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Banner Recruiting and Admissions Performance Handbook

Release 1.3 June 2013

Banner®, Colleague®, PowerCAMPUS®, Luminis® and Datatel® are trademarks of Ellucian or its affiliates and are registered in the U.S. and other countries. Ellucian, Advance, DegreeWorks, fsaATLAS, Course Signals, SmartCall, Recruiter, MOX, ILP, and WCMS are trademarks of Ellucian or its affiliates. Other names may be trademarks of their respective owners. ©2008-2013 Ellucian. All rights reserved. The unauthorized possession, use, reproduction, distribution, display or disclosure of this material or the information contained herein is prohibited. Contains confidential and proprietary information of Ellucian and its subsidiaries. Use of these materials is limited to Ellucian licensees, and is subject to the terms and conditions of one or more written license agreements between Ellucian and the licensee in question. In preparing and providing this publication, Ellucian is not rendering legal, accounting, or other similar professional services. Ellucian makes no claims that an institution's use of this publication or the software for which it is provided will guarantee compliance with applicable federal or state laws, rules, or regulations. Each organization should seek legal, accounting and other similar professional services from competent providers of the organization’s own choosing.

Prepared by: Ellucian 4375 Fair Lakes Court Fairfax, Virginia 22033 United States of America

Revision History
Publication Date June 2013 Summary New version that supports Banner Recruiting and Admissions Performance 1.3 software.

Banner Recruiting and Admissions Performance 1.3 Handbook

Contents
Chapter 1 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
Banner Enrollment Management . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2 Banner Enterprise Data Warehouse . . . . . . . . . . . . . . . . . . . . . . . . . 1-2 Administrative User Interface component . . . . . . . . . . . . . . . . . . . . . 1-3 Cognos components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3 Cognos reporting applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4 Document organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4 Related documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5 RAP related documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5 Warehouse related documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-6

Chapter 2

Business Concepts

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Base business concept . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1 Snapshot business concept . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2 Business concepts for Banner Recruiting and Admissions Performance . . 2-2 PM Analyze Enrollment Funnel business concept . . . . . . . . . . . . . . . . 2-4 Admissions Cycle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5 PM Analyze Enrollment Funnel data elements . . . . . . . . . . . . . . . . . . . . 2-5 Snapshot - Analyze Enrollment Funnel business concept . . . . . . . . . . . 2-18 PM Impact Of Aid On New Enrollment . . . . . . . . . . . . . . . . . . . . . . . . 2-19 Populations included in PM Impact of Aid on New Enrollment Business Concept 2-20 Single Admissions Record Filters (Academic Period and Aid Year) . . . . . . . 2-20

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PM Impact of Aid on New Enrollment Data Elements . . . . . . . . . . . . . . . . 2-21 Snapshot – PM Impact Of Aid On New Enrollment . . . . . . . . . . . . . . . . 2-33 PM Manage Applicants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-34 Admissions Cycle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-35 Populations included in PM Manage Applicant Business Concept . . . . . . . . . 2-36 PM Manage Applicants Data Elements. . . . . . . . . . . . . . . . . . . . . . . . . 2-36 Snapshot – PM Manage Applicants . . . . . . . . . . . . . . . . . . . . . . . . . 2-45

Chapter 3

Set Up Data

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Related documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2 Banner Enterprise Data Warehouse User Guide . . . . . . . . . . . . . . . . . . . 3-2 FAQs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2 Confirm Data Assumptions Match Source Environments . . . . . . . . . . . . 3-2 Address Preferred . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2 Application Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2 Banner Communication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3 BRM Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3 BRM Funnel State definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3 Counts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3 Enrolled Headcount . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4 Financial Aid Year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4 Geographic Region . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4 GPA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4 Headcounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4 Indicators. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4 Postal - Admit attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4 Primary Curriculum Only . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5 Record Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5 Test Score . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5 Total Count . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5 Traditional Ind . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5

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Define EDW Extract Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6 Set up Parameter Maps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-9 Set Up Funnel Status parameter map . . . . . . . . . . . . . . . . . . . . . . . . 3-12 Define Funnel Status parameter map values . . . . . . . . . . . . . . . . . . . . . 3-12 Customize Funnel States in BRM and Funnel Statuses in RAP . . . . . . . . . . . 3-13 No Changes - Use BRM Funnel States as delivered . . . . . . . . . . . . . . . . 3-14 Add a new BRM Funnel State and RAP Funnel Status . . . . . . . . . . . . . . . 3-14 Change RAP Funnel Status to match a changed BRM Funnel State . . . . . . . 3-15 Recreate customized FUNNEL STATUS parameter map records created before RAP 1.3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-21 Set Up Funnel Status Goals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-22 Set up additional custom goals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-24 Set Test Type in Funnel by Quality Summary report . . . . . . . . . . . . . . . 3-25

Chapter 4

Dashboards and Performance Charts

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Dashboard overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2 RAP dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2 Shared Prompts dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-4 Shared Prompts dashboard components . . . . . . . . . . . . . . . . . . . . . . . 4-4 Analyze Admissions Trends dashboard . . . . . . . . . . . . . . . . . . . . . . . . 4-7 Analyze Admissions Trends dashboard - Current Status page . . . . . . . . . . 4-9 Analyze Admissions Trends dashboard - Comparison page . . . . . . . . . . . . 4-10 Analyze Admissions Trends dashboard - Composition page . . . . . . . . . . . 4-11 Analyze Enrollment Funnel Trends dashboard . . . . . . . . . . . . . . . . . . . . 4-12 Analyze Enrollment Funnel Trends dashboard - Current Status page . . . . . . 4-13 Analyze Enrollment Funnel Trends dashboard - Comparison page . . . . . . . . 4-14 Analyze Enrollment Funnel Trends dashboard - Composition page . . . . . . . 4-15 Standard Portlet dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-16 Standard Portlet dashboard components . . . . . . . . . . . . . . . . . . . . . . . 4-16 Director of Admissions dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-18 Director of Financial Aid dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . 4-19 Recruiter dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-20 Vice President of Enrollment dashboard . . . . . . . . . . . . . . . . . . . . . . . . 4-21

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Configure a dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-22 Change performance chart displayed in a dashboard . . . . . . . . . . . . . . . . 4-22 Set portlet properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-24 Set default values for a Shared Prompt or performance chart portlet . . . . . . . 4-27 Dashboard templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-29 Back up dashboards and performance charts . . . . . . . . . . . . . . . . . . . . . 4-30 Create a Shared Prompts dashboard. . . . . . . . . . . . . . . . . . . . . . . . . . 4-30 Change a Standard Portlet dashboard . . . . . . . . . . . . . . . . . . . . . . . 4-38 Working in Cognos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-39 Reorder items in a folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-40 Open a dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-41 Create a dashboard portal tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-41 Delete a dashboard tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-43 Change dashboard reports list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-43 Change help links on a dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-44 Performance charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-45 Analyze Enrollment Funnel performance charts. . . . . . . . . . . . . . . . . . . . 4-46 Academic Period To-Date Total Funnel Tracking . . . . . Campaign Tracking by Current Funnel . . . . . . . . . . . Current Funnel Aging . . . . . . . . . . . . . . . . . . . . . Current Funnel Count. . . . . . . . . . . . . . . . . . . . . Funnel Composition by Diversity . . . . . . . . . . . . . . Funnel Count by Initial Status . . . . . . . . . . . . . . . . Funnel Geographic Distribution . . . . . . . . . . . . . . . Funnel Performance by Initial Status . . . . . . . . . . . . Funnel Performance Trend . . . . . . . . . . . . . . . . . Total Funnel Count . . . . . . . . . . . . . . . . . . . . . . Total Funnel Count Trend . . . . . . . . . . . . . . . . . . Total Funnel Entry Date Range Trend . . . . . . . . . . . Year Over Year Accumulating Total Funnel Comparison . Year Over Year Active Funnel Status Comparison . . . . Year Over Year Funnel Status Entry Date Comparison . . Current Funnel Count. . . . . Current Funnel Status Aging . Funnel Status Geographic . . Recruiter Contacts Aging . . . Recruiter Funnel . . . . . . . Recruiter Performance . . . .
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Analyze Enrollment Funnel performance charts - RAP 1.2.2 folder . . . . . . . . . 4-139
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Recruiter Performance Measures . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-147 Total Funnel Count . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-148 Manage Applicants performance charts . . . . . . . . . . . . . . . . . . . . . . . . 4-149 Academic Period To Date Decision Tracking . . . Admissions Composition by Diversity . . . . . . . Admissions Count by College . . . . . . . . . . . . Admissions Count by Diversity . . . . . . . . . . . Admissions Count by Secondary School State . . Admissions Distribution by Secondary School. . . Admissions Performance by Diversity . . . . . . . Admissions Performance by Quality . . . . . . . . Admissions Performance Measures . . . . . . . . Admissions Status Counts . . . . . . . . . . . . . . Application Decision Counts . . . . . . . . . . . . . Year Over Year Application Decision Comparison College Application Counts . . . . . . . Enrolled Undergraduate Diversity . . . . Percentile Admit Rate . . . . . . . . . . Undergraduate Applications . . . . . . . USA Applicant Geographic Distribution
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Manage Applicants performance charts - RAP 1.2.2 folder . . . . . . . . . . . . . 4-184
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Impact of Aid on New Enrollment performance charts . . . . . . . . . . . . . . . . 4-191 Award Offer & Accept Amounts by Aid Type . . . Award Offer by Aid Source & Type . . . . . . . . FM Aid Offer Headcount by Pre-Student Status . FM Eligible Headcount by Unmet Need & GPA . FM Need Met Headcount by Diversity . . . . . . FM Percent of Need Met & Yield . . . . . . . . . FM Total Offer Composition by Diversity . . . . . Percent of FM Need Met & Yield by Gross Need Total Offer, FM Need Met & Yield by EFC . . . .
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Chapter 5

Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1
Analyze Enrollment Funnel reports . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2 Campaign Effectiveness by Current Funnel Summary . . . . Communication Effectiveness by Current Funnel Summary . Current Funnel Aging Summary . . . . . . . . . . . . . . . . . Current Funnel by First Contact Summary . . . . . . . . . . . Current Funnel by Primary Source Summary . . . . . . . . . Financial Aid Status by Current Funnel Summary. . . . . . . Funnel by Diversity Summary . . . . . . . . . . . . . . . . . . Funnel by Quality Summary . . . . . . . . . . . . . . . . . . . Funnel by Recruiter Summary . . . . . . . . . . . . . . . . . . Funnel by Secondary School Summary . . . . . . . . . . . . Funnel Count by Diversity Summary . . . . . . . . . . . . . .
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Funnel Count by Quality Summary . . . . . . . . . . . . . . . . Funnel Geographic Distribution Summary . . . . . . . . . . . . Funnel Performance by Diversity Trend . . . . . . . . . . . . . Funnel Performance by Initial Funnel Status Trend . . . . . . . Funnel Performance by Program Trend . . . . . . . . . . . . . Institutional Funnel Count by Campus Summary . . . . . . . . Prospective Student by Recruiter List Detail . . . . . . . . . . . Prospective Student by Secondary School List Detail . . . . . Prospective Student List Detail . . . . . . . . . . . . . . . . . . Prospective Student Profile . . . . . . . . . . . . . . . . . . . . Total Funnel by Diversity Trend . . . . . . . . . . . . . . . . . . Total Funnel by First Contact Summary . . . . . . . . . . . . . Total Funnel by Initial Funnel Status Trend. . . . . . . . . . . . Total Funnel by Primary Source Summary . . . . . . . . . . . . Total Funnel by Program Trend . . . . . . . . . . . . . . . . . . Total Funnel by Target Initial Status Summary . . . . . . . . . . Total Funnel Entry Date Range by Diversity Trend . . . . . . . Total Funnel Entry Date Range by Initial Funnel Status Trend. Total Funnel Entry Date Range by Program Trend . . . . . . . Current Funnel by Recruiter Last Contact Summary . . . Current Funnel Status Aging Summary. . . . . . . . . . . Funnel Status by Diversity Summary . . . . . . . . . . . . Funnel Status by Geographic Summary . . . . . . . . . . Funnel Status by Quality Summary . . . . . . . . . . . . . Funnel Status by Recruiter Summary . . . . . . . . . . . . Prospective Student by Recruiter Engagement Summary Prospective Student by Recruiter Full Profile Detail . . . Prospective Student Enrollment Detail . . . . . . . . . . . Secondary School Prospective Student Detail. . . . . . . Admissions Applicant Profile. . . . . . . . . . . Admissions Composition by Diversity Trend . . Admissions Decision by Program Trend . . . . Admissions Diversity and Quality Summary . . Admissions Geographic Distribution Trend . . Admissions Performance by Quality Trend . . Admissions Program Trend . . . . . . . . . . . Admissions Secondary School Trend. . . . . . Applicant Quality and Program List Detail . . . Enrollment by First Contact Trend . . . . . . . Latest Decision Counts by College Summary . Applicant Quality and Program Detail . . . Application Admit Rate By Quality Trend . . Application Diversity and Quality Summary Enrollment Diversity Trend . . . . . . . . . .
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5-36 5-40 5-43 5-52 5-59 5-66 5-67 5-69 5-71 5-73 5-75 5-83 5-84 5-91 5-92 5-100 5-101 5-104 5-107

Analyze Enrollment Funnel reports - RAP 1.2.2 . . . . . . . . . . . . . . . . . . . . 5-110
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Manage Applicants reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-142
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Manage Applicants reports - RAP 1.2.2 . . . . . . . . . . . . . . . . . . . . . . . . 5-182
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Enrollment Program Trend . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-192 Enrollment Quality by Program Trend . . . . . . . . . . . . . . . . . . . . . . . . 5-194 Geographic Distribution Trend . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-196 Impact of Aid on New Enrollment reports . . . . . . . . . . . . . . . . . . . . . . . 5-199 Aid Offer Enrollment by Quality Summary . . . . . . . . . Aid Year Awards by Person Detail . . . . . . . . . . . . . Aid/No Aid Offer Yield by Secondary School Summary . Awards by Aid Source & Type Summary . . . . . . . . . . Awards Offered by Aid Source & Aid Type Trend . . . . . Compare Aid Offers by College Summary . . . . . . . . . FM Aid Applicant Socio-Economic Trend . . . . . . . . . FM Need by Diversity Summary. . . . . . . . . . . . . . . FM Need by Quality Summary . . . . . . . . . . . . . . . Institution Gift Aid Impact on Yield Summary . . . . . . . Potential Merit Scholarship Candidate Summary . . . . . Projected Tuition Discount Trend . . . . . . . . . . . . . . Socio-Economic Mix Of Aid Applicant Pool Trend . . . . Total Offer by Person List Detail . . . . . . . . . . . . . . . Unmet Need Gap by Packaging Group Summary . . . . Yield by Gross Need and Unmet Need Range Summary
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-200 5-202 5-204 5-206 5-208 5-211 5-214 5-216 5-218 5-220 5-222 5-225 5-227 5-230 5-233 5-236

Chapter 6

Cubes

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1

Banner Recruiting and Admissions Performance Cubes . . . . . . . . . . . . 6-2 PM Prospective Student Diversity Cube . . . . . . . . . . . . . . . . . . . . . . . . 6-2 PM Prospective Student Diversity Cube – Current Academic Period . . . . . . . . 6-4 Load and publish cubes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-6 Load individual cubes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-6 Automated load and publish process for cubes . . . . . . . . . . . . . . . . . . . . 6-6 Modify a cube . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-7 Hide attributes in a cube . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-8 Delete an Attribute in Cognos Model File . . . . . . . . . . . . . . . . . . . . . . . 6-9 Add/Change a Hierarchy within Delivered Cognos Model File . . . . . . . . . . . 6-9 Category Counts in Cubes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-10 What are cube reports? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-10 Set default cube reports for individual users . . . . . . . . . . . . . . . . . . . . . . 6-10 Use Reports to View Cubes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-11

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Chapter 7

Scorecard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1
Open a scorecard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-4 Scorecard pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-5 Plan the scorecard page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-6 Goal page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-7 Objective page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-8 Initiatives page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-10 Key Performance Indicators (KPI) page . . . . . . . . . . . . . . . . . . . . . . . . 7-11 Deliver master scorecard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-13 Related Scorecard and Metric Studio objects . . . . . . . . . . . . . . . . . . . . . 7-13 Create or update a scorecard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-14 Mission and vision statements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-15 Create and update mission and vision statements Key Performance Indicators (KPIs) . . . . . . . . . Create metric types . . . . . . . . . . . . . . . . . . Create metrics . . . . . . . . . . . . . . . . . . . . . Scores and gauges . . . . . . . . . . . . . . . . . . Status indicators . . . . . . . . . . . . . . . . . . . . Trends . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-15 7-16 7-18 7-19 7-20 7-22 7-25

Add or change targets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-25 Link scorecards, strategies and metrics . . . . . . . . . . . . . . . . . . . . . . . . 7-28 Goals and objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-29 Create and update goals (Metric Studio strategies) . . . . . . . . . . . . . . . . . 7-30 Create and update objectives in Metric Studio strategies . . . . . . . . . . . . . 7-30 Assign an owner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-32 Initiatives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-32 Create initiatives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-33 Create a scorecard report view . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-34 Schedule a scorecard refresh job . . . . . . . . . . . . . . . . . . . . . . . . . . 7-36

Chapter 8

Architecture. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1
BPRA product architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1 Source system database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-2 Target database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-2

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Banner Operational Data Store . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-3 Banner Enterprise Data Warehouse . . . . . . . . . . . . . . . . . . . . . . . . . 8-3 Performance Management applications . . . . . . . . . . . . . . . . . . . . . . . . 8-4 Advancement Performance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-5 Banner Recruiting and Admissions Performance . . . . . . . . . . . . . . . . . . 8-5 Banner Student Retention Performance . . . . . . . . . . . . . . . . . . . . . . . 8-6

Glossary

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G-1

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You can also drill-through to various reports and performance charts to get detailed information needed to improve performance. and define goals and objectives and measure progress against key performance indicators. dashboards.1 Overview The Banner Recruiting and Admissions Performance (RAP) product is a tightly integrated package of scorecards. Query. It provides you better insights into the performance of your recruiting and admissions activities. analyze. The solution also includes a sample scorecard illustrating content (Metric Studio and Metric Designer) and capabilities as a Cognos component You can measure admissions progress. monitor and track performance. reports. cubes (Transformer Model and package). performance charts and dashboards. analyze. and analytic capabilities coupled with a data warehouse. reports. You can use Banner Recruiting and Admissions Performance to: • Monitor recruiting activities and admissions trends • Satisfy institution goals and objectives • Extend and modify performance monitoring capabilities • Create operational reports and ad hoc queries that meet your institution’s specific needs All the data gathered in this product is integrated for dynamic exploration of trends and exceptions using cubes. admissions. and ad hoc reporting and analysis tools. and Analysis Studio). dashboards. June 2013 Banner Recruiting and Admissions Performance 1. Administrative User Interface (UI) and IBM Cognos components that offer you the following: • The data warehouse component includes a set of multi-dimensional data models (star schema) as well as an aggregate star as the key to each of the business concepts • The Administrative User Interface (UI) enables you to define parameters. understand trends. The RAP solution includes a data warehouse component. monitor and track performance.3 Handbook Overview 1-1 . which reflect critical institutional processes. It also lets you easily access recruitment. operational reports (Report. execute jobs. define goals and objectives. The data warehouse and the IBM Cognos BI tools enable you to report. You can use RAP to report. and selected financial aid information and use it to create reports. and measure progress against key performance indicators. predict behaviors and outcomes based on Key Performance Indicators (KPIs) available in the scorecards and dashboards. and define meta data • The Cognos Content includes business concepts (Framework Manager Model and packages).

segment and target the communications you send. personalize. track and gauge your recruitment and admissions activities. and monitor. • Banner Recruiting and Admissions Performance RAP is the reporting analytics and performance portion of the Banner Enrollment Management Suite. It lets you identify. Banner EM leverages your existing Banner and Luminis Platforms in a robust recruiterspecific workspace. You can then leverage the information collected in BRM and report on it using RAP. If you license Banner Relationship Management.3 Handbook Overview June 2013 . Banner EDW is a multi-dimensional database that gives you a complete picture of your institution’s current and past business conditions. progress and completion (graduation). performance. Banner Enrollment Management includes two solutions: • Banner Relationship Management (BRM) Banner Relationship Management helps you manage relationships at your institution. You can personalize engaging interactions. and track relationships with your prospective students and their key advisors.Banner Enrollment Management The Banner Enrollment Management Suite (Banner EM) is a web-based. The Banner EDW offers comprehensive reporting and analysis capabilities by providing the following data objects: • Operational stars that you can refresh with current data on a regular basis • Snapshot stars that offer a historical snapshot of the data at a point-in-time • Aggregate stars that you can refresh with current data on a regular basis that combine operational star data for a specific business purpose. recruiter-focused set of solutions that enable you to manage individual and group relationships from initial inquiry through matriculation while driving performance towards institutional goals. design. you can load data collected in BRM into the warehouse. Banner Enterprise Data Warehouse Banner Recruiting and Admissions Performance contains data specific to this solution and data shared with the Banner Enterprise Data Warehouse (Banner EDW) product. engage. 1-2 Banner Recruiting and Admissions Performance 1. This combination of current and historical data allows you to do comparative reporting and analysis on student retention.

combination of Framework Manager Model data loaded into a cube to expedite analysis of high level data and answer business questions and data needs • Reports .display trends of outcomes. summaries of current outcomes. and the Banner EDW use the Administrative User Interface. dashboards. You can use the reports. which allows you to: • Establish cleansing rules • Define load extract parameters • Define parameter map values • Schedule and run load and refresh data processes • Define and publish institution meta data Cognos components The Cognos components of a performance product include the following types of objects built using the IBM Cognos Business Intelligence application: • Business concepts (Framework Manager Model/package) . the Banner Operational Data Store.display institutional goals and objectives including Key Performance Indicators (KPIs) that monitor progress toward your goals and objectives and a set of strategic initiatives that are needed to produce desired outcomes The data for these objects is stored in the Banner EDW. and detailed information about students • Dashboards . These objects are intended to illustrate the kind of analysis you can perform on the warehouse data. June 2013 Banner Recruiting and Admissions Performance 1.display several graphical performance charts for a specific business area on a single screen that you can review at a glance • Scorecards .Administrative User Interface component Banner Recruiting and Admissions Performance as well as the other Performance products.3 Handbook Overview 1-3 .group data captured using the Banner Student or the Banner Relationship Management products to satisfy a set of reporting needs by providing the ability to combine data to answer specific business questions • Cubes (Transformer Model/package) . and scorecards as delivered or you can modify them to reflect the specific information you need to analyze and monitor your institution’s progress.

Analysis Studio is designed to help you report. you must select the data package and the format of your report. Chapter Overview Description Gives a high level overview of the Banner Recruiting and Admissions Performance product and its relationship with the Banner Relationship Management. Use to create simple. Banner EDW. Metric Studio manages business performance in key areas by monitoring.3 Handbook Overview June 2013 . Report Studio opens with the selected report format showing you where to insert the data. analyze. ad hoc queries and reports. Use to create simple and complex reports that answer business questions. Use to create metrics. Report Studio Metric Studio Analysis Studio Document organization This document includes the chapters outlined in the following table. analyzing. monitor. dashboards. and analyze your institution’s performance. and compare dimensional data to help answer your business questions. and Cognos. Cognos Tool Description Cognos Connection Query Studio Use this portal dashboard to access the various components in this application. 1-4 Banner Recruiting and Admissions Performance 1. When you open Report Studio. and reporting them at all levels of the organization. you must select the Cognos package to be used for reporting. and scorecards.Cognos reporting applications You can use the following Cognos applications to customize the delivered Cognos objects and to build and maintain new reports. When you open Query Studio. Use to explore.

Describes tasks that control 1) how data will be extracted from the source system and loaded into the warehouse and 2) how information will display in reports. Set Up Data Dashboards and Performance Charts Reports Cubes Scorecard Architecture Related documentation Refer to the following guides for information related to Banner Recruiting and Admissions Performance. Describes the types of reports you can create in Cognos and details the illustrative reports delivered with the product. Business concepts are used to organize the data available for different reporting needs. This document also includes compatibility information describing which Banner. • Banner Performance Reporting and Analytics Resource Guidelines The BPRA Resource Guidelines document includes hardware and software recommendations for all of the BPPA products. June 2013 Banner Recruiting and Admissions Performance 1. Oracle. Describes the components of the warehouse architecture. which is part of the Banner Enterprise Data Warehouse. Describes Cognos scorecards and details the scorecard delivered with the product. Describes Cognos cubes and details the cubes delivered with the product.3 Handbook Overview 1-5 .Chapter Business Concepts Description Describes the business concepts used with the Banner Recruiting and Admissions Performance product. Describes the illustrative dashboards and performance charts delivered with the product.includes description of release specific enhancements and product resolutions. and Cognos product releases are compatible with each of the BPRA products. RAP related documentation • Banner Recruiting and Admissions Performance Release Guide .

You can download the zip file from the Documentation and Download area of the Customer Support Center under the “Cross Product . Warehouse related documentation • Banner Enterprise Data Warehouse Administration Guide This guide includes information about the warehouse architecture. and Cognos features. You can refer to the Banner EDW Stars Reference guide to get more information about the student-related stars. You can download the RAP related documents from the Documentation and Download area of the Customer Support Center under the “Banner-Recruiting and Admissions Performance” product name. • Banner Enterprise Data Warehouse Stars Reference Guide This guide is a manual that supplements information about the warehouse.• Banner Recruiting and Admissions Performance Installation Guide – includes installation instructions to support your institution’s installation of the release. 1-6 Banner Recruiting and Admissions Performance 1. • Banner Enterprise Data Warehouse User Guide This guide includes information about how to set up EDW Extract Parameters and Parameter Maps that define aspects of how data will be loaded into the warehouse and how it will display in reports. the Administrative User Interface that you can use to set up and maintain the warehouse. This guide includes summary information about each of the stars in the warehouse with hypertext links to each of the star diagrams. You can download the warehouse related documents from the Documentation and Download area of the Customer Support Center under the “Cross Product-Enterprise Data Warehouse” product name. The Banner EDW Stars Reference guide is delivered as a zip file that is a compilation of PDF files including the actual Banner EDW Stars Reference guide and all of the warehouse star diagrams.Enterprise Data Warehouse” product.3 Handbook Overview June 2013 . • Banner Recruiting and Admissions Performance Upgrade Guide – includes upgrade instructions to support your institution’s conversion to the newest release. The User Guide also includes information about the Banner EDW business concepts and Cognos cubes delivered with the warehouse.

You can use a business concept with the Cognos Business Intelligence (BI) tools to define a Cognos Framework Manager (FM) model. In that namespace the relationships between the different query subjects focus around a central. These are each referred to as a namespace. A business concept shows the relationships between the data supporting a set of business processes. or aggregated fact table. if that data is for a person or person and academic period not included in the central or aggregate fact table then that data will not be reported.3 Handbook Business Concepts 2-1 . Because different business processes often require different perspectives on data. you can create and develop multiple packages from the delivered FM Models for a specific group of end users making it easier for them to produce reports for their specific needs The Cognos Framework Manager (FM) tool enables you to use database objects in multiple FM models. By identifying subsets of the data that answer specific business questions. database objects are defined as Cognos metadata query subjects. the relationships among the supporting database objects need to change based on the analysis you need to perform. You can then publish multiple packages that present the data in the model. The following types of business concepts are delivered with the Performance products: • Base business concept that permits reporting from a group of operational star schema • Snapshot business concept that permits reporting from a star schema that presents data at a point in time or data captured for a business event Base business concept The base version of a business concept combines all of the desired data to be used for that reporting purpose. primary. In a Framework Manager Namespace. All data analysis and reporting completed using the business concept use the central fact table to filter and determine what data to retrieve.2 Business Concepts Business concepts are used to organize the data available for different reporting requirements. However. June 2013 Banner Recruiting and Admissions Performance 1.

3 Handbook Business Concepts June 2013 . Campaign.Snapshot business concept The snapshot version of a business concept includes the same information as the base version of the concept and an additional event dimension. Note Refer to the “Administrative User Interface” chapter of the Banner EDW Administration Guide for information about defining the EVENT  parameter. Communication. You can define events in the EVENT parameter using the Administrative User Interface.Analyze Enrollment Funnel business concept” 2-2 Banner Recruiting and Admissions Performance 1. and Recruiter Assigned. You can use the event dimension to load the warehouse with a complete version of the base business concept data pulled from the data store at a point in time. Reports the movement of the prospective students through the institution enrollment funnel with other related data in combination with other fact and dimension tables at a point in time identified by the Event Key. Business concepts for Banner Recruiting and Admissions Performance The following table lists the business concepts used with RAP. This event gives you a static version of the data for a specific event. WFZ_FUNNEL_ HISTORY “PM Analyze Enrollment Funnel business concept” Snapshot Analyze Enrollment Funnel “Snapshot . Business Concept Business Definition Driving Fact Table Package Name Analyze Enrollment Funnel Reports the movement of the WFT_FUNNEL_ HISTORY prospective students through the institution enrollment funnel with detail data and other fact and dimension tables such as the Combined Admissions Record.

Business Concept Business Definition Driving Fact Table WAT_ADMISSIONS_ FINAID_RECORD Package Name Impact of Reports all the information Aid on New you need to monitor the Enrollment financial aid need and awards offered to prospective students in the enrollment pool for an academic period. Snapshot Manage Applicants Reports all the information you need to monitor the application process and interact with applicants. Also includes an event dimension. WAZ_ADMISSIONS_ FINAID_RECORD “Snapshot – PM Impact Of Aid On New Enrollment” “PM Manage Applicants” WFT_ADMISSIONS_ APPLICATION Manage Applicants Snapshot WFZ_ADMISSIONS_ APPLICATION “Snapshot – PM Manage Applicants” June 2013 Banner Recruiting and Admissions Performance 1. Impact of Reports the same information Aid on New as the base version. Also Enrollment includes an event dimension.3 Handbook Business Concepts 2-3 . “PM Impact Of Aid On New Enrollment” Uses an aggregate star schema data model. Reports the same information as the base version.

PM Analyze Enrollment Funnel business concept The PM Analyze Enrollment Funnel business concept contains data with several layers of funnel status detail. Refer to the “Admissions Cycle” section for information about this feature. you can define the Admissions Cycle by Day or Week. The Funnel Status Query Subject contains a number of folders that divide the data into logical groupings for ease of reporting. • What is the applicant contact information? • How many applicants do we have? • What is the probability score? • How many people have been admitted? 2-4 Banner Recruiting and Admissions Performance 1. Within the five folders for each funnel status group. The PM Analyze Enrollment Funnel business concept includes an Admissions Cycle feature that provides an optional method for capturing a complete linear admissions cycle timeline for specific date-based activities for a target academic period. initial funnel status compared to current funnel status. In addition.3 Handbook Business Concepts June 2013 . For each of the three sets of data there are folders that contain all the data about that grouping for the funnel information. Data in the PM Analyze Enrollment Funnel business concept permits reports to answer questions such as: • How many people are in the system? These names may have come from a tape load such as the College Board data list and do not indicate interest in your institution. • Initial Funnel Status Info: The first or initial funnel status (the status where the person entered the funnel) • Current Funnel Status Info: Which status (where) in the funnel the person is as of the reporting date. Data in this query subject represents three groupings for the funnel status: • All Funnel Status: Includes the history of all funnel statuses for a prospective student. for example. This is just a list of prospective people your institution may want to contact with a direct mail campaign or other marketing materials. there are folders that do counts of funnel status divided into qualifying and disqualifying funnel status. The data is grouped and organized this way to permit the end user to report combinations of funnel status. There is a query subject that combines all the data available about Funnel Status History to be used specifically for Enrollment Funnel Status reporting. there are several measures that may be used across all funnel status groupings.

• How many people said they would attend (confirmed)? • What is the desirability score? • How many people have actually enrolled? • What are the campaign details? • What are the ethnicity and race details? Admissions Cycle The PM Analyze Enrollment Funnel (AEF) and PM Manage Applicant business concepts include the ability to capture a complete linear admissions cycle timeline for specific datebased activities for a target academic period. which allows you to define an Admissions Cycle Start Date for any given Academic Period. For the MA business concept. Admissions Cycle Weeks are also calculated by calculating seven day intervals between the specific admissions cycle date based activity and the user defined Admissions Cycle Start Date. Application Decision (Date) Cycle Day/Week. Fall to Fall). For the AEF business concept. it will calculate cycle days by subtracting the defined cycle start from the specific date based activity for that academic period. The following table provides a brief description of the type of information captured by the data elements in each query subject and folder in this business concept. For example. If the system finds that the Admissions Cycle extract parameter is defined. Application Date (for Fall 20xx) minus the Admissions Cycle Start Date (for Fall 20xx) = xx Application Cycle Day. PM Analyze Enrollment Funnel data elements The data elements included in the query subjects and folders enable you to generate reports on historical and current enrollment data. If an equivalent Admissions Cycle Start Date is used for consecutive or like admissions cycles (i. these include Application (Date) Cycle Day/Week. and Latest Application Decision (Date) Cycle Day/Week. The Admissions Cycle EDW Extract Parameter is used in the Framework Manager models (EDW business concept packages) to generate the Admissions Cycle. June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Business Concepts 2-5 . this option will facilitate the comparison of point-in-time metrics for the current admissions cycle (academic period) to the same point-in-time metrics for previous cycles (academic periods). You can enable the creation of admissions cycle data by defining an EDW Extract Parameter named “Admissions Cycle”. Admissions Cycle Description and Admissions Cycle Start Date data items found in the Admissions Cycle query subject. these include the Latest Application Decision (Date) Cycle Day/Week and Funnel Status Entry Cycle Day/Week.e.

and major opted by a student at your university.Query Subject/ Folder Description Data Elements Academic Time Reports data related to the time and duration spent by a student at your university. description and admissions cycle start date. campus. Academic Study Reports curriculum data such as student level. degrees.3 Handbook Business Concepts June 2013 . Admissions Cycle Reports admissions cycle information including the corresponding admissions cycle academic period. program. 2-6 Banner Recruiting and Admissions Performance 1.

Some of the query subject data is specific to a person.3 Handbook Business Concepts 2-7 . campaign status. use the Record Type and Record Number data elements. and count of records. The persons must have only one application or one recruitment record. Combined Admissions Record Reports information gathered from student records such as application submission. For multiple applications or recruitment records. attributes and cohorts. application information and completion. Each funnel status points to either the recruit or the application records. it is possible that the data is multiplied as a person is accounted for in each record. latest application decision.Query Subject/ Folder Description Data Elements Campaign Reports information such as campaign participation. June 2013 Banner Recruiting and Admissions Performance 1. Note: To avoid multiplication of data. and campaign duration used by your institution to move students through the enrollment funnel.

Contact Reports information on various contacts defined by the university being tracked through the Banner ERP. 2-8 Banner Recruiting and Admissions Performance 1. or targeted message) captured using the Banner Relationship Management product. letter.Query Subject/ Folder Description Data Elements Communications Reports all communication information about sending and tracking mail (e-mail.3 Handbook Business Concepts June 2013 .

disabilities. marital status. Desirability Factor Reports the desirability factor Group Filters score calculated by the Banner Relationship Management product filtered based on one of the following groups: • Demographic • Admissions Activity • Financial Aid • Academic • Interaction with Institution • Other June 2013 Banner Recruiting and Admissions Performance 1. citizenship data. multiple race codes. and veteran information for a student.3 Handbook Business Concepts 2-9 .Query Subject/ Folder Description Data Elements Demographic Reports information on ethnicity.

3 Handbook Business Concepts June 2013 . Some of the query subject data is about the model instance and some data is specific to a person in the model instance. Note: Use Funnel Model as an attribute in the report to avoid multiplication. 2-10 Banner Recruiting and Admissions Performance 1.Query Subject/ Folder Description Data Elements Desirability Information Calculates and reports the desirability score based on the model defined by your institution. When a person is in more than one model. The persons must be in one funnel model only. The data can be reviewed as the overall desirability score or divided by factor groups and factors. it is possible that the scores are multiplied. Financial Aid Information Reports the selected details on aid applicant and total financial aid offered to students at your institution.

Funnel Status Reports the calculated funnel status based on institution rules and data in the Banner and Banner Relationship Management products.3 Handbook Business Concepts 2-11 .Query Subject/ Folder Description Data Elements Financial Aid Percent Of Need Ranges Reports a calculated percentage value based on the following parameters: • Amount of aid offered • The need determined by the student • The need determined by the university using a federal or institutional method This value is assigned to a range and used as a dimensional attribute for comparisons. June 2013 Banner Recruiting and Admissions Performance 1.

Query Subject/ Folder Description Data Elements Interactions Reports information captured from all interactions between the student and your university. contact. Interest Internal Keys Person Reports the complete ID. and other personal data for students at your university. These interactions may be manually recorded or stored based on either a communication. 2-12 Banner Recruiting and Admissions Performance 1. name. or campaign initiated for the person.3 Handbook Business Concepts June 2013 . e-mail. Reports information on the hobbies and non-academic interests recorded for persons in the enrollment funnel to be used by the institution to recruit the person. Contains information on student rater UID and unique application key to be used for complex queries required for complex reporting.

or technical school attended by the person. Probability Factor Group Filters Reports the probability score calculated by the Banner Relationship Management product filtered based on one of the following groups: • Demographic • Admissions Activity • Financial Aid • Academic • Interaction with Institution • Other June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Business Concepts 2-13 .Query Subject/ Folder Description Data Elements Post Secondary School Reports GPA and transfer credit ranges related to any degree or certification obtained from any college. university.

2-14 Banner Recruiting and Admissions Performance 1. state/ province. Note: Use Funnel Model as an attribute in the report to avoid multiplication. nation. it is possible that the scores are multiplied. The data can be reviewed as the overall probability score or divided by factor groups and factors. Some of the query subject data is about the model instance and some data is specific to a person in the model instance. and county for the prospective student for your institution. postal address.Query Subject/ Folder Description Data Elements Probability Information Calculates and reports the probability score based on the model defined by your institution. When a person is in more than one model. Prospective Student Address Reports information on geographic region/division. The persons must be in one funnel model only.3 Handbook Business Concepts June 2013 .

recruiter.3 Handbook Business Concepts 2-15 .Query Subject/ Folder Description Data Elements Recruiter Assigned Reports information such as recruiter assigned. roles. Report Default Selections Variable data defined by the institution to make reporting easier. Report Help Text Defines a default set of information to be used by your institution as basic information to display on all reports. June 2013 Banner Recruiting and Admissions Performance 1. and number of students handled by a recruiters assigned to a person.

diploma obtained by a student in the secondary school. size. Student Reports data such as education level and goal. and residency for prospects. location or site of study. 2-16 Banner Recruiting and Admissions Performance 1. GPA. current students. population.Query Subject/ Folder Description Data Elements Secondary School Reports information such as subject with years taken. and academic percentile.3 Handbook Business Concepts June 2013 . admissions and student. Also reports the class rank. and alumni at your university.

Query Subject/ Folder Description Data Elements Test Reports information related to the following standards: • Standardized test such as ACT or SAT • Departmental or placement tests given by an institution • Other special scores The test folders contain a subset of potential scores commonly used for reviews. Funnel Status Performance Measures Reports the calculated rates and yields based on pre-defined funnel data determined in the Banner and Banner Relationship Management products. this value is replaced with the latest score value.3 Handbook Business Concepts 2-17 . June 2013 Banner Recruiting and Admissions Performance 1. The following information is recorded: • Highest Tests: When more than one score is recorded. Initial Percent of Qualifying Headcount Reports the initial percent of total headcount by each qualifying funnel status to generate reports on historical or current data. this value is the highest score value. • Latest Tests: When more than one score is recorded.

Query Subject/ Folder Description Data Elements Current Percent of Qualifying Headcount Reports current percent of total headcount for each qualifying funnel status to generate reports on historical or current data. You should define the RELEASE INFORMATION Parameter Maps.Analyze Enrollment Funnel Data contains funnel status details for the prospective student’s current funnel status at a point in time. Institutional Values Defines information used by your institution. Snapshot . This permits you to report on the numbers by comparing the data at like periods of time using the event key.Analyze Enrollment Funnel business concept Snapshot . Other Funnel Filters (Optional) Filters generated data and displays information based on the selected pre-defined criteria.3 Handbook Business Concepts June 2013 . 2-18 Banner Recruiting and Admissions Performance 1.

This business concept includes person demographic diversity attributes. This business concept includes the Admissions Financial Aid (combined) Fact along with Financial Aid Application and Financial Aid Year and Academic Period Award information. This allows you to compare attributes and see whether a prospect is more or less likely to register for classes when they apply for or are offered financial assistance. is there an amount or percentage where non-enrollments increase? • Review the communication channels used to offer admissions or financial aids. June 2013 Banner Recruiting and Admissions Performance 1. aid types and sources to assess the impact they have on the yield of admitted persons who enroll at the institution. needs analysis data (using both the federal and institutional methodology to calculate) and specifics of the award offered. • How do financial aid package levels compare by the applicants’ chosen colleges. The business concept includes data for those in the enrollment pool who apply for aid as well as those who do not apply for aid. person educational background attributes to assess quality. You can analyze whether the gross need and percent of need met influenced a person's enrollment decision.PM Impact Of Aid On New Enrollment The PM Impact of Aid on New Enrollment business concept allows you to monitor the financial aid need and awards offered to prospective students in the enrollment pool for an academic period. Financial Aid specific data includes financial aid applicant groups (budget and packaging). accepted. You can review financial need. You can use the Cognos package associated with the PM Impact of Aid on New Enrollment business concept to create reports that offer the following information or can answer the following questions: • Review the number of financial aid applicants that fail to enroll and compare numbers by different demographic breakdowns to analyze the decrease or increase in numbers from year to year. declined or canceled within the aid year and academic period for each person. award amounts.3 Handbook Business Concepts 2-19 . programs or majors? And what are the offer counts and amounts of awards offered by the various funds that make up those packages? • What are the amounts and percentages of need met and need not met by quality attributes like secondary school GPA or ACT Composite score? • How is the amount of gift versus self help aid affecting enrollment outcomes? For self help aid as component of total offers. and recruit or application program attributes to compare diversity and or quality by requested program of study for those in the enrollment pool.

you can compare the number of students who have applied for aid with those who have been offered aid. Using one of these filters is necessary to eliminate the multiplication of Financial Aid Application amounts in the report. The following picture illustrates the various headcounts available in this business concept and the relationships between the populations included in each headcount.Populations included in PM Impact of Aid on New Enrollment Business Concept It is important to know what populations of people will be included in the reports that you create using the PM Impact of Aid on New Enrollment business concept. use either the “Single Admissions Record .3 Handbook Business Concepts June 2013 . Prospective Student Headcount All prospective students for an academic period Aid Status Headcount People with a RORSTAT aid status record in Banner Financial Aid Aid Applicant Headcount People with an RCRAPPx application record in Banner Financial Aid Aid Offered Headcount People with a RORSTAT record in Banner Financial Aid who were offered aid (RPRAWRD record) The headcount query items included in the business concept are pre-defined measures that you can use together on a report to do headcount comparisons. If this is the case. Single Admissions Record Filters (Academic Period and Aid Year) Your institution may allow multiple admissions records for a person. Any aid year related amounts specific to the financial aid application but captured for each prospective student record may be multiplied by the number of multiple recruitment or admissions application records for a prospective student in Banner for a given academic period or aid year. This affects the values stored in the WAT_ADMISSIONS_FINAID_RECORD (or WAZ_ADMISSIONS_FINAID_RECORD) 2-20 Banner Recruiting and Admissions Performance 1.Aid Year” or “Single Admissions Record Academic Period” filter (depending on the time period of your report) to isolate only one admission application or recruitment record for any prospective student who has multiple records. For example.

