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 Ben Phenix and Courtney Single

Tutorials & Overview

Search and Reports Tutorial

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

Written by Ben Phenix
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

How to Save and Export a Search

Learn how to save a search, open 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 and Current Counts

Written by Ben Phenix
Updated over a week ago

Admissions Report

Year over year comparison of your admissions funnel.

Written by Courtney Single
Updated over a week ago

Enrollment Report

See a detailed breakdown by grade or set custom filters of your Enrollment Pipeline for the current year.

Written by Ben Phenix
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 Ben Phenix
Updated over a week ago

Admission Status Search

Find contacts based on different Admissions statuses and criteria

Written by Ben Phenix
Updated over a week ago

Calendar Event Search

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

Written by Ben Phenix
Updated over a week ago

Checklist Item Search

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

Written by Ben Phenix
Updated over a week ago

Contact Record Data Search

Find contacts based on any field in the system.

Written by Ben Phenix
Updated over a week ago

Custom Enrollment Searches

Learn how to build custom enrollment searches that you can save and refer back to during the process!

Written by Ben Phenix
Updated over a week ago

Enrollment Status Search

Find contacts based on different Enrollment Statuses and criteria.

Written by Ben Phenix
Updated over a week ago