Using the Reports Tab

Use the Reports tab in the Admissions module to produce reports on admissions data.

Choose to generate:

• In-Built Reports. View a count of applicants by their age on any selected day.
• Statistics. View a matrix type report of applicant statistics. These matrix reports are useful for quickly viewing statistics data, such as the split of nationalities applying for day and boarding places at your school.
• Custom Reports. The reports listed have been built specifically for your school. Contact the iSAMS HelpDesk for more information.

In-Built Reports

To generate an applicant age report:

1. Open the Admissions module and select the Reports tab.
2. Open In-Built Reports from the left hand menu and select Simple Age Reports.
3. Click on the calendar button  next to the Date field and select a date for the report.
4. Click View Report on the right.
   The report is displayed. The date you select gives you a count of applicants by their age on that selected date:
   
5. Use the navigation tools to move through the report if you need to.
6. Click  and choose to download the report to PDF, Excel or Word if required.

Statistics

Commonly used census statistics reports, such as nationality and language, are listed with default selections to save time. You can also choose to build your own statistics matrix report if you need to. 

To generate an applicant statistics report:

1. Open the Admissions module and select the Reports tab.
2. Open Statistics from the left hand menu and select the report that you want to generate. Select either:
   • One of the commonly used census reports, such as Applicant Nationalities or Applicant Languages.
     or
   • Applicant Matrix and make your own selections.
3. Set the Row Grouping and Column Grouping for your matrix report. The options available reflect main fields in applicant records. If you have selected a default report, the Row Grouping field is already set to reflect this.
   
4. Set any required filters, enquiry dates and registration dates to filter the data displayed in the matrix. In this example, we want to generate a matrix showing nationality against boarding status and have filtered the data to only display applicants for entry in 2017 who have been offered a place at the school.
5. Click View Report.
   The report is displayed. A count of applicants is shown in each cell in the matrix:
   
6. Use the navigation tools to move through the report if you need to.
7. Click  and choose to download the report to PDF, Excel or Word if required.