The Admissions Record . The filter criteria is defined by your institution in the Cognos metadata layer and is updated as needed. PM Impact of Aid on New Enrollment Data Elements The data elements included in the query subjects and folders enable you to generate reports on new enrollment data.Academic Period query items are provided to isolate single admissions records in cube based reporting. The following table provides a brief description of the type of information captured by the data elements in each query subject and folder in this business concept.3 Handbook Business Concepts 2-21 . Other Resources and need analysis amounts such as FM or IM Gross Need. June 2013 Banner Recruiting and Admissions Performance 1. If you only allow one recruitment record and one admissions application for prospective students for a given academic period or aid year. you do not need to use these filters.aggregate tables including but not limited to Total Offer Amount. Financial Aid Time Reports data on financial aid based on the aid year or the academic period defined by the institution.Aid Year and Admissions Record . the report will display distinct amounts in both the detail and the summary report amounts for individuals with multiple records. Query Subject/ Folder Description Data Elements Time Filters Filters and reports financial aid and student data based on the current academic year for any query item. When you apply either of the Single Admissions Record filters. Cost of Attendance.

Pre Student Status Reports to reflect the population for the standard statuses in the enrollment funnel for the academic period. The statuses include population that inquired. admitted. 2-22 Banner Recruiting and Admissions Performance 1. applied. Prospective Student Headcounts Reports based on the broadest population in the business concept. Note: It is possible for a person to have multiple application or recruitment records for the academic period or the aid year.3 Handbook Business Concepts June 2013 . persons with an admissions application record. tuition deposited. and enrolled. Includes all prospective students. or recruitment application record.Query Subject/ Folder Description Data Elements Prospective Student Filters Filters the data gathered for all prospective students to a single admissions application or recruitment record. accepted. for a given academic period.

Query Subject/ Folder Description Data Elements Yield Measures Calculates rate/yield measures based on the applicant headcount and the following pre-student status indicators: • Admitted Rate: (Applicant Headcount where Admitted Ind = 1) DIVIDED BY (Applicant Headcount) • Accepted Rate: (Applicant Headcount where Accepted Ind = 1) DIVIDED BY (Applicant Headcount where Admitted Ind = 1) • Deposited Rate: (Applicant Headcount where Tuition Deposited Ind = 1) DIVIDED BY (Applicant Headcount where Admitted Ind = 1) • Enrolled Yield: (Applicant Headcount where Admitted Ind = 1) DIVIDED BY (Applicant Headcount where Enrolled Ind = 1) Financial Aid Filters Filters the generated report based on the following criteria defined by your institution for all prospective students: • Person holding a financial aid status record • Person submitted a financial aid application • Person was offered financial aid You can use one or more of these pre-defined filters to narrow down the population.3 Handbook Business Concepts 2-23 . June 2013 Banner Recruiting and Admissions Performance 1.

3 Handbook Business Concepts June 2013 .Query Subject/ Folder Description Data Elements Financial Aid Headcounts and Indicators Applies the following indicators to a generated report to narrow down the population: • If prospective student has either an FM or IM aid application • If prospective student has been offered partial or full financial aid • If prospective student has accepted any part of the offered financial aid • If any part of the financial aid has been paid or canceled • If the prospective student has been offered any gift or self help aid 2-24 Banner Recruiting and Admissions Performance 1.

Enables to generate report on needs met. June 2013 Banner Recruiting and Admissions Performance 1. This value is assigned to a range to be used as a dimensional attribute to compare percent of need met and percent of need not met. Includes data calculated using federal methodology or as defined by your institution and total or summary data on financial aid offered.3 Handbook Business Concepts 2-25 . Financial Aid Percent of Need Ranges Calculates a percentage value based on the amount of financial aid offered and the aid need determined for a person using federal methodology or as defined by your institution.Query Subject/ Folder Description Data Elements Financial Aid Application Reports the detailed information for financial aid applicant for a aid year.

Query Subject/ Folder Description Data Elements Financial Aid Award Filters Filters and reports the financial aid amounts displayed by one of the following authorities: • Financial aid sources • State.3 Handbook Business Concepts June 2013 . 2-26 Banner Recruiting and Admissions Performance 1. if applicable). institution. or work Can also filter the financial aid amounts to be gift aid (grant or scholarship) or self-help aid (loan or work). loan. or other financial aid type • Grant. Financial Aid Awards Reports data that includes students who have been offered aid for an aid year (or academic period. scholarship.

and Status Order.Latest folder includes data about the latest application decision including Latest Application Decision. June 2013 Banner Recruiting and Admissions Performance 1. Source. Relevant Admissions Record Reports admissions application data for a prospective student if the record exists. Status. Application Decision .3 Handbook Business Concepts 2-27 .Query Subject/ Folder Description Data Elements Projected Tuition Discounting Reports based on the tuition and aid budget defined by the institution. All the application or recruitment records for a person are available when more than one record exists. Description. Reports admissions recruitment data if no application exists.

or scheduled using the mail functionality in the Banner ERP system. degrees. program.Query Subject/ Folder Description Data Elements Academic Study Reports curriculum data such as student level. campus. Banner Communication Reports information for the mail and material sent.3 Handbook Business Concepts June 2013 . 2-28 Banner Recruiting and Admissions Performance 1. pending. and major opted by a student at your university.

name. and other personal data for students at your university. June 2013 Banner Recruiting and Admissions Performance 1. multiple race codes. citizenship data.3 Handbook Business Concepts 2-29 .Query Subject/ Folder Description Data Elements Demographic Reports information on ethnicity. marital status. and veteran information for a student. disabilities. e-mail. Person Reports the complete ID.

Prospective Student Address Reports information on geographic region/division. university. or technical school attended by the person. and county for the prospective student for your institution. state/ province. postal address.3 Handbook Business Concepts June 2013 .Query Subject/ Folder Description Data Elements Post Secondary School . nation. 2-30 Banner Recruiting and Admissions Performance 1.Highest Degree Reports GPA and transfer credit ranges related to any degree or certification obtained from any college.

Student Reports data such as education level and goal.Query Subject/ Folder Description Data Elements Secondary School Reports information such as subject with years taken. location or site of study.3 Handbook Business Concepts 2-31 . Also reports the class rank. size. admissions or student population. and residency for prospects. GPA. and academic percentile. current students. June 2013 Banner Recruiting and Admissions Performance 1. diploma obtained by a student in the secondary school. and alumni at your university.

admission decision.3 Handbook Business Concepts June 2013 . 2-32 Banner Recruiting and Admissions Performance 1. or course placements at your university. Report Default Selections Variable data defined by the institution to make reporting easier.Query Subject/ Folder Description Data Elements Test Reports information related to the following standards: • Standardized test such as ACT or SAT • Departmental or placement tests given by an institution • Other special scores You can use these scores in selecting institution scholarship recipients. Internal Keys Contains information on student and recruiter UID to be used for complex queries required for complex reporting.

PM Impact of Aid On New Enrollment on a weekly basis. Defines information used by your institution. you can load the Banner EDW with a complete version of the PM Impact of Aid On New Enrollment data pulled from the Banner ODS at a point in time (the event. June 2013 Banner Recruiting and Admissions Performance 1. you might load the Snapshot . Using the event dimension. You can then compare the data at like periods of time based on the event dimension. Institutional Values Snapshot – PM Impact Of Aid On New Enrollment The snapshot version of the PM Impact of Aid On New Enrollment business concept includes the same information as the base version. For example.Query Subject/ Folder Description Data Elements Report Help Text Defines a default set of information to be used by your institution as basic information to display on all reports.) This gives you a static version of the data for a specific event.3 Handbook Business Concepts 2-33 . You should define the RELEASE INFORMATION Parameter Maps. The snapshot version also includes an event dimension.

e-mail address • Pre-student status indicators and counts 2-34 Banner Recruiting and Admissions Performance 1. select financial aid data. attributes. contacts. and citizenship • Quality attributes such as secondary school GPA. This business concept includes. post secondary schools or other source information. campus. Refer to the “Admissions Cycle” section for information about this feature. primary source. individual subjects. phone number.You can review the applications based on the following criteria: • Group of applicants • Demographic diversity attributes such as gender. The data includes all the details stored for the applications. You can define the Admissions Cycle by Day or Week. gender. • Bio-demographic: birth date. complete indicator. ratings. including primary and initial source indicators and source reported date. recruit type • Admissions application source information. The PM Manage Applicant business concept includes an Admissions Cycle feature that provides an optional method for capturing a complete linear admissions cycle timeline for specific date-based activities for a target academic period. race. This business concept allows you to monitor the number of applicants and the number of admission applications submitted to your institution for an academic period. person data such as Banner communications. age. college. The facts include all the details submitted and recorded for admission applicants at your institution such as cohorts. decisions. percentile. and grades • Applied program You can use any combination of these attributes to analyze their impact on the yield of persons enrolled at your institution. This business concept uses the Admissions Application fact table with a number of supporting facts. program. and interests. and major • Application status. degree.3 Handbook Business Concepts June 2013 .PM Manage Applicants The PM Manage Applicants business concept includes all of the information you need to monitor the application process and interact with applicants. but is not limited to the following information about applicants: • Academic program or field of study: student level. requirements. You can use this data to analyze all sources associated with an application including secondary schools.

Application Decision (Date) Cycle Day/Week and Latest Application (Date) Cycle Day/Week. diploma. or majors? • What are the different number of admit decision counts based on the quality attributes determined? • What are the number of rejected applications by quality attributes? • What are the trends in yield by demographic and diversity attributes admitted and enrolled from year to year? • What roles do Banner Communication or Contacts query subjects play in influencing the number of persons admitted and persons enrolled at your institution? Admissions Cycle The PM Manage Applicant business concept includes the ability to capture a complete linear admissions cycle timeline for specific date-based activities for a target academic period. You can enable the creation of admissions cycle data by defining an EDW Extract Parameter named “Admissions Cycle”.3 Handbook Business Concepts 2-35 .• Secondary and post-secondary school: school name. These include Application (Date) Cycle Day/Week. percentile range • Testing • Contacts and interests • Banner communication data You can use the Cognos package associated with the PM Manage Applicant business concept to create reports that offer the following information or can answer the following questions: • Review applications and the number of applicants admitted to your institution that fail to enroll. • Compare the applications and enrollment numbers based on demographic breakdowns to analyze the change in numbers between different academic years. June 2013 Banner Recruiting and Admissions Performance 1. For example. programs. If the system finds that the Admissions Cycle extract parameter is defined. GPA range. Application Date (for Fall 20xx) minus the Admissions Cycle Start Date (for Fall 20xx) = xx Application Cycle Day. which allows you to define an Admissions Cycle Start Date for any given Academic Period. • How do quality attributes such as secondary school GPA or ACT composite score compare by the colleges selected by the applicants. it will calculate cycle days by subtracting the defined cycle start from the specific date based activity for that academic period.

2-36 Banner Recruiting and Admissions Performance 1.Admissions Cycle Weeks are also calculated by calculating seven day intervals between the specific admissions cycle date based activity and the user defined Admissions Cycle Start Date. The Admissions Cycle EDW Extract Parameter is used in the Framework Manager models (EDW business concept packages) to generate the Admissions Cycle. Admissions Cycle Description and Admissions Cycle Start Date data items found in the Admissions Cycle query subject. . The following table provides a brief description of the type of information captured by the data elements in each query subject and folder in this business concept. this option will facilitate the comparison of point-in-time metrics for the current admissions cycle (academic period) to the same point-in-time metrics for previous cycles (academic periods). The applicant headcount will count each person who submits one or more applications only once for the academic period. PM Manage Applicants Data Elements The data elements included in the query subjects and folders enable you to generate reports based on applicant data. Certain numbers might appear inflated by the number of applications if the person ID.e.3 Handbook Business Concepts June 2013 . The application count will count all applications submitted by the person irrespective of whether one or more were admitted by your institution. It is possible for institutions to record more than one application for a person applying to different programs in an academic period. If an equivalent Admissions Cycle Start Date is used for consecutive or like admissions cycles (i. name. and application number attributes are not used when generating a report. Fall to Fall). The population will include all the admissions applications submitted for an academic period. Populations included in PM Manage Applicant Business Concept It is important to know what populations of people will be included in the reports that you generate using the PM Manage Applicant business concept.

description and admissions cycle start date. June 2013 Banner Recruiting and Admissions Performance 1. Academic Study Reports curriculum data such as student level. Admissions Cycle Reports admissions cycle information including the corresponding admissions cycle academic period. and major opted by a student at your university. campus. program. degrees.Query Subject/ Folder Description Data Elements Academic Time Reports data related to the time and duration spent by a student at your university.3 Handbook Business Concepts 2-37 .

and sources • Applicant headcount • Ratings and decisions highlighting the latest decision for the application • Supplemental data Banner Communication Reports information for the mail and material sent. count. and requirements • Application cohorts. pending.3 Handbook Business Concepts June 2013 . attributes.Query Subject/ Folder Description Data Elements Admissions Application Reports based on the following data: • Application status. or scheduled using the mail functionality in the Banner ERP system. Reports information on various contacts defined by the university being tracked through the Banner ERP. Contact 2-38 Banner Recruiting and Admissions Performance 1.

Interest Reports information on the hobbies and non-academic interests recorded for persons in the enrollment funnel to be used by the institution to recruit the person. and veteran information for a student. multiple race codes. disabilities. citizenship data. Internal Keys June 2013 Banner Recruiting and Admissions Performance 1. Financial Aid Information Reports the selected details on aid applicant and total financial aid offered to students at your institution. Contains information on student rater UID and unique application key to be used for complex queries required for complex reporting.3 Handbook Business Concepts 2-39 .Query Subject/ Folder Description Data Elements Demographic Reports information on ethnicity. marital status.

3 Handbook Business Concepts June 2013 . applied.Query Subject/ Folder Description Data Elements Person Reports the complete ID. accepted. The statuses include population that inquired. name. e-mail. tuition deposited. Post Secondary School Reports GPA and transfer credit ranges related to any degree or certification obtained from any college. or technical school attended by the person. and other personal data for students at your university. and enrolled. 2-40 Banner Recruiting and Admissions Performance 1. admitted. university. Pre Student Status Reports to reflect the population for the standard statuses in the enrollment funnel for the academic period.

postal address. June 2013 Banner Recruiting and Admissions Performance 1. Report Default Selections Variable data defined by the institution to make reporting easier.Query Subject/ Folder Description Data Elements Prospective Student Address Reports information on geographic region/division. and county for the prospective student for your institution. nation.3 Handbook Business Concepts 2-41 . state/ province. Report Help Text Defines a default set of information to be used by your institution as basic information to display on all reports.

Also reports the class rank. diploma obtained by a student in the secondary school. 2-42 Banner Recruiting and Admissions Performance 1. Student Reports data such as education level and goal.3 Handbook Business Concepts June 2013 . and residency for prospects.Query Subject/ Folder Description Data Elements Secondary School Reports information such as subject with years taken. current students. population. and academic percentile. GPA. size. admissions and student. and alumni at your university. location or site of study.

this value is replaced with the latest score value. June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Business Concepts 2-43 . this value is the highest score value.Query Subject/ Folder Description Data Elements Test Reports information related to the following standards: • Standardized test such as ACT or SAT • Departmental or placement tests given by an institution • Other special scores The test folders contain a subset of potential scores commonly used for reviews. The following information is recorded: • Highest Tests: When more than one score is recorded. • Latest Tests: When more than one score is recorded.

3 Handbook Business Concepts June 2013 . 2-44 Banner Recruiting and Admissions Performance 1.Query Subject/ Folder Description Data Elements Yield Measures Calculates rate/yield measures based on the applicant headcount and the following pre-student status indicators: • Admitted Rate: (Applicant Headcount where Admitted Ind = 1) DIVIDED BY (Applicant Headcount) • Accepted Rate: (Applicant Headcount where Accepted Ind = 1) DIVIDED BY (Applicant Headcount where Admitted Ind = 1) • Deposited Rate: (Applicant Headcount where Tuition Deposited Ind = 1) DIVIDED BY (Applicant Headcount where Admitted Ind = 1) • Enrolled Yield: (Applicant Headcount where Admitted Ind = 1) DIVIDED BY (Applicant Headcount where Enrolled Ind = 1) Other Filters (Optional) Filters generated data and displays information based on the selected pre-defined criteria.

Snapshot – PM Manage Applicants The snapshot version of the PM Manage Applicants business concept includes the same information as the base version. For example. you might load the Snapshot . The snapshot version also includes an event dimension. you can load the Banner EDW with a complete version of the PM Manage Applicants data pulled from the Banner ODS at a point in time (the event. Using the event dimension.3 Handbook Business Concepts 2-45 . June 2013 Banner Recruiting and Admissions Performance 1.) This gives you a static version of the data for a specific event.PM Manage Applicants at the end of each month.

2-46 Banner Recruiting and Admissions Performance 1.3 Handbook Business Concepts June 2013 .

some data assumptions are made while developing Banner Recruiting and Admissions Performance. The following data-related tasks define and or control aspects of how data will be extracted from the source system and loaded into the data warehouse.3 Set Up Data Getting started with Banner Recruiting and Admissions Performance requires an understanding of the data that your institution has defined and made available for reporting in the data warehouse. This will ensure that the warehouse is loaded with correct information. • “Confirm Data Assumptions Match Source Environments” • “Define EDW Extract Parameters” The following data-related tasks control how specified information will display in reports that use the warehouse data. specific data is determined as the logical place to capture data integral to reporting and defined with a code value specified by your institution. It is required that you perform these tasks before you initially load the data warehouse.3 Handbook Set Up Data 3-1 . you can load them independently outside the other ETL processing. In addition. • “Set up Parameter Maps” • “Set Up Funnel Status parameter map” • “Set Up Funnel Status Goals” • “Set Test Type in Funnel by Quality Summary report” Note The Funnel Status Goals are part of the Extract. Transform. Although you are not required to complete these tasks before you load the data warehouse. however. These data decisions and the flexibility of the data capture systems. To preserve this flexibility while providing a concise and consistent set of data for reporting in the warehouse. June 2013 Banner Recruiting and Admissions Performance 1. Your institution has flexibility in setting up the way it captures data using the Banner products. it is strongly recommended that you do them before loading the warehouse. Load (ETL) processing. require you to review specific data prior to loading the data warehouse tables to identify the values used by your institution. Refer to the “Set Up Funnel Status Goals” section for  more information.

3-2 Banner Recruiting and Admissions Performance 1. Address Preferred Address data is obtained based on the preferred address (PREFADDR) rule set on GTVSDAX. you can always check the Customer Support Center for FAQs related to the warehouse and Banner Recruiting and Admissions Performance products. and D determine the application status indicator in the EM Performance data model. FAQs In additions to this handbook. some data assumptions were made while developing the performance products. Application Status The EM Performance data model uses the Application Complete/Incomplete indicator. when a record for the individual is not available in the Advancement module. Refer to the Banner EDW User Guide for a full explanation of EDW Extract Parameters and Parameter Maps and instructions for changing them. FAQs contain additional information that is updated between published handbooks and may include useful tips that can ease your implementation of the warehouse products. The sections describe the data assumptions and decisions. Note The PREFADDR defined on GTVSDAX is different from the RARADDR  GTVSDAX. You should review all items to understand whether they have any impact on your implementation. Confirm Data Assumptions Match Source Environments To preserve the flexibility of your source data setup and still provide a concise and consistent set of data for reporting in the data warehouse.Related documentation Banner Enterprise Data Warehouse User Guide The “Set Up Data” chapter of the Banner EDW User Guide includes comprehensive information about the EDW Extract Parameters and Parameter Maps listed in this chapter. Banner delivered logic of I. C.3 Handbook Set Up Data June 2013 . This should be considered for reporting purposes.

funnel records will not be returned in queries against the Analyze Enrollment Funnel package causing inaccurate measures. Academic Period. There are three sets of data in the Interactions query subject: • All Interactions . each Funnel Status must link to either a RECRUIT or ADMISSIONS record. Since BRM interactions are not academic period specific. Counts In RAP counts of specific data attributes are totaled for the item. If they do. This means that if the applicant headcount is counted within a subject or an administrative college. Applicant Headcount is a total. not more than one recruit and one admission record should exist per UID. BRM Content Banner Recruiting and Admissions Performance provides access to all Banner Relationship Management Interactions associated with a prospective student. displays all • First Interaction . To maintain the integrity of the Funnel Status data/counts in conjunction with the recruitment/admission data. this content will span the entire life cycle of interactions for a person. If you don’t use the Recruit or Admissions values.Banner Communication Assume a Banner communication has either an academic period or a financial aid year. June 2013 Banner Recruiting and Admissions Performance 1. Student Level and optional qualifier.includes information about the most recent interaction a person had with the institution BRM Funnel State definition Funnel Statuses are calculated based on a prospective student's UID. All Banner communications are in the data warehouse tables but only those with the academic period reported can be selected for the report because the Banner communication data is joined via the academic period to the driving population within each Business Concept in Cognos. As this data is linked to supporting Admissions Application or Recruitment data.not filtered. This link is established within BRM during the Funnel Model definition of each state.includes information about the first interaction a person had with the institution • Latest Interaction .3 Handbook Set Up Data 3-3 . the funnel status measure may be exponentially counted making it invalid. and Student Level. For example. Academic Period. each occurrence is counted in the sum. Ensure that each model you want to use for reporting has for each funnel state its Banner Source defined as either Recruit or Admissions and NOT None or Learner.

he or she is only counted once in whatever is being totaled. Postal . and so on will have data populated in these fields for the Admit Demographic query subject. 3-4 Banner Recruiting and Admissions Performance 1.3 Handbook Set Up Data June 2013 . GPA The secondary and post-secondary GPAs must be numeric. or combined test scores.Enrolled Headcount Distinct count of persons who have an enrollment record for the academic period. admit state/province. composite. Geographic Region Client uses Geographic Region for students for a region type reporting. The financial aid year is retrieved from the Term Code Definition (STVTERM) from the FA Process Year value. admit county. GPAs are used as a measure in the Banner EDW in calculations such as average.Admit attributes Only Institutions who are using the SOASUPL portion of the admission record to store the admit nation. Headcounts In RAP headcounts are always a count distinct. This is a Banner record in the SFBETRM database table or when no enrollment data exists but there is a history record in SHRTTRM. When an indicator cannot be determined there will be a third value that specifies there is no data available to set the indicator. Financial Aid Year Data warehouse products currently assume that an academic period may only be associated with a single financial aid year. When the query would count a person twice. Geographic Region is defined under a Geographic Region division of 'xxxx'. Indicators Indicators are typically defined as a positive or negative value.

Total Count Total Count is used when the number represents an overall total for the item. However. Record Number All recruitment SRBRECR and application SARADAP records are included in the data (not just the first one or one with seq = 1). Traditional Ind The intention of the Traditional indicator is to determine if the person fits the institution definition of traditional student when they first attended the institution. only the primary program for each recruit and admissions record with the first two majors associated to that primary program are retrieved.Primary Curriculum Only The Framework Manager models will include only the primary curriculum (SORLCUR). This is used as a measure in the Banner EDW in calculating average. If the student is less than the TRADITIONAL AGE set in the parameter map value compared to their admit age. Typically there is no default aggregation on ‘total’ items. Total Academic Periods Attended will always show the total number even for the first academic period. Refer to the “Traditional Age parameter map” section in the Banner EDW User Guide for information on how to define the traditional age. For example. Test Score The test scores must be numeric. This will keep the majority of the attributes at the person and academic period granularity since many of the business questions require reporting on attributes from academic study.3 Handbook Set Up Data 3-5 . June 2013 Banner Recruiting and Admissions Performance 1. composite. or combined test scores. This will be the lowest curriculum sequence that is both active and current. they have the indicator set to yes.

Set up the EDW Extract Parameters that your institution plans to use following the instructions in the “Set Up Data” chapter of the Banner EDW User Guide.3 Handbook Set Up Data June 2013 . but are also available if you do not license RAP. Note Your institution needs to set up the EDW EXTRACT PARAMETERS before you populate the Banner EDW so that the correct data is loaded into the Banner EDW. If you change these values after the warehouse is loaded. Read the information in the following table to determine which EDW Extract parameters your institution will implement.Define EDW Extract Parameters The EDW EXTRACT PARAMETERS parameter is used to populate the warehouse. Refer to the “Set Up Data” chapter of the Banner EDW User Guide for information about each EDW Extract parameter. The values defined by this parameter control how certain ETL jobs operate when loading information from the source system tables (Banner) to the warehouse. The following table lists the student-related EDW EXTRACT PARAMETERS parameters. 1. 3. 2. you must reload a portion or the entire warehouse to see the  changes. These parameters are used by the RAP product. Table Key The table identifies which business concepts use each extract parameter as follows: • AEF = Analyze Enrollment Funnel business concept • IANE = Impact of Aid on New Enrollment business concept • MA = Manage Applicants business concept 3-6 Banner Recruiting and Admissions Performance 1. Perform the following steps to review and update EDW Extract Parameters.

MA BUDGET_ COMPONENT Defines which of your institution’s Financial Aid Budget Group Component Codes should be used to calculate the subtotal amounts the student will be charged for tuition and fees for the aid year. MA MINORITY_IND Identifies your institution’s non minority race category.EDW Extract Parameter Value Description Stars that use parameter Bus concepts that use parameter ADMISSIONS CYCLE Gives you the option to capture a complete linear admissions cycle timeline for specific date-based activities for a target academic period by defining an Admissions Cycle Start Date for any given Academic Period. WFT_FINANCIAL_ AID_ APPLICATION IANE INSTITUTION WFT_POST_ SECONDARY_ SCHOOL AEF. Defines the Banner Geographic Division Code to be used to place the source background institution into a Banner defined geographic division and associated geographic region. Defines the Banner source background Institution Code that identifies the home institution. Application Decision Date and Latest Application Decision Date. WFT_ ADMISSIONS_ APPLICATION WFT_ ADMISSIONS_ RECRUITMENT WFT_ APPLICATION_ DECISION WFT_COMBINED_ ADMISSIONS_ RECORD WFT_FUNNEL_ HISTORY AEF.3 Handbook Set Up Data 3-7 . Admissions Cycle Days/Weeks are generated for Application Date. MA WFT_INSTITUTION AEF. All race category values other then the one identified will be considered minority. IANE. MA June 2013 Banner Recruiting and Admissions Performance 1. WDT_ DEMOGRAPHIC AEF. MA INSTITUTION_ CHARACTERIS TIC INST_ GEOGRAPHIC_ DIVISION WFT_INSTITUTION AEF. Defines values for the Banner source background institution characteristics that are used for the select values defined in the warehouse.

EDW Extract Parameter Value Description Stars that use parameter Bus concepts that use parameter MULTI_ SOURCE_ GROUP NULL_NATION Define a location specific code for each WDT_MULTI_ institution of a multi-institution SOURCE environment. MA 3-8 Banner Recruiting and Admissions Performance 1. Places a person in a Banner defined geographic division and associated geographic region.3 Handbook Set Up Data June 2013 . MA AEF. IANE. MA PERSON_ GEOGRAPHIC_ DIVISION WFT_ PROSPECTIVE_ STUDENT AEF. IANE. This also allows the ETL to load the home nation so it can be used as selection criteria. Defines the Banner source Nation Code that identifies the home nation. WDT_POSTAL AEF.

Set up Parameter Maps Components of Banner Recruiting and Admissions Performance use Parameter Maps to specify how information will display in reports that you run against the warehouse. You can set up the parameter maps  after warehouse data has been loaded. Refer to the “Administrative User Interface” chapter of the Banner EDW Administration Guide for details about the parameter maps and descriptions of how to update them. 3. Create your institution’s desired Parameter Map values using the Administrative User Interface. Perform the following steps to update the necessary parameter maps. The table in this section lists the Parameter Maps used by the Banner Recruiting and Admissions Performance product. For example. Review each of the Parameter Maps in the following table. MA June 2013 Banner Recruiting and Admissions Performance 1. MA AEF IANE. Determine which maps affect data used by your institution. you use parameter maps to define age ranges and your institution’s fiscal start month or credit ranges for grouping students. Note It is best to set up Parameter Maps before you initially load the warehouse but it is not imperative that you do. 1. Table Key The table identifies which business concepts use each parameter map as follows: • AEF = Analyze Enrollment Funnel business concept • IANE = Impact of Aid on New Enrollment business concept • MA = Manage Applicants business concept Parameter map Description Business Concept Application Rating Range Campaign Duration Aging Communication Define ranges and their order for the ranges associated with application ratings within your Cognos FM Model and associated packages.3 Handbook Set Up Data 3-9 . 2. Define descriptions to be used when data is available for a query item in the Banner Communication query subject within the Cognos FM Model and associated packages. Defines ranges and their order for the number of days that have passed since a campaign began within the Campaign query subject.

MA 3-10 Banner Recruiting and Admissions Performance 1. Defines ranges and their order for the ranges associated with financial aid income within the Financial Aid Information query subject.3 Handbook Set Up Data June 2013 . Defines ranges and their order for the equity parents have in their home within the Cognos FM Model and associated packages Defines ranges and their order for the number of days that have passed since the last contact was made within the Contact query subject in the Latest Contact folder. MA Finaid Contribution Range IANE Finaid Income Range IANE Finaid Need Met Percentage Range Finaid Need Not Met Percent Range Finaid Need Range AEF. Defines ranges and their order for the ranges associated with financial aid unmet need within the Financial Aid Information query subject. Note: Information about setting up this parameter map is included later in this chapter in the “Set Up Funnel Status parameter map” section.Parameter map Description Business Concept Current Pre Student Status Defines the descriptions and the logical sort order descriptions for the Current Pre Student Status and Current Pre Student Status Order query items. Defines ranges and their order for the ranges associated with financial aid need within the Financial Aid Information query subject. IANE. Define funnel statuses and their order. Defines ranges and their order for the ranges associated with financial aid contribution within the Financial Aid Information query subject. IANE AEF Funnel Status Funnel Status Aging Define ranges and their order for the number of days that have passed since a student entered the enrollment funnel. IANE. AEF IM Parent Home Equity Range Last Contact Days IANE AEF. Defines ranges and their order for the ranges associated with financial aid met need within the Financial Aid Information query subject. IANE IANE AEF.

IANE. MA AEF. MA Defines the query items within the Report Default Selections query subject. Defines which of your institution’s Student Level Codes correspond to the Undergraduate. MA AEF. IANE. AEF. MA AEF. Graduate. IANE.Parameter map Description Business Concept Latest Application Decision Status Defines the descriptions and the logical sort order descriptions for the Latest Application Decision Status and Latest Application Decision Status Order query items. MA Report Default Selections Report Help Text Student Level Test Type Traditional Age June 2013 Banner Recruiting and Admissions Performance 1. Defines which of your institution’s Test Type Codes correspond to the test types used in your Cognos FM Model and associated packages.3 Handbook Set Up Data 3-11 . IANE. MA AEF. AEF. MA AEF. Release Information Defines the current product and release number. MA Negative Indicators (0) Positive Indicators (1) Defines the positive ‘Yes’ description for the fact-based indicators used in the Cognos FM Models and associated packages. IANE. IANE. IANE. AEF. and Professional levels within your Cognos FM Model and associated packages. Defines the highest current age of a student to use when calculating the Traditional Student Indicator. Defines the negative ‘No’ description for the fact-based indicators used in the Cognos FM Models and associated packages. IANE. Defines the contact information and email address that display on each Help page. MA AEF.

3-12 Banner Recruiting and Admissions Performance 1. After you have defined your institution's BRM funnel states. If you have added any new funnel states or changed existing funnel state names in BRM. In BRM the source funnel states are defined by the associated BRM funnel models. if your institution’s BRM funnel state value for a Prospect is “Potentials” you need to change the Description for the Prospect Status funnel status to “Potentials”. The following picture illustrates the query items as they appear in Cognos when using the AEF package. For example. you will need to make changes to the FUNNEL STATUS parameter map and possibly the AEF package in Cognos. Modify the Description field of these values to reflect the BRM funnel states used at your institution. you may need to update the RAP FUNNELSTATUS parameter maps so that they will be recognized in RAP reporting packages. Define Funnel Status parameter map values The following table lists the Parameter Map FUNNEL STATUS values that were delivered at the time of installation or upgrade.3 Handbook Set Up Data June 2013 . The delivered Framework Manager model and RAP reports use these values. The FUNNEL STATUS Parameter Map records are used to define the relationship between a BRM funnel state to its “named” descriptive query item in the AEF package in RAP. These query items in the AEF package are Counts that sum the number of people included in a specific funnel state.Set Up Funnel Status parameter map As part of the design of the PM Analyze Enrollment Funnel (AEF) package. a number of “named” query items are defined that relate to the funnel states delivered in the source Banner Relationship Management (BRM) product.

• “No Changes .Internal Code 1 = FUNNEL STATUS Int Code Seq Internal Code 2 PROSPECT STATUS INQUIRY STATUS APPLICANT STATUS ADMIT STATUS CONFIRM STATUS ENROLL STATUS APPLICANT WITHDRAWN STATUS PROSPECT WITHDRAWN STATUS External Code PROSPECT STATUS INQUIRY STATUS APPLICANT STATUS ADMIT STATUS CONFIRM STATUS ENROLL STATUS APPLICANT WITHDRAWN STATUS PROSPECT WITHDRAWN STATUS Description 1 2 3 4 5 6 7 8 Prospect Inquiry Applicant Admit Confirm Enroll ApplicantWithdrawn ProspectWithdrawn Customize Funnel States in BRM and Funnel Statuses in RAP There are several customization scenarios that you may choose when you implement the BRM funnel states with RAP. June 2013 Banner Recruiting and Admissions Performance 1. the new funnel state/status will only be available  in funnel instances created after you made the change.Use BRM Funnel States as delivered” • “Add a new BRM Funnel State and RAP Funnel Status” • “Change RAP Funnel Status to match a changed BRM Funnel State” Note If you change a funnel state description in BRM or add a new funnel status to the FM model.3 Handbook Set Up Data 3-13 . Read the following sections to determine any changes you may need to make to the RAP funnel statuses based on changes you may have made to BRM funnel states.

Internal Code 1 FUNNEL STATUS Internal Code 2 DECEASED STATUS Int Code Seq External Code DECEASED STATUS Description 9 Deceased In general. you need to create a new FUNNEL STATUS parameter map in the Administrative UI and a new named query item in Cognos.Use BRM Funnel States as delivered If your institution doesn’t modify the funnel states that are delivered with BRM. The BRM funnel states will be available for reporting in RAP because the connection between BRM funnel states and RAP funnel statuses is set up by default.3 Handbook Set Up Data June 2013 . This approach is best illustrated through an example. Add a new BRM Funnel State and RAP Funnel Status If your institution adds a new funnel state in BRM and you want to create a new named funnel status query item for your additional funnel state.No Changes . use the following guideline to create a new record: FUNNEL STATUS Name of new Funnel Status next # based on previous record Name of new Funnel Status New Funnel State from BRM 3-14 Banner Recruiting and Admissions Performance 1. In the Administrative User Interface (UI). you don’t need to make any changes to the FUNNEL STATUS parameter map records. create a new FUNNEL STATUS parameter map associated with the new BRM funnel state that uses the values in the first row of the following table. 1. Use the following steps to make this a named funnel query item available for reporting in RAP. Suppose that you added a new funnel state named “Deceased” in BRM.

4. #sq($[Funnel Status]{'DECEASED STATUS'})#.2. which is DECEASED STATUS in this example.[Funnel History Measure]. The new Expression definition would look like the following: Decode([Analyze Enrollment Funnel BV]. open the Analyze Enrollment Funnel project. Verify the updated Cognos package and republish it to complete the change. June 2013 Banner Recruiting and Admissions Performance 1.2. Go to the Cognos Presentation Layer Namespace and create a new named query item that uses the External Code value (DECEASED STATUS) of the new FUNNEL STATUS parameter map to define that status in the Expression definition for the query item. null) 3. In the Cognos Framework Manager tool. there are a couple of options for what you need to change in RAP.[Funnel Status].3 Handbook Set Up Data 3-15 . 3. Change the #sq($[Funnel Status]{'PROSPECT STATUS'})# part of the expression to use the External Code of the new FUNNEL STATUS parameter map.1. Change RAP Funnel Status to match a changed BRM Funnel State If you change a delivered BRM funnel state name value and you want this value to have a related named funnel status query item in RAP (Cognos). In this example. [Analyze Enrollment Funnel BV]. we copy the Expression definition of the Prospect Status named query item. Implement one of the following two options based on whether you made the funnel state name change before or after you built any funnel instances.[PERSON_UID]. 3. [Funnel Status]. Copy the Expression definition of an existing named query item.

Option 1 .changed BRM funnel state name after building funnel instances If you change a delivered BRM funnel state name after building funnel instances. Ensure that the FM model which is the source for the AEF package is a Durable Model. Verify the updated Cognos package and republish it to complete the change. Read the sections describing both of these options to determine which one you want to implement. • “Maintain one RAP Funnel Status related to a changed BRM Funnel State” Use this option if you do not need to have the original BRM funnel state available for reporting in RAP. you have two options for how you can make changes in RAP. change the name of the related RAP query item to reflect the changed funnel status name. In the Cognos Presentation layer. 4. Option 2 . then it is a Durable Model. you need to make your version of the model a Durable Model. Maintain one RAP Funnel Status related to a changed BRM Funnel State If your institution has changed a funnel state name that was delivered with BRM and you want to make this changed state available for reporting in RAP but you don’t need to have the previous state available. 3. If you have customized the model or package. 2. Refer to the “Framework Durable models” section of the “Cognos and BPRA Integration” chapter in the Banner EDW Administration Guide for directions about how to make a model durable.changed BRM funnel state name before building funnel instances If you change a delivered BRM funnel state name before building any funnel instances. Update the appropriate FUNNEL STATUS parameter map record with the modified BRM funnel state by changing the Description field to the new funnel state value from BRM. These options differ based on how you want the old and new BRM funnel states to be reflected in RAP.3 Handbook Set Up Data June 2013 . • “Maintain two RAP Funnel Statuses related to a changed BRM Funnel State” Use this option if you want to have the original BRM funnel state still available for reporting in RAP. follow these steps to update RAP 1. 3-16 Banner Recruiting and Admissions Performance 1. If you use the delivered FM model and AEF package. follow the instructions in the “Define Funnel Status parameter map values” section to make this same change in the related RAP funnel status query item.

Int Code Seq Internal Code 1 FUNNEL STATUS Internal Code 2 PROSPECT STATUS External Code PROSPECT STATUS PRE2004 PROSPECT STATUS Description 1 Prospect FUNNEL STATUS PROSPECT STATUS 1 Potentials The key is to maintain two FUNNEL STATUS parameter map records that use the same Internal Code 2 value and different External Code and Description values to define the two different versions of the BRM funnel state. Suppose that prior to 2004 the Prospect funnel state in BRM was named “Prospect”. 2. Create a new FUNNEL STATUS parameter map Prospect Status record that uses the old “Prospect” funnel state value from BRM in the Description field and an External Code value of “PROSPECT STATUS PRE2004”. June 2013 Banner Recruiting and Admissions Performance 1. you need to decide how you want to be able to use these parameter map records in RAP reports and update the Cognos “named” query items accordingly. you need to maintain two FUNNEL STATUS parameter map records to handle this. Change the existing FUNNEL STATUS parameter map for the Prospect Status record by changing the Description field to use the modified “Potentials” funnel state value from BRM. 3. update the “named” query item. After creating the two FUNNEL STATUS parameter map records to support two related BRM funnel states. In Cognos. the original funnel status will not be available for reporting in RAP unless you maintain two FUNNEL STATUS parameter records. then starting in 2004 the Prospect funnel state was changed to “Potentials”. 1. This approach is best illustrated through an example.3 Handbook Set Up Data 3-17 . If you want to make both the modified and original BRM funnel states available for reporting in RAP. The two FUNNEL STATUS parameter map records would look like the following in the Administrative UI. Use the following steps to modify and create the necessary funnel statuses in RAP.Maintain two RAP Funnel Statuses related to a changed BRM Funnel State After you change a funnel state in BRM and the related funnel status in RAP.

