Prospect Listing Summary

The Prospect Listing Summary report contains a summary for the prospective students converted by the Admissions Representatives (such as their name, Admissions Representative, and phone number).  You can also access the Student Profile for any student in the report.

If you frequently generate reports with the same selection criteria, you can save the selection criteria under a name. This makes it easier to generate reports in the future with the same selection criteria.

Prerequisites

You must have: 

  • Common - Reports - View authorization

  • Either Reports - Admissions - Prospect Listing Summary or Admissions - All Reports authorization (All Reports provides authorization to view all reports for Admissions.) 

If you selected the SSN option in Student ID to PrintClosed Specifies the ID that is printed. The values are Student Number, SSN, Enrollment Number, and None. and want Anthology Student to display the SSN details, your institution must have selected Allow reporting access to Social Security NumberClosed Select the check box if you want the staff member to view, print, and export social security numbers (SSNs) for all reports from the Reports tile and when they export lists that contain columns with the social security number. The social security number will be a selectable option from the Student ID to Print drop-down list on the Report Selection Information page, will appear on the selected report, and will be available for export. This feature applies to custom reports which use Anthology Student stored procedures. If the SSN is a specified field on the report and the staff member or staff group does not have permission, the phrase "SSN Blocked" is printed on the report instead of the social security number. The SSN is also not displayed for export. on the Staff page. (Select the Settings tile > expand System > select Staff > select the New button and specify the general information or select an existing staff member in the list > select the Specialized Permissions tile.).

To configure the timeout duration for the Export to Excel button, your institution must have configured Export to Excel Timeout in SecondsClosed Enter the Timeout Value in seconds (0-900) for all the SSRS Export to Excel. under Settings > System > General.

Access Method

Select the Reports tile > locate Admissions > select Prospect Listing Summary.

Procedure to Generate the Report

  1. Specify the data selection criteria.

    Admissions RepresentativesClosed The Admissions Representative for the student. If a staff member is removed from an Admissions Representative group after having been assigned to a student, Anthology Student retains the name of the former representative on the student record.  

    Agencies or SponsorsClosed The agency or sponsor that the student is associated with. If you want to add additional agencies or specify specific branches of the agencies, use the Agency Affiliations tile (Select the Students tile > select the student name in the list > expand Contact Manager).

    CampusesClosed The campus where the student or students were enrolled.

    CitizenshipClosed The citizenship status for the student. The citizenship status is used to determine whether a student is eligible for financial aid. A citizenship status of Non-Citizen is usually associated with an alien registration number. A Non-Citizen who is eligible for financial aid should be designated as an Eligible Non-Citizen. A Non-Citizen who is not eligible for financial aid should be designated as an Ineligible Non-Citizen.

    CountiesClosed The county for the address.

    DisabledClosed Disability status of the student. When you are adding the Student Profile, Unspecified is the default.

    Driver's License StateClosed Select the condition for driver's license state for which you want to generate the report. The values are Contains, Is Equal To, Is Not Equal To, and Include All Driver License States.

    Driver's License ValueClosed Specify the value for driver's license state for the student or person was issued.

    Education History LevelsClosed The highest level of previous education for the student. If selected in a report, the report contains the name of the institution, and the status (such as graduated). If the student graduated, it also shows the graduation date and year.

    EthnicitiesClosed The ethnicities of the student. The values are configured by your institution.

    Expected Start DateClosed The date the student is expected to start enrollment at your institution. From and To

    Extracurricular InterestsClosed The extracurricular activities that interest the student (such as intramural sports and clubs). The label for this field and the values that it contains are configured by your institution.

    GenderClosed The gender of the student or person. The values that can be selected are configured by your institution.

    Hispanic or LatinoClosed Indicates whether a student is of Spanish or Latin American descent.

    Invalid Student Phone NumberClosed When selected, specifies that there is an error in the phone number for the student.

    Invalid Student Street AddressClosed When selected, specifies that there are one more errors in the address for the student (such as the address is incomplete or mail has been returned).

    Load Saved CriteriaClosed Select the required saved criteria that you want to load in the selection criteria fields.

    Marital StatusesClosed The marital status of the student. The values are configured by your institution.

    NationalitiesClosed If your institution enrolls international students, the nationality of the student. The values can be configured by your institution.

