Search & Reports

Getting quick access to information is an important daily task for Admissions and Enrollment professionals. Learn how to use pre-defined reports and the flexible search tool.

14 articles in this collection
Written by Courtney Single and Jessica Yates

Tutorials & Overview

Search & Reports Video Tutorial

A full-length recording of the Search and Reports training webinar.

Written by Jessica Yates
Updated over a week ago

Search Overview

Learn how to use SchoolAdmin's powerful, flexible search builder to find contacts based on user-definable criteria

Written by Courtney Single
Updated over a week ago

Search & Reports Results Displays

Learn about the different results displays within Search & Reports.

Written by Courtney Single
Updated over a week ago

Saving & Exporting Searches

Learn how to save a search, view a saved search, and export your results to multiple formats!

Written by Courtney Single
Updated over a week ago

Dashboard and Pre-Defined Reports

Dashboard Funnel & Current Counts

Learn how to use the admissions funnel and current counts feature on your SchoolAdmin dashboard.

Written by Jessica Yates
Updated over a week ago

Admissions Report

Year over year comparison of your admissions funnel.

Written by Courtney Single
Updated over a week ago

The Enrollment Report

Learn how the Enrollment Report allows you to see a detailed breakdown of your enrollment pipeline filtered by grade or custom fields.

Written by Jessica Yates
Updated over a week ago

Search Scenarios

Activity Search

Find contacts based on different activity types that are set within the contact record.

Written by Jessica Yates
Updated over a week ago

Admissions Status Search

Find contacts based on different admissions statuses and criteria

Written by Jessica Yates
Updated over a week ago

Calendar Event Search

Find contacts who are registered for an upcoming event or who attended an event in the past.

Written by Jessica Yates
Updated over a week ago

Checklist Item Search

Find contacts based on checklist completion status or by completion date.

Written by Jessica Yates
Updated over a week ago

Contact Record Data Search

Find contacts based on any field in the system using search and reports.

Written by Jessica Yates
Updated over a week ago

Custom Enrollment Searches

Learn how to build custom enrollment searches that you can save and refer back to at any point!

Written by Jessica Yates
Updated over a week ago

Enrollment Status Search

Find contacts based on different enrollment statuses and criteria.

Written by Jessica Yates
Updated over a week ago