• “Use two query items that count old and new funnel states separately” • “Use one query item that includes old and new funnel states in the same count” Use two query items that count old and new funnel states separately If you need to count the Prospects (the funnel state used in funnel instances before 2004) and Potentials (the funnel state used in funnel instances starting 2004 and later) separately.[PERSON_UID]. Change the Expression definition of the existing named Prospect Count query item to use the updated External Code of “PROSPECT STATUS PRE2004” for the Funnel Status argument. Refer to the following sections and do one or the other of the methods described. [Analyze Enrollment Funnel BV]. The new Expression definition would be the following: Decode([Analyze Enrollment Funnel BV]. #sq($[Funnel Status]{'PROSPECT STATUS PRE2004'})#. make the following changes in Cognos. 3.There are two approaches to how you can update the “named” query item in Cognos. null) The new Expression definition would look like the following in Cognos: 3-18 Banner Recruiting and Admissions Performance 1.[Funnel History Measure].1.3 Handbook Set Up Data June 2013 . [Funnel Status].[Funnel Status].

null) The new Expression definition would look like the following in Cognos: 3. The new Expression definition would be the following: Decode([Analyze Enrollment Funnel BV]. Verify the updated Cognos package and republish it to complete the change. Create a new named query item called Potentials Count that uses the External Code of “PROSPECT STATUS” and relates to the new Potentials FUNNEL STATUS parameter map.[Funnel Status]. [Funnel Status].3 Handbook Set Up Data 3-19 .2. June 2013 Banner Recruiting and Admissions Performance 1.3.[PERSON_UID]. #sq($[Funnel Status]{'PROSPECT STATUS'})#.[Funnel History Measure].3. [Analyze Enrollment Funnel BV].

then you can 3. [Funnel History Measure].[PERSON_UID]. #sq($[Funnel Status]{'PROSPECT STATUS'})#. Change the Name of the existing named query item to a name that reflects the new count.1. This is illustrated by the highlighted portion of the following statement.[Funnel Status]. The new Expression definition would look like the following in Cognos: 3. 3-20 Banner Recruiting and Admissions Performance 1.3 Handbook Set Up Data June 2013 . [Analyze Enrollment Funnel BV].2. #sq($[Funnel Status]{'PROSPECT STATUS PRE2004'})#. In this example.1.Use one query item that includes old and new funnel states in the same count If you need only one named query item that will provide the count for both Prospects and Potentials and can be used with all funnel instances (pre or post 2004). Verify the updated Cognos package and republish it to complete the change. [Funnel Status].null) 3. Decode([Analyze Enrollment Funnel BV]. the query item is renamed to “Prospect/Potentials Count”.[PERSON_UID]. [Analyze Enrollment Funnel BV]. Change the query item Expression definition so that it includes both Prospects and Potentials. [Funnel History Measure]. You do this by adding another #sq section to the statement that uses the External Code value from the second FUNNEL STATUS parameter map.

3 are not deleted during the RAP 1. you can either modify the script or manually delete the records  within the Administrative UI.3 If you changed the FUNNEL STATUS parameter map records delivered prior to RAP 1. • If you changed FUNNEL STATUS parameter maps in previous versions of RAP.3 upgrade process. After you have recreated the customized FUNNEL STATUS parameter map records. follow the steps in “Change RAP Funnel Status to match a changed BRM Funnel State” to recreate those changes in the new FUNNEL STATUS parameter map records. you can reference your customized FUNNEL STATUS parameter map records (that existed prior to RAP 1.3 Handbook Set Up Data 3-21 .3) and use the information to recreate these changes using the “new” approach for this parameter map.3.3. follow the steps in “Add a new BRM Funnel State and RAP Funnel Status” to recreate those changes in the new FUNNEL STATUS parameter map records. June 2013 Banner Recruiting and Admissions Performance 1.Recreate customized FUNNEL STATUS parameter map records created before RAP 1. you will need to recreate these changes and additions. This was done so that after the upgrade.3.sql Note The delete script only deletes the FUNNEL STATUS parameter map records delivered by Ellucian prior to RAP1.3 or created new ones. Because the FUNNEL STATUS parameter map functions differently with this release. you can use the following script to delete the records that existed before RAP 1.4. Follow the instructions in one of the previous sections to recreate your changes using the following guidelines: • If you created new BRM funnel states and new FUNNEL STATUS parameter map records in previous versions of RAP. rap_ia_admin_delete_mtvparm_funnel_status_rap_10300. The script is delivered in the \edw\edw8. the old records will no longer work correctly to define funnel statuses.3\upgrade directory. The FUNNEL STATUS parameter map records that existed prior to RAP 1. If you want to delete any FUNNEL STATUS parameters map records that you customized prior to RAP1.

4. Open the WDT_FUNNEL_STATUS_GOAL. These goals will be used against the actual counts for the various funnel states in the Framework Manager (FM) model to perform calculations.Set Up Funnel Status Goals The goals feature lets you set up funnel status goals that you can use with the Banner Recruiting and Admissions Performance product. both files will have the same name. ensure that the last column (the one after USER_GOAL5) is copied over to each of the newly added lines. 3-22 Banner Recruiting and Admissions Performance 1. Remove all rows from this file except the first four header rows. A list of embedded macros displays (the delivered macro is called CSV file). Enable Macros for the file. This centralizes the goal data and provides a simple process for configuring these goals.1. Select Macros from the View menu of the spreadsheet.3. 1. 5. save the file as a . 2.xlsm file that is stored in the \edw\edw8. 7. you can deploy the spreadsheet to a directory. These two data items are located in the Analyze Enrollment Funnel package in the “Funnel Status” Query Subject within the “All Funnel Status Goals” subfolder. but different extensions. 7. Once created. You configure the funnel status goals using the WDT_FUNNEL_STATUS_GOAL.3 Handbook Set Up Data June 2013 . Add as many new rows as you need to define your institution’s funnel status goals. 6. You can set up goals for various funnel statuses within a Funnel Model/Instance/Term/Qualifier Type and Qualifier. The goals defined in the spreadsheet are loaded into the “Funnel Status Goal” data item. which is delivered with the RAP product. 7. The goal details are entered in the WDT_FUNNEL_STATUS_GOAL dimension table in the data warehouse. the goals are used to calculate the “Funnel Status Progress Rate” data item. The next data load will load the goals to the data warehouse and store them in the corresponding dimension tables.csv file: 7. Enter a filename that is exactly the same as the original file name (WDT_FUNNEL_STATUS_GOAL). After you enter all records and copy the last column. After you configure the goals in the spreadsheet. 4. Additionally.xlsm spreadsheet. Select the “Template File” tab. Perform the following steps to set up Funnel Status goals. 3. Click Run and the macro will prompt for a location and filename for the csv file. After all the necessary records have been created.2.3\edwmgr\rap\tables directory.

Refer to the ext_table_dir_rap variable in the login. If there are issues during the load. the table will not be reloaded and will retain the data it originally contained.8. the system displays a “SUCCESS Goals were updated from the csv file” message. 9.csv files to the DATALOAD_DIR_RAP directory (this directory was defined during the install/upgrade process). The following figure depicts a sample error message displayed by the system when an unsuccessful data load occurs. Use one of the following jobs to load the data from the csv files to appropriate EDW dimension and fact tables: • If you want to reload the Funnel History Fact and all associated dimensions (including the goal data). After the load process has completed successfully. June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Set Up Data 3-23 . If there is a missing file or a file that has incompatible data.sql file to determine the location where the DATALOAD_DIR_RAP is stored in the system. A database administrator or developer will need to perform this step since it requires access to the database file system. the Job Control Report will display the appropriate message. • If you just want to reload the updated goals. run this job: Schedule a Process>Schedule Banner EDW Operational Mappings>LOAD_EM_FUNNEL_HISTORY. run this job: Schedule a Process>Schedule Banner EDW Operational Mappings>Run A Single Warehouse Mapping>RAP_FUNNEL_HIST_DIM_FNL_ST_GL. Rerun the appropriate load job in the Administrative UI. Move the .

USER_GOAL4 and USER_GOAL5) empty. 3-24 Banner Recruiting and Admissions Performance 1. However we do not foresee a need for you to create custom goals for funnel status.Set up additional custom goals It is a standard practice to include five user defined goal columns that give you the option to customize the product. We recommend that you leave the user goal columns (USER_GOAL1.3 Handbook Set Up Data June 2013 . USER_GOAL3. USER_GOAL2.

When delivered. section 3 of the report will not display any data. You will see that Steps 1 through 4 are the same for both methods. Perform the following steps to change the Test Type prompt default value in the Funnel by Quality Summary report. Choose either method to complete the change. • “Method 1 . You need to change this report in Report Studio by editing this default value to a Test Code that your institution wants to use as the default value. Click the Report Studio icon associated with the Funnel by Quality Summary report to open it in Report Studio.Change in Cognos Report Studio” Make the change directly in Cognos Report Studio and save it. 2.Copy to Text Editor and change” Copy the report definition to a Text Editor.Set Test Type in Funnel by Quality Summary report Several reports and performance charts include drill through to the Funnel by Quality Summary report.3 Handbook Set Up Data 3-25 . the report was located in the Public Folders>Recruiting Admissions Performance>Reports>Analyze Enrollment Funnel folder. • “Method 2 . Method 1 .Change in Cognos Report Studio 1. In Cognos Connection. a default value is required for the Test Type (for Section 3) prompt. When delivered. access the Funnel by Quality Summary report. make the change and then reload the new definition into Cognos Report Studio and save it. There are two methods for making the change. For the drill through to work properly. If you do not change the default Test Code value. this prompt is pre-defined with the Test Code value “A05” (representing ACT Composite in Ellucian test data). June 2013 Banner Recruiting and Admissions Performance 1.

4. Close this window by clicking the X in the upper right corner. A second message may display describing that the report will be updated due to a package update. you will get the following message.3 Handbook Set Up Data June 2013 . If pop-up blocker is enabled. Click Allow Access. therefore do NOT click the OK button.3. 3-26 Banner Recruiting and Admissions Performance 1. You do not need to process the package update to complete this default value edit.

The “A05” value displays in the Default Selections window.5. Change the value to the Test Code value that your institution wants to set as the default selection in the Test Type (for Section 3) prompt of the report. Click Page Explorer>Prompt Page to open the Prompt page of the report. by clicking in the prompt cell highlighted below. you might use the value “SATC”. An ellipsis button (three dots) will display after you click the property. 9. Click the button. In the Properties panel click the Default Selections property. 8.3 Handbook Set Up Data 3-27 . June 2013 Banner Recruiting and Admissions Performance 1. 7. 10. Select the Test Type (for Section 3) prompt. For example. Click the Pencil icon. 6.

Click OK again in the Default Selections window. Method 2 . In Cognos Connection.3 Handbook Set Up Data June 2013 . you will get the following message. 12. or click the 'Save' icon to save your changes. 13. access the Funnel by Quality Summary report. Select File>Save from the menu bar. If pop-up blocker is enabled.11. 3-28 Banner Recruiting and Admissions Performance 1. Click the Report Studio icon associated with the Funnel by Quality Summary report to open it in Report Studio. Click Allow Access. 2. Click OK in the Edit window. 3.Copy to Text Editor and change 1. the report was located in the Public Folders>Recruiting Admissions Performance>Reports>Analyze Enrollment Funnel folder. When delivered.

3 Handbook Set Up Data 3-29 . June 2013 Banner Recruiting and Admissions Performance 1. Close this window by clicking the X in the upper right corner.4. A second message may display describing that the report will be updated due to a package update. therefore do NOT click the OK button. You do not need to process the package update to complete this default value edit.

11. 6. Select the Tools>Copy Report to Clipboard menu option. After the report is loaded.5. Click OK. select File>Save and save the file with the original name “Funnel by Quality Summary”. you might use the value “SATC”. For example. Select All of the text in the Text Editor and copy it.3 Handbook Set Up Data June 2013 . There is only one occurrence of “A05” in the report. 10. 9. Open Notepad or any text editor and paste the copied report into it. In Cognos Report Studio. 7. 8. select Tools>Open Report from Clipboard. 3-30 Banner Recruiting and Admissions Performance 1. Search for the value A05 and replace with the Test Code value that your institution wants to set as the default selection in the Test Type (for Section 3) prompt of the report.

you can simply select a different value in the prompt to run this report for any  test type you choose.3 Handbook Set Up Data 3-31 . you have successfully updated the report with your institution’s default Test Type (for Section 3) prompt value. which is “SAT Combined” in our example. June 2013 Banner Recruiting and Admissions Performance 1. Note Remember that this is the default prompt value that will be used to populate section 3 of this report when this report is drilled to from a performance chart or other report. If you run this report standalone. You can select to run the report in Cognos Connection and to confirm the new Test Code default value is selected for the Test Type (for Section 3) prompt.After you complete this change using either method.

3-32 Banner Recruiting and Admissions Performance 1.3 Handbook Set Up Data June 2013 .

2.2 folder” on page 4-184 • “Impact of Aid on New Enrollment performance charts” on page 4-191 June 2013 Banner Recruiting and Admissions Performance 1. The chapter includes the following sections: • “Dashboard overview” on page 4-2 • “RAP dashboards” on page 4-2 • “Shared Prompts dashboards” on page 4-4 • “Analyze Admissions Trends dashboard” on page 4-7 • “Analyze Enrollment Funnel Trends dashboard” on page 4-12 • “Standard Portlet dashboards” on page 4-16 • “Director of Admissions dashboard” on page 4-18 • “Director of Financial Aid dashboard” on page 4-19 • “Recruiter dashboard” on page 4-20 • “Vice President of Enrollment dashboard” on page 4-21 • “Configure a dashboard” on page 4-22 • “Dashboard templates” on page 4-29 • “Working in Cognos” on page 4-39 • “Performance charts” on page 4-45 • “Analyze Enrollment Funnel performance charts” on page 4-46 • “Analyze Enrollment Funnel performance charts .2 folder” on page 4-139 • “Manage Applicants performance charts” on page 4-149 • “Manage Applicants performance charts .4 Dashboards and Performance Charts The Banner Recruiting and Admissions Performance dashboards are designed to be your starting point for reporting and analysis.RAP 1.RAP 1. run other reports.3 Handbook Dashboards and Performance Charts 4-1 . This chapter describes general information about using and configuring dashboards and performance charts as well as specific information about the dashboards and performance charts included with Banner Recruiting and Admissions Performance. or access online help.2. From the dashboards you can review graphical performance charts.

Shared Prompts or Standard Portlet dashboards. or diversity and program enrollments. recruiter activity and application processing • Performance charts that you can switch in or out • Colors and logos that you can change • Tools to search for a report. and provides content specific to key stakeholders • Report folders that enable you to group reports into logical collections. or access Online Help RAP dashboards RAP is delivered with two types of dashboards . department or recruit cycle. A dashboard typically focuses information around the specific analytical needs of one user. access commonly viewed reports from the report list. for example. with the ability to drill through to more detailed reports • A centralized reporting portal that can be configured and customized. prospect quality and diversity. You can use a dashboard to monitor aspects of your institution’s progress at a glance. Refer to the following sections to learn about the two types of dashboards and the sample dashboards delivered with RAP. • “Shared Prompts dashboards” on page 4-4 • “Director of Admissions dashboard” on page 4-18 • “Analyze Enrollment Funnel Trends dashboard” on page 4-12 • “Standard Portlet dashboards” on page 4-16 • “Director of Admissions dashboard” on page 4-18 4-2 Banner Recruiting and Admissions Performance 1. From a dashboard you can review graphical performance charts and run other reports. funnel status. The delivered dashboards are stored in the Public Folders>Recruiting Admissions Performance>Dashboards folder when the product is installed. academic quality.3 Handbook Dashboards and Performance Charts June 2013 . role. You can use the dashboards as delivered or customize them for your institution. The dashboards include the following: • Graphical representations of your institution’s key performance measures.Dashboard overview A dashboard is a visual display of key information organized to provide a complete view of that data. These delivered dashboards are intended to illustrate the graphical content you can include in a dashboard. You can also create additional dashboards. such as separate folders for planning and analytics. RAP includes sample dashboards of both types.

Report Studio produces graphical charts with dynamic prompts that allow you to change the content or characteristics presented in the chart.• “Director of Financial Aid dashboard” on page 4-19 • “Recruiter dashboard” on page 4-20 • “Vice President of Enrollment dashboard” on page 4-21 Changing the delivered dashboards or creating new ones allows you to select the performance measures relevant to your users’ specific business needs. June 2013 Banner Recruiting and Admissions Performance 1. All performance charts and dashboard lists were built using Cognos Report Studio. For example. When you view a dashboard. while a Director of Admission’s dashboard might include a bar chart of applicants by recruiter with Combined ACT Scores greater than 24. Each dashboard includes graphical performance charts or dashboard lists. you can dynamically select values for some parameter fields of the chart data.3 Handbook Dashboards and Performance Charts 4-3 . a Recruiting Manager’s dashboard might include a bar chart of the high-scoring prospects in the Philadelphia area.

3 Handbook Dashboards and Performance Charts June 2013 . Each numbered item corresponds to a description in the table that follows the picture. The RAP product is delivered with the following shared prompt dashboards that are located in named subfolders in the Public Folders>Recruiting Admissions Performance> Dashboards> folder when the product is installed: • “Director of Admissions dashboard” • “Analyze Enrollment Funnel Trends dashboard” Refer to the section for a specific shared prompt dashboard to get more information about it. This type of dashboard allows you to select values for the shared prompts. Shared Prompts dashboard components The following picture illustrates the components of a shared prompt dashboard. and simultaneously update all of the performance charts in the dashboard. 4-4 Banner Recruiting and Admissions Performance 1. submit them.Shared Prompts dashboards A Shared Prompts dashboard is a specific type of dashboard that shares prompts across all performance charts included in the dashboard.

Figure 1: Shared Prompt Dashboard components # Item Description 1 Shared Prompts portlet Shared Prompts portlet buttons Submit The Shared Prompts portlet includes the set of prompts that you can define once and use to filter all of the performance charts in the dashboard. Click the Show/Hide button to show or hide the selected values for all prompts in the Shared Prompt portlet. Click the Submit button to run or update the dashboard using the Shared Prompt selected values for all performance charts.3 Handbook Dashboards and Performance Charts 4-5 . 2 Show/Hide June 2013 Banner Recruiting and Admissions Performance 1. The Shared Prompt portlet includes buttons that let you work with the prompts in that portlet.

Click the Show Prompts button to view the prompts for the chart. The delivered Shared Prompts dashboards each include three pages. Most dashboards include drill-through capability to drill to more detailed information in a related report. required prompts are not cleared.# Item Description Deselect All Click the Deselect All Optional Shared Prompts button to clear all previously selected (optional) Shared Prompt values. Each performance chart includes its own Submit button. You can then select new prompt values and rerun the chart. Show/Hide 4-6 Banner Recruiting and Admissions Performance 1. If the chart listens with other performance charts. A Shared Prompt dashboard can include multiple pages. Reset Date 3 Performance chart portlets 4 Dashboard pages 5 Performance chart portlet buttons Show Prompts Page Each of the performance charts include buttons that let you work with the prompts for the chart in that portlet. When the cursor turns to a pointing finger. simply click the Submit button to start over. all of the charts and Shared Prompts will be updated to use the new prompt values.3 Handbook Dashboards and Performance Charts June 2013 . you can click to drill to a related report. the other charts will be updated as well. After selecting this option. Click a link to view a different page of the dashboard. Four graphical charts related to performance management display on each page of a Shared Prompt dashboard. Move your cursor over values in a chart. When you submit a chart that is set to communicate with other portlets and those chart prompts share a common parameter name with other charts in the dashboard. Click the Reset Date button to reset the date to today’s date. The pane to the left of the performance charts contains links to each dashboard page. The Shared Prompt dashboards include multiple pages. Click the Show/Hide button to show or hide the selected values for all prompts in the performance chart portlet. Click the Submit button to run or update the associated performance chart using the values selected for that chart.

# Item Description 6 Performance Chart Portlet Toolbar You can use each chart’s mini-toolbar to access Cognos help. When delivered. the Analyze Admissions Trends Dashboard includes three pages of performance charts . The pictures on the following pages illustrate the three pages of this dashboard. minimize. its shared prompts.Current Status. You can customize a dashboard by changing which performance charts display on a dashboard. diversity and program attributes • Evaluate the composition of your admissions population and compare performance to past activity • Track admissions decisions dates by monthly or weekly intervals and compare results with prior academic periods at the same point in time The Analyze Admissions Trends dashboard is a Shared Prompts Dashboard. refer to the following sections: Current Status page • “Year Over Year Application Decision Comparison” • “Academic Period To Date Decision Tracking” • “Application Decision Counts” • “Admissions Count by Diversity” Comparison page • “Admissions Status Counts” • “Admissions Performance Measures” • “Admissions Count by College” • “Admissions Count by Secondary School State” June 2013 Banner Recruiting and Admissions Performance 1. This dashboard. Comparison. The performance charts included in this dashboard give you the ability to do the following kinds of analysis: • Analyze admissions headcounts and performance measures by various quality. and Composition. refresh.3 Handbook Dashboards and Performance Charts 4-7 . or maximize the report. edit. and related dashboard pages are located in the Public Folders>Recruiting Admissions Performance> Dashboards>Analyze Admissions Trends Dashboard folder when the product is installed. For more information about the performance charts included in this dashboard. Analyze Admissions Trends dashboard Use the Analyze Admissions Trends dashboard to monitor the progress of your current admissions cycles.

3 Handbook Dashboards and Performance Charts June 2013 .Composition page • “Admissions Performance by Diversity” • “Admissions Performance by Quality” • “Admissions Distribution by Secondary School” • “Admissions Composition by Diversity” 4-8 Banner Recruiting and Admissions Performance 1.

and provide a year over year comparison of application decisions.Analyze Admissions Trends dashboard . Figure 2: Analyze Admissions Trends dashboard . track decisions by date.Current Status page June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Dashboards and Performance Charts 4-9 .Current Status page The Current Status page of the Analyze Admissions Trends dashboard includes performance charts that monitor current decision counts.

3 Handbook Dashboards and Performance Charts June 2013 .Comparison page 4-10 Banner Recruiting and Admissions Performance 1. Figure 3: Analyze Admissions Trends dashboard .Analyze Admissions Trends dashboard .Comparison page The Comparison page of the Analyze Admissions Trends dashboard includes performance charts that provide a three year trend perspective of admission counts by status. admission counts by college and by Secondary School State. admission rates.

Figure 4: Analyze Admissions Trends dashboard .Analyze Admissions Trends dashboard . The dashboard also provides a distribution by secondary school state based on an admission status.Composition page The Composition page of the Analyze Admissions Trends dashboard includes performance charts that look at a three year trend for admissions performance by diversity and quality and a three year admission trend by diversity.3 Handbook Dashboards and Performance Charts 4-11 .Composition page June 2013 Banner Recruiting and Admissions Performance 1.

the Analyze Enrollment Funnel Trends Dashboard includes three pages of performance charts . The performance charts included in this dashboard give you the ability to do the following kinds of analysis: • Analyze total funnel headcounts and performance measures or current funnel status by various quality. diversity and program attributes • Evaluate the composition of your funnel population and compare performance to past activity • Track funnel activity by funnel status entry dates for monthly or weekly intervals and compare results with prior academic periods at the same point in time The Analyze Enrollment Funnel Trends dashboard is a Shared Prompts Dashboard. and Composition. and related dashboard pages are located in the Public Folders>Recruiting Admissions Performance> Dashboards>Analyze Enrollment Funnel Trends Dashboard folder when the product is installed.Analyze Enrollment Funnel Trends dashboard Use the Analyze Enrollment Funnel Trends dashboard to monitor the progress of a specific enrollment funnel instance for an academic period and student level. For more information about the performance charts included in this dashboard. This dashboard. When delivered. refer to the following sections: Current Status page • “Year Over Year Funnel Status Entry Date Comparison” • “Academic Period To-Date Total Funnel Tracking” • “Current Funnel Aging” • “Current Funnel Count” Comparison page • “Year Over Year Active Funnel Status Comparison” • “Campaign Tracking by Current Funnel” • “Total Funnel Entry Date Range Trend” • “Funnel Performance Trend” Composition page • “Funnel Count by Initial Status” • “Funnel Performance by Initial Status” • “Funnel Composition by Diversity” • “Funnel Geographic Distribution” 4-12 Banner Recruiting and Admissions Performance 1. Comparison. The pictures on the following pages illustrate the pages of this dashboard. its shared prompts.3 Handbook Dashboards and Performance Charts June 2013 .Current Status.

Figure 5: Analyze Enrollment Funnel Trends dashboard .3 Handbook Dashboards and Performance Charts 4-13 . and compare actual funnel statuses to funnel goals as of a specified date.Current Status page The Current Status page of the Analyze Enrollment Funnel Trends dashboard includes performance charts that let you monitor current funnel counts and aging.Current Status page June 2013 Banner Recruiting and Admissions Performance 1.Analyze Enrollment Funnel Trends dashboard .

Analyze Enrollment Funnel Trends dashboard .3 Handbook Dashboards and Performance Charts June 2013 .Comparison page The Comparison page of the Analyze Enrollment Funnel Trends dashboard includes performance charts that let you monitor campaign performance for the current funnel and evaluate a three year trend in funnel performance rates and total funnel counts based on entry dates. Figure 6: Analyze Enrollment Funnel Trends dashboard .Comparison page 4-14 Banner Recruiting and Admissions Performance 1.

Composition page The Composition page of the Analyze Enrollment Funnel Trends dashboard includes performance charts that let you monitor funnel counts. performance.Analyze Enrollment Funnel Trends dashboard . Figure 7: Analyze Enrollment Funnel Trends dashboard .3 Handbook Dashboards and Performance Charts 4-15 .Composition page June 2013 Banner Recruiting and Admissions Performance 1. composition. and distribution by various diversity and program attributes.

Standard Portlet dashboards A Standard Portlet dashboard is a standard dashboard that includes four or more performance charts on one screen. Figure 8: Standard Portlet Dashboard components 4-16 Banner Recruiting and Admissions Performance 1.3 Handbook Dashboards and Performance Charts June 2013 . Standard Portlet dashboard components The following picture illustrates the components of a standard portlet dashboard. You can use a dashboard to get a quick look at key information related to your institution’s performance. The RAP product is delivered with the following standard portlet dashboards that are located in the Public Folders>Recruiting Admissions Performance> Dashboards folder when the product is installed: • “Director of Admissions dashboard” • “Director of Financial Aid dashboard” • “Recruiter dashboard” • “Vice President of Enrollment dashboard” Refer to the section for a specific standard portlet dashboard to get more information about it. Each numbered item corresponds to a description in the table that follows the picture.

The Report Search feature lets you search for reports by name. You can use each chart’s mini-toolbar to access Cognos help.3 Handbook Dashboards and Performance Charts 4-17 . You can create custom dashboards for users at your institution and specify which tabs to display in the interface. Note: The Help icon on the Cognos Connection toolbar provides Help on the Cognos Connection tool.# Item Description 1 Cognos Connection toolbar The toolbar includes a Refresh icon. edit. Performance charts may be static or interactive. a Search feature. a report type. The Launch link opens other Cognos tools such as Query Studio and Report Studio. and one tab for each of the delivered dashboards.) Four graphical charts related to performance management appear on each dashboard. Business Concepts. You can change the reports that will display on a dashboard. You can change which performance charts display on a dashboard. and “How To” information. You can also perform an advanced search for reports by selecting a search method. There are Public Folders. Move your cursor over portions of the dashboard report to see additional detail information. Information is organized into tabs that you can select. a Home icon. That icon does not access the specific Banner Recruiting and Admissions Performance help. or maximize the report. My Area icon and a Help icon (for Cognos help). Click a report folder to view the reports in that folder or click a report title to open that report. June 2013 Banner Recruiting and Admissions Performance 1. minimize. personal My Folders. The reports list links to all the reports included in the Reports folder. 2 Product tabs 3 Report search 4 Performance charts 5 Banner Recruiting and Admissions Performance Reports List 6 Banner Recruiting and Admissions Performance Help 7 Page icons Two page icons let you create a new dashboard or edit the existing dashboard. and which folders to search (the scope of the search. The Help area provides a link to information specific to the Banner Recruiting and Admissions Performance product including the Handbook. modification information.

3 Handbook Dashboards and Performance Charts June 2013 . Figure 9: Director of Admissions Dashboard The Director of Admissions dashboard is a Standard Portlet Dashboard. This dashboard is located in the Public Folders>Recruiting Admissions Performance> Dashboards folder when the product is installed. 4-18 Banner Recruiting and Admissions Performance 1. • “Current Funnel Aging” • “Total Funnel Count” • “Admissions Count by College” • “Current Funnel Count”. When delivered. analyze.Director of Admissions dashboard The Director of Admissions dashboard is intended for use by your institution’s users who monitor. and make key admissions decisions. the Director of Admissions Dashboard includes the following performance charts.

Figure 10: Director of Financial Aid Dashboard The Director of Financial Aid dashboard is a Standard Portlet Dashboard. • “FM Percent of Need Met & Yield” on page 4-200 • “Percent of FM Need Met & Yield by Gross Need” on page 4-203 • “Total Offer. you can use this dashboard to analyze a prospective student’s financial need and unmet need and how that factors into a student’s decision to enroll. For example. FM Need Met & Yield by EFC” on page 4-204 • “FM Total Offer Composition by Diversity” on page 4-201 June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Dashboards and Performance Charts 4-19 . This dashboard is located in the Public Folders>Recruiting Admissions Performance> Dashboards folder when the product is installed. When delivered.Director of Financial Aid dashboard The Director of Financial Aid dashboard is intended for use by your institution’s users who monitor student enrollment looking for trends based on factors related to financial aid. you can determine whether you need to restructure financial aid package combinations. Based on the analysis results. the Director of Financial Aid dashboard includes the following performance charts.

Recruiter dashboard The Recruiter Dashboard is intended for use by your institution’s recruiters or other users who manage and facilitate the recruitment activities at your institution. This dashboard is located in the Public Folders>Recruiting Admissions Performance> Dashboards folder when the product is installed. the Recruiter Dashboard includes the following performance charts. When delivered. Figure 11: Recruiter Dashboard The Recruiter dashboard is a Standard Portlet Dashboard.3 Handbook Dashboards and Performance Charts June 2013 . • “Recruiter Performance Measures” • “Recruiter Contacts Aging” • “Recruiter Funnel” • “Recruiter Performance” 4-20 Banner Recruiting and Admissions Performance 1.

This dashboard highlights enrollment performance measures. Figure 12: Vice President of Enrollment Dashboard The Vice President of Enrollment dashboard is a Standard Portlet Dashboard. This dashboard is located in the Public Folders>Recruiting Admissions Performance> Dashboards folder when the product is installed.Vice President of Enrollment dashboard The Vice President of Enrollment dashboard is intended for your institution’s users who make key enrollment decisions. • “Admissions Status Counts” on page 4-174 • “Admissions Performance by Quality” on page 4-168 • “Admissions Composition by Diversity” on page 4-153 • “Funnel Status Geographic” on page 4-142 June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Dashboards and Performance Charts 4-21 . the Vice President of Enrollment Dashboard includes the following performance charts. When delivered.

Use the following steps to choose a different performance chart to display in a dashboard. Change performance chart displayed in a dashboard You can customize a dashboard so that it displays specific performance charts that are important to your institution. 1. Click the Edit button in the portlet for the specific dashboard performance chart that you want to change. 4-22 Banner Recruiting and Admissions Performance 1. You can use dashboards as delivered or you can customize a dashboard so that it displays specific performance charts that are important to your institution. Refer to the “Set default values for a Shared Prompt or performance chart portlet” section for instructions on how to do this. You can apply the topics in this section to either a Shared Prompts or Standard Portlet type of dashboard.3 Handbook Dashboards and Performance Charts June 2013 . You can accomplish this by performing the following tasks. You need to configure it so that the performance charts and Shared Prompts portlets of the dashboard function and communicate with each other the way that you want them to. Refer to the “Set portlet properties” section for instructions on how to do this. You can change which performance charts display in a dashboard or change how the performance charts display to meet each user’s personal preferences. It is especially important that you configure a Shared Prompts dashboard before you run it.Configure a dashboard The delivered dashboards are intended to illustrate the kind of graphical content you can include in a dashboard. • Set default values for the Shared Prompts portlet of the dashboard. • Set the portlet properties for each portlet in the dashboard.

 remember to pick the performance chart from that folder. Note If you copied performance charts to a new dashboard folder you created. June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Dashboards and Performance Charts 4-23 . 3.2. Navigate to the new performance chart that you want to display in the dashboard. Click the Select an Entry link.

When you complete all these steps. 7. Each portlet has properties that you define separately including how the report will run when you first open the dashboard and how portlets within the same dashboard will communicate with each other. Click OK. In most cases you will want all of the portlets to communicate with each other. you have successfully changed the performance chart displayed in a dashboard. Set portlet properties The sections of a dashboard that display the Shared Prompts and performance charts are called “portlets”. This means that when you change prompt values 4-24 Banner Recruiting and Admissions Performance 1.4. You may need to change the portlet properties for the new chart in the dashboard. You may need to change the default values for this new chart in the dashboard. 5.3 Handbook Dashboards and Performance Charts June 2013 . Refer to the “Set portlet properties” section for instructions on how to do this. Refer to the “Set default values for a Shared Prompt or performance chart portlet” section for instructions on how to do this. Choose the performance chart you want to display in the dashboard. 6.

Perform the following steps to set the portlet properties for all portlets within a dashboard. 1. You need to perform these steps for each portlet in the dashboard.for a chart in one portlet and submit the change. June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Dashboards and Performance Charts 4-25 . Access a Shared Prompts dashboard. all of the portlets that communicate with the portlet where the change was made will also register the change and use those prompt values. Click Report Properties under the Entry section of the Properties window. Each portlet contains a mini toolbar with an Edit button . Click the Edit button in one of the portlet toolbars. You will use the Edit button in each separate portlet to access and change the properties for that portlet. 2. 3.

3 Handbook Dashboards and Performance Charts June 2013 . • Select the Portlets not using a channel radio button. • Select to Match on the Parameter name only. uncheck the Communicate with other portlets checkbox. 4-26 Banner Recruiting and Admissions Performance 1. The Portlet communication options let you enable communication between this portlet and other Cognos portlets. set the Portlet communication options as follows: • Check the Communicate with other portlets checkbox. Set the Portlet communication options. 5. To turn on communication between portlets on a dashboard. Set the Fragment Action to Run the report. To turn off communication between portlets on a dashboard.4.

or CognosPortlets. 8. June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Dashboards and Performance Charts 4-27 . you have successfully set the portal properties.You can also use channel names to set up communication between specific portlets. and underscore (_) characters. Repeat steps the previous steps for every portlet in the dashboard. 6. Within that folder there is a sub-folder related to each business concept that includes the performance charts created based on that business concept. Click OK again in the “Set the properties” window to register your changes. Locate the performance chart or Shared Prompts page for the dashboard you want to update. Type the same channel name for the portlets that you want to interact. The channel name can include only letters. 1. 2. There is a separate Shared Prompts page for each Shared Prompts dashboard. the “Analyze Admissions Trends Shared Prompts” page for the Analyze Admissions Trends dashboard is delivered in the Public Folders>Recruiting and Admissions Performance>Dashboards>Analyze Admissions Trends folder. Click the Set Properties button associated with the Shared Prompt page or performance chart. For example. For example. The Shared Prompts display at the top of a dashboard and allow you to select prompt values that get synchronized to all the charts on the dashboard when you submit them. numbers. • Shared Prompts pages are delivered with each of the Shared Prompts dashboards in the Public Folders>Recruiting and Admissions Performance>Dashboards>[Shared Prompts dashboard name] folder path. Click OK. and must not contain any spaces. Cognos. Cognos_Portlets. these items are located here: • Performance charts are delivered in the Public Folders>Recruiting and Admissions Performance>Performance Charts folder path. When you complete all these steps. When the product is delivered. 7. Set default values for a Shared Prompt or performance chart portlet You have the option to define default values for the performance charts or Shared Prompts that display in a dashboard.

. link under the Prompt values. Select the Report tab. 4-28 Banner Recruiting and Admissions Performance 1. 4.3 Handbook Dashboards and Performance Charts June 2013 ..3. Click the Set.

The selected prompt values will display in the “Set properties” window. These templates are located in the Public Folders>Recruiting Admissions Performance>Templates folder when the product is installed.3 Handbook Dashboards and Performance Charts 4-29 . Click the Submit button. 7. When you run the dashboard that uses the Shared Prompts page or the performance chart.The prompt page for the Shared Prompt page or the performance chart you are editing displays. Sample dashboards are delivered in the Public Folders>Recruiting Admissions Performance>Templates folder. Multi Page Shared Prompts Dashboard Pages June 2013 Banner Recruiting and Admissions Performance 1. When you complete these steps. you have set the prompt values for a Shared Prompt or a performance chart portlet. Trends Dashboard Folder that includes the page templates for each of the pages of Shared Prompt dashboard. 5. Dashboard templates Dashboard templates are pages designed to give you an easy starting point for creating a new dashboard. The following list describes the various Dashboard template pages and which sample dashboards use them. Specify prompt values in the resulting window. Click OK. the selected prompt values will already be set. You should select values for any Required prompts (noted with red underline below the prompt value lists) and any other prompts that you want to define with a default value. Banner Recruiting and Admissions Performance is delivered with Dashboard templates for both Shared Prompts dashboards and Standard Portlets dashboards. The Shared Prompts dashboard page templates are located in named subfolders within the Templates folder. Template or Folder How used Delivered sample dashboards of this type Multi Page Shared Prompts Dashboard Use this template for a Analyze Admissions Trends dashboard that will use Shared Dashboard Prompts and include more than Analyze Enrollment Funnel one page in the dashboard. 6. A dashboard template includes placeholder portlets that you can modify to include the performance charts relevant to the users of a particular dashboard.

Template or Folder How used Delivered sample dashboards of this type Single Page Shared Prompts Dashboard Use this template for a dashboard that will use Shared Prompts and only one page in the dashboard. These subfolders contain the individual template pages that you will use within your dashboard pages. The following components are what you need to include in your new dashboard folder. Director of Admissions Dashboard Recruiter Dashboard Single Page Shared Prompts Dashboard Page Standard Portlet Dashboard Template The easiest way to create a new dashboard that displays the components you desire is to edit a Dashboard template or one of the sample dashboards. Use this template for a single page dashboard that doesn’t include Shared Prompts. Create a Shared Prompts dashboard When creating a new Shared Prompts dashboard. Folder that includes one page template for the Standard Portlet dashboard type. copy the dashboard and the performance charts you plan to use in it to a separate folder. You can then make changes to the copied items and keep the originals in case you ever need to go back to those for any reason. These page components are located in the Public Folders>Recruiting Admissions Performance>Templates folder when RAP is installed. Back up dashboards and performance charts Before you create customized versions of the dashboards and performance charts delivered with RAP. • Template Pages folder .Copy either the Multi or Single Page Shared Prompts Dashboard Pages folder.Copy one of the Shared Prompts pages. create a folder for the dashboard and copy all the components that you will use for the dashboard to that folder. These Shared Prompts pages are used by the RAP sample dashboards and include prompts that can be shared across all the performance charts on a dashboard. we recommend that you create copies of the them.3 Handbook Dashboards and Performance Charts June 2013 . if you are going to customize a delivered dashboard by changing the performance charts displayed on it. • Shared Prompts page . For example. 4-30 Banner Recruiting and Admissions Performance 1.

4. Putting versions of the performance charts that will be used by the dashboard into the dashboard folder allows you to set default values for these performance charts that will be used whenever you run the dashboard. Choose the Shared Prompts page that includes prompts you want to use in the performance charts on the new dashboard. 3. 2. • Analyze Admissions Trends Shared Prompts June 2013 Banner Recruiting and Admissions Performance 1.e. i..• Page template .3 Handbook Dashboards and Performance Charts 4-31 . Copy the template you will use for the dashboard to the new folder. Use the following steps to create a Shared Prompts dashboard. the default values you set on these versions of the charts will not impact the original versions of the charts that you might run stand-alone or from another dashboard. Create a new folder for the Shared Prompts dashboard you’re going to create. We also recommend that you copy the Performance Charts that you plan to use in the dashboard to the new folder for the dashboard you are creating. This is the main template page that you will use as the framework for your dashboard. However. 1. copy the Multi Page Shared Prompts Dashboard or the Single Page Shared Prompts Dashboard template to the folder. Copy the Multi Page or Single Page Shared Prompts Dashboard Page subfolder to the new folder. Copy one of the following Shared Prompts pages from the Templates folder to the new folder.Copy either the Multi or Single Page Shared Prompts Dashboard page template.

• Analyze Enrollment Funnel Trends Shared Prompts • Analyze Enrollment Funnel Trends Shared Prompts (w-Campaign) 5.1. Click the Set Properties button associated with the dashboard page. and several funnel-related performance charts.3 Handbook Dashboards and Performance Charts June 2013 .2. 6. The following picture shows a new dashboard folder named “Test Dashboard” that includes the Multi Page Shared Prompts Dashboard and pages subfolder. Change the name of the dashboard. Enter a name for the dashboard in the Name field. a Shared Prompts page. Copy the performance charts that you want to include in the dashboard to the new folder. 6. 4-32 Banner Recruiting and Admissions Performance 1. 6.

3 Handbook Dashboards and Performance Charts 4-33 .3. 7. Click the name of the new dashboard to open it. Click OK.6. June 2013 Banner Recruiting and Admissions Performance 1.

Map the new dashboard to use the new location of the dashboard template pages.3 Handbook Dashboards and Performance Charts June 2013 . Click the Edit button the dashboard page.8. associated with the Performance Charts portlet of 4-34 Banner Recruiting and Admissions Performance 1. 8.1.

8.3 Handbook Dashboards and Performance Charts 4-35 . June 2013 Banner Recruiting and Admissions Performance 1.1.2. Click OK. Click the Select an entry link and navigate to the new folder location where you copied the dashboard template pages to. the new folder location is Test Dashboard>Multi Shared Prompts Dashboard Pages. In the following example.8.

Edit the Shared Prompts portlet to include the Shared Prompts page that you copied from the Templates folder. Click the Edit button dashboard page. associated with the Shared Prompts portlet of the 4-36 Banner Recruiting and Admissions Performance 1.9. 9.1.3 Handbook Dashboards and Performance Charts June 2013 .

2. 9.1. 9. Click the Select an entry link and Navigate to the new folder location where you copied the Shared Prompts page to and choose the Shared Prompts page. Click OK.3. June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Dashboards and Performance Charts 4-37 .9.

Note If you copied performance charts to a new dashboard folder that you created. The dashboard will display with the Shared Prompts portlet visible. 12. Set default values for the Shared Prompts or performance chart portlets of the dashboard. remember to navigate to and pick the performance chart from  that folder. Refer to the “Change performance chart displayed in a dashboard” section for specific instructions about how to do this. Set the portlet properties for each portlet in the dashboard. Change a Standard Portlet dashboard The product is delivered with a Standard Portlet Dashboard Template located in the Public Folders>Recruiting Admissions Performance>Templates folder when the product is installed.3 Handbook Dashboards and Performance Charts June 2013 . Edit the dashboard to include the performance charts that you want to display on each page of the dashboard. Refer to the “Set default values for a Shared Prompt or performance chart portlet” section for instructions on how to do this. When you complete all these steps. you have successfully created a Shared Prompts dashboard.10. You can customize a delivered dashboard to meet your users specific needs by changing one or all of the following items: • the performance charts 4-38 Banner Recruiting and Admissions Performance 1. 11. Refer to the “Set portlet properties” section for instructions on how to do this. 13. Click OK again.

