Reports Overview

The Reports module provides visual analytics and data insights to help you understand your school's admissions pipeline. From enrollment trends to staff performance, reports give you the information you need to make data-driven decisions.

Accessing Reports

1. Click Reports in the sidebar navigation.
2. The Reports index page displays all available report types as cards.
3. Click any report card to view that report with interactive charts and data tables.

Types of Reports

The module provides two categories of reports:

Preset Reports

Preset reports are built-in report templates that cover common admissions analytics needs. They are ready to use out of the box and can be filtered by date range, pipeline, campus, program, status, and more.

The preset reports available cover both admissions analytics and contract-driven revenue analytics:

Report	Purpose
Enrolment Report	Applicant counts per status for each program and sub-program. Includes funnel chart, bar chart, and capacity vs. enrolment breakdown by grade.
Checklist Completion	Track how many applicants have completed each required checklist item. Shows completion rates and bottlenecks.
Capacity Report	Compare enrolled students against available capacity per program and sub-program. Visualize fill rates.
Capacity Structure	Hierarchical organigram showing global, campus, academic year, and program capacity with side-by-side campus comparison.
Language Distribution	Applicant distribution across languages, broken down by status.
Nationality Distribution	Nationality mix of your applicant pool with per-status breakdowns and country flags.
Enrolment Funnel	Conversion rates from enquiry to applicant to student to alumni by program.
Source Analysis	Where your leads come from (referrals, website, WhatsApp, email, etc.) with source effectiveness by status.
User Performance	Staff productivity metrics: leads assigned, activities logged, and status changes per team member.
Contract Billing Forecast	Forward-looking revenue from active and upcoming contracts, by month. Group by company, year, program, or fee category; stats strip + stacked bar chart + expandable hierarchical table; FX-aware.
Contract Revenue Breakdown	Per-contract revenue rows with dynamic monthly columns. Optional category-level nesting for accounting hand-off.

Saved Reports

You can save customized views of preset reports with specific filter combinations. Saved reports remember your chosen date range, pipeline, campus, and other filters so you can quickly return to the same view.

Report Interface

Each report page includes:

• Header -- the report title and description, with navigation back to the reports index.
• Filters -- date range, pipeline, campus, and other contextual filters (varies by report type).
• Charts -- interactive visualizations (bar charts, funnel charts, stacked bar charts, progress bars).
• Data tables -- tabular data with sortable columns, status badges, and export options.
• Export button -- download the report data as CSV or Excel.

Dashboard Filters

Most reports share a common filter bar with:

• Date range -- filter by a custom date range or use quick presets (This Month, Last Month, This Quarter, This Year, etc.).
• Reset -- clear all applied filters and return to the default view.

TIP

The date range filter uses presets for quick selection. Click a preset like "This Year" to instantly filter the report to the current year's data without manually entering dates.

Chart Types

Reports use several chart types depending on the data:

• Bar charts -- compare values across categories (e.g., applicants per program).
• Stacked bar charts -- show composition within categories (e.g., status distribution per language).
• Funnel charts -- visualize conversion rates through sequential stages.
• Progress bars -- show completion percentages (e.g., checklist completion rates).
• Organigram -- hierarchical tree view for capacity structure.

Some reports offer toggle options to switch between chart views (e.g., switching between "By Count" and "By Percentage" in demographic reports).

Permissions

Reports are accessible to users with:

• Manager role
• Full access role (ROLE_ACL_ADMISSIONSCRM_FULL)
• Basic access role (ROLE_ACL_ADMISSIONSCRM_BASIC_ACCESS)

All authorized users can view reports. Export functionality requires the import_export.export permission.

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