This article applies to the following role permissions: ConexED Administrator - Director - Group Manager - Faculty/Staff
Gain valuable insights and track student progress effortlessly through the use of our CRM & Cohort Center reports. Stay updated on milestone achievements within your cohorts, easily access and analyze form responses, and download comprehensive records of student submissions. Our reporting system also offers aggregated statistics for a detailed overview of registration forms, providing a clear understanding of cohort placement decisions.
Milestone Reports
To access the Milestone Reports, go to the CRM & Cohort Center on the left side of your screen and click on the "Reports" tab. Look for the section labeled Milestone Reports:
Milestone Status Report: Track Student Milestone progress and achievements within your assigned Cohorts.
Columns included in the downloaded Milestone Status Report:
- Student
- Cohort Category
- Cohort
- Milestone
- Milestone Status
Milestone Form Submission Report: View Student responses to forms that are created within Standard Milestones.
After making your selections and clicking "Run Report", your results will display in a table below. The results display:
- Student Name
- Question
- Response
- From Submission Date
Additionally, users can choose to copy the results, print the results, or download the results as a CSV file.
Registration Form Reports
On the same CRM & Cohort Center Reports page, you will see our Registration Form Reports:
Download Registration Form Submissions: Download student responses for the selected Registration Forms (.xlsx format). This report will include every question that was displayed on the Registration Form, along with the corresponding responses provided by the students. By accessing this report, you gain valuable insights into the preferences and behaviors of your students.
View Registration Form Submission Report:
Analyze trends and patterns in Registration Form submissions for the selected form to gain valuable insights into student preferences and behaviors. By examining the data, you can identify common trends, understand student preferences, and make informed decisions to optimize your registration process. This report provides a visual representation of the data, allowing you to easily view and share your findings.
Download Registration Form Decisions Report: Download a comprehensive record of the Cohort placement decisions made for a specific Registration Form (.xlsx format). This report will provide the following information:
- Student (Full Name)
- Program
- Decision (Accepted/Denied)
View Drip Campaign Analytics: Keep track of your campaigns and easily access data on opens and clicks. With our reporting tools, you can gain real-time insights that will help you optimize your communication strategies effectively.
Data Visualizations
At the bottom of the CRM & Cohort Center Reports page, you will see visualizations of your Cohort data. These visualizations provide a graphical representation of your cohort data, enabling you to easily analyze and understand the trends and patterns within your cohorts, and you can gain valuable insights into the performance, progress, and achievements of your students.
Filter your data by Cohort Categories, Cohorts, Milestones, and/or Start and End dates. This allows you to focus on specific subsets of data that are most relevant to your analysis.
You can easily access summary data in a table format and download a CSV file for visualizations by clicking on the three dots in the upper right corner of a visualization. This feature provides an additional method for analyzing and interpreting the data presented in the visualizations.