Change which performance charts display on the dashboard. 5. it is less likely that you will need to change these aspects of a dashboard. Refer to the “Change help links on a dashboard” section for specific instructions about how to do this. you have successfully changed a Standard Portlet dashboard. Refer to the “Change dashboard reports list” section for specific instructions about how to do this. Though you have the option to change the list of accessible reports and the product Help links. Working in Cognos The following sections describe ways that you can use Cognos when working with reports. 2. you may want to change the performance charts that display on a dashboard to include charts used by a specific user or group of users at your institution. dashboards. and performance charts. 1. 4. Change dashboard reports list. You can also refer to the Cognos documentation delivered with the Cognos product for in-depth information about using Cognos.• the list of accessible reports • the product Help links Typically. Open the dashboard that you want to change. some performance charts require prompt input before they display. Save all changes you made to the dashboard. Refer to the “Change performance chart displayed in a dashboard” section for specific instructions about how to do this. When you complete all these steps. You can create “report view” versions of these charts which are saved versions of the chart that use pre-defined prompt values. In addition. You can then include the report view charts in a customized dashboard. Change the help links. June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Dashboards and Performance Charts 4-39 . 3.

Click OK. For example. 4-40 Banner Recruiting and Admissions Performance 1. the delivered Shared Prompts dashboards include three pages that are ordered by the chronological order which they display in the dashboard. Navigate to the folder with items that you want to reorder. 2.Reorder items in a folder By default. 1.3 Handbook Dashboards and Performance Charts June 2013 . Use the following steps to change the order of items in a folder. You may want to change the order of items in a folder to organize them by another characteristic. items display in alphabetical order within a folder in Cognos. 3. The folder displays with the items in the order you defined. 4. Click the Order icon located on the far right of the Cognos icons. Move the items to the Shown first column and use the navigation links to arrange the entries in the order you want.

1. Locate the Public Folders>Recruiting Admissions Performance>Dashboards folder or the subfolder of one of the Shared Prompts dashboards (Analyze Admissions Trends Dashboard or Analyze Enrollment Funnel Trends Dashboard). Locate the dashboard that you want to add to a tab.3 Handbook Dashboards and Performance Charts 4-41 . 2. Create a dashboard portal tab You can set up a dashboard. so that it is accessible as a separate portal tab in Cognos Connection. The dashboard displays. Click the Add to portal tabs icon  under the Actions associated with that dashboard. either one of the delivered sample dashboards or a dashboard you create.Open a dashboard The dashboards delivered with the product are located in the Public Folders>Recruiting Admissions Performance>Dashboards folder when the product is installed. Click the dashboard name to open it. If you’re creating a tab for a Shared Prompts dashboard. The shared prompt dashboards that are located in named subfolders within the Dashboards folder. Use the following steps to open a dashboard. The tab displays in the portal. 3. 1. Select any prompts that may need to be populated to display the dashboard. open the associated subfolder within this folder path. 2. Open the folder where the dashboard is located. 3. June 2013 Banner Recruiting and Admissions Performance 1. Note The delivered dashboards are located in the Public Folders > [ProductName] > Dashboards folder.

4. Change the name of the dashboard in the Name field. click the Tab Menu icon located to the left of all the tabs. 8. To rename the tab. When you complete all these steps. 6. 4-42 Banner Recruiting and Admissions Performance 1. 7. Select the General tab. Click OK. Click Edit this page.3 Handbook Dashboards and Performance Charts June 2013 . 5. you have successfully created a dashboard portal tab.

When you complete all these steps. 4.. it simply no longer displays the dashboard on a tab in the interface. 4. you have successfully deleted a dashboard portal tab. 3. you have successfully changed the reports list on a dashboard. Click Select a folder. Click on the Reports toolbar. Select the folder that contains the reports you want to display on the dashboard. Under Open links. Click Tab Menu located to the left of all the tabs. When you complete all these steps. 3. Click Remove this tab from the list of actions. Change dashboard reports list The delivered Standard Portlet dashboards include access to all of the delivered reports via a reports list. You can navigate within the folder structure to find the reports folder you want. June 2013 Banner Recruiting and Admissions Performance 1.. or you may want to point to a different directory of reports created by users at your institution. 1. choose In a new browser window so that reports will open in a separate window when selected. 7. Deleting a dashboard tab doesn’t delete the source dashboard.Delete a dashboard tab You can delete a dashboard tab from the interface.3 Handbook Dashboards and Performance Charts 4-43 . Select the tab that you want to delete to make it active. 9.. do the following: 1. You can change the list of reports accessible from a Standard Portlet dashboard. Under View Options. This is the title that will display on the Reports toolbar. 6. 2. Click OK. 8. For example. Open the Standard Portlet dashboard with the reports list that you want to change. Click OK. Click OK to confirm that you want to remove the tab. 5. To change the dashboard reports list. specify the Number of Entries that can display in the reports list. Enter the Title for the reports list. you may want to restrict a dashboard to only allow access to a subset of the reports. 2.

5. You can navigate within the folder structure to find the help folder you want. 1. Click OK. Click OK. 4.3 Handbook Dashboards and Performance Charts June 2013 . 9. When you complete all these steps. Click Select a folder.. Under Open links. Open the Standard Portlet dashboard with the help topics you want to change. Enter the Title for the help area that will display in the Help toolbar. Select the folder that contains the help topics you want to display on the dashboard.Change help links on a dashboard Help topics that are specific to the Standard Portlet dashboards and scorecards display on the lower left side of a Standard Portlet dashboard. you have successfully changed the help links on a dashboard. Click on the Help toolbar. choose In a new browser window so that the help will open in a separate window when selected. 6. 8. 4-44 Banner Recruiting and Admissions Performance 1.. 2. 7. Under View Options. 3. Use the following steps to change the help topics that display in this area of a dashboard. to select the help that you want to display on the dashboard. specify the Number of Entries that can display in the help list.

Many of the charts include drill-through capability so that you can drill to more detailed related reports.Performance charts Each dashboard includes graphical reports called performance charts. Many Performance Charts in this folder were  the basis for new charts delivered with RAP 1.2 folder” • “Manage Applicants performance charts” • “Manage Applicants performance charts .3.RAP 1.2”. Report Studio produces graphical charts with dynamic prompts that allow you to change the content or characteristics presented in the chart. June 2013 Banner Recruiting and Admissions Performance 1. Manage Applicants.2 release for that business concept.2 folder” • “Impact of Aid on New Enrollment performance charts” Note Some business concept folders include an additional sub-folder named “RAP 1.2.0 Performance Charts including any updates through the RAP 1.2.2. Performance charts are built based on information in one of the business concepts Analyze Enrollment Funnel. • “Analyze Enrollment Funnel performance charts” • “Analyze Enrollment Funnel performance charts .2. These sub-folders contain copies of original RAP 1. or Impact of Aid on New Enrollment. Within the Performance Charts folder. These charts offer a comprehensive high-level view of the state of student admissions are your institution.RAP 1. The delivered performance charts are stored in the Public Folders>Recruiting Admissions Performance>Performance Charts folder when the product is installed. Banner RAP is delivered with a variety of performance charts that you can use out-of-thebox or customize to meet your institution’s needs. the charts are divided into folders according to the associated business concept. All performance charts were built using Cognos Report Studio.3 Handbook Dashboards and Performance Charts 4-45 . The following sections list and describe the various performance charts.

Analyze Enrollment Funnel performance charts The following table lists all of the delivered performance charts that are based on the Analyze Enrollment Funnel package/business concept. The list also specifies any related drill-through reports. These performance charts are delivered in the Public Folders>Recruiting Admissions Performance>Performance Charts>Analyze Enrollment Funnel folder when the product is installed. Performance chart Drill-through report “Academic Period To-Date Total Funnel Tracking” “Total Funnel by Diversity Trend” “Total Funnel by Program Trend” “Prospective Student List Detail” “Campaign Tracking by Current Funnel” “Funnel by Diversity Summary” “Funnel by Quality Summary” “Funnel by Recruiter Summary” “Funnel Geographic Distribution Summary” “Prospective Student List Detail” “Current Funnel Aging” “Current Funnel Aging Summary” “Prospective Student List Detail” “Current Funnel Count” “Funnel by Diversity Summary” “Funnel by Quality Summary” “Funnel by Recruiter Summary” “Funnel Geographic Distribution Summary” “Funnel Composition by Diversity” “Funnel by Diversity Summary” “Funnel by Quality Summary” “Funnel by Recruiter Summary” “Funnel Geographic Distribution Summary” “Prospective Student List Detail” 4-46 Banner Recruiting and Admissions Performance 1.3 Handbook Dashboards and Performance Charts June 2013 .

Performance chart Drill-through report “Funnel Count by Initial Status” “Funnel by Diversity Summary” “Funnel by Quality Summary” “Funnel by Recruiter Summary” “Funnel Geographic Distribution Summary” “Funnel Geographic Distribution” Total Funnel chart drills to: “Funnel Geographic Distribution Summary” “Funnel by Secondary School Summary” “Prospective Student List Detail” Current Funnel chart drills to: “Funnel Geographic Distribution Summary” “Prospective Student by Secondary School List Detail” “Prospective Student List Detail” “Funnel Performance by Initial Status” “Funnel by Diversity Summary” “Funnel by Quality Summary” “Funnel by Recruiter Summary” “Funnel Geographic Distribution Summary” “Funnel Performance Trend” “Total Funnel by Diversity Trend” “Total Funnel by Initial Funnel Status Trend” “Total Funnel by Program Trend” “Total Funnel Count” “Funnel by Diversity Summary” “Funnel by Quality Summary” “Funnel by Recruiter Summary” “Funnel Geographic Distribution Summary” June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Dashboards and Performance Charts 4-47 .

Performance chart Drill-through report “Total Funnel Count Trend” “Total Funnel by Diversity Trend” “Total Funnel by Initial Funnel Status Trend” “Total Funnel by Program Trend” “Total Funnel Entry Date Range Trend” “Total Funnel Entry Date Range by Diversity Trend” “Total Funnel Entry Date Range by Initial Funnel Status Trend” “Total Funnel Entry Date Range by Program Trend” “Year Over Year Accumulating Total Funnel Comparison” “Year Over Year Active Funnel Status Comparison” “Year Over Year Funnel Status Entry Date Comparison” “Prospective Student List Detail” “Prospective Student List Detail” “Prospective Student List Detail” 4-48 Banner Recruiting and Admissions Performance 1.3 Handbook Dashboards and Performance Charts June 2013 .

This functionality is provided so that if you use third qualifier funnel models (for example. This chart presents a visual representation of your progress toward goal for the funnel status by displaying the actual funnel status count on top of the funnel status goal in the “PTD Actual vs.Academic Period To-Date Total Funnel Tracking Use this chart to compare funnel status counts verses goal counts for a specified academic period and provides comparative counts for prior academic period enrollment activity at the same point in time. June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Dashboards and Performance Charts 4-49 . the funnel status counts and goals will total in a single row within the chart. if multiple funnel instances exist for the selected academic period and student level and those funnel instances share the same funnel status (names). The chart displays the funnel status counts for a selected academic period compared with the same counts for the previous academic period and an average of the three previous academic periods as of the same point in time. • If you don’t select a funnel instance. Based on your selection. the chart will display all of the funnel status counts and goals for every funnel instance associated with the academic period and student level selected on the prompt page. Goal” column of the chart. Additionally. This chart allows you to select a single funnel instance or no funnel instance on the prompt page. the chart will display the actual funnel status counts for that funnel along with the individual funnel status goals set up for that funnel instance. qualify by campus). the chart will show an overall summary display of funnel status counts and goals for that academic period and student level combination. Funnel status goals are defined at the funnel instance level for each funnel state. the chart behaves as follows: • If you select a single funnel instance.

This performance chart requires values for the following selection prompts when you run the report: • Academic Period • Student Level You can refine the chart results to gain insight about a particular funnel status by choosing specific values for the funnel related prompts: • Funnel • Initial Funnel Status • Funnel Status Type • Funnel Status • Funnel Status Entry As Of Date You can choose to further filter the chart results by specifying values for any of the Shared Prompts: Student Population.  4-50 Banner Recruiting and Admissions Performance 1. Pass parameter value. Note In the following table. and “Prospective Student List Detail” sections for more information about those reports. and Pass data item value) depending on which values are being drilled on.3 Handbook Dashboards and Performance Charts June 2013 . Drill to Total Funnel by Diversity Trend The following table specifies the drill-through parameter values that need to be passed from the Academic Period To-Date Total Funnel Tracking performance chart to the Total Funnel by Diversity Trend report for the drill-through to work properly. Major. Program. “Total Funnel by Program Trend”. College. Drill-through definitions From this performance chart. you can click on one of the values to drill through to one of the following reports: • Total Funnel by Diversity Trend • Total Funnel by Program Trend • Prospective Student List Detail See the “Total Funnel by Diversity Trend”. Admissions Population. and Campus. some Parameters may show different Method values (Default.

Parameter Required Method Value p_Funnel p_Funnel p_Funnel Status Type p_Academic_Period p_Academic_Period p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Status p_Funnel Status Entry Date p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range X Pass parameter value Pass data item value Pass parameter value Pass parameter value Pass data item value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass data item value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value p_Funnel Funnel-Prior Year p_Funnel Status Type p_Academic_Period Academic Period .Prior Year p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category Date Range Ind Constant p_Funnel Status p_As Of Date p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range X X June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Dashboards and Performance Charts 4-51 .

Parameter Required Method Value p_Funnel p_Funnel p_Funnel Status Type p_Academic_Period p_Academic_Period p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Status p_Funnel Status Entry Date p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population X Pass parameter value Pass data item value Pass parameter value Pass parameter value Pass data item value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass data item value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value p_Funnel Funnel-Prior Year p_Funnel Status Type p_Academic_Period Academic Period .3 Handbook Dashboards and Performance Charts June 2013 .Drill to Total Funnel by Program Trend The following table specifies the drill-through parameter values that need to be passed from the Academic Period To-Date Total Funnel Tracking performance chart to the Total Funnel by Program Trend report for the drill-through to work properly.Prior Year p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category Date Range Ind Constant p_Funnel Status p_As Of Date p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population X X 4-52 Banner Recruiting and Admissions Performance 1.

Parameter Required Method Value  p_Funnel p_Funnel p_Funnel Status Type p_Academic_Period p_Academic_Period drill_Academic Period drill_FromChart drill_Funnel Status Aging p_Admissions Population p_Campaign p_Campus p_Citizenship Ind p_College p_Days Back p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Model p_Funnel Qualifier p_Funnel Status p_Funnel Status Entry Date p_Gender p_Initial Funnel Status p_Legacy p_Major X Pass parameter value Pass data item value Pass parameter value Pass parameter value Pass data item value (Default) (Default) (Default) Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value (Default) Pass parameter value Pass data item value (Default) (Default) Pass data item value Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value p_Funnel Funnel-Prior Year p_Funnel Status Type p_Academic_Period Academic Period .Parameter Required Method Value p_Test p_Test Score Range Pass parameter value Pass parameter value p_Test p_Test Score Range Drill to Prospective Student List Detail The following table specifies the drill-through parameter values that need to be passed from the Academic Period To-Date Total Funnel Tracking performance chart to the Prospective Student List Detail report for the drill-through to work properly.Prior Year p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category Date Range Ind Constant p_Funnel Status p_As Of Date p_Gender p_Initial Funnel Status p_Major June 2013 Banner Recruiting and Admissions Performance 1. Note In the following table. Pass parameter value. and Pass data item value) depending on which values are being drilled on. some Parameters may show different Method values (Default.3 Handbook Dashboards and Performance Charts 4-53 .

3 Handbook Dashboards and Performance Charts June 2013 .Parameter Required Method Value p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Post Secondary Transfer Credit Range p_Program p_Recruiter Name p_Report Population p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School Name p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Traditional Student Ind drill_DiversityChart p_Diversity Composition p_Recruiter Role Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value Pass parameter value Pass data item value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) (Default) (Default) (Default) p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name Report Population Constant p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range X X 4-54 Banner Recruiting and Admissions Performance 1.

Campaign Tracking by Current Funnel Use this chart to monitor the current funnel counts of prospective students associated with a particular campaign for a specified academic period. Admissions Population. This performance chart requires values for the following selection prompts when you run the report: • Academic Period • Student Level You can refine the chart results to gain insight about a particular funnel status by choosing specific values for the funnel related prompts: • Funnel • Initial Funnel Status • Funnel Status Type • Current Funnel Status • Campaign You can choose to further filter the chart results by specifying values for any of the Shared Prompts: Student Population. and Campus. Drill-through definitions From this performance chart. Major. College. you can click on one of the values to drill through to one of the following reports: • Funnel by Diversity Summary • Funnel by Quality Summary June 2013 Banner Recruiting and Admissions Performance 1. Program.3 Handbook Dashboards and Performance Charts 4-55 .

if the chart is displaying current funnel. The selected report population gets passed to the Prospective Student List Detail report. you will drill to total funnel in the summary report. you will drill to current funnel in the summary report. “Funnel Geographic Distribution Summary”. and “Prospective Student List Detail” sections for more information about those reports. “Funnel by Recruiter Summary”. Drill to Funnel by Diversity Summary The following table specifies the drill-through parameter values that need to be passed from the Campaign Tracking by Current Funnel performance chart to the Funnel by Diversity Summary report for the drill-through to work properly.3 Handbook Dashboards and Performance Charts June 2013 . Parameter Required Method Value p_Funnel p_Funnel Status Type p_Academic_Period drill_DiversityChart p_Admissions Population p_Campaign_1 p_Campus p_Citizenship Ind p_College p_Diversity Composition p_Ethnicity Category p_Funnel Qualifier p_Funnel Status p_Funnel Status Entry Date p_Gender p_Initial Funnel Status p_Legacy p_Major p_Minority Ind p_Post Secondary City X Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value Pass data item value Pass parameter value (Default) Pass parameter value (Default) Pass parameter value (Default) Pass parameter value (Default) Pass parameter value Pass parameter value (Default) Pass parameter value (Default) Pass parameter value p_Funnel p_Funnel Status Type p_Academic_Period p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category p_Funnel Status X p_Gender p_Initial Funnel Status p_Major p_Post Secondary City 4-56 Banner Recruiting and Admissions Performance 1.• Funnel by Recruiter Summary • Funnel Geographic Distribution Summary • Prospective Student List Detail If the performance chart is displaying total funnel. “Funnel by Quality Summary”. See the “Funnel by Diversity Summary”.

Parameter Required Method Value p_Funnel p_Funnel Status Type p_Academic_Period p_Student Level drill_DiversityChart p_Admissions Population X X Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value p_Funnel p_Funnel Status Type p_Academic_Period p_Student Level p_Admissions Population June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Dashboards and Performance Charts 4-57 .Parameter Required Method Value p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Traditional Student Ind p_Funnel Status Count p_Hidden X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) Pass data item value (Default) p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range Current Funnel Value for drill X X Drill to Funnel Geographic Distribution Summary The following table specifies the drill-through parameter values that need to be passed from the Campaign Tracking by Current Funnel performance chart to the Funnel Geographic Distribution Summary report for the drill-through to work properly.

3 Handbook Dashboards and Performance Charts June 2013 .Parameter Required Method Value p_Campaign p_Campus p_Citizenship Ind p_College p_Diversity Composition p_Ethnicity Category p_Funnel Status p_Gender p_Initial Funnel Status p_Legacy p_Major p_Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Population p_Test p_Test Score Range p_Traditional Student Ind p_Funnel Entry Date Range Ind p_Funnel Qualifier p_Funnel Status Entry Date Pass data item value Pass parameter value (Default) Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) (Default) (Default) (Default) p_Campaign p_Campus p_College p_Ethnicity Category p_Funnel Status p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Population p_Test p_Test Score Range X 4-58 Banner Recruiting and Admissions Performance 1.

Parameter Required Method Value p_Funnel p_Funnel Status Type p_Academic_Period drill_DiversityChart p_Admissions Population p_Campaign p_Campus p_Citizenship Ind p_College p_Diversity Composition p_Ethnicity Category p_Funnel Qualifier p_Funnel Status p_Funnel Status Entry Date p_Gender p_Initial Funnel Status p_Legacy p_Major p_Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name X Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value Pass data item value Pass parameter value (Default) Pass parameter value (Default) Pass parameter value (Default) Pass parameter value (Default) Pass parameter value Pass parameter value (Default) Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value p_Funnel p_Funnel Status Type p_Academic_Period p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category p_Funnel Status X p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name June 2013 Banner Recruiting and Admissions Performance 1.Parameter Required Method Value p_Funnel Status Count p_Hidden X X Pass data item value (Default) Current Funnel Value for Drill Drill to Funnel by Quality Summary The following table specifies the drill-through parameter values that need to be passed from the Campaign Tracking by Current Funnel performance chart to the Funnel by Quality Summary report for the drill-through to work properly.3 Handbook Dashboards and Performance Charts 4-59 .

Parameter Required Method Value p_Funnel p_Funnel Status Type p_Academic_Period drill_DiversityChart p_Admissions Population p_Campaign p_Campus p_College p_Diversity Composition p_Ethnicity Category p_Funnel Status X Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value Pass data item value Pass parameter value Pass parameter value (Default) Pass parameter value Pass parameter value p_Funnel p_Funnel Status Type p_Academic_Period p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category p_Funnel Status 4-60 Banner Recruiting and Admissions Performance 1.3 Handbook Dashboards and Performance Charts June 2013 .Parameter Required Method Value p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Test_local p_Traditional Student Ind p_Funnel Status Count p_Quality Source p_Hidden X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) (Default) Pass data item value (Default) (Default) p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range X X X X Current Funnel Value for Drill Drill to Funnel by Recruiter Summary The following table specifies the drill-through parameter values that need to be passed from the Campaign Tracking by Current Funnel performance chart to the Funnel by Recruiter Summary report for the drill-through to work properly.

Parameter Required Method Value p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Recruiter Role p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Funnel Status Count X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass data item value p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range Current Funnel Value for Drill X Drill to Prospective Student List Detail The following table specifies the drill-through parameter values that need to be passed from the Campaign Tracking by Current Funnel performance chart to the Prospective Student List Detail report for the drill-through to work properly.3 Handbook Dashboards and Performance Charts 4-61 . Parameter Required Method Value p_Funnel p_Funnel Status Type p_Academic_Period X Pass parameter value Pass parameter value Pass parameter value p_Funnel p_Funnel Status Type p_Academic_Period June 2013 Banner Recruiting and Admissions Performance 1.

3 Handbook Dashboards and Performance Charts June 2013 .Parameter Required Method Value drill_Academic Period drill_FromChart drill_Funnel Status Aging p_Admissions Population p_Campaign p_Campus p_Citizenship Ind p_College p_Days Back p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Model p_Funnel Qualifier p_Funnel Status p_Funnel Status Entry Date p_Gender p_Initial Funnel Status p_Legacy p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Post Secondary Transfer Credit Range p_Program p_Recruiter Name p_Report Population p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City (Default) (Default) (Default) Pass parameter value Pass data item value Pass parameter value (Default) Pass parameter value (Default) Pass parameter value (Default) (Default) (Default) Pass data item value (Default) Pass parameter value Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value Pass parameter value Pass data item value Pass parameter value Pass parameter value Pass parameter value Pass parameter value p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category p_Funnel Status p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name Report Population Constant p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City 4-62 Banner Recruiting and Admissions Performance 1.

3 Handbook Dashboards and Performance Charts 4-63 .Parameter Required Method Value p_Secondary School County p_Secondary School Name p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Traditional Student Ind drill_DiversityChart p_Diversity Composition p_Recruiter Role X Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) (Default) (Default) (Default) p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range X June 2013 Banner Recruiting and Admissions Performance 1.

College. you can click on one of the values to drill through to one of the following reports: • Current Funnel Aging Summary See the “Current Funnel Aging Summary” section for more information about that report. Admissions Population.Current Funnel Aging Use this chart to monitor the number of days prospective students have been in a current funnel status for a specified academic period. Program. This performance chart requires values for the following selection prompts when you run the report: • Academic Period • Student Level You can refine the chart results to gain insight about a particular funnel status by choosing specific values for the funnel related prompts: • Funnel • Initial Funnel Status • Funnel Status Type • Current Funnel Status You can choose to further filter the chart results by specifying values for any of the Shared Prompts: Student Population. Drill-through definitions From the Current Funnel Aging performance chart. and Campus. Major.3 Handbook Dashboards and Performance Charts June 2013 . 4-64 Banner Recruiting and Admissions Performance 1.

Drill to Current Funnel Aging Summary The following table specifies the drill-through parameter values that need to be passed from the Current Funnel Aging performance chart to the Current Funnel Aging Summary report for the drill-through to work properly.3 Handbook Dashboards and Performance Charts 4-65 . some Parameters may show different Method values (Default. Parameter Required Method Value  p_Funnel p_Funnel Status Type p_Academic_Period p_Admissions Population p_Campaign p_Campaign p_Campus p_College p_Diversity Composition p_Ethnicity Category p_Funnel Status p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass data item value Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value p_Funnel p_Funnel Status Type p_Academic_Period p_Admissions Population Campaign p_Campaign p_Campus p_College p_Ethnicity Category p_Funnel Status p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City X June 2013 Banner Recruiting and Admissions Performance 1. and Pass data item value) depending on which values are being drilled on. Note In the following table. Pass parameter value.

3 Handbook Dashboards and Performance Charts June 2013 .Parameter Required Method Value p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range 4-66 Banner Recruiting and Admissions Performance 1.

Program. Major. and Campus.3 Handbook Dashboards and Performance Charts 4-67 . Admissions Population. This performance chart requires values for the following selection prompts when you run the report: • Academic Period • Student Level You can refine the chart results to gain insight about a particular funnel status by choosing specific values for the funnel related prompts: • Funnel • Initial Funnel Status • Funnel Status Type • Current Funnel Status You can choose to further filter the chart results by specifying values for any of the Shared Prompts: Student Population. College. you can click on one of the values to drill through to one of the following reports: • Funnel by Diversity Summary • Funnel by Quality Summary June 2013 Banner Recruiting and Admissions Performance 1.Current Funnel Count Use this chart to monitor the current number of prospective students by current funnel status for a specified academic period. Drill-through definitions From this performance chart.

and “Funnel Geographic Distribution Summary” sections for more information about those reports. “Funnel by Recruiter Summary”.• Funnel by Recruiter Summary • Funnel Geographic Distribution Summary See the “Funnel by Diversity Summary”.3 Handbook Dashboards and Performance Charts June 2013 . Parameter Required Method Value p_Funnel p_Funnel Status Type p_Academic_Period drill_DiversityChart p_Admissions Population p_Campaign p_Campus p_Citizenship Ind p_College p_Diversity Composition p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Qualifier p_Funnel Status p_Funnel Status Entry Date p_Gender p_Initial Funnel Status p_Legacy p_Major p_Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range X Pass parameter value Pass parameter value Pass data item value (Default) Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value (Default) Pass parameter value (Default) (Default) Pass parameter value (Default) Pass parameter value Pass parameter value (Default) Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value p_Funnel p_Funnel Status Type Academic Period p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category p_Funnel Status X p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range 4-68 Banner Recruiting and Admissions Performance 1. “Funnel by Quality Summary”. Drill to Funnel by Diversity Summary The following table specifies the drill-through parameter values that need to be passed from the Current Funnel Count performance chart to the Funnel by Diversity Summary report for the drill-through to work properly.

3 Handbook Dashboards and Performance Charts 4-69 . Parameter Required Method Value p_Funnel p_Funnel Status Type p_Academic_Period drill_DiversityChart p_Admissions Population p_Campaign p_Campus p_Citizenship Ind p_College X Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value p_Funnel p_Funnel Status Type p_Academic_Period p_Admissions Population p_Campaign p_Campus p_College June 2013 Banner Recruiting and Admissions Performance 1.Parameter Required Method Value p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Traditional Student Ind p_Funnel Status Count p_Hidden X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) Pass data item value (Default) p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range Funnel Status Type for drill X X Drill to Funnel by Quality Summary The following table specifies the drill-through parameter values that need to be passed from the Current Funnel Count performance chart to the Funnel by Quality Summary report for the drill-through to work properly.

3 Handbook Dashboards and Performance Charts June 2013 .Parameter Required Method Value p_Diversity Composition p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Qualifier p_Funnel Status p_Funnel Status Entry Date p_Gender p_Initial Funnel Status p_Legacy p_Major p_Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Test_local p_Traditional Student Ind p_Funnel Status Count (Default) Pass parameter value (Default) (Default) Pass parameter value (Default) Pass parameter value Pass parameter value (Default) Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value X Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) (Default) Pass data item value p_Ethnicity Category p_Funnel Status X p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range X X Funnel Status Type for Drill 4-70 Banner Recruiting and Admissions Performance 1.

Parameter Required Method Value p_Funnel p_Funnel Status Type p_Academic_Period drill_DiversityChart p_Admissions Population p_Campaign p_Campus p_College p_Diversity Composition p_Ethnicity Category p_Funnel Status p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Recruiter Role p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range X Pass parameter value Pass parameter value Pass data item value (Default) Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value p_Funnel p_Funnel Status Type Academic_Period p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category p_Funnel Status p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range June 2013 Banner Recruiting and Admissions Performance 1.Parameter Required Method Value p_Quality Source p_Hidden X X Pass data item value (Default) Quality Source for Drill Drill to Funnel by Recruiter Summary The following table specifies the drill-through parameter values that need to be passed from the Current Funnel Count performance chart to the Funnel by Recruiter Summary report for the drill-through to work properly.3 Handbook Dashboards and Performance Charts 4-71 .

3 Handbook Dashboards and Performance Charts June 2013 . Parameter Required Method Value p_Funnel p_Funnel Status Type p_Academic_Period p_Student Level drill_DiversityChart p_Admissions Population p_Campaign p_Campus p_Citizenship Ind p_College p_Diversity Composition p_Ethnicity Category p_Funnel Status p_Gender p_Initial Funnel Status p_Legacy p_Major p_Minority Ind p_Post Secondary City X X Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value (Default) Pass parameter value p_Funnel p_Funnel Status Type p_Academic_Period p_Student Level p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category p_Funnel Status p_Gender p_Initial Funnel Status p_Major p_Post Secondary City 4-72 Banner Recruiting and Admissions Performance 1.Parameter Required Method Value p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Funnel Status Count X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass data item value X p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range Funnel Status Type for Drill Drill to Funnel Geographic Distribution Summary The following table specifies the drill-through parameter values that need to be passed from the Current Funnel Count performance chart to the Funnel Geographic Distribution Summary report for the drill-through to work properly.

3 Handbook Dashboards and Performance Charts 4-73 .Parameter Required Method Value p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Population p_Test p_Test Score Range p_Traditional Student Ind p_Funnel Entry Date Range Ind p_Funnel Qualifier p_Funnel Status Entry Date p_Funnel Status Count p_Hidden Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) (Default) (Default) (Default) Pass data item value (Default) p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School State p_Student Population p_Test p_Test Score Range X X X Funnel Status Type for Drill June 2013 Banner Recruiting and Admissions Performance 1.

3 Handbook Dashboards and Performance Charts June 2013 . Major.Funnel Composition by Diversity Use this chart to monitor the current or total funnel counts by a diversity category for a specified academic period. 4-74 Banner Recruiting and Admissions Performance 1. and Campus. Program. This performance chart requires values for the following selection prompts when you run the report: • Academic Period • Student Level • Funnel Status Count • Diversity You can refine the chart results to gain insight about a particular funnel status by choosing specific values for the funnel related prompts: • Funnel • Initial Funnel Status • Funnel Status Type • Funnel Status You can choose to further filter the chart results by specifying values for any of the Shared Prompts: Student Population. The diversity categories you can choose include citizenship. residency. Admissions Population. minority. College. gender. and traditional.

if the chart is displaying current funnel. you can click on one of the values to drill through to one of the following reports: • Funnel by Diversity Summary • Funnel by Quality Summary • Funnel by Recruiter Summary • Funnel Geographic Distribution Summary • Prospective Student List Detail If the performance chart is displaying total funnel. “Funnel by Quality Summary”. “Funnel Geographic Distribution Summary”. Parameter Required Method Value p_Funnel p_Funnel Status Type p_Academic_Period p_Admissions Population p_Campaign p_Campus p_Citizenship Ind p_College p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Qualifier p_Funnel Status p_Funnel Status Entry Date X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass data item value Pass parameter value Pass parameter value (Default) (Default) Pass parameter value (Default) p_Funnel p_Funnel Status Type p_Academic_Period p_Admissions Population p_Campaign p_Campus Citizenship Ind p_College p_Ethnicity Category p_Funnel Status X June 2013 Banner Recruiting and Admissions Performance 1. and “Prospective Student List Detail” sections for more information about those reports. See the “Funnel by Diversity Summary”. you will drill to total funnel in the summary report. Drill to Funnel by Diversity Summary The following table specifies the drill-through parameter values that need to be passed from the Funnel Composition by Diversity performance chart to the Funnel by Diversity Summary report for the drill-through to work properly.Drill-through definitions From the Funnel Composition by Diversity performance chart. “Funnel by Recruiter Summary”. you will drill to current funnel in the summary report.3 Handbook Dashboards and Performance Charts 4-75 . The selected report population gets passed to the Prospective Student List Detail report.

3 Handbook Dashboards and Performance Charts June 2013 .Parameter Required Method Value p_Gender p_Initial Funnel Status p_Legacy p_Major p_Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Traditional Student Ind p_Funnel Status Count p_Hidden X Pass parameter value Pass parameter value (Default) Pass parameter value Pass data item value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass data item value Pass parameter value (Default) p_Gender p_Initial Funnel Status p_Major Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range Traditional Student Ind p_Funnel Status Count_1 X X 4-76 Banner Recruiting and Admissions Performance 1.

Drill to Funnel Geographic Distribution Summary The following table specifies the drill-through parameter values that need to be passed from the Funnel Composition by Diversity performance chart to the Funnel Geographic Distribution Summary report for the drill-through to work properly.3 Handbook Dashboards and Performance Charts 4-77 . Parameter Required Method Value p_Funnel p_Funnel Status Type p_Academic_Period p_Student Level p_Admissions Population p_Campaign p_Campus p_Citizenship Ind p_College p_Ethnicity Category p_Funnel Status p_Gender p_Initial Funnel Status p_Legacy p_Major p_Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County X X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass data item value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value Pass data item value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value p_Funnel p_Funnel Status Type p_Academic_Period p_Student Level p_Admissions Population p_Campaign p_Campus Citizenship Ind p_College p_Ethnicity Category p_Funnel Status p_Gender p_Initial Funnel Status p_Major Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County June 2013 Banner Recruiting and Admissions Performance 1.

Parameter Required Method Value p_Academic_Period p_Funnel p_Funnel Status Type p_Admissions Population p_Campaign p_Campus p_Citizenship Ind p_College p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Qualifier p_Funnel Status p_Funnel Status Entry Date p_Gender p_Initial Funnel Status p_Legacy X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass data item value Pass parameter value Pass parameter value (Default) (Default) Pass parameter value (Default) Pass parameter value Pass parameter value (Default) p_Academic_Period p_Funnel p_Funnel Status Type p_Admissions Population p_Campaign p_Campus Citizenship Ind p_College p_Ethnicity Category p_Funnel Status X p_Gender p_Initial Funnel Status 4-78 Banner Recruiting and Admissions Performance 1.Parameter Required Method Value p_Secondary School State p_Student Population p_Test p_Test Score Range p_Traditional Student Ind p_Funnel Entry Date Range Ind p_Funnel Qualifier p_Funnel Status Entry Date p_Funnel Status Count p_Hidden Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass data item value (Default) (Default) (Default) Pass parameter value (Default) p_Secondary School State p_Student Population p_Test p_Test Score Range Traditional Student Ind X X X p_Funnel Status Count_1 Drill to Funnel by Quality Summary The following table specifies the drill-through parameter values that need to be passed from the Funnel Composition by Diversity performance chart to the Funnel by Quality Summary report for the drill-through to work properly.3 Handbook Dashboards and Performance Charts June 2013 .

3 Handbook Dashboards and Performance Charts 4-79 .Parameter Required Method Value p_Major p_Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Test_local p_Traditional Student Ind p_Funnel Status Count p_Quality Source p_Hidden X Pass parameter value Pass data item value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) Pass data item value Pass parameter value (Default) (Default) p_Major Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range Traditional Student Ind p_Funnel Status Count_1 X X X X June 2013 Banner Recruiting and Admissions Performance 1.

Parameter Required Method Value p_Academic_Period p_Funnel p_Funnel Status Type p_Admissions Population p_Campaign p_Campus drill_Citizenship Ind p_College p_Ethnicity Category p_Funnel Status p_Gender p_Initial Funnel Status drill_Legacy p_Major drill_Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Recruiter Role p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass data item value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value Pass data item value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value p_Academic_Period p_Funnel p_Funnel Status Type p_Admissions Population p_Campaign p_Campus Citizenship Ind p_College p_Ethnicity Category p_Funnel Status p_Gender p_Initial Funnel Status p_Major Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County 4-80 Banner Recruiting and Admissions Performance 1.Drill to Funnel by Recruiter Summary The following table specifies the drill-through parameter values that need to be passed from the Funnel Composition by Diversity performance chart to the Funnel by Recruiter Summary report for the drill-through to work properly.3 Handbook Dashboards and Performance Charts June 2013 .

Parameter Required Method Value p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range drill_Traditional Ind p_Funnel Status Count X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass data item value Pass parameter value X p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range Traditional Student Ind p_Funnel Status Count_1 Drill to Prospective Student List Detail The following table specifies the drill-through parameter values that need to be passed from the Funnel Composition by Diversity performance chart to the Prospective Student List Detail report for the drill-through to work properly.3 Handbook Dashboards and Performance Charts 4-81 . Parameter Required Method Value p_Funnel p_Funnel Status Type p_Academic_Period drill_Academic Period drill_FromChart drill_Funnel Status Aging p_Admissions Population p_Campaign p_Campus p_Citizenship Ind p_College p_Days Back p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Model p_Funnel Qualifier p_Funnel Status p_Funnel Status p_Funnel Status Entry Date p_Gender p_Initial Funnel Status X Pass parameter value Pass parameter value Pass parameter value (Default) (Default) (Default) Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value (Default) Pass parameter value (Default) (Default) (Default) Pass data item value Pass data item value (Default) Pass parameter value Pass parameter value p_Funnel p_Funnel Status Type p_Academic_Period p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category Current Funnel Status Funnel Status p_Gender p_Initial Funnel Status June 2013 Banner Recruiting and Admissions Performance 1.

3 Handbook Dashboards and Performance Charts June 2013 .Parameter Required Method Value p_Legacy p_Major p_Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Post Secondary Transfer Credit Range p_Program p_Recruiter Name p_Report Population p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School Name p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Traditional Student Ind drill_DiversityChart p_Diversity Composition p_Recruiter Role X (Default) Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) Pass data item value Pass parameter value (Default) p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Funnel Status Count_1 p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range Diversity Composition p_Diversity_AEF1 X 4-82 Banner Recruiting and Admissions Performance 1.

Drill-through definitions From the Funnel Count by Initial Status performance chart.3 Handbook Dashboards and Performance Charts 4-83 . Program. College. and Campus.Funnel Count by Initial Status Use this chart to monitor the current or total funnel count based on the prospects first funnel status for a specified academic period. Major. you can click on one of the values to drill through to one of the following reports: • Funnel by Diversity Summary • Funnel by Quality Summary June 2013 Banner Recruiting and Admissions Performance 1. This performance chart requires values for the following selection prompts when you run the report: • Academic Period • Student Level • Funnel Status Count You can refine the chart results to gain insight about a particular funnel status by choosing specific values for the funnel related prompts: • Funnel • Initial Funnel Status • Funnel Status Type • Funnel Status You can choose to further filter the chart results by specifying values for any of the Shared Prompts: Student Population. Admissions Population.

See the “Funnel by Diversity Summary”. you will drill to current funnel in the summary report. Parameter Required Method Value p_Funnel p_Funnel Status Type p_Academic_Period drill_DiversityChart p_Admissions Population p_Campaign p_Campus p_Citizenship Ind p_College p_Diversity Composition p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Qualifier p_Funnel Status p_Funnel Status Entry Date p_Gender p_Initial Funnel Status p_Legacy p_Major p_Minority Ind p_Post Secondary City X Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value (Default) Pass parameter value (Default) (Default) Pass parameter value (Default) Pass parameter value Pass data item value (Default) Pass parameter value (Default) Pass parameter value p_Funnel p_Funnel Status Type p_Academic_Period p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category p_Funnel Status X p_Gender p_Initial Funnel Status_Multi1 p_Major p_Post Secondary City 4-84 Banner Recruiting and Admissions Performance 1. and “Funnel Geographic Distribution Summary” sections for more information about those reports.• Funnel by Recruiter Summary • Funnel Geographic Distribution Summary If the performance chart is displaying total funnel. you will drill to total funnel in the summary report. Drill to Funnel by Diversity Summary The following table specifies the drill-through parameter values that need to be passed from the Funnel Count by Initial Status performance chart to the Funnel by Diversity Summary report for the drill-through to work properly. “Funnel by Quality Summary”.3 Handbook Dashboards and Performance Charts June 2013 . if the chart is displaying current funnel. “Funnel by Recruiter Summary”.

Parameter Required Method Value p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Traditional Student Ind p_Funnel Status Count p_Hidden X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value (Default) p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Funnel Status Count_2 X X Drill to Funnel by Quality Summary The following table specifies the drill-through parameter values that need to be passed from the Funnel Count by Initial Status performance chart to the Funnel by Quality Summary report for the drill-through to work properly. Parameter Required Method Value p_Academic_Period p_Funnel p_Funnel Status Type drill_DiversityChart p_Admissions Population p_Campaign X Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value Pass parameter value p_Academic_Period p_Funnel p_Funnel Status Type p_Admissions Population p_Campaign June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Dashboards and Performance Charts 4-85 .

3 Handbook Dashboards and Performance Charts June 2013 .Parameter Required Method Value p_Campus p_Citizenship Ind p_College p_Diversity Composition p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Qualifier p_Funnel Status p_Funnel Status Entry Date p_Gender p_Initial Funnel Status p_Legacy p_Major p_Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Test_local Pass parameter value (Default) Pass parameter value (Default) Pass parameter value (Default) (Default) Pass parameter value (Default) Pass parameter value Pass data item value (Default) Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value X Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) p_Campus p_College p_Ethnicity Category p_Funnel Status X p_Gender p_Initial Funnel Status_Multi1 p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range X 4-86 Banner Recruiting and Admissions Performance 1.

