Reg Online: Using the Funnel Report

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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