Reg Online: Using the Funnel Report

Learn how to utilize the Funnel Report to track student registrations from the Enrollment Interest Form stage to their import into the SIS. This guide covers filtering options, viewing detailed household and student information, and managing records.

Table of Contents:

• Accessing the Funnel Report
• Filtering Options
  • Allow Incomplete Households
  • Adjusting Application Update Dates
  • Registration Window and Grade Level Filters
• Viewing and Expanding Household Information
• Managing Records: Print, Remind, and Delete

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Accessing the Funnel Report

To access the Funnel Report, navigate to:
Admin > Public Registration > Funnel Report

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Filtering Options

The Funnel Report includes a range of filtering capabilities to refine your results and target specific households:

Allow Incomplete Households

• Select the "Allow Incomplete Households" checkbox at the top to include households that have not completed their registration process.

Adjusting Application Update Dates

• Filter households based on the date they last updated their application, enabling you to focus on recent activity or any specified date range.

Registration Window and Grade Level Filters

• Narrow down your results further by selecting a specific registration window or filtering by grade level to tailor your report view.

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Viewing and Expanding Household Information

Once you generate the report with your selected filters, you can view additional details for each household:

Click the blue arrow next to a household's name to expand their options, including:

• • Household Information
  • Student Information
  • Recent Activity

This detailed view allows you to track registration progress and gain insights into each family's engagement.

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Managing Records: Print, Remind, and Delete

The Funnel Report allows you to manage selected households directly from the interface:

• Print Selected Registration Forms:
  Easily print forms for the chosen households.
• Send Reminders:
  Send reminder messages to families directly from this view.
• Delete Selected Records:
  Remove records as needed to keep your registration data current and accurate.

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