Parameter Required Method Value p_Traditional Student Ind p_Funnel Status Count p_Quality Source p_Hidden X X X (Default) Pass parameter value (Default) (Default) p_Funnel Status Count_2 Drill to Funnel by Recruiter Summary The following table specifies the drill-through parameter values that need to be passed from the Funnel Count by Initial Status performance chart to the Funnel by Recruiter Summary report for the drill-through to work properly.3 Handbook Dashboards and Performance Charts 4-87 . Parameter Required Method Value p_Academic_Period p_Funnel p_Funnel Status Type drill_DiversityChart p_Admissions Population p_Campaign p_Campus p_College p_Diversity Composition p_Ethnicity Category p_Funnel Status p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Recruiter Role p_Residency Ind X Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value Pass data item value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value p_Academic_Period p_Funnel p_Funnel Status Type p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category p_Funnel Status p_Gender p_Initial Funnel Status_Multi1 p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind June 2013 Banner Recruiting and Admissions Performance 1.

3 Handbook Dashboards and Performance Charts June 2013 .Parameter Required Method Value p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Funnel Status Count X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value X p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Funnel Status Count_2 Drill to Funnel Geographic Distribution Summary The following table specifies the drill-through parameter values that need to be passed from the Funnel Count by Initial Status performance chart to the Funnel Geographic Distribution Summary report for the drill-through to work properly. Parameter Required Method Value p_Funnel p_Funnel Status Type p_Academic_Period p_Student Level drill_DiversityChart p_Admissions Population p_Campaign p_Campus p_Citizenship Ind p_College p_Diversity Composition p_Ethnicity Category p_Funnel Status p_Gender p_Initial Funnel Status X X Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value Pass data item value p_Funnel p_Funnel Status Type p_Academic_Period p_Student Level p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category p_Funnel Status p_Gender p_Initial Funnel Status_Multi1 4-88 Banner Recruiting and Admissions Performance 1.

3 Handbook Dashboards and Performance Charts 4-89 .Parameter Required Method Value p_Legacy p_Major p_Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Population p_Test p_Test Score Range p_Traditional Student Ind p_Funnel Entry Date Range Ind p_Funnel Qualifier p_Funnel Status Entry Date p_Funnel Status Count p_Hidden (Default) Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) (Default) (Default) (Default) Pass parameter value (Default) p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Population p_Test p_Test Score Range X X X p_Funnel Status Count_2 June 2013 Banner Recruiting and Admissions Performance 1.

Admissions Population. Major. College. Program. and Campus. Drill-through definitions From the Total Funnel version of this performance chart.Funnel Geographic Distribution Use this chart to monitor the current or total funnel count of a single funnel status based on a prospective student's secondary school state for a specified academic period.3 Handbook Dashboards and Performance Charts June 2013 . you can drill to the following reports: 4-90 Banner Recruiting and Admissions Performance 1.  You can refine the chart results to gain insight about a particular funnel status by choosing specific values for the funnel related prompts: • Funnel • Initial Funnel Status You can choose to further filter the chart results by specifying values for any of the Shared Prompts: Student Population. This performance chart requires values for the following selection prompts when you run the report: • Academic Period • Student Level • Funnel Status Count • Funnel Status Note You should select a Funnel Status value when you run this chart because the chart is intended to filter the information by a single funnel status.

and “Prospective Student by Secondary School List Detail” sections for more information about those reports.3 Handbook Dashboards and Performance Charts 4-91 . “Prospective Student List Detail”. Drill to Funnel Geographic Distribution Summary The following table specifies the drill-through parameter values that need to be passed from the Funnel Geographic Distribution performance chart to the Funnel Geographic Distribution Summary report for the drill-through to work properly. Parameter Required Method Value p_Funnel p_Funnel Status Type p_Academic_Period drill_DiversityChart p_Admissions Population p_Campaign p_Campus p_Citizenship Ind p_College p_Diversity Composition p_Ethnicity Category p_Funnel Status p_Gender p_Initial Funnel Status p_Legacy p_Major X Pass parameter value (Default) Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value (Default) Pass parameter value (Default) Pass parameter value Pass parameter value (Default) Pass parameter value p_Funnel p_Academic_Period p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category p_Funnel Status_Single1 p_Gender p_Initial Funnel Status p_Major June 2013 Banner Recruiting and Admissions Performance 1. you can drill to the following reports: • Funnel Geographic Distribution Summary • Funnel by Secondary School Summary • Prospective Student List Detail • Prospective Student by Secondary School List Detail See the “Funnel Geographic Distribution Summary”. “Funnel by Secondary School Summary”.• Funnel Geographic Distribution Summary • Funnel by Secondary School Summary • Prospective Student List Detail From the Current Funnel version of this performance chart.

4-92 Banner Recruiting and Admissions Performance 1.Parameter Required Method Value p_Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Traditional Student Ind p_Funnel Entry Date Range Ind p_Funnel Qualifier p_Funnel Status Entry Date p_Funnel Status Count p_Hidden (Default) Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass data item value Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) (Default) (Default) (Default) Pass parameter value (Default) X p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range X X X p_Funnel Status Count_3 Drill to Funnel by Secondary School Summary The following table specifies the drill-through parameter values that need to be passed from the Funnel Geographic Distribution performance chart to the Funnel by Secondary School Summary report for the drill-through to work properly.3 Handbook Dashboards and Performance Charts June 2013 .

Parameter Required Method Value p_Funnel p_Funnel Status Type p_Academic_Period drill_DiversityChart p_Admissions Population p_Campaign p_Campus p_Citizenship Ind p_College p_Diversity Composition p_Ethnicity Category p_Funnel Status p_Gender p_Initial Funnel Status p_Legacy p_Major p_Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test X Pass parameter value (Default) Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value (Default) Pass parameter value (Default) Pass parameter value Pass parameter value (Default) Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value p_Funnel p_Academic_Period p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category p_Funnel Status_Single1 p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County Secondary School State p_Student Level p_Student Population p_Test X X Pass data item value Pass parameter value Pass parameter value Pass parameter value June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Dashboards and Performance Charts 4-93 .

Parameter Required Method Value p_Funnel p_Funnel Status Type p_Academic_Period drill_Academic Period drill_FromChart drill_Funnel Status Aging p_Admissions Population p_Campaign p_Campus p_Citizenship Ind p_College p_Days Back p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Model p_Funnel Qualifier p_Funnel Status p_Funnel Status Entry Date p_Gender X Pass parameter value Pass parameter value Pass parameter value (Default) (Default) (Default) Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value (Default) Pass parameter value (Default) (Default) (Default) Pass parameter value (Default) Pass parameter value p_Funnel p_Funnel Status Type p_Academic_Period p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category p_Funnel Status_Single1 p_Gender 4-94 Banner Recruiting and Admissions Performance 1.3 Handbook Dashboards and Performance Charts June 2013 .Parameter Required Method Value p_Test Score Range p_Traditional Student Ind p_Funnel Entry Date Range Ind p_Funnel Qualifier p_Funnel Status Entry Date p_Funnel Status Count p_Hidden Pass parameter value (Default) (Default) (Default) (Default) Pass parameter value (Default) p_Test Score Range X X X p_Funnel Status Count_3 Drill to Prospective Student List Detail The following table specifies the drill-through parameter values that need to be passed from the Funnel Geographic Distribution performance chart to the Prospective Student List Detail report for the drill-through to work properly.

3 Handbook Dashboards and Performance Charts 4-95 .Parameter Required Method Value p_Initial Funnel Status p_Legacy p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Post Secondary Transfer Credit Range p_Program p_Recruiter Name p_Report Population p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School Name p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Traditional Student Ind drill_DiversityChart p_Diversity Composition p_Recruiter Role X Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value Pass parameter value Pass data item value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) Pass data item value Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) (Default) (Default) (Default) p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name Report Population Constant p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County Secondary School State/ Province p_Student Level p_Student Population p_Test p_Test Score Range X June 2013 Banner Recruiting and Admissions Performance 1.

Drill to Prospective Student by Secondary School List Detail The following table specifies the drill-through parameter values that need to be passed from the Funnel Geographic Distribution performance chart to the Prospective Student by Secondary School List Detail report for the drill-through to work properly.3 Handbook Dashboards and Performance Charts June 2013 . Parameter Required Method Value p_Funnel p_Funnel Status Type p_Academic_Period drill_DiversityChart p_Admissions Population p_Campaign p_Campus p_College p_Diversity Composition p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Status p_Funnel Status Entry Date p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Recruiter Role p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range X Pass parameter value (Default) Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value (Default) Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value p_Funnel p_Academic_Period p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category p_Funnel Status_Single1 p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range 4-96 Banner Recruiting and Admissions Performance 1.

3 Handbook Dashboards and Performance Charts 4-97 .Parameter Required Method Value p_Secondary School City p_Secondary School County p_Secondary School Name p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range X Pass parameter value Pass parameter value (Default) Pass data item value Pass parameter value Pass parameter value Pass parameter value Pass parameter value p_Secondary School City p_Secondary School County Secondary School State/ Province p_Student Level p_Student Population p_Test p_Test Score Range June 2013 Banner Recruiting and Admissions Performance 1.

Major. College. and Campus. This performance chart requires values for the following selection prompts when you run the report: • Academic Period • Student Level You can refine the chart results to gain insight about a particular funnel status by choosing specific values for the funnel related prompts: • Funnel • Initial Funnel Status You can choose to further filter the chart results by specifying values for any of the Shared Prompts: Student Population. and admit rate. Admissions Population. Program. conversion rate. for a specified academic period based on a prospect’s initial funnel status.3 Handbook Dashboards and Performance Charts June 2013 .Funnel Performance by Initial Status Use this chart to monitor the funnel status performance rates like the response rate. Drill-through definitions From the Funnel Performance by Initial Status performance chart. you can click on one of the values to drill through to one of the following reports: • Funnel by Diversity Summary • Funnel by Quality Summary • Funnel by Recruiter Summary • Funnel Geographic Distribution Summary 4-98 Banner Recruiting and Admissions Performance 1.

if the chart is displaying current funnel. See the “Funnel by Diversity Summary”. and “Funnel Geographic Distribution Summary” sections for more information about those reports. Drill to Funnel by Diversity Summary The following table specifies the drill-through parameter values that need to be passed from the Funnel Performance by Initial Status performance chart to the Funnel by Diversity Summary report for the drill-through to work properly.3 Handbook Dashboards and Performance Charts 4-99 . “Funnel by Quality Summary”. you will drill to current funnel in the summary report. Parameter Required Method Value p_Funnel p_Funnel Status Type p_Academic_Period drill_DiversityChart p_Admissions Population p_Campaign p_Campus p_Citizenship Ind p_College p_Diversity Composition p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Qualifier p_Funnel Status p_Funnel Status Entry Date p_Gender p_Initial Funnel Status p_Legacy p_Major p_Minority Ind p_Post Secondary City p_Post Secondary County X Pass parameter value Pass data item value Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value (Default) Pass parameter value (Default) (Default) (Default) (Default) Pass parameter value Pass data item value (Default) Pass parameter value (Default) Pass parameter value Pass parameter value p_Funnel Drill Constant Funnel Status Type p_Academic_Period p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category X p_Gender p_Initial Funnel Status_Multi1 p_Major p_Post Secondary City p_Post Secondary County June 2013 Banner Recruiting and Admissions Performance 1.If the performance chart is displaying total funnel. “Funnel by Recruiter Summary”. you will drill to total funnel in the summary report.

Parameter Required Method Value p_Academic_Period p_Funnel p_Funnel Status Type drill_DiversityChart drill_Test p_Admissions Population p_Campaign X Pass parameter value Pass parameter value Pass data item value (Default) (Default) Pass parameter value Pass parameter value p_Academic_Period p_Funnel Drill Constant Funnel Status Type p_Admissions Population p_Campaign 4-100 Banner Recruiting and Admissions Performance 1.Parameter Required Method Value p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Traditional Student Ind p_Funnel Status Count p_Hidden X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) (Default) (Default) p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range X X Drill to Funnel by Quality Summary The following table specifies the drill-through parameter values that need to be passed from the Funnel Performance by Initial Status performance chart to the Funnel by Quality Summary report for the drill-through to work properly.3 Handbook Dashboards and Performance Charts June 2013 .

3 Handbook Dashboards and Performance Charts 4-101 .Parameter Required Method Value p_Campus p_Citizenship Ind p_College p_Diversity Composition p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Qualifier p_Funnel Status p_Funnel Status Entry Date p_Gender p_Initial Funnel Status p_Legacy p_Major p_Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Test_local Pass parameter value (Default) Pass parameter value (Default) Pass parameter value (Default) (Default) (Default) (Default) Pass parameter value Pass parameter value (Default) Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value X Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) p_Campus p_College p_Ethnicity Category X p_Gender p_Initial Funnel Status_Multi1 p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range X June 2013 Banner Recruiting and Admissions Performance 1.

Parameter Required Method Value p_Academic_Period p_Funnel p_Funnel Status Type drill_DiversityChart p_Admissions Population p_Campaign p_Campus p_College p_Diversity Composition p_Ethnicity Category p_Funnel Status p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Recruiter Role p_Residency Ind X Pass parameter value Pass parameter value Pass data item value (Default) Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value (Default) Pass parameter value Pass data item value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value p_Academic_Period p_Funnel Drill Constant Funnel Status Type p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category p_Gender p_Initial Funnel Status_Multi1 p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind 4-102 Banner Recruiting and Admissions Performance 1.3 Handbook Dashboards and Performance Charts June 2013 .Parameter Required Method Value p_Traditional Student Ind p_Funnel Status Count p_Quality Source p_Hidden X X X (Default) (Default) (Default) (Default) Drill to Funnel by Recruiter Summary The following table specifies the drill-through parameter values that need to be passed from the Funnel Performance by Initial Status performance chart to the Funnel by Recruiter Summary report for the drill-through to work properly.

3 Handbook Dashboards and Performance Charts 4-103 . Parameter Required Method Value p_Funnel p_Funnel Status Type p_Academic_Period p_Student Level drill_DiversityChart p_Admissions Population p_Campaign p_Campus p_Citizenship Ind p_College p_Diversity Composition p_Ethnicity Category p_Funnel Status p_Gender p_Initial Funnel Status X X Pass parameter value Pass data item value Pass parameter value Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value (Default) Pass parameter value (Default) Pass parameter value Pass data item value p_Funnel Drill Constant Funnel Status Type p_Academic_Period p_Student Level p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category p_Gender p_Initial Funnel Status_Multi1 June 2013 Banner Recruiting and Admissions Performance 1.Parameter Required Method Value p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Funnel Status Count X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range X Drill to Funnel Geographic Distribution Summary The following table specifies the drill-through parameter values that need to be passed from the Funnel Performance by Initial Status performance chart to the Funnel Geographic Distribution Summary report for the drill-through to work properly.

Parameter Required Method Value p_Legacy p_Major p_Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Population p_Test p_Test Score Range p_Traditional Student Ind p_Funnel Entry Date Range Ind p_Funnel Qualifier p_Funnel Status Entry Date p_Funnel Status Count p_Hidden (Default) Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) (Default) (Default) (Default) (Default) (Default) p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Population p_Test p_Test Score Range X X X 4-104 Banner Recruiting and Admissions Performance 1.3 Handbook Dashboards and Performance Charts June 2013 .

Drill-through definitions From the Funnel Performance Trend performance chart. • Funnel Status Entry As Of Date You can choose to further filter the chart results by specifying values for any of the Shared Prompts: Student Population.Funnel Performance Trend Use this chart to analyze and monitor trends in the rates of performance. Program. like the response rate. and admit rate. you can click on one of the values to drill through to one of the following reports: • Total Funnel by Diversity Trend • Total Funnel by Initial Funnel Status Trend June 2013 Banner Recruiting and Admissions Performance 1. conversion rate.select the Yes value to include in the chart only data up to and including the date defined in the Funnel Status Entry As Of Date field. Admissions Population.3 Handbook Dashboards and Performance Charts 4-105 . College. You have the option to specify a “Funnel Status Entry As Of Date” which will compare rates for the same point in time over the three academic periods. Major. This performance chart requires values for the following selection prompts when you run the report: • Academic Period • Student Level You can refine the chart results to gain insight about a particular funnel status by choosing specific values for the funnel related prompts: • Initial Funnel Status • Use As Of Date . and Campus. The chart displays rates for a selected academic period compared with the same rates for the comparable academic period in the two previous years.

and “Total Funnel by Program Trend” sections for more information about those reports.• Total Funnel by Program Trend See the “Total Funnel by Diversity Trend”. Drill to Total Funnel by Diversity Trend The following table specifies the drill-through parameter values that need to be passed from the Funnel Performance Trend performance chart to the Total Funnel by Diversity Trend report for the drill-through to work properly. “Total Funnel by Initial Funnel Status Trend”.3 Handbook Dashboards and Performance Charts June 2013 . Parameter Required Method Value p_Funnel p_Funnel Status Type p_Academic_Period p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Status p_Funnel Status Entry Date p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value X p_Funnel p_Funnel Type p_Academic_Period p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category p_Use As Of Date_AEF1 p_Funnel Status p_As Of Date p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range 4-106 Banner Recruiting and Admissions Performance 1.

3 Handbook Dashboards and Performance Charts 4-107 .Parameter Required Method Value p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range Drill to Total Funnel by Initial Funnel Status Trend The following table specifies the drill-through parameter values that need to be passed from the Funnel Performance Trend performance chart to the Total Funnel by Initial Funnel Status Trend report for the drill-through to work properly. Parameter Required Method Value p_Academic_Period p_Funnel p_Funnel Status Type p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Status p_Funnel Status Entry Date p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value X p_Academic_Period p_Funnel p_Funnel Type p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category p_Use As Of Date_AEF1 p_Funnel Status p_As Of Date p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range June 2013 Banner Recruiting and Admissions Performance 1.

Parameter Required Method Value p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range Drill to Total Funnel by Program Trend The following table specifies the drill-through parameter values that need to be passed from the Funnel Performance Trend performance chart to the Total Funnel by Program Trend report for the drill-through to work properly. Parameter Required Method Value p_Funnel p_Funnel Status Type p_Academic_Period p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Status p_Funnel Status Entry Date X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value X p_Funnel p_Funnel Type p_Academic_Period p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category p_Use As Of Date_AEF1 p_Funnel Status p_As Of Date 4-108 Banner Recruiting and Admissions Performance 1.3 Handbook Dashboards and Performance Charts June 2013 .

3 Handbook Dashboards and Performance Charts 4-109 .Parameter Required Method Value p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range June 2013 Banner Recruiting and Admissions Performance 1.

Total Funnel Count Use this chart to monitor the total funnel counts by funnel status for a specified academic period. pending. This performance chart requires values for the following selection prompts when you run the report: • Academic Period • Student Level You can refine the chart results to gain insight about a particular funnel status by choosing specific values for the funnel related prompts: • Funnel • Initial Funnel Status • Funnel Status Type . or disqualifying • Funnel Status . you can click on one of the values to drill through to one of the following reports: • Funnel by Diversity Summary • Funnel by Quality Summary 4-110 Banner Recruiting and Admissions Performance 1. Major. You can choose to view counts for selected funnel statuses and funnel status types.select to view only specific funnel statuses You can choose to further filter the chart results by specifying values for any of the Shared Prompts: Student Population. Program. Admissions Population. Drill-through definitions From the Total Funnel Count performance chart. College.specify whether to view only certain funnel types such as qualifying. and Campus.3 Handbook Dashboards and Performance Charts June 2013 .

“Funnel by Recruiter Summary”. Drill to Funnel by Diversity Summary The following table specifies the drill-through parameter values that need to be passed from the Total Funnel Count performance chart to the Funnel by Diversity Summary report for the drill-through to work properly. and “Funnel Geographic Distribution Summary” sections for more information about those reports.• Funnel by Recruiter Summary • Funnel Geographic Distribution Summary See the “Funnel by Diversity Summary”.3 Handbook Dashboards and Performance Charts 4-111 . Parameter Required Method Value p_Funnel p_Funnel Status Type p_Academic_Period drill_DiversityChart p_Admissions Population p_Campaign p_Campus p_Citizenship Ind p_College p_Diversity Composition p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Qualifier p_Funnel Status p_Funnel Status Entry Date p_Gender p_Initial Funnel Status p_Legacy p_Major p_Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range X Pass parameter value Pass parameter value Pass data item value (Default) Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value (Default) Pass parameter value (Default) (Default) Pass parameter value (Default) Pass parameter value Pass parameter value (Default) Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value p_Funnel p_Funnel Status Type Academic_Period p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category p_Funnel Status X p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range June 2013 Banner Recruiting and Admissions Performance 1. “Funnel by Quality Summary”.

Parameter Required Method Value p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Traditional Student Ind p_Funnel Status Count p_Hidden X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) Pass data item value (Default) p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range Funnel Status Type for Drill X X Drill to Funnel by Quality Summary The following table specifies the drill-through parameter values that need to be passed from the Total Funnel Count performance chart to the Funnel by Quality Summary report for the drill-through to work properly.3 Handbook Dashboards and Performance Charts June 2013 . Parameter Required Method Value p_Academic_Period p_Funnel p_Funnel Status Type drill_DiversityChart drill_Test p_Admissions Population p_Campaign p_Campus p_Citizenship Ind X Pass parameter value Pass parameter value Pass parameter value (Default) (Default) Pass parameter value Pass parameter value Pass parameter value (Default) p_Academic_Period p_Funnel p_Funnel Status Type p_Admissions Population p_Campaign p_Campus 4-112 Banner Recruiting and Admissions Performance 1.

3 Handbook Dashboards and Performance Charts 4-113 .Parameter Required Method Value p_College p_Diversity Composition p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Qualifier p_Funnel Status p_Funnel Status Entry Date p_Gender p_Initial Funnel Status p_Legacy p_Major p_Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Test_local p_Traditional Student Ind p_Funnel Status Count Pass parameter value (Default) Pass parameter value (Default) (Default) Pass parameter value (Default) Pass parameter value Pass parameter value (Default) Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value X Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) (Default) Pass data item value p_College p_Ethnicity Category X p_Funnel Status p_As Of Date p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range X X Funnel Status Type for Drill June 2013 Banner Recruiting and Admissions Performance 1.

3 Handbook Dashboards and Performance Charts June 2013 . Parameter Required Method Value p_Academic_Period p_Funnel p_Funnel Status Type drill_DiversityChart p_Admissions Population p_Campaign p_Campus p_College p_Diversity Composition p_Ethnicity Category p_Funnel Status p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Recruiter Role p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range X Pass data item value Pass parameter value Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value Academic_Period p_Funnel p_Funnel Status Type p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category p_Funnel Status p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range 4-114 Banner Recruiting and Admissions Performance 1.Parameter Required Method Value p_Quality Source p_Hidden X X (Default) (Default) Drill to Funnel by Recruiter Summary The following table specifies the drill-through parameter values that need to be passed from the Total Funnel Count performance chart to the Funnel by Recruiter Summary report for the drill-through to work properly.

Parameter Required Method Value p_Funnel p_Funnel Status Type p_Academic_Period p_Student Level drill_DiversityChart p_Admissions Population p_Campaign p_Campus p_Citizenship Ind p_College p_Diversity Composition p_Ethnicity Category p_Funnel Status p_Gender p_Initial Funnel Status p_Legacy p_Major p_Minority Ind p_Post Secondary City X X Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value (Default) Pass parameter value p_Funnel p_Funnel Status Type p_Academic_Period p_Student Level p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category p_Funnel Status p_Gender p_Initial Funnel Status p_Major p_Post Secondary City June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Dashboards and Performance Charts 4-115 .Parameter Required Method Value p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Funnel Status Count X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass data item value X p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range Funnel Status Type for Drill Drill to Funnel Geographic Distribution Summary The following table specifies the drill-through parameter values that need to be passed from the Total Funnel Count performance chart to the Funnel Geographic Distribution Summary report for the drill-through to work properly.

3 Handbook Dashboards and Performance Charts June 2013 .Parameter Required Method Value p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Population p_Test p_Test Score Range p_Traditional Student Ind p_Funnel Entry Date Range Ind p_Funnel Qualifier p_Funnel Status Entry Date p_Funnel Status Count p_Hidden Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) (Default) (Default) (Default) Pass data item value (Default) p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Population p_Test p_Test Score Range X X X p_As Of Date Funnel Status Type for Drill 4-116 Banner Recruiting and Admissions Performance 1.

or disqualifying • Funnel Status . You have the option to specify a “Funnel Status Entry As Of Date” which will compare counts for the same point in time over the three academic periods. This performance chart requires values for the following selection prompts when you run the report: • Academic Period • Student Level You can refine the chart results to gain insight about a particular funnel status by choosing specific values for the funnel related prompts: • Funnel • Initial Funnel Status • Funnel Status Type .specify whether to view only certain funnel types such as qualifying.specify a date and select the Yes value for the Use As Of Date field to filter the chart so that in only includes data up to and including the defined date.select the Yes value to include in the chart only data up to and including the date defined in the Funnel Status Entry As Of Date field. pending. You can choose to view counts for selected funnel statuses and funnel status types.3 Handbook Dashboards and Performance Charts 4-117 . June 2013 Banner Recruiting and Admissions Performance 1.select to view only specific funnel statuses You can filter the chart to compare values As Of a defined date by specifying values for the following prompts: • Use As Of Date . • Funnel Status Entry As Of Date .Total Funnel Count Trend Use this chart to analyze and monitor trends in the total funnel counts by funnel status for a specified academic period and the previous two comparable academic periods.

and “Total Funnel by Program Trend” sections for more information about those reports. Drill to Total Funnel by Diversity Trend The following table specifies the drill-through parameter values that need to be passed from the Total Funnel Count Trend performance chart to the Total Funnel by Diversity Trend report for the drill-through to work properly. Admissions Population.You can choose to further filter the chart results by specifying values for any of the Shared Prompts: Student Population. you can click on one of the values to drill through to one of the following reports: • Total Funnel by Diversity Trend • Total Funnel by Initial Funnel Status Trend • Total Funnel by Program Trend See the “Total Funnel by Diversity Trend”. “Total Funnel by Initial Funnel Status Trend”. College. Parameter Required Method Value p_Funnel p_Funnel Status Type p_Academic_Period p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Status p_Funnel Status Entry Date p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value X p_Funnel p_Funnel Status Type p_Academic_Period p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category p_Use As Of Date_AEF2 p_Funnel Status p_As Of Date p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County 4-118 Banner Recruiting and Admissions Performance 1.3 Handbook Dashboards and Performance Charts June 2013 . Drill-through definitions From the Total Funnel Count Trend performance chart. and Campus. Major. Program.

Parameter Required Method Value p_Academic_Period p_Funnel p_Funnel Status Type p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Status X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value p_Academic_Period p_Funnel p_Funnel Status Type p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category p_Use As Of Date_AEF2 p_Funnel Status June 2013 Banner Recruiting and Admissions Performance 1.Parameter Required Method Value p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range Drill to Total Funnel by Initial Funnel Status Trend The following table specifies the drill-through parameter values that need to be passed from the Total Funnel Count Trend performance chart to the Total Funnel by Initial Funnel Status Trend report for the drill-through to work properly.3 Handbook Dashboards and Performance Charts 4-119 .

3 Handbook Dashboards and Performance Charts June 2013 .Parameter Required Method Value p_Funnel Status Entry Date p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value p_As Of Date p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Drill to Total Funnel by Program Trend The following table specifies the drill-through parameter values that need to be passed from the Total Funnel Count Trend performance chart to the Total Funnel by Program Trend report for the drill-through to work properly. Parameter Required Method Value p_Funnel p_Funnel Status Type p_Academic_Period p_Admissions Population X Pass parameter value Pass parameter value Pass parameter value Pass parameter value p_Funnel p_Funnel Status Type p_Academic_Period p_Admissions Population 4-120 Banner Recruiting and Admissions Performance 1.

3 Handbook Dashboards and Performance Charts 4-121 .Parameter Required Method Value p_Campaign p_Campus p_College p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Status p_Funnel Status Entry Date p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value X Pass parameter value Pass parameter value Pass parameter value Pass parameter value X p_Campaign p_Campus p_College p_Ethnicity Category p_Use As Of Date_AEF2 p_Funnel Status p_As Of Date p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range June 2013 Banner Recruiting and Admissions Performance 1.

specify whether to view only certain funnel types such as qualifying.This chart is similar to the Total Funnel Count Trend performance chart. or disqualifying • Funnel Status . to define a range of dates to view. 4-122 Banner Recruiting and Admissions Performance 1.select to view only specific funnel statuses You can filter the chart to compare values As Of a defined date or range of dates by specifying values for the following prompts: • Use As Of Date . in this version of the chart you also have an option to set “Days Back” in addition to the As Of Date.3 Handbook Dashboards and Performance Charts June 2013 .Total Funnel Entry Date Range Trend Use this chart to analyze and monitor trends in the total funnel counts by funnel status for a specified academic period and the previous two comparable academic periods. pending. however. You can choose to view counts for selected funnel statuses and funnel status types.select the Yes value to include in the chart only data up to and including the date defined in the Funnel Status Entry As Of Date field. You have the option to specify a “Funnel Status Entry As Of Date” which will compare counts for the same point in time over the three academic periods. This performance chart requires values for the following selection prompts when you run the report: • Academic Period • Student Level You can refine the chart results to gain insight about a particular funnel status by choosing specific values for the funnel related prompts: • Funnel • Initial Funnel Status • Funnel Status Type .

Drill-through definitions From the Total Funnel Entry Date Range Trend performance chart. Major. College. Drill to Total Funnel Entry Date Range by Diversity Trend The following table specifies the drill-through parameter values that need to be passed from the Total Funnel Entry Date Range Trend performance chart to the Total Funnel Entry Date Range by Diversity Trend report for the drill-through to work properly.specify a date and select the Yes value for the Use As Of Date field to filter the chart so that in only includes data up to and including the defined date. • Days Back . and “Total Funnel Entry Date Range by Program Trend” sections for more information about those reports. The date range will use the Funnel Status Entry As Of Date as the final date in the range and count back the number of days specified here to create the range. You can choose to further filter the chart results by specifying values for any of the Shared Prompts: Student Population. “Total Funnel Entry Date Range by Initial Funnel Status Trend”.specify a number of days to include in the range of dates to view in the chart. and Campus.3 Handbook Dashboards and Performance Charts 4-123 .• Funnel Status Entry As Of Date . Admissions Population. you can click on one of the values to drill through to one of the following reports: • Total Funnel Entry Date Range by Diversity Trend • Total Funnel Entry Date Range by Initial Funnel Status Trend • Total Funnel Entry Date Range by Program Trend See the “Total Funnel Entry Date Range by Diversity Trend”. Parameter Required Method Value p_Funnel p_Funnel Status Type p_Academic_Period p_Admissions Population p_Campaign p_Campus p_College p_Days Back p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Status X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value p_Funnel p_Funnel Status Type p_Academic_Period p_Admissions Population p_Campaign p_Campus p_College p_Days Back_AEF1 p_Ethnicity Category p_Use As Of Date_AEF3 p_Funnel Status June 2013 Banner Recruiting and Admissions Performance 1. Program.

Parameter Required Method Value p_Academic_Period p_Funnel p_Funnel Status Type X Pass parameter value Pass parameter value Pass parameter value p_Academic_Period p_Funnel p_Funnel Status Type 4-124 Banner Recruiting and Admissions Performance 1.Parameter Required Method Value p_Funnel Status Entry Date p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value p_As Of Date p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Drill to Total Funnel Entry Date Range by Initial Funnel Status Trend The following table specifies the drill-through parameter values that need to be passed from the Total Funnel Entry Date Range Trend performance chart to the Total Funnel Entry Date Range by Initial Funnel Status Trend report for the drill-through to work properly.3 Handbook Dashboards and Performance Charts June 2013 .

3 Handbook Dashboards and Performance Charts 4-125 .Parameter Required Method Value p_Admissions Population p_Campaign p_Campus p_College p_Days Back p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Status p_Funnel Status Entry Date p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value X p_Admissions Population p_Campaign p_Campus p_College p_Days Back_AEF1 p_Ethnicity Category p_Use As Of Date_AEF3 p_Funnel Status p_As Of Date p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range June 2013 Banner Recruiting and Admissions Performance 1.

3 Handbook Dashboards and Performance Charts June 2013 .Drill to Total Funnel Entry Date Range by Program Trend The following table specifies the drill-through parameter values that need to be passed from the Total Funnel Entry Date Range Trend performance chart to the Total Funnel Entry Date Range by Program Trend report for the drill-through to work properly. Parameter Required Method Value p_Funnel p_Funnel Status Type p_Academic_Period p_Admissions Population p_Campaign p_Campus p_College p_Days Back p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Status p_Funnel Status Entry Date p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value X p_Funnel p_Funnel Status Type p_Academic_Period p_Admissions Population p_Campaign p_Campus p_College p_Days Back_AEF1 p_Ethnicity Category p_Use As Of Date_AEF3 p_Funnel Status p_As Of Date p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County 4-126 Banner Recruiting and Admissions Performance 1.

Parameter Required Method Value p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Dashboards and Performance Charts 4-127 .

select which funnel status to include in the chart Note You should select a Funnel Status value when you run this chart because the chart is intended to filter the information by a single funnel status. The chart displays the funnel status count for a selected academic period compared with the same count for the comparable academic period in the two previous years. You can specify a “Funnel Status Entry As Of Date” which will compare counts for the same point in time over the three academic periods.3 Handbook Dashboards and Performance Charts June 2013 .  You can refine the chart results to gain insight about a particular funnel status by choosing specific values for the funnel related prompts: • Funnel • Initial Funnel Status You can filter the chart to compare values As Of a defined date and month or week interval by specifying values for the following prompts: 4-128 Banner Recruiting and Admissions Performance 1. Calculated measures This chart displays the accumulating total funnel headcounts of all prospective students who entered the specified funnel status as of the last day of the month or weekly (7 day) interval. This performance chart requires values for the following selection prompts when you run the report: • Academic Period • Student Level • Funnel Status .Year Over Year Accumulating Total Funnel Comparison Use this chart to analyze and monitor trends in the total funnel count by month or week for a single funnel status. or the As Of Date for the final month/week interval.

3 Handbook Dashboards and Performance Charts 4-129 . See the “Prospective Student List Detail” report section for more information about that report.specify the number of months or weeks to include in the chart using the Funnel Status Entry As Of Date as the last date included You can choose to further filter the chart results by specifying values for any of the Shared Prompts: Student Population. and Campus. you can click on one of the values to drill through to the Prospective Student List Detail report.choose whether to view the chart for month or week intervals • Trend Duration . College. Program. Drill to Prospective Student List Detail The following table specifies the drill-through parameter values that need to be passed from the Year Over Year Accumulating Total Funnel Comparison performance chart to the Prospective Student List Detail report for the drill-through to work properly. Major.• Funnel Status Entry As Of Date . Drill-through definitions From the Year Over Year Accumulating Total Funnel Comparison performance chart. Parameter Required Method Value p_Funnel p_Funnel Status Type p_Academic_Period drill_Academic Period drill_FromChart drill_Funnel Status Aging p_Admissions Population p_Campaign p_Campus p_Citizenship Ind p_College p_Days Back p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Model p_Funnel Qualifier X (Default) (Default) Pass data item value Pass parameter value Pass data item value (Default) Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value (Default) Pass parameter value Pass data item value Pass data item value Pass data item value Academic_Period p_Academic_Period Entry Date Range Ind Constant p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category Entry Date Range Ind Constant Funnel Model Funnel Qualifier June 2013 Banner Recruiting and Admissions Performance 1.specify a date to filter the chart so that it only includes data up to and including the defined date • Trend Interval . Admissions Population.

Parameter Required Method Value p_Funnel Status p_Funnel Status Entry Date p_Gender p_Initial Funnel Status p_Legacy p_Major p_Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Post Secondary Transfer Credit Range p_Program p_Recruiter Name p_Report Population p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School Name p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Traditional Student Ind drill_DiversityChart X Pass parameter value Pass data item value Pass parameter value Pass parameter value (Default) Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value Pass parameter value Pass data item value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) (Default) p_Funnel Status_Single2 p_As Of Date p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name Report Population Constant p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range 4-130 Banner Recruiting and Admissions Performance 1.3 Handbook Dashboards and Performance Charts June 2013 .

Parameter Required Method Value p_Diversity Composition p_Recruiter Role X (Default) (Default) June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Dashboards and Performance Charts 4-131 .

The chart displays the funnel status count for active funnel statuses in a selected academic period compared with the same count for the comparable academic period in the two previous years.Year Over Year Active Funnel Status Comparison Use this chart to analyze and monitor trends in the active funnel count by month or week for a single funnel status. This performance chart requires values for the following selection prompts when you run the report: • Academic Period • Student Level • Funnel Status . Calculated measures This chart displays the headcounts of prospective students who were active in the specified funnel status at any point within the monthly or weekly (7 day) interval. You specify a “Funnel Status Entry As Of Date” which will compare counts for the same point in time over the three academic periods. The chart determines an active funnel status by checking if the funnel status entry date is “less than or equal to” the interval end date and if the funnel status exit date is “greater than” the interval start date.3 Handbook Dashboards and Performance Charts June 2013 .  You can refine the chart results to gain insight about a particular funnel status by choosing specific values for the funnel related prompts: • Funnel • Initial Funnel Status 4-132 Banner Recruiting and Admissions Performance 1.select which funnel status to include in the chart Note You should select a Funnel Status value when you run this chart because the chart is intended to filter the information by a single funnel status.

College. you can click on one of the values to drill through to the Prospective Student List Detail report. Parameter Required Method Value p_Funnel p_Funnel Status Type p_Academic_Period drill_Academic Period drill_FromChart drill_Funnel Status Aging p_Admissions Population p_Campaign p_Campus p_Citizenship Ind p_College p_Days Back p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Model p_Funnel Qualifier X Pass data item value (Default) Pass data item value Pass parameter value Pass data item value (Default) Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value Pass data item value Pass parameter value Pass data item value (Default) (Default) Funnel Academic_Period p_Academic_Period Drill Constant p_Admissions Population p_Campaign p_Campus p_College Days Back p_Ethnicity Category Entry Date Range Ind Constant June 2013 Banner Recruiting and Admissions Performance 1. Drill to Prospective Student List Detail The following table specifies the drill-through parameter values that need to be passed from the Year Over Year Active Funnel Status Comparison performance chart to the Prospective Student List Detail report for the drill-through to work properly.choose whether to view the chart for month or week intervals • Trend Duration . Admissions Population.3 Handbook Dashboards and Performance Charts 4-133 .specify the number of months or weeks to include in the chart using the Funnel Status Entry As Of Date as the last date included You can choose to further filter the chart results by specifying values for any of the Shared Prompts: Student Population. See the “Prospective Student List Detail” report section for more information about that report. Program. Drill-through definitions From the Year Over Year Active Funnel Status Comparison performance chart. and Campus. Major.specify a date to filter the chart so that it only includes data up to and including the defined date • Trend Interval .You can filter the chart to compare values As Of a defined date and month or week interval by specifying values for the following prompts: • Funnel Status Entry As Of Date .

Parameter Required Method Value p_Funnel Status p_Funnel Status Entry Date p_Gender p_Initial Funnel Status p_Legacy p_Major p_Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Post Secondary Transfer Credit Range p_Program p_Recruiter Name p_Report Population p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School Name p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Traditional Student Ind drill_DiversityChart p_Diversity Composition p_Recruiter Role X Pass parameter value Pass data item value Pass parameter value Pass parameter value (Default) Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value Pass parameter value Pass data item value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) (Default) (Default) (Default) p_Funnel Status p_As Of Date p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name Report Population Constant p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range X 4-134 Banner Recruiting and Admissions Performance 1.3 Handbook Dashboards and Performance Charts June 2013 .

The chart displays the funnel status count for the selected funnel status and academic period compared with the same count for the comparable academic period in the two previous years.select which funnel status to include in the chart Note You should select a Funnel Status value when you run this chart because the chart is intended to filter the information by a single funnel status. You specify a “Funnel Status Entry As Of Date” which will compare counts for the same point in time over the three academic periods.  You can refine the chart results to gain insight about a particular funnel status by choosing specific values for the funnel related prompts: • Funnel • Initial Funnel Status You can filter the chart to compare values As Of a defined date and month or week interval by specifying values for the following prompts: June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Dashboards and Performance Charts 4-135 . Calculated measures This chart displays the headcounts of prospective students who entered the specified funnel status at any point within the monthly or weekly (7 day) interval. This is determined by checking if the funnel status entry date falls within the interval date range. This performance chart requires values for the following selection prompts when you run the report: • Academic Period • Student Level • Funnel Status .Year Over Year Funnel Status Entry Date Comparison Use this chart to analyze and monitor trends in the funnel count by month or week based on when a person entered the funnel.

• Funnel Status Entry As Of Date .specify a date to filter the chart so that it only includes data up to and including the defined date • Trend Interval . Parameter Required Method Value p_Funnel p_Funnel Status Type p_Academic_Period drill_Academic Period drill_FromChart drill_Funnel Status Aging p_Admissions Population p_Campaign p_Campus p_Citizenship Ind p_College p_Days Back p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Model p_Funnel Qualifier X Pass data item value (Default) Pass data item value Pass parameter value Pass data item value (Default) Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value Pass data item value Pass parameter value Pass data item value (Default) (Default) Funnel Academic_Period p_Academic_Period Entry Date Range Ind Constant p_Admissions Population p_Campaign p_Campus p_College Days Back p_Ethnicity Category Entry Date Range Ind Constant 4-136 Banner Recruiting and Admissions Performance 1. College.3 Handbook Dashboards and Performance Charts June 2013 . and Campus. Major. Admissions Population. See the “Prospective Student List Detail” report section for more information about that report. Program. Drill to Prospective Student List Detail The following table specifies the drill-through parameter values that need to be passed from the Year Over Year Funnel Status Entry Date Comparison performance chart to the Prospective Student List Detail report for the drill-through to work properly. Drill-through definitions From the Year Over Year Funnel Status Entry Date Comparison performance chart.specify the number of months or weeks to include in the chart using the Funnel Status Entry As Of Date as the last date included You can choose to further filter the chart results by specifying values for any of the Shared Prompts: Student Population.choose whether to view the chart for month or week intervals • Trend Duration . you can click on one of the values to drill through to the Prospective Student List Detail report.

3 Handbook Dashboards and Performance Charts 4-137 .Parameter Required Method Value p_Funnel Status p_Funnel Status Entry Date Pass parameter value Pass data item value p_Gender p_Initial Funnel Status p_Legacy p_Major p_Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Post Secondary Transfer Credit Range p_Program p_Recruiter Name p_Report Population p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School Name p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Traditional Student Ind drill_DiversityChart X Pass parameter value Pass parameter value (Default) Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value Pass parameter value Pass data item value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) (Default) p_Funnel Status LastOfMonth or LastOfWeek (Depending on chart view by month or week) p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name Report Population Constant p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range June 2013 Banner Recruiting and Admissions Performance 1.

3 Handbook Dashboards and Performance Charts June 2013 .Parameter Required Method Value p_Diversity Composition p_Recruiter Role X (Default) (Default) 4-138 Banner Recruiting and Admissions Performance 1.