    Postal Code ValueClosed Specify the value for zip code or postal code for the address. If you are specifying an address, you must specify a value for City or State. If you specify a city or state or both, the list contains the valid zip codes.

    ProgramsClosed The name of the program. Programs are configured by your institution.

    Program GroupsClosed Classifies the programs at your institution into groups. They are configured by your institution. Multiple program groups can be associated with a program. Since the multiple program group association occurs on the program level, program versions associated with the program are automatically associated with a program group as well.

    Prospect CategoriesClosed Category that classifies prospect sources into groups for the analysis of marketing effectiveness.

    Prospect DateClosed The range of prospect dates that you want included in the report. The prospect date is when the Student Profile was created for the prospective student or student. From and To

    Prospect InquiryClosed If the configuration at your institution allows multiple inquiries, specifies the number of inquiries. First specifies the first inquiry even if it not the current inquiry. Current specifies the inquiry that has been specified as current. All Inquiries specifies all inquiries.

    Prospect SourcesClosed The source of the prospect specified on the Student Profile or inquiry. The values are configured by your institution and they indicate how a student heard about your institution. If you are specifying the value, the program displays a dialog that you can use to select more than one prospect source, vendor, or sub vendors.

    Prospect TypesClosed The type of prospect. The values are configured by your institution. They are categories that classify your prospects according to any grouping your institution might find useful. For example, you can classify prospect sources into groups to analyze market effectiveness and determine the category of prospect sources that generates most prospects.

    ShiftsClosed The shift during which the student will attend classes (such as days or evenings). Shifts are configured by your institution.

    StateClosed Select the condition for state for which you want to generate the report. The values are Contains, Is Equal To, Is Not Equal To, and Include All States.

    State ValueClosed Specify the value for state. If within the United States, the name of the state.

    Status CategoriesClosed The category for the status. It can include more than one student status. They are defined by the system and selected for the student statuses configured by your institution.  

    Student GroupsClosed The name of the student group. If you are selecting a group and your institution has configured Anthology Student to limit groups to campuses, you can only select groups for the campus that you are assigned to. If you are selecting a group, it can also be filtered to display groups where you are the owner, public groups, and private groups to which you have been given access.

    Student ID to PrintClosed Specifies the ID that is printed. The values are Student Number, SSN, Enrollment Number, and None.

    Student StatusesClosed Specifies the status of the prospect or student at your institution. Statuses vary by institution. They are configured by your institution. If you change the status for a student, a dialog is displayed so that you can confirm the change. If there are also tasks associated with the previous status, Anthology Student displays a dialog that you can use to select the tasks to keep and the tasks to close with the result of canceled.

    VeteranClosed The veteran status of the student.

    Zip Code or Postal CodeClosed The postal code for the address. If you are specifying an address, you must specify a value for City or State. If you specify a city or state or both, the list contains the valid zip codes.

  1. Take the appropriate action.

    Task Action to Take
    View the report

    1.  Select the View Report button. Anthology Student displays the generated report.
    Export the report

    1.  Select the Export to Excel button. Anthology Student displays the Export Report Data dialog box.

    2.  Review, specify, or change the following value.

    Export File NameClosed The name of the exported file.

    3.  Select the Export button.

    Anthology Student exports the generated report as a CSV file which may be viewed in Excel. In some cases, the exported file will contain additional data not displayed in the report on your screen.

    Note: If you entered special characters like *, -, !, (, or ) in the report fields, Anthology Student automatically prepends an apostrophe to those field values upon export to Excel or CSV. The apostrophe is added to reduce vulnerability, as these characters are perceived by Excel as an actionable formula. Once the report is exported to Excel, Anthology suggests using find and replace on the characters only if necessary to restore original values.
    Save the selection criteria

    1.  Select the Save Criteria button. Anthology Student displays the Save Criteria dialog box.

    2.  Specify the name to save the criteria.

    3.  Select the Save button. Anthology Student saves the selection criteria for the report.
    Delete the selection criteria

    1.  Select the Delete Saved Criteria button. Anthology Student displays the Delete Criteria dialog box.

    2.  Select the Delete button. Anthology Student deletes the selected saved criteria for the report.

You can also save to a student group. For more information, see Create or Update a Student Group Using a Report.

Details for the Report

In the report:

  • Prospective students are displayed in alphabetical order

  • Student name is linked to the student profile. For more information, see Access a Profile from a Report.