Find all people who have expressed interest in attending your institution but not yet applied.
You may wish need to gauge interest in certain academic programs or sites, or understand where your prospects are coming from.
Considerations
Do you want to see all inquirers or filter on:
Admissions site
Academic program
Do you have full Permissions access to all inquirers?
Start with
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a pre-built
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ZCC Inquirers Last month
filter
Use this as a starting point. You can add fields to further narrow inquirers returned.
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Go to Filters > Prospects.
In All Users select ZCC Inquirers Last Month.
Click Filters.
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By default, the filter shows inquiries submitted within the last month. You may adjust the Inq Date range..
For example, you can show all inquiries with a date greater than > a specific date. Below woulr return all inquires submitted after 10/3/2024.
Or you can show all inquires between two dates. Notice the first Inq Date is greater than > and the second Inq Date is less than <. Below would show all inquiries submitted after 10/1/2024 and before 10/31/2024.
By default, the filter shows inquiries with the progress codes of inquired (I) and lead (L). Depending on your business need, you may need to include other codes. Next to Progress Code click the three horizontal lines, select the codes and click Apply.
Next to Adm Ent Sem click the three horizontal lines, select the semester the applicants applied to and click Apply.
Click Submit.
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Add criteria
You can further narrow your results by selecting Add Fields, searching for the field name and selecting a field. Consider adding these fields if you need to further constrain your results.it.
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Adm Ent Sem to narrow the results to only those inquirers inserted in attending a specific semester.
Admissions Site to o narrow the results to only those inquirers interested in a specific site. Your sites may be physical such as different campuses or program-based such as a day program and a night program.
Counselor Code to narrow the results to only those inquirers assigned to a specific admissions counselor(s).
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Build
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results
You can show additional information alongside the results . Click Column Visibility to select additional fields.by selecting Column Visibility, searching for the field name and selecting it.
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Inq Date shows the date the person inquired.
Inq Majors shows the academic programs to which the person expressed interest.
Adm Ent Sem to narrow the results to only those inquirers inserted in attending a specific semester.
Progress Code shows where they are in the admission process. Inquired, applied, accepted, rejected, deposited, etc.
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Save the Result Format
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Save the result format
Once you show the columns you need - and optionally rearrange their order by clicking and dragging them - you can save the column arrangement. Click the disk then give your result layout a name then click Save.
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Next time you run the report, you can quickly show the same result columns by selecting your configuration from the drop down menu.
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SSRS base reports for additional data
1. Calculate totals by stage/program
While the filter will display a list of results and associated information like the inquirer’s demographics, this delivered base report will provide this information as well as a summary of the number of inquirers by admissions stage and academic program.
Faculty/Staff > Base Reports > Admissions > Admissions Inquiry Applicant Listing.
2. Get activities for each Inquirer
You can use a base report to find inquiries and all their associated activities. For example, you may automatically assign an activity to remind the admissions counselor to call the prospect. This report shows the prospect along with the phone call reminder activity.
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Faculty/Staff > Base Reports > Admissions > Admissions Inquiry Applicant Listing with Activities.
3. Get lead Url Field (UTM) for each Inquirer
If you gather inquires from outside sources and use the Campus Cafe OpenAPI to bring them into Campus Cafe, you can use a base report to see the leadUrl Field (UTM). This will help you understand what websites your inquiries are engaging with.
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