2. June 2013 Banner Recruiting and Admissions Performance 1.2.2 folder when the product is installed. These performance charts don’t include components that are needed to  work with the shared prompts functionality.3 Handbook Dashboards and Performance Charts 4-139 .2 or earlier.2. • “Current Funnel Count” on page 4-140 • “Current Funnel Status Aging” on page 4-141 • “Funnel Status Geographic” on page 4-142 • “Recruiter Contacts Aging” on page 4-144 • “Recruiter Funnel” on page 4-145 • “Recruiter Performance” on page 4-146 • “Recruiter Performance Measures” on page 4-147 • “Total Funnel Count” on page 4-148 Note When you are updating or creating Shared Prompts dashboards do not include any of the performance charts created in RAP 1.3 release.RAP 1.Analyze Enrollment Funnel performance charts .2 folder This section includes descriptions of performance charts that were created and delivered prior to the RAP 1. These performance charts are delivered in the Public Folders>Recruiting Admissions Performance>Performance Charts>Analyze Enrollment Funnel>RAP 1.

You can further group the information by Student Level Description or Gender Description.Current Funnel Count Use this summary report to monitor the current number of profiles by funnel stages for the default academic period. Business questions Following are some sample business questions that can be answered based on this chart. • Are the current graduate funnel counts acceptable for this point in our recruiting cycle? • Do we still have enough undergraduate inquiries in the funnel to meet our desired overall application counts? • Are our current funnel counts balanced by gender? What about our admit rates? 4-140 Banner Recruiting and Admissions Performance 1.3 Handbook Dashboards and Performance Charts June 2013 . Select a new value for either of these parameters to display updated chart information.

3 Handbook Dashboards and Performance Charts 4-141 .Current Funnel Status Aging Use this summary report to assess the number of profiles in the various stages of the institution’s enrollment funnel based on the number of days the profile has been active. Select a new value for either of these parameters to display updated chart information. Business questions Following are some sample business questions that can be answered based on this chart. You can further group the information by Student Level Description or Minority Indicator. • How many inquires have been in the funnel more than 120 days? What are their demographic characteristics? • How many admits have been in the funnel for over 60 days? Have we taken appropriate actions to increase the likelihood of a deposit? • How many confirms have been in the funnel for under 30 days? Have they received and accepted their orientation invitation? June 2013 Banner Recruiting and Admissions Performance 1.

See the section “Funnel Status by 4-142 Banner Recruiting and Admissions Performance 1. applicants or admits to your institution? • Should we increase or decrease our recruitment efforts in some states more than others? Drill-through definitions From this performance chart. • Which states contribute the greatest number of prospects. Select a new value for any of these parameters to display the updated chart information. Business questions Following are some sample business questions that can be answered based on this chart. inquiries or applicants to your institution? • Which states contribute the least number of inquiries. Secondary School State/Province.3 Handbook Dashboards and Performance Charts June 2013 . You can further group the information by Academic Period. you can click on one of the graphed values to drill through to the Funnel Status Geographic Summary report.Funnel Status Geographic Use this summary report to assess the geographic origins of prospects by secondary schools for a selected academic period based on their funnel status. and Funnel Status.

Parameter Required Method Value Student Level Academic Period County Geographic Division Geographic Region Secondary School State Student Population Geographic View X X X Pass parameter value Pass parameter value Do not use parameter Do not use parameter Do not use parameter Do not use parameter Do not use parameter Pass parameter value Student Level Academic Period State June 2013 Banner Recruiting and Admissions Performance 1. These are the parameter values that need to be passed from the Funnel Status Geographic performance chart to the Funnel Status Geographic Summary report for the drill-through to work properly. Drill to Funnel Status Geographic Summary The following table specifies the drill-through parameter values for the “Funnel Status by Geographic Summary” report.Geographic Summary” on page 5-122 for more information about that report.3 Handbook Dashboards and Performance Charts 4-143 .

• How many undergraduate inquires made contact within the last 30 days? What steps are recruiters taking to increase the probability of applying? • How many current applicants have not had contact in over 60 days? Are these desirable applicants and what must be done to make a decision? • How many current confirms had contact within the last 30 days? What forms of engagement are being utilized? 4-144 Banner Recruiting and Admissions Performance 1. You can further group the information by Student Level or Student Population.3 Handbook Dashboards and Performance Charts June 2013 . Select a new value for either of these parameters to display updated chart information.Recruiter Contacts Aging Use this report to monitor the types of contacts for a recruiter based on the number of days since the last contact. Business questions Following are some sample business questions that can be answered based on this chart.

3 Handbook Dashboards and Performance Charts 4-145 . You can further group the information by Student Level or Student Population. • What are the total recruiter assigned inquiry counts compared to unassigned inquiry counts? • Do total funnel counts for continuing education applicants appear to be increasing based on our assignment of recruiters? • Are the confirm counts for non-recruiter assigned graduate applicants acceptable or should we assign more recruiters to improve these counts? June 2013 Banner Recruiting and Admissions Performance 1. Select a new value for either of these parameters to display updated chart information. Business questions Following are some sample business questions that can be answered based on this chart.Recruiter Funnel Use this report to analyze prospective students assigned or unassigned to a recruiter within a funnel status.

Recruiter Performance Use this report to analyze recruiter conversion rates by assigned and unassigned recruiters for the default academic period. You can further group the information by Student Level or Student Population. • Are recruiter assigned conversion rates exceeding non-recruiter assigned rates? • Are performance measures balanced across various student populations within the graduate funnel? • Do overall performance measures between recruiter assigned and non-recruiter assigned prospective students support our increased emphasis on recruiter based outcomes? 4-146 Banner Recruiting and Admissions Performance 1. Select a new value for either of these parameters to display updated chart information.3 Handbook Dashboards and Performance Charts June 2013 . Business questions Following are some sample business questions that can be answered based on this chart.

Business questions Following are some sample business questions that can be answered based on this chart.3 Handbook Dashboards and Performance Charts 4-147 . Select a new value for either of these parameters to display updated chart information. • Are the overall performance measures balanced across our recruiter staff? • What are the conversion rates for our undergraduate recruiters? Are they within anticipated parameters for their assigned regions? What about admit rates? • Are the confirm yields for our recruiters within acceptable tolerances? June 2013 Banner Recruiting and Admissions Performance 1.Recruiter Performance Measures Use this report to analyze your institutions recruiters’ performance across selected measures. You can further group the information by Student Level or Student Population.

• Are the overall funnel counts acceptable for this point in time in our recruiting cycle? • What are our total inquiry counts for our undergraduate program? What about our graduate program? • Are our total applicant counts balanced by gender? What about our total admits? 4-148 Banner Recruiting and Admissions Performance 1.3 Handbook Dashboards and Performance Charts June 2013 .Total Funnel Count Use this summary report to analyze the number of profiles by funnel stages for the default academic period. Select a new value for either of these parameters to display updated chart information. Business questions Following are some sample business questions that can be answered based on this chart. You can further group the information by Student Level Description or Gender Description.

The list also specifies any related drill-through reports. Performance chart Drill-through report “Academic Period To Date Decision Tracking” “Admissions Composition by Diversity” “Admissions Count by College” “Admissions Count by Diversity” “Admissions Count by Secondary School State” “Admissions Distribution by Secondary School” “Admissions Performance by Diversity” “Admissions Performance by Quality” “Admissions Performance Measures” “Admissions Decision by Program Trend” “Admissions Composition by Diversity Trend” “Admissions Program Trend” “Admissions Composition by Diversity Trend” “Admissions Secondary School Trend” “Admissions Secondary School Trend” “Admissions Composition by Diversity Trend” “Admissions Performance by Quality Trend” “Admissions Performance by Quality Trend” “Admissions Program Trend” “Admissions Status Counts” “Admissions Performance by Quality Trend” “Admissions Program Trend” “Application Decision Counts” “Year Over Year Application Decision Comparison” “Admissions Decision by Program Trend” “Applicant Quality and Program List Detail” June 2013 Banner Recruiting and Admissions Performance 1. The delivered PM Manage Applicants Cognos package includes all data elements in the Manage Applicants business concept data model.Manage Applicants performance charts The following table lists all of the delivered performance charts that are based on the Manage Applicants package/business concept. These performance charts are delivered in the Public Folders>Recruiting Admissions Performance>Performance Charts>Manage Applicants folder when the product is installed.3 Handbook Dashboards and Performance Charts 4-149 .

The chart displays the total number of applications and decision counts for a selected academic period compared with the same counts for the previous year academic period and an average of the three previous periods. Admissions Population. College. 4-150 Banner Recruiting and Admissions Performance 1.3 Handbook Dashboards and Performance Charts June 2013 . Major. The 12 Month Trend column of the chart includes a line chart that illustrates the count trends over a twelve month period based on the selected application “Decisions As Of Date”. You can choose to further filter the chart results by specifying values for any of the Shared Prompts: Student Population. Program. Figure 13: Academic Period To Date Decision Tracking performance chart This performance chart requires values for the following selection prompts when you run the report: • Academic Period • Student Level You must also enter a Decisions As Of Date value to view spark line charts in the 12 Month Trend column that illustrate the count trends for the twelve month period up to that date. and Campus.Academic Period To Date Decision Tracking Use this chart to analyze trends in application decisions.

Drill-through definitions From this performance chart. and Pass data item value) depending on which values are being drilled on. Pass parameter value. Note In the following table. See the “Admissions Decision by Program Trend” section for more information about that report.3 Handbook Dashboards and Performance Charts 4-151 . Parameter Required Method Value  p_Academic Period p_Admissions Population p_Application Date Range Ind p_Application Decision Date p_Campus p_College p_DaysBack p_Ethnicity Category p_Gender p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range X Pass parameter value Pass parameter value Pass data item value X Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value p_Academic Period p_Admissions Population Date Range Ind Constant p_As Of Date p_Campus p_College p_Ethnicity Category p_Gender p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range June 2013 Banner Recruiting and Admissions Performance 1. you can click on one of the headcount values to drill through to the Admissions Decision by Program Trend report. Drill to Admissions Decision by Program Trend The following table specifies the drill-through parameter values that need to be passed from the Academic Period To Date Decision Tracking performance chart to the Admissions Decision by Program Trend report for the drill-through to work properly. some Parameters may show different Method values (Default.

3 Handbook Dashboards and Performance Charts June 2013 .Parameter Required Method Value p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Hidden X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range X 4-152 Banner Recruiting and Admissions Performance 1.

residency. The diversity categories you can choose include citizenship. Total Admitted. gender. Figure 14: Admissions Composition by Diversity performance chart This performance chart requires values for the following selection prompts when you run the report: • Academic Period • Student Level • Composition Headcount . College.The diversity category you want to see in the chart: Citizenship. Program. or Total Enrolled prospective students for a selected diversity category.Admissions Composition by Diversity Use this chart to analyze and compare the percentage of prospective students in a specified admissions state for a selected diversity category over a three year period. or Total Enrolled • Diversity .the admission category you want to see in the chart: Total Applied. Total Accepted. Residency. and Campus. or Traditional You can choose to further filter the chart results by specifying values for any of the Shared Prompts: Student Population. and traditional.3 Handbook Dashboards and Performance Charts 4-153 . You can view the data based on the headcount for Total Applied. Major. June 2013 Banner Recruiting and Admissions Performance 1. Admissions Population. The chart displays the admissions percentage for a selected academic period compared with the same counts for the previous two academic periods. Total Admitted. Gender. Minority. minority. Total Accepted.

you can click on one of the values to drill through to the Admissions Composition by Diversity Trend report.3 Handbook Dashboards and Performance Charts June 2013 . Parameter Required Method Value p_Academic Period p_Admissions Population p_Campus p_College p_Ethnicity Category p_Gender p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value X Pass parameter value Pass parameter value Pass parameter value p_Academic Period p_Admissions Population p_Campus p_College p_Ethnicity Category p_Gender p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test 4-154 Banner Recruiting and Admissions Performance 1. See the section “Admissions Composition by Diversity Trend” on page 5-144 for more information about that report.Drill-through definitions From this performance chart. Drill to Admissions Composition by Diversity Trend The following table specifies the drill-through parameter values that need to be passed from the Admissions Composition by Diversity performance chart to the Admissions Composition by Diversity Trend report for the drill-through to work properly.

Parameter Required Method Value p_Test Score Range p_Diverstiy Filter p_Headcount Type X X Pass parameter value Pass parameter value Pass parameter value p_Test Score Range p_Diverstiy_MA1 p_Headcount Composition June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Dashboards and Performance Charts 4-155 .

The chart displays the admissions count for a selected academic period compared with the same counts for the previous two academic periods. and Campus. See the section “Admissions Program Trend” for more information about that report. you can click on one of the values to drill through to the Admissions Program Trend report.Admissions Count by College Use this chart to analyze and compare the count of prospective students in a specified admissions state for selected colleges over a three year period. Major. Admitted. or Enrolled prospective students.the admission category you want to see in the chart: Applied Count. Admitted Count. Figure 15: Admissions Count by College performance chart This performance chart requires values for the following selection prompts when you run the report: • Academic Period • Student Level • Headcount Type . Drill-through definitions From the Admissions Count by College performance chart. Admissions Population. or Enrolled Count You can choose to further filter the chart results by specifying values for the College or any of the Shared Prompts: Student Population. 4-156 Banner Recruiting and Admissions Performance 1. You can view the data based on the headcount for Applied. Program. Accepted. Accepted Count.3 Handbook Dashboards and Performance Charts June 2013 .

Drill to Admissions Program Trend The following table specifies the drill-through parameter values that need to be passed from the Admissions Count by College performance chart to the Admissions Program Trend report for the drill-through to work properly. Parameter Required Method Value p_Academic Period p_Admissions Population p_Campus p_College p_Ethnicity Category p_Gender p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range X Pass parameter value Pass parameter value Pass parameter value Pass data item value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value X Pass parameter value Pass parameter value Pass parameter value Pass parameter value p_Academic Period p_Admissions Population p_Campus College p_Ethnicity Category p_Gender p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Dashboards and Performance Charts 4-157 .

3 Handbook Dashboards and Performance Charts June 2013 . Minority. 4-158 Banner Recruiting and Admissions Performance 1. Gender. The chart displays the admissions count for a selected academic period compared with the same counts for the previous two academic periods. The diversity categories you can choose include citizenship. Admissions Population.Admissions Count by Diversity Use this chart to analyze and compare the count of prospective students in a specified admissions state for a selected diversity category over a three year period. or Enrolled prospective students for a selected diversity category. Program. gender. and Campus. Figure 16: Admissions Count by Diversity performance chart This performance chart requires values for the following selection prompts when you run the report: • Academic Period • Student Level • Headcount Type . Major. and traditional. Residency. You can view the data based on the headcount for Applied. or Enrolled Count • Diversity . Admitted Count. minority.the admission category you want to see in the chart: Applied Count. Accepted. or Traditional You can choose to further filter the chart results by specifying values for any of the Shared Prompts: Student Population. residency. Accepted Count.The diversity category you want to see in the chart: Citizenship. College. Admitted.

See the section “Admissions Composition by Diversity Trend” for more information about that report.3 Handbook Dashboards and Performance Charts 4-159 . Drill to Admissions Composition by Diversity Trend The following table specifies the drill-through parameter values that need to be passed from the Admissions Count by Diversity performance chart to the Admissions Composition by Diversity Trend report for the drill-through to work properly. Parameter Required Method Value p_Academic Period p_Admissions Population p_Campus p_College p_Ethnicity Category p_Gender p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value X Pass parameter value Pass parameter value Pass parameter value p_Academic Period p_Admissions Population p_Campus p_College p_Ethnicity Category p_Gender p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test June 2013 Banner Recruiting and Admissions Performance 1. you can click on one of the values to drill through to the Admissions Composition by Diversity Trend report.Drill-through definitions From the Admissions Count by Diversity performance chart.

Parameter Required Method Value p_Test Score Range p_Diverstiy Filter p_Headcount Type X X Pass parameter value Pass parameter value Pass parameter value p_Test Score Range p_Diverstiy_MA2 p_Headcount Type_Single2 4-160 Banner Recruiting and Admissions Performance 1.3 Handbook Dashboards and Performance Charts June 2013 .

you can click on one of the values to drill through to the Admissions Secondary School Trend report. Admitted. College. or Enrolled Count You can choose to further filter the chart results by specifying values for the Secondary School State or any of the Shared Prompts: Student Population. Accepted Count. See the section “Admissions Secondary School Trend” for more information about that report.3 Handbook Dashboards and Performance Charts 4-161 . Admitted Count.the admission category you want to see in the chart: Applied Count. Figure 17: Admissions Count by Secondary School State performance chart This performance chart requires values for the following selection prompts when you run the report: • Academic Period • Student Level • Headcount Type . June 2013 Banner Recruiting and Admissions Performance 1. Accepted. and Campus. Program. Admissions Population. Drill-through definitions From the Admissions Count by Secondary School State performance chart. or Enrolled prospective students. You can view the data based on the headcount for Applied. Major.Admissions Count by Secondary School State Use this chart to analyze and compare the count of prospective students in a specified admissions state for selected secondary school states over a three year period. The chart displays the admissions count for a selected academic period compared with the same counts for the previous two academic periods.

3 Handbook Dashboards and Performance Charts June 2013 .Drill to Admissions Secondary School Trend The following table specifies the drill-through parameter values that need to be passed from the Admissions Count by Secondary School State performance chart to the Admissions Secondary School Trend report for the drill-through to work properly. Parameter Required Method Value p_Academic Period p_Admissions Population p_Campus p_College p_Ethnicity Category p_Gender p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value X X Pass data item value Pass parameter value Pass parameter value Pass parameter value Pass parameter value p_Academic Period p_Admissions Population p_Campus p_College p_Ethnicity Category p_Gender p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County Secondary School State/ Province p_Student Level p_Student Population p_Test p_Test Score Range 4-162 Banner Recruiting and Admissions Performance 1.

Admitted Count. Major. and Campus.Admissions Distribution by Secondary School Use this chart to assess the geographic origins of prospective students in a specified admissions state for selected academic period and secondary school state. Accepted. College. Figure 18: Admissions Distribution by Secondary School performance chart This performance chart requires values for the following selection prompts when you run the report: • Academic Period • Student Level • Headcount Type . or Enrolled prospective students. or Enrolled Count You can choose to further filter the chart results by specifying values for any of the Shared Prompts: Student Population. You can view the data based on the headcount for Applied.the admission category you want to see in the chart: Applied Count. Program.3 Handbook Dashboards and Performance Charts 4-163 . Admitted. See the section “Admissions Secondary School Trend” for more information about that report. Drill-through definitions From the Admissions Distribution by Secondary School performance chart. Accepted Count. Admissions Population. you can click on one of the values to drill through to the Admissions Secondary School Trend report. June 2013 Banner Recruiting and Admissions Performance 1.

Parameter Required Method Value p_Academic Period p_Admissions Population p_Campus p_College p_Ethnicity Category p_Gender p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value X X Pass data item value Pass parameter value Pass parameter value Pass parameter value Pass parameter value p_Academic Period p_Admissions Population p_Campus p_College p_Ethnicity Category p_Gender p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County Secondary School State/ Province p_Student Level p_Student Population p_Test p_Test Score Range 4-164 Banner Recruiting and Admissions Performance 1.3 Handbook Dashboards and Performance Charts June 2013 .Drill to Admissions Secondary School Trend The following table specifies the drill-through parameter values that need to be passed from the Admissions Distribution by Secondary School performance chart to the Admissions Secondary School Trend report for the drill-through to work properly.

or Enrolled Yield of prospective students for a selected diversity category.the admission category you want to see in the chart: Admitted Rate. Gender.Admissions Performance by Diversity Use this chart to analyze and compare the percentage of prospective students in a specified admissions state for a selected diversity category over a three year period. or Enrolled Yield You can choose to further filter the chart results by specifying values for any of the Shared Prompts: Student Population. gender. residency. College. Figure 19: Admissions Performance by Diversity performance chart This performance chart requires values for the following selection prompts when you run the report: • Academic Period • Student Level • Diversity . and Campus.The diversity category you want to see in the chart: Citizenship. June 2013 Banner Recruiting and Admissions Performance 1. You can view the data based on the yield measure for Admitted Rate. and traditional. The chart displays the admissions rate percentage for a selected academic period compared with the same rates for the previous two academic periods. Program. The diversity categories you can choose include citizenship. Major. Accepted Rate. Residency. minority. Admissions Population.3 Handbook Dashboards and Performance Charts 4-165 . Minority. Accepted Rate. or Traditional • Yield Measure .

Drill to Admissions Composition by Diversity Trend The following table specifies the drill-through parameter values that need to be passed from the Admissions Performance by Diversity performance chart to the Admissions Composition by Diversity Trend report for the drill-through to work properly.3 Handbook Dashboards and Performance Charts June 2013 . Parameter Required Method Value p_Academic Period p_Admissions Population p_Campus p_College p_Ethnicity Category p_Gender p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value X Pass parameter value Pass parameter value Pass parameter value p_Academic Period p_Admissions Population p_Campus p_College p_Ethnicity Category p_Gender p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test 4-166 Banner Recruiting and Admissions Performance 1. you can click on one of the values to drill through to the Admissions Composition by Diversity Trend report. See the section “Admissions Composition by Diversity Trend” for more information about that report.Drill-through definitions From the Admissions Performance by Diversity performance chart.

Parameter Required Method Value p_Test Score Range p_Diverstiy Filter p_Headcount Type X X Pass parameter value Pass parameter value Pass data item value p_Test Score Range p_Diverstiy_MA3 Drill for Headcount Type June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Dashboards and Performance Charts 4-167 .

ACT Composite. Deposited Rate. and Campus. Secondary GPA. Program.the admission category rate you want to see in the chart: Admitted Rate. 4-168 Banner Recruiting and Admissions Performance 1. Figure 20: Admissions Performance by Quality performance chart This performance chart requires values for the following selection prompts when you run the report: • Academic Period • Student Level • Quality Range .The quality you want to see in the chart: Percentile Range. The chart displays the admissions rate percentage for a selected academic period compared with the same rates for the previous two academic periods. Accepted Rate. You can view the data based on the yield for Admitted Rate. ACT Composite. or Enrolled Yield of prospective students for a selected quality range. Admissions Population.3 Handbook Dashboards and Performance Charts June 2013 . College. and SAT Combined. Accepted Rate. Secondary GPA. • Yield Measure .Admissions Performance by Quality Use this chart to analyze and compare the percentage of prospective students in a specified admissions state for a selected quality over a three year period. The quality ranges you can choose include Percentile Range. or Enrolled Yield You can choose to further filter the chart results by specifying values for any of the Shared Prompts: Student Population. and SAT Combined For test scores. Major. the Highest Ranges is used.

Parameter Required Method Value p_Student Level p_Academic Period p_Admissions Population p_Campus p_College p_Display p_Ethnicity Category p_Gender p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Population X X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value X p_Student Level p_Academic Period p_Admissions Population p_Campus p_College p_Yield Measure p_Ethnicity Category p_Gender p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Population June 2013 Banner Recruiting and Admissions Performance 1.Drill-through definitions From the Admissions Performance by Quality performance chart. you can click on one of the values to drill to the Admissions Performance by Quality Trend report.3 Handbook Dashboards and Performance Charts 4-169 . See the section “Admissions Performance by Quality Trend” for more information about that report. Drill to Admissions Performance by Quality Trend The following table specifies the drill-through parameter values that need to be passed from the Admissions Performance by Quality performance chart to the Admissions Performance by Quality Trend report for the drill-through to work properly.

Parameter Required Method Value p_Test p_Test Score Range Pass parameter value Pass parameter value p_Test p_Test Score Range 4-170 Banner Recruiting and Admissions Performance 1.3 Handbook Dashboards and Performance Charts June 2013 .

you can click on one of the values to drill through to one of the following reports: • Admissions Performance by Quality Trend • Admissions Program Trend June 2013 Banner Recruiting and Admissions Performance 1. or Enrolled Yield. You can choose to display one or more of the following yield measure rates: Admitted Rate. The chart displays the admissions rate percentage for a selected academic period compared with the same rate for the previous two academic periods. You can choose to display one or more of these yield measures. Figure 21: Admissions Performance Measures performance chart This performance chart requires values for the following selection prompts when you run the report: • Academic Period • Student Level • Yield Measure . College. Accepted Rate. Deposited Rate. and Campus. Drill-through definitions From the Admissions Performance Measures performance chart. You can choose to further filter the chart results by specifying values for any of the Shared Prompts: Student Population. Program. Major. Admissions Population.the admissions rate you want to see in the chart: Admitted Rate.3 Handbook Dashboards and Performance Charts 4-171 . or Enrolled Yield. Accepted Rate.Admissions Performance Measures Use this chart to analyze and compare the admissions rate of prospective students in a specified admissions state over a three year period.

Drill to Admissions Performance by Quality Trend The following table specifies the drill-through parameter values that need to be passed from the Admissions Performance Measures performance chart to the Admissions Performance by Quality Trend report for the drill-through to work properly.3 Handbook Dashboards and Performance Charts June 2013 . Parameter Required Method Value p_Student Level p_Academic Period p_Admissions Population p_Campus p_College p_Display p_Ethnicity Category p_Gender p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Population p_Test p_Test Score Range X X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value X X p_Student Level p_Academic Period p_Admissions Population p_Campus p_College p_Yield Measure_Multi1 p_Ethnicity Category p_Gender p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Population p_Test p_Test Score Range 4-172 Banner Recruiting and Admissions Performance 1.See the sections “Admissions Performance by Quality Trend” and “Admissions Program Trend” for more information about those reports.

Drill to Admissions Program Trend The following table specifies the drill-through parameter values that need to be passed from the Admissions Performance Measures performance chart to the Admissions Program Trend report for the drill-through to work properly.3 Handbook Dashboards and Performance Charts 4-173 . Parameter Required Method Value p_Student Level p_Academic Period p_Admissions Population p_Campus p_College p_Ethnicity Category p_Gender p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Population p_Test p_Test Score Range X X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value p_Student Level p_Academic Period p_Admissions Population p_Campus p_College p_Ethnicity Category p_Gender p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Population p_Test p_Test Score Range June 2013 Banner Recruiting and Admissions Performance 1.

Admitted Count. Admitted. and Campus. Drill-through definitions From the Admissions Status Count performance chart. Tuition Deposited. Program. or Enrolled Count.the pre student status admission state you want to see in the chart: Applied Count. Accepted Count.Admissions Status Counts Use this chart to analyze and compare the count of prospective students in a specified pre student status admissions state over a three year period. and/or Enrolled. Admissions Population. You can choose to further filter the chart results by specifying values for any of the Shared Prompts: Student Population. you can click on one of the values to drill through to one of the following reports: • Admissions Performance by Quality Trend • Admissions Program Trend 4-174 Banner Recruiting and Admissions Performance 1. You can choose to display one or more of the following pre student status counts: Applied. Major.3 Handbook Dashboards and Performance Charts June 2013 . Accepted. Figure 22: Admissions Status Count performance chart This performance chart requires values for the following selection prompts when you run the report: • Academic Period • Student Level • Headcount Type . You can choose to display one or more of these headcount types. The chart displays the admissions counts for a selected academic period compared with the same counts for the previous two academic periods. College.

See the sections “Admissions Performance by Quality Trend” and “Admissions Program Trend” for more information about those reports. Parameter Required Method Value p_Student Level p_Academic Period p_Admissions Population p_Campus p_College p_Display p_Ethnicity Category p_Gender p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Population p_Test p_Test Score Range X X Pass parameter value Pass data item value Pass parameter value Pass parameter value Pass data item value (Default) Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value p_Student Level p_Academic Period p_Admissions Population p_Campus p_College p_Ethnicity Category p_Gender p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Population p_Test p_Test Score Range X June 2013 Banner Recruiting and Admissions Performance 1. Drill to Admissions Performance by Quality Trend The following table specifies the drill-through parameter values that need to be passed from the Admissions Status Count performance chart to the Admissions Performance by Quality Trend report for the drill-through to work properly.3 Handbook Dashboards and Performance Charts 4-175 .

3 Handbook Dashboards and Performance Charts June 2013 . Parameter Required Method Value p_Academic Period p_Admissions Population p_Campus p_College p_Ethnicity Category p_Gender p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value X Pass parameter value Pass parameter value Pass parameter value Pass parameter value p_Academic Period p_Admissions Population p_Campus p_College p_Ethnicity Category p_Gender p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range 4-176 Banner Recruiting and Admissions Performance 1.Drill to Admissions Program Trend The following table specifies the drill-through parameter values that need to be passed from the Admissions Status Count performance chart to the Admissions Program Trend report for the drill-through to work properly.

You can choose to display one or more of the following decision counts side-be-side in the chart: Admit Decision. to define a range of dates to view.Application Decision Counts Use this chart to analyze and compare the number of decisions for prospective students for a specified academic period and student level over a three year period.select Yes to specify a date range • Decision As Of Date . • Decision Date Range . You have the option to specify a “Decisions As Of Date” which will compare counts for the same point in time. year over year. for the three academic periods displayed.define the number of days to include in the range counting back from the Decision As Of Date June 2013 Banner Recruiting and Admissions Performance 1. Use the following prompts to filter the chart by a date range. Accept Decision. Denied Decision. Figure 23: Application Decision Counts performance chart This performance chart requires values for the following selection prompts when you run the report: • Academic Period • Student Level You can also choose to view the counts for a range of dates. The chart displays the decisions for a selected academic period and student level compared with the same counts for the previous two academic periods. and Inactive Decision. You also have an option to set “Days Back” in addition to the As Of Date.select the date that will be the latest date included in the counts for all academic periods being compared • Days Back .3 Handbook Dashboards and Performance Charts 4-177 .

College. you can click on one of the values to drill through to the Admissions Decision by Program Trend report. Drill to Admissions Decision by Program Trend The following table specifies the drill-through parameter values that need to be passed from the Application Decision Counts performance chart to the Admissions Decision by Program Trend report for the drill-through to work properly. and Campus. Drill-through definitions From this performance chart.You can choose to further filter the chart results by specifying values for any of the Shared Prompts: Student Population. Program. Admissions Population. Parameter Required Method Value p_Academic Period p_Admissions Population p_Application Date Range Ind p_Application Decision Date p_Campus p_College p_DaysBack p_Ethnicity Category p_Gender p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range X Pass parameter value Pass parameter value Pass parameter value X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value p_Academic Period p_Admissions Population p_Use As Of Date_MA1 p_As Of Date p_Campus p_College p_DaysBack_MA1 p_Ethnicity Category p_Gender p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range 4-178 Banner Recruiting and Admissions Performance 1. Major. See the “Admissions Decision by Program Trend” section for more information about that report.3 Handbook Dashboards and Performance Charts June 2013 .

Parameter Required Method Value p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Hidden X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range X June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Dashboards and Performance Charts 4-179 .

Year Over Year Application Decision Comparison by Month performance chart Year Over Year Application Decision Comparison by Week performance chart 4-180 Banner Recruiting and Admissions Performance 1.Year Over Year Application Decision Comparison Use this chart to analyze trends by month or week in the number of prospective student who entered a specified admissions state compared with the same count for the previous two academic periods at the same point in time. Denied Decision.3 Handbook Dashboards and Performance Charts June 2013 . or Inactive Decision. You can choose to view the chart for one of the following decision counts: Admit Decision. Accept Decision.

or Inactive Decision • Decision As Of Date . Denied Decision. Drill-through definitions From this performance chart.This performance chart requires values for the following selection prompts when you run the report: • Academic Period • Student Level • Decision Count Display . Admissions Population.3 Handbook Dashboards and Performance Charts 4-181 . Parameter Required Method Value p_Secondary School City p_Student Level drill_Academic Period drill_Accepted Ind drill_Admitted Ind drill_Applied Ind drill_Citizenship Ind drill_Decision Denied Ind drill_Decision Inactive Ind drill_Decision Accept Ind X pass parameter value pass parameter value pass parameter value (Default) (Default) (Default) (Default) (Default) (Default) (Default) p_Secondary School City p_Student Level p_Academic Period June 2013 Banner Recruiting and Admissions Performance 1.select the date that will be the latest date included in the counts for all academic periods being compared • Trend Interval . you can click on one of the values to drill through to the Applicant Quality and Program Detail report.the admissions decision count you want to see in the chart: Admit Decision. Major. College. Program. Drill to Applicant Quality and Program List Detail The following table specifies the drill-through parameter values that need to be passed from the Year Over Year Application Decision Comparison performance chart to the Applicant Quality and Program List Detail report for the drill-through to work properly.select whether to display counts for month or week • Trend Duration . Accept Decision.define the number of months or weeks to include in the chart counting back from the Decision As Of Date You can choose to further filter the chart results by specifying values for any of the Shared Prompts: Student Population. See the section “Applicant Quality and Program List Detail” for more information about that report. and Campus.

3 Handbook Dashboards and Performance Charts June 2013 .Parameter Required Method Value drill_Decision Admit Ind drill_Enrolled Ind drill_Ethnicity Category Drill_FromChart drill_Gender drill_Highest Score Ind drill_Legacy drill_Minority Ind drill_Residency Ind drill_Test drill_Test Score Range Description drill_Traditional Student Ind p_Academic Period p_Admissions Population p_Application Date Range Ind p_Application Decision Date p_Application Decision Status p_Application Status p_Campus p_College p_Current Pre-Student Status p_Days Back p_Latest Application Decision Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Pre Student Status p_Program (Default) (Default) pass parameter value pass data item value pass parameter value (Default) (Default) (Default) pass parameter value pass parameter value pass parameter value (Default) X pass data item value pass parameter value pass data item value pass data item value pass parameter value (Default) pass parameter value pass parameter value (Default) pass data item value (Default) pass parameter value pass parameter value pass parameter value pass parameter value pass parameter value (Default) pass parameter value p_Ethnicity Category Application Date Range Constant p_Gender p_Residency Ind p_Test p_Test Score Range Academic Period p_Admissions Population Application Date Range Constant LastOfMonth p_Decision Count_Single1 p_Campus p_College Days Back p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program 4-182 Banner Recruiting and Admissions Performance 1.

3 Handbook Dashboards and Performance Charts 4-183 .Parameter Required Method Value p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School County p_Secondary School Name p_Secondary School State p_Student Population pass parameter value pass parameter value pass parameter value (Default) pass parameter value pass parameter value p_Secondary GPA Range Secondary Percentile Range p_Secondary School County p_Secondary School State p_Student Population June 2013 Banner Recruiting and Admissions Performance 1.

2 folder when the product is installed. These performance charts are delivered in the Public Folders>Recruiting Admissions Performance>Performance Charts>Manage Applicants>RAP 1. • “College Application Counts” on page 4-185 • “Enrolled Undergraduate Diversity” on page 4-186 • “Percentile Admit Rate” on page 4-187 • “Undergraduate Applications” on page 4-189 • “USA Applicant Geographic Distribution” on page 4-190 Note When you are updating or creating Shared Prompts dashboards do not include any of the performance charts created in RAP 1.2.Manage Applicants performance charts .2 or earlier.2.RAP 1.3 Handbook Dashboards and Performance Charts June 2013 .3 release. These performance charts don’t include components that are needed to  work with the shared prompts functionality.2. 4-184 Banner Recruiting and Admissions Performance 1.2 folder This section includes descriptions of performance charts that were created and delivered prior to the RAP 1.

• What are the total undergraduate application counts for the College of Arts & Science? How many are transfer applicants? How many are continuing education? • How many graduate applications are there for each department in the College of Business? • What is the breakdown of applications by major within the psychology department? June 2013 Banner Recruiting and Admissions Performance 1.College Application Counts Use this summary report to monitor the number of applications by college level for the default academic period. Business questions Following are some sample business questions that can be answered based on this chart. You can click on one of the bars in the graph or a legend value to drill down to more detailed information. You can further group the information by Student Level or Student Population. Select a new value for either of these parameters to display updated chart information.3 Handbook Dashboards and Performance Charts 4-185 .

Business questions Following are some sample business questions that can be answered based on this chart. • What are our enrollment trends by traditional and non-traditional age range? resident or non-resident status? citizenship? ethnic category? gender? or legacy association? • Which demographic or geographic characteristics are changing the most? Which are changing the least? • Should we increase or decrease our recruitment efforts in some areas more than others? • Are we maintaining the diversity profiles that we have hoped to achieve? 4-186 Banner Recruiting and Admissions Performance 1.3 Handbook Dashboards and Performance Charts June 2013 . You can further group the information by other diversity categories. Select a new value for the parameter to display the updated chart information.Enrolled Undergraduate Diversity Use this trend report to analyze the percentage of undergraduate students over a five year period who enrolled at the institution for the diversity category selected from the prompt list.

You can further group the information by Academic Period and Student Level. • Are some groups’ rate of admission increasing or decreasing? • Should we increase or decrease our recruitment efforts for some groups more than others? • What is the current rate of admissions by percentile and is this rate changing over time? • Are we improving the academic quality of our incoming student population? Drill-through definitions From this performance chart.3 Handbook Dashboards and Performance Charts 4-187 . Business questions Following are some sample business questions that can be answered based on this chart. you can click on one of the graphed values to drill through to the Application Admit Rate By Quality Trend report. Select a new value for either of these parameters to display the updated chart information.Percentile Admit Rate Use this trend report to analyze the percentage of applicants admitted to the institution over a five year period according to secondary school percentile range. See the section “Application Admit June 2013 Banner Recruiting and Admissions Performance 1.

These are the parameter values that need to be passed from the Percentile Admit Rate performance chart to the Application Admit Rate By Quality 5-Year Trend report for the drill-through to work properly. Drill to Application Admit Rate By Quality Trend The following table specifies the drill-through parameter values for the “Application Admit Rate By Quality Trend” report.Rate By Quality Trend” on page 5-185 for more information about that report. Parameter Required Method Value Student Level Academic Period Campus College Nation Program School County State Province Student Population X X Pass parameter value Pass parameter value Do not use parameter Do not use parameter Do not use parameter Do not use parameter Do not use parameter Do not use parameter Do not use parameter Student Level Academic Period 4-188 Banner Recruiting and Admissions Performance 1.3 Handbook Dashboards and Performance Charts June 2013 .

Select a new value for the parameter to display the updated chart information.Undergraduate Applications This is a five-year trend report that shows the number of undergraduate applicants grouped by ethnicity. Use this report to understand the diversity characteristics of your undergraduate applicant population over the past five years.3 Handbook Dashboards and Performance Charts 4-189 . You can further group the information by Academic Period. • Are the number of applications changing over time? • Which demographic characteristics are changing the most or the least? • Should we increase or decrease our recruitment efforts in some areas more than others? • Are we maintaining the diversity profiles that we have hoped to achieve? June 2013 Banner Recruiting and Admissions Performance 1. Business questions Following are some sample business questions that can be answered based on this chart.

Select a different Academic Period to evaluate how the geographic origin of your applicant counts have changed over time.3 Handbook Dashboards and Performance Charts June 2013 . but includes only the counts for states within the USA. 4-190 Banner Recruiting and Admissions Performance 1.USA Applicant Geographic Distribution Use this summary report to assess the geographic origins of applicants by secondary schools for a selected academic period. This chart is similar to the Funnel Status Geographic chart.

3 Handbook Dashboards and Performance Charts 4-191 . These performance charts are delivered in the Public Folders>Recruiting Admissions Performance>Performance Charts>Impact of Aid on New Enrollment folder when the product is installed. FM Need Met & Yield by EFC” on page 4-204 June 2013 Banner Recruiting and Admissions Performance 1.Impact of Aid on New Enrollment performance charts The following table lists all of the delivered performance charts that are based on the Impact of Aid on New Enrollment package/business concept. • “Award Offer & Accept Amounts by Aid Type” on page 4-192 • “Award Offer by Aid Source & Type” on page 4-194 • “FM Aid Offer Headcount by Pre-Student Status” on page 4-196 • “FM Eligible Headcount by Unmet Need & GPA” on page 4-197 • “FM Need Met Headcount by Diversity” on page 4-198 • “FM Percent of Need Met & Yield” on page 4-200 • “FM Total Offer Composition by Diversity” on page 4-201 • “Percent of FM Need Met & Yield by Gross Need” on page 4-203 • “Total Offer.

Drill-through definitions From this performance chart. Institution.3 Handbook Dashboards and Performance Charts June 2013 . You can filter the information by Aid Source Description to view the report by aid sources such as Federal. grant. See the section “Awards by Aid 4-192 Banner Recruiting and Admissions Performance 1. You can click on one of the graphed values to drill to the “Awards by Aid Source & Type Summary” report and view more detail. or State award. you can click on one of the graphed values to drill through to the Awards by Aid Source & Type Summary report. for example. You can also choose to filter the population by selecting a student population from the Student Population Description parameter. or work. loan. scholarship.Award Offer & Accept Amounts by Aid Type The Award Offer & Accept Amounts by Aid Type chart shows the total amount of awards offered and accepted by the award types.

Parameter Required Method Value Student Level Academic Period Campus Cohort College Program Residency Student Population dt p_Admissions_Population Aid Source X X X Pass parameter value Pass data item value Do not use parameter Do not use parameter Do not use parameter Do not use parameter Do not use parameter Pass parameter value Pass parameter value Do not use parameter Pass parameter value Student Level Academic Period Student Population dt Aid Source June 2013 Banner Recruiting and Admissions Performance 1. Drill to Awards by Aid Source & Type Summary The following table specifies the drill-through parameter values for the “Awards by Aid Source & Type Summary” report. These are the parameter values that need to be passed from the Award Offer & Accept Amounts by Aid Type performance chart to the Awards by Aid Source & Type Summary report for the drill-through to work properly.Source & Type Summary” on page 5-206 for more information about that report.3 Handbook Dashboards and Performance Charts 4-193 .

Award Offer by Aid Source & Type The Award Offer by Aid Source & Type chart shows the allocation of award amounts by type (scholarship. Federal. You can click on one of the graphed values to drill to the “Awards by Aid Source & Type Summary” report and view more detail. and State.3 Handbook Dashboards and Performance Charts June 2013 . loan. Select a new value for either of these parameters to display the updated chart information. You can further filter the information by Student Level Description. or work) for pre-defined Banner sources. Drill-through definitions From this performance chart. you can click on one of the graphed values to drill through to the Awards by Aid Source & Type Summary report. for example. See the section “Awards by Aid 4-194 Banner Recruiting and Admissions Performance 1. Institution. grant. You can choose the academic period you want to view by selecting it from the Academic Period parameter.

