklist Item. Information is displayed by Gender and compares activity from the same month in the previous year.

Filter Options: Group, Status, Entering Year, Month, City
Exportable to:Microsoft Excel
View/Print Available in: Adobe PDF, Microsoft Word

This report displays candidates grouped by their Special Relationship Type, and includes the candidate's Grade, School Decision, Candidate Decision and Parent Contact.

Filter Options: Entering Year, Entering Grade, Decision Type
Exportable to: Microsoft Excel
View/Print Available in: Adobe PDF, Microsoft Word

This report displays information about the credit card payments for the online application.

If "No" is selected for the Show Details filter option, this report will display the date, the total number of credit card transactions for that day, and the total amount of credit card charges for that day.

If "Yes" is selected for the Show Details filter option, this report will display each credit card transaction, including the transaction date, the user's name, the user's credit card information, and the amount the user was charged.

Note: The full credit card number is not shown in this report, only the last four digits.

Filter Options: Software Application, Gateway, Start Date/Time, End Date/Time, Card Type, Show Details
Exportable to: Microsoft Excel
View/Print Available in: Adobe PDF, Microsoft Word

This report displays Candidate Diversity (Gender, Ethnicity and Religion) in two columns, one representing the incoming candidate population, and the other representing the total candidate population.

Filter Options: Admissions Staff, Entering Year, Entering Grade, Status
Exportable to: Microsoft Excel
View/Print Available in: Adobe PDF, Microsoft Word

This report displays the Total Number of Applicants and the outcome of their Admissions Process.

Filter Options: Entering Grade, Entering Year, Admissions Staff, Admissions Decision Type, Candidate Decision Type, Gender, Boarding/Day
View/Print Available in: Adobe PDF, Microsoft Word

This report gives basic candidate information including: Name, Status, Grade, Gender, Sending School, Sub-test Percentiles, Interviews and Interview Rating.

Filter Options: Entering Year, Entering Grade
Exportable to: Microsoft Excel
View/Print Available in:Adobe PDF, Microsoft Word

This report displays the School Decisions by Grade, as well as the candidate's response to the decision.

Filter Options: Entering Year, Entering Grade, Decision Type
Exportable to: Microsoft Excel
View/Print Available in: Adobe PDF, Microsoft Word

This report displays Total Enrollment by Grade and also includes the following information: Gender, Unique Sending School, Unique Zip Codes, Special Relationships, Ethnicity and Sending School Type.

Filter Options: Entering Year, Entering Grade
Exportable to: Microsoft Excel
View/Print Available in: Adobe PDF, Microsoft Word

This report displays candidates with Special Relationships by Sending School.

Filter Options: Entering Year, Entering Grade
Exportable to: Microsoft Excel
View/Print Available in: Adobe PDF, Microsoft Word

This report displays the Decision of the total candidate population for a given Entering Year.

Filter Options: Entering Year, Entering Grade
Exportable to: Microsoft Excel
View/Print Available in: Adobe PDF, Microsoft Word

This report displays the Number of Candidates from a particular Sending School and their Admissions Status.

Filter Options: Entering Year, Entering Grade, Show By
Exportable to: Microsoft Excel
View/Print Available in: Adobe PDF, Microsoft Word

This report displays Special Relationships by Grade.

Filter Options: Entering Year, Entering Grade, Status
Exportable to: Microsoft Excel
View/Print Available in: Adobe PDF, Microsoft Word

This report displays Admissions Status totals by Grade determined by which Checklist Steps have been completed. If Show Details is selected, the report displays by the candidate's Name.

Filter Options: Entering Grade, Entering Year, Checklist, Detail
Exportable to: Microsoft Excel
View/Print Available in: Adobe PDF, Microsoft Word

This report displays each Sending School's test information, grouped by Test Type and lists candidates by Grade.

Filter Options: Entering Year, Entering Grade, Checklist, Test, Sending School, Decision Type, Show By
Exportable to: Microsoft Excel
View/Print Available in: PDF, Word

This report displays Checklist Activity over a given year including Checklist, Checklist Item, Grade and Month.

Filter Options: Entering Year, Entering Grade, Category, Item, Year
Exportable to: Microsoft Excel
View/Print Available in: Adobe PDF, Microsoft Word

This report displays Inquiries by month and also includes inquiries by Gender, Gender Percent, Ethnicity, Zip Code, Name and Region.

Filter Options: Status, Entering Year, Entering Grade, Show By, Year
Exportable to: Microsoft Excel
View/Print Available in: Adobe PDF, Microsoft Word

This report displays a candidate's movement through the Admissions Process.

Filter Options: Status, Entering Year, Checklist, Entering Grade, Year
Exportable to: Microsoft Excel
View/Print Available in: Adobe PDF, Microsoft Word