These are the parameter values that need to be passed from the Award Offer by Aid Source & Type performance chart to the Awards by Aid Source & Type Summary report for the drill-through to work properly.3 Handbook Dashboards and Performance Charts 4-195 .Source & Type Summary” on page 5-206 for more information about that report. Parameter Required Method Value Student Level Academic Period Campus Cohort College Program Residency Student Population dt p_Admissions_Population Aid Source X X X Pass parameter value Pass parameter value (Default) (Default) (Default) (Default) (Default) (Default) Pass parameter value (Default) (Default) Student Level Academic Period dt June 2013 Banner Recruiting and Admissions Performance 1. Drill to Awards by Aid Source & Type Summary The following table specifies the drill-through parameter values for the “Awards by Aid Source & Type Summary” report.

You can use this chart to compare the headcounts of the pre-student statuses defined at your institution for a selected academic period and two previous comparable academic periods. Select a new value for any of the parameters to display the updated chart information. Use the FM Fully Met Need Indicator parameter to view headcounts for pre-student status individuals with either Need Fully Met or Need Not Met. You can further filter the information by College Description or FM Fully Met Need Indicator. You can choose the academic period you want to view by selecting it from the Academic Period parameter. 4-196 Banner Recruiting and Admissions Performance 1.3 Handbook Dashboards and Performance Charts June 2013 .FM Aid Offer Headcount by Pre-Student Status The FM Aid Offer Headcount by Pre-Student Status chart shows three-year trends.

Select a new value for any of the parameters to display the updated chart information. June 2013 Banner Recruiting and Admissions Performance 1. You can further filter the information by Student Level Description or Packaging Group Description to view the data for various student populations and packaging groups.FM Eligible Headcount by Unmet Need & GPA The FM Eligible Headcount by Unmet Need & GPA chart breaks down headcounts of aid eligible students by GPA ranges grouped by ranges of unmet need. You can choose the academic period you want to view by selecting it from the Academic Period parameter.3 Handbook Dashboards and Performance Charts 4-197 .

Drill-through definitions From this performance chart. You can click on one of the graphed values to drill to the “FM Need by Diversity Summary” report and view more detail. traditional (age).3 Handbook Dashboards and Performance Charts June 2013 . legacy.FM Need Met Headcount by Diversity The FM Need Met Headcount by Diversity performance chart illustrates how your institution is meeting the financial aid need of students based on the following diversity characteristics: gender. Select a new value for any of the parameters to display the updated chart information. veteran category. You can further filter the information by College Description or Diversity Filter to view the data for various groups of the selected student population. See the section “FM Need by Diversity 4-198 Banner Recruiting and Admissions Performance 1. you can click on one of the graphed values to drill through to the FM Need by Diversity Summary report. You can choose the student population that you want to view by selecting it from the Student Population Description parameter. Use this report to view the student headcounts of Need Fully Met and Need Not Met across any of the diversity dimensions. and residency. minority.

Summary” on page 5-216 for more information about that report. Drill to FM Need by Diversity Summary The following table specifies the drill-through parameter values for the “FM Need by Diversity Summary” report. Parameter Required Method Value Academic Period Campus College County Nation Program State_Province Student Level Student Population dt p_FM_ind_desc Display in Graph 2 Display in Graph 1 X X X X Pass parameter value (Default) Pass parameter value (Default) (Default) (Default) (Default) Pass parameter value Pass parameter value Pass parameter value (Default) Pass parameter value Pass parameter value Academic Period College Student Level Student Population dt Diversity Filter Diversity Filter June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Dashboards and Performance Charts 4-199 . These are the parameter values that need to be passed from the FM Need Met Headcount by Diversity performance chart to the FM Need by Diversity Summary report for the drill-through to work properly.

The report shows the current academic period and four previous comparable academic periods. You can use this chart to compare the percentage of need met over a five year period. Select a new value for any of these parameters to display the updated chart information. College Description.FM Percent of Need Met & Yield The FM Percent of Need Met & Yield chart shows five-year trends. 4-200 Banner Recruiting and Admissions Performance 1. You can further filter the information by Packaging Group Description. or Admissions Population.3 Handbook Dashboards and Performance Charts June 2013 . The initial population displayed in this chart is FM eligible aid offer recipients.

scholarship. you can click on one of the graphed values to drill through to the FM Need by Diversity Summary report. or work. which is set in the parameter map. Veteran Category. The chart shows information for the current academic period. You can choose to view total offers for Need Fully Met or Need Not Met by selecting the FM Fully Met Need Indicator Description parameter. for example. Select a new value from the Diversity Filter parameter to display the updated diversity information in the chart. Traditional (age). loan. grant. Drill-through definitions From this performance chart. Minority. or Residency.3 Handbook Dashboards and Performance Charts 4-201 . See the section “FM Need by Diversity June 2013 Banner Recruiting and Admissions Performance 1. Legacy.FM Total Offer Composition by Diversity The FM Total Offer Composition by Diversity chart shows the average total offer for all award types. You can also view the information by the following diversity characteristics: Gender. You can click on one of the graphed values to drill to the “FM Need by Diversity Summary” report and view more detail.

Drill to FM Need by Diversity Summary The following table specifies the drill-through parameter values for the “FM Need by Diversity Summary” report.3 Handbook Dashboards and Performance Charts June 2013 .Summary” on page 5-216 for more information about that report. Parameter Required Method Value Academic Period Campus College County Nation Program State_Province Student Level Student Population dt p_FM_ind_desc Display in Graph 2 Display in Graph 1 X X X X Pass parameter value Do not use parameter Do not use parameter Do not use parameter Do not use parameter Do not use parameter Do not use parameter Pass parameter value Do not use parameter Pass parameter value Do not use parameter Pass parameter value Pass parameter value Academic Period Student Level dt FM Fully Met Need Diversity Filter Diversity Filter 4-202 Banner Recruiting and Admissions Performance 1. These are the parameter values that need to be passed from the FM Total Offer Composition by Diversity performance chart to the FM Need by Diversity Summary report for the drill-through to work properly.

You can further filter the information by Student Level Description or College Description to view the data for various student populations. You can choose the academic period you want to view by selecting it from the Academic Period parameter. Select a new value for any of the parameters to display the updated chart information.3 Handbook Dashboards and Performance Charts 4-203 .Percent of FM Need Met & Yield by Gross Need The Percent of FM Need Met & Yield by Gross Need performance chart shows the percentage of FM need met and the percentage of enrolled yield for the various ranges of FM gross need. June 2013 Banner Recruiting and Admissions Performance 1.

enrolled yield.Total Offer. 4-204 Banner Recruiting and Admissions Performance 1. Select a new value for any of these parameters to display the updated chart information. FM Need Met & Yield by EFC chart shows the average total offer. You can further filter the information by Student Level Description or Budget Group Description.3 Handbook Dashboards and Performance Charts June 2013 . You can choose the academic period you want to view by selecting it from the Academic Period parameter. and percentage of FM need met by expected family contribution (EFC) ranges. FM Need Met & Yield by EFC The Total Offer.

2.RAP 1.RAP 1.2” on page 5-110 • “Manage Applicants reports” on page 5-142 • “Manage Applicants reports . PM Manage Applicants. Refer to the following sections to find a description and sample of each report. and PM Monitor Financial Aid Impact on New Enrollment.2” on page 5-182 • “Impact of Aid on New Enrollment reports” on page 5-199 June 2013 Banner Recruiting and Admissions Performance 1.2.3 Handbook Reports 5-1 .5 Reports Banner Recruiting and Admissions Performance is delivered with an extensive package of illustrative reports. • “Analyze Enrollment Funnel reports” on page 5-2 • “Analyze Enrollment Funnel reports . Within the system. the reports are divided into three groups based on the three packages that house the data for the reports PM Analyze Enrollment Funnel.

These reports support activities such as monitoring funnel status by various characteristics.Analyze Enrollment Funnel reports The following table lists delivered reports that are based on the PM Analyze Enrollment Funnel package/business concept. and monitoring aspects of prospective student enrollment numbers. analyzing the effectiveness of campaigns and communications. The table also lists any related drill-through reports.3 Handbook Reports June 2013 . Report Drill-through report “Campaign Effectiveness by Current Funnel Summary” “Communication Effectiveness by Current Funnel Summary” “Current Funnel Aging Summary” “Current Funnel by First Contact Summary” “Current Funnel by Primary Source Summary” “Financial Aid Status by Current Funnel Summary” “Funnel by Diversity Summary” “Funnel by Quality Summary” “Funnel by Recruiter Summary” “Funnel by Secondary School Summary” No drill No drill “Prospective Student List Detail” No drill No drill No drill “Prospective Student List Detail” “Prospective Student List Detail” “Prospective Student List Detail” “Prospective Student List Detail” “Prospective Student by Secondary School List Detail” “Funnel Count by Diversity Summary” “Funnel Count by Quality Summary” “Funnel Geographic Distribution Summary” “Prospective Student List Detail” “Prospective Student List Detail” “Funnel by Secondary School Summary” 5-2 Banner Recruiting and Admissions Performance 1. These reports are delivered in the Public Folders>Recruiting Admissions Performance>Reports> Analyze Enrollment Funnel folder when the product is installed.

Report Drill-through report “Funnel Performance by Diversity Trend” “Funnel by Diversity Summary” “Funnel by Quality Summary” “Funnel Geographic Distribution Summary” “Prospective Student List Detail” “Funnel Performance by Initial Funnel Status Trend” “Funnel by Diversity Summary” “Funnel by Quality Summary” “Funnel Geographic Distribution Summary” “Prospective Student List Detail” “Funnel Performance by Program Trend” “Funnel by Diversity Summary” “Funnel by Quality Summary” “Funnel Geographic Distribution Summary” “Prospective Student List Detail” “Institutional Funnel Count by Campus Summary” No drill “Prospective Student by Recruiter List Detail” “Prospective Student Profile” “Prospective Student by Secondary School List Detail” “Prospective Student List Detail” “Prospective Student Profile” “Total Funnel by Diversity Trend” “Prospective Student Profile” “Prospective Student Profile” No drill “Funnel by Diversity Summary” “Funnel by Quality Summary” “Funnel Geographic Distribution Summary” “Prospective Student List Detail” “Total Funnel by First Contact Summary” No drill “Total Funnel by Initial Funnel Status Trend” “Funnel by Diversity Summary” “Funnel by Quality Summary” “Funnel Geographic Distribution Summary” “Prospective Student List Detail” June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Reports 5-3 .

3 Handbook Reports June 2013 .Report Drill-through report “Total Funnel by Primary Source Summary” “Total Funnel by Program Trend” No drill “Funnel by Diversity Summary” “Funnel by Quality Summary” “Funnel Geographic Distribution Summary” “Prospective Student List Detail” “Total Funnel by Target Initial Status Summary” “Total Funnel Entry Date Range by Diversity Trend” “Total Funnel Entry Date Range by Initial Funnel Status Trend” “Total Funnel Entry Date Range by Program Trend” No drill “Prospective Student List Detail” “Prospective Student List Detail” “Prospective Student List Detail” 5-4 Banner Recruiting and Admissions Performance 1.

3 Handbook Reports 5-5 . This report was built using Query Studio and is based on the PM Analyze Enrollment Funnel package.Campaign Effectiveness by Current Funnel Summary The Campaign Effectiveness Summary report lets you monitor how a campaign is progressing based on the funnel status of profiles included in the campaign. Report prompts and filters You can choose to filter the Campaign Effectiveness Summary report results by specifying values for any of the report prompts when you run the report: • Academic Period • Student Level • Campaign • Current Funnel (Instance) Business questions • What is the current funnel status of each person in a campaign? What was their initial funnel status? • Which campaigns are resulting in the most movement of undergraduate prospective students through the funnel? • What are the Names and IDs of all persons in a particular campaign? June 2013 Banner Recruiting and Admissions Performance 1.

Figure 24: Campaign Effectiveness Summary report sample 5-6 Banner Recruiting and Admissions Performance 1.3 Handbook Reports June 2013 .

Report prompts and filters You can choose to filter the Communication Effectiveness Summary report results by specifying values for any of the report prompts when you run the report: • Academic Period • Student Level • Current Funnel (Instance) Business questions • Which communication methods are resulting in the greatest change from inquiry to applicant status? • What are the current funnel status counts of prospective undergraduates who received the campus visit email invitation? • What are the Names and IDs of all graduate applicants who received a particular communication? Figure 25: Communication Effectiveness Summary report sample June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Reports 5-7 .Communication Effectiveness by Current Funnel Summary The Communication Effectiveness Summary report lets you monitor the status and enrollment counts for communication methods used at your institution. This report was built using Query Studio and is based on the PM Analyze Enrollment Funnel package.

Campus. residency. Report prompts and filters You can choose to filter the Current Funnel Aging Summary report results by specifying values for any of the report prompts when you run the report: • Academic Period • Student Level • Segment Student Populations by Diversity Composition You can choose to further filter the report results by specifying values for any of the other report prompts: Student Population (Filter & Display). This report was built using Report Studio and is based on the PM Analyze Enrollment Funnel package. Secondary School State/Province. 5-8 Banner Recruiting and Admissions Performance 1.Current Funnel Aging Summary The Current Funnel Aging Summary report provides current funnel counts for prospective students by the number of days they have been in their current funnel status. College. and Pass Data Item Value. minority.3 Handbook Reports June 2013 . citizenship. and Secondary School City. or traditional student status. Note Some Parameters may show different values . Drill to Prospective Student List Detail The following table specifies the drill-through parameter values that need to be passed from the Current Funnel Aging Summary report to the Prospective Student List Detail report for the drill-through to work properly. Current Funnel. See the “Prospective Student List Detail” section for more information about that report. Pass Parameter Value.Drill on Current Funnel Status Aging Range or Current funnel Headcounts. Current Funnel Status. Current Funnel Status Type. Initial Funnel Status. Drill-through definitions Current Funnel Aging Summary report drills to the following report: • Prospective Student List Detail . Secondary School County.Default. Measures are divided across student populations and further segmented by one of the following demographic characteristics. Program. depending on which values are being  drilled on. gender.

Parameter Required Method Value p_Funnel p_Funnel Status Type p_Academic Period drill_Academic Period drill_FromChart drill_Funnel Status Aging p_Admissions Population p_Campaign p_Campus p_Citizenship Ind p_College p_Days Back p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Model p_Funnel Qualifier p_Funnel Status p_Funnel Status Entry Date p_Gender p_Initial Funnel Status p_Legacy p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Post Secondary Transfer Credit Range p_Program p_Recruiter Name p_Report Population p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County X Pass parameter value Pass parameter value Pass parameter value Default Default Pass data item value Pass parameter value Pass parameter value Pass parameter value Default Pass parameter value Default Pass data item value Default Default Default Pass data item value Default Pass parameter value Pass parameter value Default Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Default Pass parameter value Pass parameter value Pass data item value Default Pass parameter value Pass parameter value Pass parameter value Pass parameter value p_Funnel p_Funnel Status Type p_Academic Period Current Funnel Status Aging p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category Current Funnel Status p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name Drill Constant p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Reports 5-9 .

3 Handbook Reports June 2013 .Parameter Required Method Value p_Secondary School Name p_Secondary School State p_Student level p_Student Population p_Test p_Test Score Range p_Traditional Student Ind drill_DiversityChart p_Diversity Composition p_Recruiter Role X X Default Pass parameter value Pass parameter value Pass data item value Pass parameter value Pass parameter value Default Pass data item value Pass parameter value Default p_Secondary School State p_Student level Student Population p_Test p_Test Score Range Drill Diversity Composition p_Diversity Composition 5-10 Banner Recruiting and Admissions Performance 1.

Figure 26: Current Funnel Aging Summary report sample June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Reports 5-11 .

what are the most predominant means of first contact for prospective students? 5-12 Banner Recruiting and Admissions Performance 1. You can use this report to analyze how students are making initial contact with your institution and which types of initial contact are translating into enrolled students. This report was built using Query Studio and is based on the PM Analyze Enrollment Funnel package.Current Funnel by First Contact Summary The Current Funnel by First Contact Summary report summarizes current headcounts of the profiles in each funnel status related to the various type of first contacts students are making with your institution. Filters The Current Funnel by First Contact Summary report includes the following filters that you can change dynamically when viewing the report: • Initial Funnel Status • Academic Period • Student Level • Current Funnel (Instance) Business questions • What are the current funnel counts of prospective students who self identified via our web portal? • What are the current applicant counts for undergraduate inquires who requested their SAT scores to be sent to our school? • Based on current funnel counts.3 Handbook Reports June 2013 .

3 Handbook Reports 5-13 .Figure 27: Current Funnel by First Contact Summary report sample June 2013 Banner Recruiting and Admissions Performance 1.

Filters The Current Funnel by Primary Source Summary report includes the following filters that you can change dynamically when viewing the report: • Academic Period • Student Level • Current Funnel (Instance) Figure 28: Current Funnel by Primary Source Summary report sample 5-14 Banner Recruiting and Admissions Performance 1.3 Handbook Reports June 2013 . You can use this report to analyze the primary source of information for prospective students. This report was built using Query Studio and is based on the PM Analyze Enrollment Funnel package.Current Funnel by Primary Source Summary The Current Funnel by Primary Source Summary report summarizes current headcounts of the profiles in each funnel status based on their primary source or contact with your institution.

Report prompts and filters You can choose to filter the Financial Aid Status by Current Funnel Summary report results by specifying values for the Academic Period and Student Level Description report prompts when you run the report. This report includes the following filters that you can change dynamically when viewing the report: • Academic Period • Student Level Description • Current Funnel (Instance) • College Description • Aid Status Indicator Description • Aid Applicant Indicator Description Business questions • How many applicants have been offered Financial Aid? • How many applicants have been offered Financial Aid by campus.Financial Aid Status by Current Funnel Summary The Financial Aid Status by Current Funnel Summary report gives a summary of headcounts by Financial Aid Status. You can click Expand Group Offered Indicator.3 Handbook Reports 5-15 . college. program or any other academic attribute? June 2013 Banner Recruiting and Admissions Performance 1. to break out the headcounts by the Institution Aid This report was built using Query Studio and is based on the PM Analyze Enrollment Funnel package.

3 Handbook Reports June 2013 .Figure 29: Financial Aid Status by Current Funnel Summary report sample 5-16 Banner Recruiting and Admissions Performance 1.

This report allows you to view the data: by total funnel counts with performance measures (rate and yield conversion ratios) or by current funnel counts with current funnel percentages. Secondary School County. Program. gender. ethnicity. Funnel. See the “Prospective Student List Detail” section for more information about that report.Drill on Total or Current Funnel Headcounts. You can choose to view the report by one of the following diversity characteristics: citizenship.choose which diversity category to display in the report You can choose to further filter the report results by specifying values for any of the other report prompts: Student Population. Secondary School State/Province. June 2013 Banner Recruiting and Admissions Performance 1. Drill-through definitions Funnel by Diversity Summary report drills to the following report: • Prospective Student List Detail . Funnel Status. or traditional student status. Funnel Status Type. and Secondary School City. College. Report prompts and filters The Funnel by Diversity Summary report requires values for the following selection prompts when you run the report: • Academic Period • Student Level • Funnel Status Count • Diversity Category (Display Results By) . residency. legacy.Funnel by Diversity Summary The Funnel by Diversity Summary report provides funnel counts and percentages of prospective students in a recruitment lifecycle by a selected diversity characteristic.3 Handbook Reports 5-17 . Campus. Total Funnel Status Entry As Of Date. This report was built using Report Studio and is based on the PM Analyze Enrollment Funnel package. Initial Funnel Status.

Pass parameter value.  Parameter Required Method Value p_Funnel p_Funnel Status Type p_Academic Period drill_Academic Period drill_Academic Period drill_FromChart drill_Funnel Status Aging drill_Test p_Admissions Population p_Campaign p_Campus p_Citizenship Ind p_College p_Days Back p_Ethnicity Category p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Entry Date Range Ind p_Funnel Model p_Funnel Qualifier p_Funnel Status p_Funnel Status p_Funnel Status Entry Date p_Funnel Status Entry Date p_Gender p_Gender p_Initial Funnel Status p_Legacy p_Major X Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Default Default Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Default Pass Data Item Value Pass Parameter Value Default Pass Parameter Value Default Default Pass Data Item Value Pass Data Item Value Default Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Data Item Value Pass Parameter Value p_Funnel p_Funnel Status Type p_Academic Period p_Academic Period p_Admissions Population p_Campaign p_Campus Citizenship Ind p_College Ethnicity Category p_Ethnicity Category p_Funnel Entry Date Range Ind Current Funnel Status Funnel Status p_Funnel Status Entry Date p_Gender Gender p_Initial Funnel Status Legacy p_Major 5-18 Banner Recruiting and Admissions Performance 1.Drill to Prospective Student List Detail The following table specifies the drill-through parameter values that need to be passed from the Funnel by Diversity Summary report to the Prospective Student List Detail report for the drill-through to work properly. Note In the following table.3 Handbook Reports June 2013 . some Parameters may show different Method values (Default. and Pass data item value) depending on which values are being drilled on.

Parameter Required Method Value p_Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Post Secondary Transfer Credit Range p_Program p_Recruiter Name p_Report Population p_Residency Ind p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School Name p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Traditional Student Ind p_Recruiter Role Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Default Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Funnel Status Count p_Residency Ind Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range Traditional Student Ind X X June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Reports 5-19 .

or only current funnel counts with current funnel percentages.3 Handbook Reports June 2013 .The following picture illustrates the report for the selected diversity category. Conversion Rate (# applicants / # inquiries). This report offers you two ways to view the data: by total funnel counts with performance measures (rates/yields). Academic quality can be assessed across secondary or post-secondary school measures. Figure 30: Funnel by Diversity Summary report sample Funnel by Quality Summary The Funnel by Quality Summary report provides funnel counts and percentages by the academic quality characteristics of prospective students in a recruitment life-cycle. This report was built using Report Studio and is based on the PM Analyze Enrollment Funnel package. The Total Funnel Counts version of the report includes the following conversion ratios: Response Rate (# inquiries / # prospects). Enroll Yield (# enrollments / # admits). You can choose a different value for the Display Results By prompt to view the report by one of the other diversity categories. 5-20 Banner Recruiting and Admissions Performance 1. Confirm Yield (# confirms / # admits). Admit Rate (# admits / # applicants).

Funnel.  Parameter Required Method Value p_Funnel p_Funnel Status Type p_Academic Period drill_Academic Period drill_FromChart drill_Funnel Status Aging p_Admissions Population X Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Default Default Pass Parameter Value p_Funnel p_Funnel Status Type p_Academic Period p_Admissions Population June 2013 Banner Recruiting and Admissions Performance 1. some Parameters may show different Method values (Default. Drill-through definitions Funnel by Quality Summary report drills to the following report: • Prospective Student List Detail . Secondary School State/Province. and Pass data item value) depending on which values are being drilled on. Program. and Secondary School City. Total Funnel Status Entry As Of Date.Report prompts and filters The Funnel by Quality Summary report requires values for the following selection prompts when you run the report: • Academic Period • Student Level • Test Type (for Section 3) • Quality Source (for Section 1 & 2) • Funnel Status Count You can choose to further filter the report results by specifying values for any of the other report prompts: Student Population. Secondary School County. See the “Prospective Student List Detail” section for more information about that report. Funnel Status.Drill on Total or Current Funnel Headcounts. Pass parameter value. Campus.3 Handbook Reports 5-21 . Note In the following table. Funnel Status Type. College. Drill to Prospective Student List Detail The following table specifies the drill-through parameter values that need to be passed from the Funnel by Quality Summary report to the Prospective Student List Detail report for the drill-through to work properly. Initial Funnel Status.

Parameter Required Method Value p_Campaign p_Campus p_Citizenship Ind p_College p_Days Back p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Entry Date Range Ind p_Funnel Model p_Funnel Qualifier p_Funnel Status p_Funnel Status p_Funnel Status Entry Date p_Funnel Status Entry Date p_Gender p_Initial Funnel Status p_Legacy p_Major p_Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Post Secondary Transfer Credit Range p_Post Secondary Transfer Credit Range p_Program p_Recruiter Name p_Report Population p_Residency Ind p_Secondary GPA Range p_Secondary GPA Range p_Secondary Percentile Range Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Default Pass Parameter Value Default Default Pass Data Item Value Pass Data Item Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Data Item Value p_Campaign p_Campus Citizenship Ind p_College p_Ethnicity Category p_Funnel Entry Date Range Ind Current Funnel Status Funnel Status p_Funnel Status Entry Date Gender p_Initial Funnel Status Legacy p_Major Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province Post Secondary Transfer Credit Range p_Program p_Recruiter Name p_Funnel Status Count Residency Ind Secondary GPA Range p_Secondary GPA Range Secondary Percentile Range 5-22 Banner Recruiting and Admissions Performance 1.3 Handbook Reports June 2013 .

Parameter Required Method Value p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School Name p_Secondary School State p_Student Level p_Student Population p_Test p_Test p_Test Score Range p_Test Score Range p_Traditional Student Ind p_Recruiter Role X Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Default p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test_local p_Test p_Test Score Range Test Score Range Traditional Student Ind X June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Reports 5-23 .

Figure 31: Funnel by Quality Summary report sample Funnel by Recruiter Summary The Funnel by Recruiter Summary report provides funnel counts and percentages for prospective students in a recruitment life-cycle by assigned recruiter. 5-24 Banner Recruiting and Admissions Performance 1.3 Handbook Reports June 2013 . or only current funnel counts with current funnel percentages. The Total Funnel Counts version of the report includes the following conversion ratios: Response Rate (# inquiries / # prospects). This report offers you two ways to view the data: by total funnel counts with performance measures (rates/yields). Conversion Rate (# applicants / # inquiries).

Initial Funnel Status. some Parameters may show different Method values (Default. Pass parameter value. Drill-through definitions Funnel by Recruiter Summary report drills to the following report: • Prospective Student List Detail . Secondary School State/Province. This report was built using Report Studio and is based on the PM Analyze Enrollment Funnel package. drill on Recruiter Name or Current Funnel Headcount. Campus. Funnel Status Type. Funnel.Admit Rate (# admits / # applicants). Secondary School County. From Current Funnel report. See the “Prospective Student List Detail” section for more information about that report. and Recruiter Role. Note In the following table. and Pass data item value) depending on which values are being drilled on. College.From the Total Funnel report. drill on Recruiter Name or Total Funnel Headcount. Funnel Status. Program. Confirm Yield (# confirms / # admits). Enroll Yield (# enrollments / # admits).  Parameter Required Method Value p_Funnel p_Funnel Status Type p_Academic Period drill_Academic Period X Pass Parameter Value Pass Parameter Value Pass Parameter Value Default p_Funnel p_Funnel Status Type p_Academic Period June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Reports 5-25 . Drill to Prospective Student List Detail The following table specifies the drill-through parameter values that need to be passed from the Funnel by Recruiter Summary report to the Prospective Student List Detail report for the drill-through to work properly. Secondary School City. Report prompts and filters The Funnel by Recruiter Summary report requires values for the following selection prompts when you run the report: • Academic Period • Student Level • Funnel Status Count You can choose to further filter the report results by specifying values for any of the other report prompts: Student Population.

Parameter Required Method Value drill_FromChart drill_Funnel Status Aging drill_Test p_Admissions Population p_Campaign p_Campus p_Citizenship Ind p_College p_Days Back p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Model p_Funnel Qualifier p_Funnel Status p_Funnel Status p_Funnel Status Entry Date p_Gender p_Initial Funnel Status p_Legacy p_Major p_Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Post Secondary Transfer Credit Range p_Program p_Recruiter Name p_Report Population p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School Name Default Default Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Default Default Default Pass Parameter Value Pass Data Item Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default p_Admissions Population p_Campaign p_Campus drill_Citizenship Ind p_College p_Ethnicity Category p_Funnel Status Funnel Status drill_Gender p_Initial Funnel Status drill_Legacy p_Major drill_Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program Recruiter ID p_Funnel Status Count drill_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County 5-26 Banner Recruiting and Admissions Performance 1.3 Handbook Reports June 2013 .

3 Handbook Reports 5-27 .Parameter Required Method Value p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Traditional Student Ind p_Recruiter Role X Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value X p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range drill_Traditional Student Ind p_Recruiter Role Figure 32: Funnel by Recruiter Summary report sample June 2013 Banner Recruiting and Admissions Performance 1.

College. Secondary School County.From the Total Funnel count. Total Funnel Status Entry As Of Date. Funnel Status Type. total funnel counts with performance measures (rates/yields).From Current Funnel count. or by Secondary School (County and State). by State. Run the report to view the measures at three different levels of granularity. or only current funnel counts with current funnel percentages.Funnel by Secondary School Summary The Funnel by Secondary School Summary report provides total funnel counts and performance measures (rates/yields) by geographic distribution of prospective student by secondary schools. Program. Report prompts and filters The Funnel by Secondary School Summary report requires values for the following selection prompts when you run the report: • Academic Period • Student Level • Funnel Status Count • Secondary School State/Province You can choose to further filter the report results by specifying values for any of the other report prompts: Student Population. Funnel Status. Funnel. 5-28 Banner Recruiting and Admissions Performance 1. Drill-through definitions Funnel by Secondary School Summary report gives you multi-drill options to the following reports: • Prospective Student List Detail . • Prospective Student List Detail and Prospective Student by Secondary School List Detail . drill on Recruiter Name or Headcount. Initial Funnel Status. and Campus. by County (and State). See the “Prospective Student List Detail” and “Prospective Student by Secondary School List Detail” sections for more information about those reports. drill on Secondary School or Headcount. This report was built using Report Studio and is based on the PM Analyze Enrollment Funnel package.3 Handbook Reports June 2013 . This report allows you two different views.

and Pass data item value) depending on which values are being drilled on. Pass parameter value.3 Handbook Reports 5-29 . Parameter Required Method Value  p_Funnel p_Funnel Status Type p_Academic Period drill_Academic Period drill_FromChart drill_Funnel Status Aging p_Admissions Population p_Campaign p_Campus p_Citizenship Ind p_College p_Days Back p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Entry Date Range Ind p_Funnel Model p_Funnel Qualifier p_Funnel Status p_Funnel Status p_Funnel Status p_Funnel Status Entry Date p_Funnel Status Entry Date p_Gender p_Initial Funnel Status p_Legacy p_Major p_Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range X Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Default Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default p_Funnel p_Funnel Status Type p_Academic Period p_Admissions Population p_Campaign p_Campus Citizenship Ind p_College p_Ethnicity Category Default p_Funnel Entry Date Range Ind Default Default Pass Data Item Value Pass Data Item Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value p_Funnel Status Current Funnel Status Funnel Status p_Funnel Status Entry Date Gender p_Initial Funnel Status Legacy p_Major Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range June 2013 Banner Recruiting and Admissions Performance 1.Drill to Prospective Student List Detail The following table specifies the drill-through parameter values that need to be passed from the Funnel by Secondary School Summary report to the Prospective Student List Detail report for the drill-through to work properly. some Parameters may show different Method values (Default. Note In the following table.

Parameter Required Method Value  p_Funnel p_Funnel Status Type p_Academic Period p_Admissions Population p_Campaign p_Campus p_Citizenship Ind p_College X Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value p_Funnel p_Funnel Status Type p_Academic Period p_Admissions Population p_Campaign p_Campus Citizenship Ind p_College 5-30 Banner Recruiting and Admissions Performance 1. and Pass data item value) depending on which values are being drilled on.3 Handbook Reports June 2013 . Pass parameter value.Parameter Required Method Value p_Post Secondary State Province p_Post Secondary Transfer Credit Range p_Program p_Recruiter Name p_Recruiter Name p_Report Population p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School Name p_Secondary School State p_Student Level X p_Student Population p_Test p_Test Score Range p_Traditional Student Ind p_Recruiter Role X Default p_Post Secondary State Province Pass Data Item Value Pass Parameter Value Pass Data Item Value Pass Data Item Value Pass Data Item Value Pass Data Item Value Pass Parameter Value p_Program p_Recruiter Name Recruiter ID p_Funnel Status Count Residency Ind p_Secondary GPA Range p_Secondary Percentile Range Secondary School City Secondary School County Secondary School p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range Traditional Student Ind p_Recruiter Role Drill to Prospective Student by Secondary School List Detail The following table specifies the drill-through parameter values that need to be passed from the Funnel by Secondary School Summary report to the Prospective Student by Secondary School List Detail report for the drill-through to work properly. some Parameters may show different Method values (Default. Note In the following table.

Parameter Required Method Value p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Status p_Funnel Status p_Funnel Status Entry Date p_Gender p_Initial Funnel Status p_Legacy p_Major p_Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Recruiter Role p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School Name p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Traditional Student Ind Pass Parameter Value Default Pass Data Item Value Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Data Item Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value p_Ethnicity Category Current Funnel Status p_Funnel Status Gender p_Initial Funnel Status Legacy p_Major Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name Residency Ind p_Secondary GPA Range p_Secondary Percentile Range Secondary School City Secondary School County Secondary School p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range Traditional Student Ind X June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Reports 5-31 .

3 Handbook Reports June 2013 .Figure 33: Funnel by Secondary School Summary report sample 5-32 Banner Recruiting and Admissions Performance 1.

Funnel. Funnel Status Type. or traditional student status. See the “Prospective Student List Detail” section for more information about that report. Pass parameter value. This report was built using Report Studio and is based on the PM Analyze Enrollment Funnel package. You can choose to view the report by one of the following diversity characteristics: citizenship. Campus. Program. Drill-through definitions Funnel Count by Diversity Summary report drills to the following report: • Prospective Student List Detail . residency. College. legacy. Initial Funnel Status. some Parameters may show different Method values (Default. Note In the following table. This report allows you to view the data: by total funnel counts or by current funnel counts. Report prompts and filters The Funnel Count by Diversity Summary report requires values for the following selection prompts when you run the report: • Academic Period • Student Level • Funnel Status Count • Diversity Category (Display Results By) . and Secondary School City. Secondary School State/Province. Secondary School County.choose which diversity category to display in the report You can choose to further filter the report results by specifying values for any of the other report prompts: Student Population. gender. Funnel Status. and Pass data item value) depending on which values are being drilled on.  June 2013 Banner Recruiting and Admissions Performance 1. Total Funnel Status Entry As Of Date. ethnicity. Drill to Prospective Student List Detail The following table specifies the drill-through parameter values that need to be passed from the Funnel Count by Diversity Summary report to the Prospective Student List Detail report for the drill-through to work properly.Funnel Count by Diversity Summary The Funnel Count by Diversity Summary report provides funnel counts of prospective students in a recruitment lifecycle by a selected diversity characteristic.Drill on Total or Current Funnel Headcounts.3 Handbook Reports 5-33 .

Parameter Required Method Value p_Funnel p_Funnel Status Type p_Academic Period drill_Academic Period drill_Academic Period drill_FromChart drill_Funnel Status Aging drill_Test p_Admissions Population p_Campaign p_Campus p_Citizenship Ind p_College p_Days Back p_Ethnicity Category p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Entry Date Range Ind p_Funnel Model p_Funnel Qualifier p_Funnel Status p_Funnel Status p_Funnel Status Entry Date p_Funnel Status Entry Date p_Gender p_Gender p_Initial Funnel Status p_Legacy p_Major p_Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Post Secondary Transfer Credit Range p_Program X Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Default Default Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Default Pass Data Item Value Pass Parameter Value Default Pass Parameter Value Default Default Pass Data Item Value Pass Data Item Value Default Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Parameter Value p_Funnel p_Funnel Status Type p_Academic Period p_Academic Period p_Admissions Population p_Campaign p_Campus Citizenship Ind p_College Ethnicity Category p_Ethnicity Category p_Funnel Entry Date Range Ind Current Funnel Status Funnel Status p_Funnel Status Entry Date p_Gender Gender p_Initial Funnel Status Legacy p_Major Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program 5-34 Banner Recruiting and Admissions Performance 1.3 Handbook Reports June 2013 .

Parameter Required Method Value p_Recruiter Name p_Report Population p_Residency Ind p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School Name p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Traditional Student Ind p_Recruiter Role Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Default p_Recruiter Name p_Funnel Status Count p_Residency Ind Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range Traditional Student Ind X X June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Reports 5-35 .

This report offers you two ways to view the data: by total funnel counts or only current funnel counts. This report was built using Report Studio and is based on the PM Analyze Enrollment Funnel package. You can choose a different value for the Display Results By prompt to view the report by one of the other diversity categories. Report prompts and filters The Funnel Count by Quality Summary report requires values for the following selection prompts when you run the report: 5-36 Banner Recruiting and Admissions Performance 1.3 Handbook Reports June 2013 .The following picture illustrates the report for the gender diversity category. Figure 34: Funnel Count by Diversity Summary report sample Funnel Count by Quality Summary The Funnel Count by Quality Summary report provides funnel counts of prospective students in a recruitment life-cycle by the academic quality characteristics. Academic quality can be assessed across secondary or post-secondary school measures.

Initial Funnel Status. Drill-through definitions Funnel Count by Quality Summary report drills to the following report: • Prospective Student List Detail . Program. Note In the following table. and Pass data item value) depending on which values are being drilled on. College. Total Funnel Status Entry As Of Date. Campus. and Secondary School City. See the “Prospective Student List Detail” section for more information about that report. Drill to Prospective Student List Detail The following table specifies the drill-through parameter values that need to be passed from the Funnel Count by Quality Summary report to the Prospective Student List Detail report for the drill-through to work properly. Funnel Status. Pass parameter value.  Parameter Required Method Value p_Funnel p_Funnel Status Type p_Academic Period drill_Academic Period drill_FromChart drill_Funnel Status Aging p_Admissions Population p_Campaign p_Campus p_Citizenship Ind p_College X Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Default Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value p_Funnel p_Funnel Status Type p_Academic Period p_Admissions Population p_Campaign p_Campus Citizenship Ind p_College June 2013 Banner Recruiting and Admissions Performance 1.• Academic Period • Student Level • Test Type (for Section 3) • Quality Source (for Section 1 & 2) • Funnel Status Count You can choose to further filter the report results by specifying values for any of the other report prompts: Student Population.3 Handbook Reports 5-37 .Drill on Total or Current Funnel Headcounts. some Parameters may show different Method values (Default. Secondary School County. Funnel Status Type. Funnel. Secondary School State/Province.

Parameter Required Method Value p_Days Back p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Entry Date Range Ind p_Funnel Model p_Funnel Qualifier p_Funnel Status p_Funnel Status p_Funnel Status Entry Date p_Funnel Status Entry Date p_Gender p_Initial Funnel Status p_Legacy p_Major p_Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Post Secondary Transfer Credit Range p_Post Secondary Transfer Credit Range p_Program p_Recruiter Name p_Report Population p_Residency Ind p_Secondary GPA Range p_Secondary GPA Range p_Secondary Percentile Range p_Secondary Percentile Range p_Secondary School City Default Pass Parameter Value Default Pass Parameter Value Default Default Pass Data Item Value Pass Data Item Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Parameter Value p_Ethnicity Category p_Funnel Entry Date Range Ind Current Funnel Status Funnel Status p_Funnel Status Entry Date Gender p_Initial Funnel Status Legacy p_Major Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province Post Secondary Transfer Credit Range p_Program p_Recruiter Name p_Funnel Status Count Residency Ind Secondary GPA Range p_Secondary GPA Range Secondary Percentile Range p_Secondary Percentile Range p_Secondary School City 5-38 Banner Recruiting and Admissions Performance 1.3 Handbook Reports June 2013 .

3 Handbook Reports 5-39 .Parameter Required Method Value p_Secondary School County p_Secondary School Name p_Secondary School State p_Student Level p_Student Population p_Test p_Test p_Test Score Range p_Test Score Range p_Traditional Student Ind p_Recruiter Role X Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Default p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test_local p_Test p_Test Score Range Test Score Range Traditional Student Ind X Figure 35: Funnel Count by Quality Summary report sample June 2013 Banner Recruiting and Admissions Performance 1.

Funnel Status. Pass parameter value.  5-40 Banner Recruiting and Admissions Performance 1. Total Funnel Status Entry As Of Date. Initial Funnel Status. Funnel.Drill on Secondary School State for Total or Current Funnel versions. and Secondary School State/Province. Drill to Funnel by Secondary School Summary The following table specifies the drill-through parameter values that need to be passed from the Funnel Geographic Distribution Summary report to the Funnel by Secondary School Summary report for the drill-through to work properly.3 Handbook Reports June 2013 . and Pass data item value) depending on which values are being drilled on. College. some Parameters may show different Method values (Default. total funnel counts with performance measures (rates/yields). This report was built using Report Studio and is based on the PM Analyze Enrollment Funnel package. Program. This report allows you two different views. Campus. or only current funnel counts with current funnel percentages. Note In the following table. See the “Funnel by Secondary School Summary” section for more information about that report. Funnel Status Type. Drill-through definitions Funnel Geographic Distribution Summary report drills to the following report: • Funnel by Secondary School Summary . Report prompts and filters The Funnel Geographic Distribution Summary report requires values for the following selection prompts when you run the report: • Academic Period • Student Level • Funnel Status Count You can choose to further filter the report results by specifying values for any of the other report prompts: Student Population.Funnel Geographic Distribution Summary The Funnel Geographic Distribution Summary report provides funnel counts and percentages for prospective students in a recruitment life-cycle by geographic distribution of source secondary school state/province.

Parameter Required Method Value p_Funnel p_Funnel Status Type p_Academic Period p_Student Level drill_DiversityChart drill_Academic Period drill_FromChart drill_Funnel Status Aging p_Campaign p_Campus p_Citizenship Ind p_College p_Days Back p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Model p_Funnel Qualifier p_Funnel Status p_Funnel Status p_Funnel Status Entry Date p_Gender p_Initial Funnel Status p_Legacy p_Major p_Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Post Secondary Transfer Credit Range p_Program p_Recruiter Name p_Report Population p_Residency Ind p_Secondary GPA Range X X Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Default Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Default Default Default Pass Parameter Value Pass Data Item Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value p_Funnel p_Funnel Status Type p_Academic Period p_Student Level drill_DiversityChart p_Campaign p_Campus p_Citizenship Ind p_College p_Ethnicity Category p_Funnel Status Funnel Status p_Gender p_Initial Funnel Status p_Legacy p_Major p_Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program Recruiter ID p_Funnel Status Count p_Residency Ind p_Secondary GPA Range June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Reports 5-41 .

3 Handbook Reports June 2013 .Parameter Required Method Value p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School Name p_Secondary School State p_Student Population p_Test p_Test Score Range p_Traditional Student Ind p_Admissions Population p_Funnel Entry Date Range Ind p_Funnel Status Entry Date p_Funnel Status Count p_Hidden p_Traditional Student Ind p_Recruiter Role Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Data Item Value Default Default Pass Parameter Value p_Secondary Percentile Range p_Secondary School City p_Secondary School County Secondary School State p_Student Population p_Test p_Test Score Range p_Traditional Student Ind p_Admissions Population p_Funnel Entry Date Range Ind Funnel Status Count X X X X X p_Recruiter Role Figure 36: Funnel Geographic Distribution Summary report sample 5-42 Banner Recruiting and Admissions Performance 1.

gender. This way the report will be available for users during the day. • Prospective Student List Detail . and legacy. Secondary School County. age.Drill on Headcount to the total funnel version. Note This report will take some time to run due to the data volume and measure calculations required by the report. • Funnel Geographic Distribution Summary . Funnel Status Entry As Of Date. “Funnel by Quality Summary”. College. Diversity characteristics include residency.Drill on Headcount for explicit funnel status and Academic Period in context. Funnel. This report was built using Report Studio and is based on the PM Analyze Enrollment Funnel package. Initial Funnel Status.3 Handbook Reports 5-43 . See the “Funnel by Diversity Summary”.Funnel Performance by Diversity Trend The Funnel Performance by Diversity Trend report provides funnel counts and percentages by the diversity characteristics of prospective students in a recruitment lifecycle.Drill on Headcount to the total funnel version. Secondary School State/Province. Funnel Status Type. “Funnel Geographic Distribution Summary”.  Report prompts and filters The Funnel Performance by Diversity Trend report requires values for the following selection prompts when you run the report: • Academic Period • Student Level You can choose to further filter the report results by specifying values for any of the other report prompts: Student Population. • Funnel by Quality Summary . ethnicity. and Secondary School City. It is recommended that you schedule this report to run overnight after a nightly refresh of the database. Funnel Status. Program. Drill-through definitions Funnel Performance by Diversity Trend report drills through to the following reports: • Funnel by Diversity Summary .Drill on Headcount to the total funnel version. June 2013 Banner Recruiting and Admissions Performance 1. or only current funnel counts with current funnel percentages. total funnel counts with performance measures (rates/yields). “Prospective Student List Detail” sections for more information about those reports. Campus. Run this report for two different views.

Pass parameter value.Drill to Funnel by Diversity Summary The following table specifies the drill-through parameter values that need to be passed from the Funnel Performance by Diversity Trend report to the Funnel by Diversity Summary report for the drill-through to work properly.3 Handbook Reports June 2013 . Note In the following table.  Parameter Required Method Value p_Funnel p_Funnel Status Type p_Academic Period drill_DiversityChart p_Ethnicity Category p_Ethnicity Category p_Admissions Population p_Campaign p_Campus p_College p_Diversity Composition p_Funnel Qualifier p_Funnel Status p_Gender p_Gender p_Initial Funnel Status p_Major p_Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County X Pass Data Item Value Pass Parameter Value Pass Data Item Value Default Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Default Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Funnel p_Funnel Status Type Academic Period Ethnicity Category p_Ethnicity Category p_Admissions Population p_Campaign p_Campus p_College p_Funnel Status p_Gender Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County 5-44 Banner Recruiting and Admissions Performance 1. and Pass data item value) depending on which values are being drilled on. some Parameters may show different Method values (Default.

3 Handbook Reports 5-45 . some Parameters may show different Method values (Default. and Pass data item value) depending on which values are being drilled on.Parameter Required Method Value p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Funnel Status Entry Date p_Funnel Entry Date Range Ind p_Funnel Status Count p_Traditional Student Ind p_Traditional Student Ind p_Legacy p_Legacy p_Residency Ind p_Citizenship Ind p_Citizenship Ind p_Hidden X X Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Data Item Value Pass Data Item Value Default Pass Data Item Value Default Pass Data Item Value Pass Data Item Value Default Default X p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range Drill Date p_Funnel Entry Date Range Ind Drill Constant Traditional Student Ind Legacy Residency Ind Citizenship Ind X Drill to Funnel by Quality Summary The following table specifies the drill-through parameter values that need to be passed from the Funnel Performance by Diversity Trend report to the Funnel by Quality Summary report for the drill-through to work properly. Parameter Required Method Value p_Academic Period p_Funnel p_Funnel Status Type drill_DiversityChart p_Admissions Population p_Campaign p_Ethnicity Category p_Campus p_Citizenship Ind p_College p_Diversity Composition p_Ethnicity Category X Pass Data Item Value Pass Data Item Value Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Default Pass Parameter Value Default Pass Parameter Value Academic Period Funnel p_Funnel Status Type p_Admissions Population p_Campaign Ethnicity Category p_Campus p_College p_Ethnicity Category June 2013 Banner Recruiting and Admissions Performance 1. Pass parameter value. In the following table.

3 Handbook Reports June 2013 .Parameter Required Method Value p_Funnel Entry Date Range Ind p_Funnel Qualifier p_Funnel Status p_Funnel Status Entry Date p_Gender p_Initial Funnel Status p_Legacy p_Major p_Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Test_local p_Traditional Student Ind p_Funnel Status Count p_Quality Source p_Hidden p_Gender p_Traditional Student Ind p_Legacy p_Residency Ind Pass Parameter Value Default Pass Parameter Value Drill Date Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Default Pass Data Item Value Default Default Pass Data Item Value Pass Data Item Value Pass Data Item Value Pass Data Item Value p_Funnel Entry Date Range Ind p_Funnel Status p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range X X X X X X Drill Constant Gender Traditional Student Ind Legacy Residency Ind 5-46 Banner Recruiting and Admissions Performance 1.

Parameter Required Method Value p_Funnel Entry Date Range Ind p_Funnel Qualifier p_Funnel Status p_Funnel Status Entry Date p_Gender p_Initial Funnel Status p_Legacy p_Major p_Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Test_local p_Traditional Student Ind p_Funnel Status Count p_Quality Source p_Hidden p_Gender p_Traditional Student Ind p_Legacy p_Residency Ind Pass Parameter Value Default Pass Parameter Value Drill Date Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Default Pass Data Item Value Default Default Pass Data Item Value Pass Data Item Value Pass Data Item Value Pass Data Item Value p_Funnel Entry Date Range Ind p_Funnel Status p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range X X X X X X Drill Constant Gender Traditional Student Ind Legacy Residency Ind June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Reports 5-47 .

some Parameters may show different Method values (Default.Drill to Funnel Geographic Distribution Summary The following table specifies the drill-through parameter values that need to be passed from the Funnel Performance by Diversity Trend report to the Funnel Geographic Distribution Summary report for the drill-through to work properly. Note In the following table.  Parameter Required Method Value p_Funnel p_Funnel Status Type p_Academic Period X drill_DiversityChart p_Admissions Population p_Campaign p_Campus p_Citizenship Ind p_College p_Diversity Composition p_Ethnicity Category p_Funnel Status p_Gender p_Initial Funnel Status p_Legacy p_Major p_Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School County Pass Data Item Value Pass Parameter Value Pass Data Item Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Default Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Funnel p_Funnel Status Type Academic Period p_Admissions Population p_Campaign p_Campus p_College Ethnicity Category p_Funnel Status p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School County 5-48 Banner Recruiting and Admissions Performance 1. Pass parameter value.3 Handbook Reports June 2013 . and Pass data item value) depending on which values are being drilled on.

Pass parameter value.3 Handbook Reports 5-49 . Parameter Required Method Value p_Academic Period p_Funnel p_Funnel Status Type drill_Academic Period drill_FromChart drill_Funnel Status Aging p_Admissions Population p_Campaign p_Campus X Pass Data Item Value Pass Data Item Value Pass Parameter Value Default Default Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Academic Period Funnel p_Funnel Status Type p_Admissions Population p_Campaign p_Campus June 2013 Banner Recruiting and Admissions Performance 1. In the following table. and Pass data item value) depending on which values are being drilled on. some Parameters may show different Method values (Default.Parameter Required Method Value p_Secondary School City p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Traditional Student Ind p_Funnel Entry Date Range Ind p_Funnel Qualifier p_Funnel Status Entry Date p_Funnel Status Count p_Hidden p_Gender p_Traditional Student Ind p_Ethnicity Category p_Legacy p_Residency Ind p_Funnel Status p_Funnel Status Entry Date X Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Default Pass Data Item Value Pass Data Item Value Default Pass Data Item Value Pass Data Item Value Pass Parameter Value Pass Data Item Value Pass Data Item Value Pass Data Item Value Pass Parameter Value p_Secondary School City p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Funnel Entry Date Range Ind Drill Date Drill Constant Gender Traditional Student Ind p_Ethnicity Category Legacy Residency Ind Drill Date p_Funnel Status X X X Drill to Prospective Student List Detail The following table specifies the drill-through parameter values that need to be passed from the Funnel Performance by Diversity Trend report to the Prospective Student List Detail report for the drill-through to work properly.

Parameter Required Method Value p_Citizenship Ind p_College p_Days Back p_Ethnicity Category p_Ethnicity Category p_Funnel Model p_Funnel Qualifier p_Gender p_Gender p_Initial Funnel Status p_Legacy p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Post Secondary Transfer Credit p_Program p_Residency Ind p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School Name p_Secondary School State p_Student Level X p_Student Population p_Test p_Test Score Range p_Traditional Student Ind drill_DiversityChart p_Diversity Composition p_Recruiter Role X p_Funnel Status p_Recruiter Name p_Report Population Default Pass Parameter Value Default Pass Data Item Value Pass Parameter Value Default Default Pass Parameter Value Pass Data Item Value Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Default Default Default Pass Data Item Value Pass Parameter Value Pass Data Item Value p_College Ethnicity Category p_Ethnicity Category p_Gender Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Residency Ind Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range Funnel Status p_Recruiter Name Drill Constant 5-50 Banner Recruiting and Admissions Performance 1.3 Handbook Reports June 2013 .

Parameter Required Method Value p_Funnel Status Entry Date p_Funnel Entry Date Range Ind p_Traditional Student Ind p_Legacy p_Citizenship Ind Pass Data Item Value Pass Parameter Value Pass Data Item Value Pass Data Item Value Pass Data Item Value Drill Date p_Funnel Entry Date Range Ind Traditional Student Ind Legacy Citizenship Ind Figure 37: Funnel Performance by Diversity Trend report sample June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Reports 5-51 .

5-52 Banner Recruiting and Admissions Performance 1.Drill on Headcount to the total funnel version.3 Handbook Reports June 2013 . and “Prospective Student List Detail” sections for more information about those reports.Drill on Headcount for explicit funnel status and Academic Period in context. Secondary School State/Province. This report presents total funnel status headcounts and performance measures (rates/yields) for three (like) academic periods. Campus.Drill on Headcount to the total funnel version. Funnel Status. Drill-through definitions Funnel Performance by Initial Funnel Status Trend report drills through on the Headcounts to total funnel version of one of the following reports: • Funnel by Diversity Summary . College. • Prospective Student List Detail . • Funnel Geographic Distribution Summary . Funnel Status Entry As Of Date. “Funnel Geographic Distribution Summary”. See the “Funnel by Diversity Summary”. Funnel Status Type. Secondary School County. • Funnel by Quality Summary . “Funnel by Quality Summary”.  This report was built using Report Studio and is based on the PM Analyze Enrollment Funnel package. Report prompts and filters The Funnel Performance by Initial Funnel Status Trend report requires values for the following selection prompts when you run the report: • Academic Period • Student Level You can choose to further filter the report results by specifying values for any of the other report prompts: Student Population. Note This report will take some time to run due to the data volume and measure calculations required by the report.Drill on Headcount to the total funnel version. It is recommended that you schedule this report to run overnight after a nightly refresh of the database.Funnel Performance by Initial Funnel Status Trend The Funnel Performance by Initial Funnel Status Trend report illustrates recruitment lifecycle trends by the initial state a prospective student entered the funnel. and Secondary School City. Initial Funnel Status. Program. This way the report will be available for users during the day. Funnel. Use the Funnel Status Entry As Of Date prompts to generate a year over year point-in-time data comparison.

Parameter Required Method Value p_Funnel p_Funnel Status Type p_Academic Period p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category p_Funnel Status p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Funnel Qualifier p_Funnel Entry Date Range Ind Pass Data Item Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Funnel p_Funnel Status Type Academic Period p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category p_Funnel Status p_Gender Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State Student Level p_Student Population p_Test p_Test Score Range Funnel Qualifier p_Funnel Entry Date Range Ind June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Reports 5-53 .Drill to Funnel by Diversity Summary The following table specifies the drill-through parameter values that need to be passed from the Funnel Performance by Initial Funnel Status Trend report to the Funnel by Diversity Summary report for the drill-through to work properly.

Parameter Required Method Value p_Academic Period X p_Funnel p_Funnel Qualifier p_Initial Funnel Status p_Student Level X p_Funnel Status Type p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Status p_Funnel Status Entry Date p_Gender p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Population p_Test Pass Data Item Value Pass Data Item Value Pass Data Item Value Pass Data Item Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Academic Period Funnel Funnel Qualifier Initial Funnel Status Student Level p_Funnel Status Type p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Status Drill Date p_Gender p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Population p_Test 5-54 Banner Recruiting and Admissions Performance 1.Parameter Required Method Value p_Funnel Status Entry Date p_Funnel Status Count Drill to Funnel by Quality Summary Pass Data Item Value Pass Data Item Value Drill Date Drill Constant The following table specifies the drill-through parameter values that need to be passed from the Funnel Performance by Initial Funnel Status Trend report to the Funnel by Quality Summary report for the drill-through to work properly.3 Handbook Reports June 2013 .

Parameter Required Method Value p_Test Score Range p_Funnel Status Count Pass Parameter Value Pass Data Item Value p_Test Score Range Drill Constant Drill to Funnel Geographic Distribution Summary The following table specifies the drill-through parameter values that need to be passed from the Funnel Performance by Initial Funnel Status Trend report to the Funnel Geographic Distribution Summary report for the drill-through to work properly. Parameter Required Method Value p_Funnel p_Funnel Status Type p_Academic Period X drill_DiversityChart p_Admissions Population p_Campaign p_Campus p_Citizenship Ind p_College p_Diversity Composition p_Ethnicity Category p_Funnel Status p_Gender p_Initial Funnel Status p_Legacy p_Major p_Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School County p_Secondary School City Pass Data Item Value Pass Parameter Value Pass Data Item Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Default Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Funnel p_Funnel Status Type Academic Period p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category p_Funnel Status p_Gender Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School County p_Secondary School City June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Reports 5-55 .

3 Handbook Reports June 2013 .Parameter Required Method Value p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Traditional Student Ind p_Funnel Entry Date Range Ind p_Funnel Qualifier p_Funnel Status Entry Date p_Funnel Status Count p_Hidden X Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Default Pass Data Item Value Pass Data Item Value Default p_Secondary School State Student Level p_Student Population p_Test p_Test Score Range p_Funnel Entry Date Range Ind Drill Date Drill Constant X X X Drill to Prospective Student List Detail The following table specifies the drill-through parameter values that need to be passed from the Funnel Performance by Initial Funnel Status Trend report to the Prospective Student List Detail report for the drill-through to work properly. Parameter Required Method Value p_Academic Period p_Funnel p_Funnel Status Type drill_Academic Period drill_FromChart drill_Funnel Status Aging p_Admissions Population p_Campaign p_Campus p_Citizenship Ind p_College p_Days Back p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Model p_Funnel Qualifier p_Funnel Status p_Funnel Status Entry Date p_Gender X Pass Data Item Value Pass Data Item Value Pass Parameter Value Default Default Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Default Pass Data Item Value Pass Data Item Value Pass Data Item Value Pass Parameter Value Academic Period Funnel p_Funnel Status Type p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category p_Funnel Entry Date Range Ind Funnel Qualifier Funnel Status Drill Date p_Gender 5-56 Banner Recruiting and Admissions Performance 1.

Parameter Required Method Value p_Initial Funnel Status p_Legacy p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Post Secondary Transfer Credit p_Program p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School Name p_Secondary School State p_Student Level X p_Student Population p_Test p_Test Score Range p_Traditional Student Ind drill_DiversityChart p_Diversity Composition p_Recruiter Role X p_Recruiter Name p_Report Population Pass Data Item Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Default Default Default Pass Parameter Value Pass Data Item Value Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Recruiter Name Drill Constant June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Reports 5-57 .

3 Handbook Reports June 2013 .Figure 38: Funnel Performance by Initial Funnel Status Trend report sample 5-58 Banner Recruiting and Admissions Performance 1.

Note This report will take some time to run due to the data volume and measure calculations required by the report. Report prompts and filters You can choose to filter the Funnel Performance by Program Trend report results by specifying values for any of the report prompts when you run the report: • Academic Period • Student Level You can choose to further filter the report results by specifying values for any of the other report prompts: Student Population. See the “Funnel by Diversity Summary”. • Prospective Student List Detail .Drill on Headcount to the total funnel version. This way the report will be available for users during the day.Funnel Performance by Program Trend The Funnel Performance by Program Trend report provides funnel counts and percentages by the college and programs of prospective students in a recruitment life-cycle. Drill-through definitions Funnel Performance by Program Trend report drills to one of the following reports: • Funnel by Diversity Summary .Drill on Headcount for explicit funnel status and Academic Period in context. It is recommended that you schedule this report to run overnight after a nightly refresh of the database. Use the Funnel Status Entry As Of Date prompts to generate a year over year point-in-time data comparison. Program. Secondary School State/Province. June 2013 Banner Recruiting and Admissions Performance 1. Funnel Status Type. Funnel Status Entry As Of Date.Drill on Headcount to the total funnel version. Secondary School County.3 Handbook Reports 5-59 . Funnel. Funnel Status. “Prospective Student List Detail” sections for more information about those reports. • Funnel Geographic Distribution Summary . College. Campus. and Secondary School City. Initial Funnel Status. • Funnel by Quality Summary . This report presents total funnel status headcounts and performance measures (rates/yields) for three (like) academic periods. “Funnel Geographic Distribution Summary”.Drill on Headcount to the total funnel version. “Funnel by Quality Summary”.  This report was built using Report Studio and is based on the PM Analyze Enrollment Funnel package.

Drill to Funnel by Diversity Summary The following table specifies the drill-through parameter values that need to be passed from the Funnel Performance by Program Trend report to the Funnel by Diversity Summary report for the drill-through to work properly.3 Handbook Reports June 2013 . Parameter Required Method Value p_Funnel p_Funnel Status Type p_Academic Period X drill_DiversityChart p_Admissions Population p_Campaign p_Campus p_Citizenship Ind p_College p_Diversity Composition p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Qualifier p_Funnel Status p_Funnel Status Entry Date X p_Gender p_Initial Funnel Status p_Legacy p_Major p_Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State Pass Data Item Value Pass Parameter Value Pass Data Item Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Data Item Value Default Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Funnel p_Funnel Status Type Academic Period p_Admissions Population p_Campaign p_Campus College p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Status Drill Date p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State 5-60 Banner Recruiting and Admissions Performance 1.

3 Handbook Reports 5-61 . Parameter Required Method Value p_Academic Period p_Funnel p_Funnel Status Type drill_DiversityChart p_Admissions Population p_Campaign p_Campus p_Citizenship Ind p_College p_Diversity Composition p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Qualifier p_Funnel Status p_Funnel Status Entry Date p_Gender p_Initial Funnel Status p_Legacy p_Major p_Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range X Pass Data Item Value Pass Data Item Value Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Academic Period Funnel p_Funnel Status Type p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Status Drill Date p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range X June 2013 Banner Recruiting and Admissions Performance 1.Parameter Required Method Value p_Student Level p_Student Population p_Test p_Test Score Range p_Traditional Student Ind p_Funnel Status Count p_Hidden X X X Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Data Item Value Default Student Level p_Student Population p_Test p_Test Score Range Drill Constant Drill to Funnel by Quality Summary The following table specifies the drill-through parameter values that need to be passed from the Funnel Performance by Program Trend report to the Funnel by Quality Summary report for the drill-through to work properly.

Parameter Required Method Value p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Test_local p_Traditional Student Ind p_Funnel Status Count p_Quality Source p_Hidden Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Default Pass Data Item Value Default Default X p_Post Secondary State Province Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State Student Level p_Student Population p_Test p_Test Score Range X X X X Drill Constant Drill to Funnel Geographic Distribution Summary The following table specifies the drill-through parameter values that need to be passed from the Funnel Performance by Program Trend report to the Funnel Geographic Distribution Summary report for the drill-through to work properly. Parameter Required Method Value p_Funnel p_Funnel Status Type p_Academic Period drill_DiversityChart p_Admissions Population p_Campaign p_Campus p_Citizenship Ind p_College p_Diversity Composition p_Ethnicity Category p_Funnel Status X Pass Data Item Value Pass Parameter Value Pass Data Item Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Data Item Value Default Pass Parameter Value Pass Parameter Value Funnel p_Funnel Status Type Academic Period p_Admissions Population p_Campaign p_Campus College p_Ethnicity Category p_Funnel Status 5-62 Banner Recruiting and Admissions Performance 1.3 Handbook Reports June 2013 .

June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Reports 5-63 .Parameter Required Method Value p_Gender p_Initial Funnel Status p_Legacy p_Major p_Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School County p_Secondary School City p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Traditional Student Ind p_Funnel Entry Date Range Ind p_Funnel Qualifier p_Funnel Status Entry Date p_Funnel Status Count p_Hidden Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Default Pass Data Item Value Pass Data Item Value Default p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School County p_Secondary School City p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Funnel Entry Date Range Ind Drill Date Drill Constant X X X X Drill to Prospective Student List Detail The following table specifies the drill-through parameter values that need to be passed from the Funnel Performance by Program Trend report to the Prospective Student List Detail report for the drill-through to work properly.

3 Handbook Reports June 2013 .Parameter Required Method Value p_Academic Period X p_Funnel p_Funnel Status Type drill_Academic Period drill_FromChart drill_Funnel Status Aging p_Admissions Population p_Campaign p_Campus p_Citizenship Ind p_College p_Days Back p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Model p_Funnel Qualifier p_Funnel Status p_Funnel Status Entry Date p_Gender p_Initial Funnel Status p_Legacy p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Post Secondary Transfer Credit p_Program p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School Name Pass Data Item Value Pass Data Item Value Pass Parameter Value Default Default Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Data Item Value Default Pass Parameter Value Pass Parameter Value Default Pass Data Item Value Pass Data Item Value Pass Data Item Value Pass Parameter Value Pass Data Item Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Academic Period Funnel p_Funnel Status Type p_Admissions Population p_Campaign p_Campus College p_Ethnicity Category p_Funnel Entry Date Range Ind Funnel Qualifier Funnel Status Drill Date p_Gender Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County 5-64 Banner Recruiting and Admissions Performance 1.

Parameter Required Method Value p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Traditional Student Ind drill_DiversityChart p_Diversity Composition p_Recruiter Role p_Recruiter Name p_Report Population X X Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Default Default Default Pass Parameter Value Pass Data Item Value p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Recruiter Name Drill Constant Figure 39: Funnel Performance by Program Trend report sample June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Reports 5-65 .

or any other available data field? Figure 40: Institutional Funnel Count by Campus Summary report sample 5-66 Banner Recruiting and Admissions Performance 1. or continuing education. College.Institutional Funnel Count by Campus Summary The Institutional Funnel Count by Campus Summary report provides a summary of headcounts by Funnel Status.3 Handbook Reports June 2013 . Program or Student Level (for example. Secondary Schools. graduate. Report prompts and filters You can choose to filter the Institutional Funnel Count by Campus Summary report results by specifying values for any of the following report prompts when you run the report: • Academic Period • Student Level • Funnel (Instance) Business questions • What are the headcounts by funnel by Campus. Majors. program and student level. to break out the This report was built using Query Studio and is based on the PM Analyze Enrollment Funnel package. college.)? • What are the headcounts for groupings within the funnel by Financial Aid Status. You can use the Expand Group icon headcounts by campus. undergraduate.

and Pass data item value) depending on which values are being drilled on. and contact information.Prospective Student by Recruiter List Detail The Prospective Student by Recruiter List Detail report provides a summary profile for prospective students including current funnel status. College. Recruiter Role. and Recruiter Name. Campus. Drill-through definitions Prospective Student by Recruiter List Detail report drills to the following report: • Prospective Student Profile .  Parameter Required Method Value p_Academic Period p_Prospective Student Name p_Student Level p_Funnel X X Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Parameter Value p_Academic Period PERSON_UID p_Student Level p_Funnel June 2013 Banner Recruiting and Admissions Performance 1. Program. Funnel Status Type. Secondary School County. Report prompts and filters The Prospective Student by Recruiter List Detail report requires values for the following selection prompts when you run the report: • Academic Period • Student Level You can choose to further filter the report results by specifying values for any of the other report prompts: Student Population. some Parameters may show different Method values (Default. See the “Prospective Student Profile” section for more information about that report. Secondary School City. Note In the following table. Secondary School State/Province. Funnel Status. This report was built using Report Studio and is based on the PM Analyze Enrollment Funnel package.Drill on Prospective Student Name. Initial Funnel Status. Pass parameter value. Prospective student detail is grouped by the assigned recruiter(s). Drill to Prospective Student Profile The following table specifies the drill-through parameter values that need to be passed from the Prospective Student by Recruiter List Detail report to the Prospective Student Profile report for the drill-through to work properly. academic study. Funnel.3 Handbook Reports 5-67 .

Figure 41: Prospective Student by Recruiter List Detail report sample 5-68 Banner Recruiting and Admissions Performance 1.3 Handbook Reports June 2013 .

Current Funnel Status Type. Initial Funnel Status. Banner contact. Secondary School City. Pass parameter value. This report was built using Report Studio and is based on the PM Analyze Enrollment Funnel package. Program. Campus. Secondary School Name. Drill-through definitions Prospective Student by Secondary School List Detail report drills to the following report: • Prospective Student Profile . Recruiter Role.3 Handbook Reports 5-69 . Drill to Prospective Student Profile The following table specifies the drill-through parameter values that need to be passed from the Funnel by Secondary School Summary report to the Prospective Student Profile report for the drill-through to work properly. Secondary School State/ Province. Drill on person’s name to the Prospective Student Profile report. See the “Prospective Student Profile” section for more information about that report. and Recruiter Name. Funnel. Current Funnel Status.Prospective Student by Secondary School List Detail The Prospective Student by Secondary School List Detail report provides combined admission record details for a list of prospective students in a recruitment life-cycle for their current funnel status by source secondary school. Parameter Required Method Value  p_Academic Period p_Prospective Student Name X Pass Parameter Value Pass Data Item Value p_Academic Period PERSON_UID June 2013 Banner Recruiting and Admissions Performance 1. Note In the following table. Secondary School County.Drill on Prospective Student Name. some Parameters may show different Method values (Default. Report prompts and filters The Prospective Student by Secondary School List Detail report requires values for the following selection prompts when you run the report: • Academic Period • Student Level You can choose to further filter the report results by specifying values for any of the other report prompts: Student Population. College. Details include academic quality measures. and Pass data item value) depending on which values are being drilled on. and demographic information.

Parameter Required Method Value p_Student Level p_Funnel X Pass Parameter Value Pass Parameter Value p_Student Level p_Funnel Figure 42: Prospective Student by Secondary School List Detail report sample 5-70 Banner Recruiting and Admissions Performance 1.3 Handbook Reports June 2013 .

Initial Funnel Status. Secondary School County. Days Back. Campus. Program. Current or Total Funnel population. Secondary School State/Province. Drill-through definitions Prospective Student List Detail report drills to the following report: • Prospective Student Profile . Funnel Status. Parameter Required Method Value p_Academic Period p_Prospective Student Name p_Student Level p_Funnel X Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Parameter Value p_Academic Period PERSON_UID p_Student Level p_Funnel X June 2013 Banner Recruiting and Admissions Performance 1. Funnel Status Type. and Recruiter Name. This report was built using Report Studio and is based on the PM Analyze Enrollment Funnel package. Run this report for either total funnel or current funnel populations. College. Secondary School City.Prospective Student List Detail The Prospective Student List Detail report provides combined admission record details for a list of prospective students in a recruitment life-cycle for both their initial funnel status and current funnel status. Drill to Prospective Student Profile The following table specifies the drill-through parameter values that need to be passed from the Prospective Student Profile report to the Prospective Student Profile report for the drill-through to work properly. Funnel. Funnel Status Entry As Of Date. Recruiter Role.Drill on Prospective Student Name.3 Handbook Reports 5-71 . See the “Prospective Student Profile” section for more information about that report. Report prompts and filters The Prospective Student List Detail report requires values for the following selection prompts when you run the report: • Academic Period • Student Level You can choose to further filter the report results by specifying values for any of the other report prompts: Student Population.

Figure 43: Prospective Student List Detail report sample 5-72 Banner Recruiting and Admissions Performance 1.3 Handbook Reports June 2013 .

pre-student qualification criteria and a complete listing of all campaign and manual interaction activity.3 Handbook Reports 5-73 . This report was built using Report Studio and is based on the PM Analyze Enrollment Funnel package. Report prompts and filters The Prospective Student Profile report requires values for the following selection prompts when you run the report: • Academic Period • Student Level You can choose to further filter the report results by specifying values for any of the other report prompts: Funnel and Prospective Student Name . Supplemental content for this report includes a complete funnel progression history.Prospective Student Profile The Prospective Student Profile report builds a total profile including current funnel summary and admissions/enrollment information. June 2013 Banner Recruiting and Admissions Performance 1.ID.

Figure 44: Prospective Student Profile report sample 5-74 Banner Recruiting and Admissions Performance 1.3 Handbook Reports June 2013 .

See the “Funnel by Diversity Summary”. residency. and Secondary School City.Total Funnel by Diversity Trend The Total Funnel by Diversity Trend report provides funnel counts and percentages of prospective students in a recruitment life-cycle by a selected diversity characteristic. Funnel Status. Secondary School State/Province. College. “Funnel Geographic Distribution Summary”. Funnel. Funnel Status Type. You can also choose to view the report by one of the following diversity characteristics: citizenship. or only current funnel counts with current funnel percentages. Drill-through definitions Total Funnel by Diversity Trend report drills through on Headcounts to the total funnel version of one of the following reports: • Funnel by Diversity Summary • Funnel by Quality Summary • Funnel Geographic Distribution Summary • Prospective Student List Detail .Drill on Headcount for explicit funnel status and Academic Period in context. gender. Program. Run this report for two different views.choose which diversity category to display in the report You can choose to further filter the report results by specifying values for any of the other report prompts: Student Population. ethnicity. Initial Funnel Status. Funnel Status Entry As Of Date. Report prompts and filters The Total Funnel by Diversity Trend report requires values for the following selection prompts when you run the report: • Academic Period • Student Level • Diversity Category (Display Results By) . or traditional student status. Secondary School County. “Funnel by Quality Summary”. “Prospective Student List Detail” sections for more information about those reports. This report was built using Report Studio and is based on the PM Analyze Enrollment Funnel package. Campus. June 2013 Banner Recruiting and Admissions Performance 1. total funnel counts with performance measures (rates/ yields).3 Handbook Reports 5-75 . legacy.

Drill to Funnel by Diversity Summary The following table specifies the drill-through parameter values that need to be passed from the Total Funnel by Diversity Trend report to the Funnel by Diversity Summary report for the drill-through to work properly. some Parameters may show different Method values (Default. Note In the following table. Parameter Required Method Value  p_Funnel p_Funnel Status Type p_Academic Period p_Ethnicity Category p_Ethnicity Category p_Admissions Population p_Campaign p_Campus p_College p_Diversity Composition p_Funnel Qualifier p_Funnel Status p_Gender p_Gender p_Initial Funnel Status p_Major p_Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level X Pass Data Item Value Pass Parameter Value Pass Data Item Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Default Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Funnel p_Funnel Status Type Academic Period Ethnicity Category p_Ethnicity Category p_Admissions Population p_Campaign p_Campus p_College p_Funnel Status p_Gender Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level X 5-76 Banner Recruiting and Admissions Performance 1. Pass parameter value. and Pass data item value) depending on which values are being drilled on.3 Handbook Reports June 2013 .

Pass parameter value. Note In the following table. and Pass data item value) depending on which values are being drilled on.Parameter Required Method Value p_Student Population p_Test p_Test Score Range p_Funnel Status Entry Date p_Funnel Entry Date Range Ind p_Funnel Status Count p_Traditional Student Ind p_Legacy p_Residency Ind p_Citizenship Ind p_Hidden X Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Data Item Value Pass Data Item Value Pass Data Item Value Pass Data Item Value Pass Data Item Value Default X p_Student Population p_Test p_Test Score Range Drill Date p_Funnel Entry Date Range Ind Drill Constant Traditional Student Ind Legacy Residency Ind Citizenship Ind X Drill to Funnel by Quality Summary The following table specifies the drill-through parameter values that need to be passed from the Total Funnel by Diversity Trend report to the Funnel by Quality Summary report for the drill-through to work properly. some Parameters may show different Method values (Default.3 Handbook Reports 5-77 . Parameter Required Method Value  p_Academic Period p_Funnel p_Funnel Status Type p_Admissions Population p_Campaign p_Ethnicity Category p_Campus p_Citizenship Ind p_College p_Diversity Composition p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Qualifier p_Funnel Status p_Funnel Status Entry Date p_Gender X Pass Data Item Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Drill Date Pass Parameter Value Academic Period Funnel p_Funnel Status Type p_Admissions Population p_Campaign Ethnicity Category p_Campus Citizenship Ind p_College p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Status p_Gender X June 2013 Banner Recruiting and Admissions Performance 1.

3 Handbook Reports June 2013 .Parameter Required Method Value p_Initial Funnel Status p_Legacy p_Major p_Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Test_local p_Traditional Student Ind p_Funnel Status Count p_Quality Source p_Hidden p_Gender p_Traditional Student Ind p_Legacy p_Residency Ind Pass Parameter Value Pass Data Item Value Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Default Pass Data Item Value Default Default Pass Data Item Value Pass Data Item Value Pass Data Item Value Pass Data Item Value p_Initial Funnel Status Legacy p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range X X X X X Drill Constant Gender Traditional Student Ind Legacy Residency Ind 5-78 Banner Recruiting and Admissions Performance 1.

3 Handbook Reports 5-79 . Note In the following table. some Parameters may show different Method values (Default.Drill to Funnel Geographic Distribution Summary The following table specifies the drill-through parameter values that need to be passed from the Total Funnel by Diversity Trend report to the Funnel Geographic Distribution Summary report for the drill-through to work properly. and Pass data item value) depending on which values are being drilled on.  Parameter Required Method Value p_Funnel p_Funnel Status Type p_Academic Period X p_Admissions Population p_Campaign p_Campus p_Citizenship Ind p_College p_Diversity Composition p_Ethnicity Category p_Funnel Status p_Gender p_Initial Funnel Status p_Legacy p_Major p_Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School County p_Secondary School City Pass Data Item Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Default Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Funnel p_Funnel Status Type Academic Period p_Admissions Population p_Campaign p_Campus Citizenship Ind p_College Ethnicity Category p_Funnel Status p_Gender p_Initial Funnel Status Legacy p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School County p_Secondary School City June 2013 Banner Recruiting and Admissions Performance 1. Pass parameter value.

and Pass data item value) depending on which values are being drilled on. Note In the following table. Parameter Required Method Value  p_Academic Period p_Funnel p_Funnel Status Type drill_Academic Period drill_FromChart drill_Funnel Status Aging p_Admissions Population p_Campaign p_Campus p_Citizenship Ind p_College p_Days Back X Pass Data Item Value Pass Data Item Value Pass Parameter Value Default Default Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Default Academic Period Funnel p_Funnel Status Type p_Admissions Population p_Campaign p_Campus Citizenship Ind p_College 5-80 Banner Recruiting and Admissions Performance 1. some Parameters may show different Method values (Default.3 Handbook Reports June 2013 .Parameter Required Method Value p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Traditional Student Ind p_Funnel Entry Date Range Ind p_Funnel Qualifier p_Funnel Status Entry Date p_Funnel Status Count p_Hidden p_Gender p_Ethnicity Category p_Residency Ind p_Funnel Status p_Funnel Status Entry Date X Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Default Pass Data Item Value Pass Data Item Value Default Pass Data Item Value Pass Parameter Value Pass Data Item Value Pass Data Item Value Pass Parameter Value p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range Traditional Student Ind p_Funnel Entry Date Range Ind Drill Date Drill Constant Gender p_Ethnicity Category Residency Ind Drill Date p_Funnel Status X X X Drill to Prospective Student List Detail The following table specifies the drill-through parameter values that need to be passed from the Total Funnel by Diversity Trend report to the Prospective Student List Detail report for the drill-through to work properly. Pass parameter value.

Parameter Required Method Value p_Ethnicity Category p_Ethnicity Category p_Funnel Model p_Funnel Qualifier p_Gender p_Gender p_Initial Funnel Status p_Legacy p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Post Secondary Transfer Credit p_Program p_Residency Ind p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School Name p_Secondary School State p_Student Level X p_Student Population p_Test p_Test Score Range p_Traditional Student Ind p_Recruiter Role X p_Funnel Status p_Recruiter Name p_Report Population p_Funnel Status Entry Date p_Funnel Entry Date Range Ind Pass Data Item Value Pass Parameter Value Default Default Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Default Pass Data Item Value Pass Parameter Value Pass Data Item Value Pass Data Item Value Pass Parameter Value Ethnicity Category p_Ethnicity Category p_Gender Gender p_Initial Funnel Status Legacy p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Residency Ind Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range Traditional Student Ind Funnel Status p_Recruiter Name Drill Constant Drill Date p_Funnel Entry Date Range Ind June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Reports 5-81 .

You can choose a different value for the Display Results By prompt to view the report by one of the other diversity categories.The following picture illustrates the report for the gender diversity category. Figure 45: Total Funnel by Diversity Trend report sample 5-82 Banner Recruiting and Admissions Performance 1.3 Handbook Reports June 2013 .

3 Handbook Reports 5-83 . You can use this report to analyze how students are making initial contact with your institution and which types of initial contact are translating into enrolled students. Filters The Total Funnel by First Contact Summary report includes the following filters that you can change dynamically when viewing the report: • Academic Period • Student Level • Student Population • Funnel (Instance) Figure 46: Total Funnel by First Contact Summary report sample June 2013 Banner Recruiting and Admissions Performance 1. The report also includes performance measure (rate and yield percentages) for each type of first contact.Total Funnel by First Contact Summary The Total Funnel by First Contact Summary report provides funnel status total headcounts for each type of first contact that a profile had with your institution. This report was built using Query Studio and is based on the PM Analyze Enrollment Funnel package.

Total Funnel by Initial Funnel Status Trend
The Total Funnel by Initial Funnel Status Trend report illustrates recruitment life-cycle trends by the initial state a prospective student entered the funnel. This report presents total funnel status headcounts and performance measures (rates/yields) for three (like) academic periods. Use the Funnel Status Entry As Of Date prompts to generate a year over year point-in-time data comparison. This report was built using Report Studio and is based on the PM Analyze Enrollment Funnel package. Report prompts and filters The Total Funnel by Initial Funnel Status Trend report requires values for the following selection prompts when you run the report: • Academic Period • Student Level You can choose to further filter the report results by specifying values for any of the other report prompts: Student Population, Funnel, Funnel Status Type, Funnel Status, Initial Funnel Status, Funnel Status Entry As Of Date, College, Program, Campus, Secondary School State/Province, Secondary School County, and Secondary School City. Drill-through definitions Total Funnel by Initial Funnel Status Trend report drills through on the Headcounts to total funnel version of one of the following reports: • Funnel by Diversity Summary • Funnel by Quality Summary • Funnel Geographic Distribution Summary • Prospective Student List Detail - Drill on Headcount for explicit funnel status and Academic Period in context. See the “Funnel by Diversity Summary”, “Funnel by Quality Summary”, “Funnel Geographic Distribution Summary”, and “Prospective Student List Detail” sections for more information about those reports.
Drill to Funnel by Diversity Summary

The following table specifies the drill-through parameter values that need to be passed from the Total Funnel by Initial Funnel Status Trend report to the Funnel by Diversity Summary report for the drill-through to work properly.

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Parameter

Required

Method

Value

p_Funnel p_Funnel Status Type p_Academic Period p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category p_Funnel Status p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Funnel Qualifier p_Funnel Entry Date Range Ind p_Funnel Status Entry Date p_Funnel Status Count

Pass Data Item Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Data Item Value Pass Data Item Value

Funnel p_Funnel Status Type Academic Period p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category p_Funnel Status p_Gender Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State Student Level p_Student Population p_Test p_Test Score Range Funnel Qualifier p_Funnel Entry Date Range Ind Drill Date Drill Constant

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Drill to Funnel by Quality Summary

The following table specifies the drill-through parameter values that need to be passed from the Total Funnel by Initial Funnel Status Trend report to the Funnel by Quality Summary report for the drill-through to work properly.
Parameter Required Method Value

p_Academic Period X p_Funnel p_Funnel Qualifier p_Initial Funnel Status p_Student Level X p_Funnel Status Type p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Status p_Funnel Status Entry Date p_Gender p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Population p_Test p_Test Score Range p_Funnel Status Count

Pass Data Item Value Pass Data Item Value Pass Data Item Value Pass Data Item Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value

Academic Period Funnel Funnel Qualifier Initial Funnel Status Student Level p_Funnel Status Type p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Status Drill Date p_Gender p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Population p_Test p_Test Score Range Drill Constant

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Drill to Funnel Geographic Distribution Summary

The following table specifies the drill-through parameter values that need to be passed from the Total Funnel by Initial Funnel Status Trend report to the Funnel Geographic Distribution Summary report for the drill-through to work properly.
Parameter Required Method Value

p_Funnel p_Funnel Status Type p_Academic Period X drill_DiversityChart p_Admissions Population p_Campaign p_Campus p_Citizenship Ind p_College p_Diversity Composition p_Ethnicity Category p_Funnel Status p_Gender p_Initial Funnel Status p_Legacy p_Major p_Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School County p_Secondary School City p_Secondary School State p_Student Level p_Student Population p_Test

Pass Data Item Value Pass Parameter Value Pass Data Item Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Default Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Parameter Value

Funnel p_Funnel Status Type Academic Period p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category p_Funnel Status p_Gender Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School County p_Secondary School City p_Secondary School State Student Level p_Student Population p_Test

X

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Parameter

Required

Method

Value

p_Test Score Range p_Traditional Student Ind p_Funnel Entry Date Range Ind p_Funnel Qualifier p_Funnel Status Entry Date p_Funnel Status Count p_Hidden

Pass Parameter Value Default Pass Parameter Value Default Pass Data Item Value Pass Data Item Value Default

p_Test Score Range p_Funnel Entry Date Range Ind Drill Date Drill Constant

X X X

Drill to Prospective Student List Detail

The following table specifies the drill-through parameter values that need to be passed from the Total Funnel by Initial Funnel Status Trend report to the Prospective Student List Detail report for the drill-through to work properly.

Parameter

Required

Method

Value

p_Academic Period p_Funnel p_Funnel Status Type drill_Academic Period drill_FromChart drill_Funnel Status Aging p_Admissions Population p_Campaign p_Campus p_Citizenship Ind p_College p_Days Back p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Model p_Funnel Qualifier p_Funnel Status p_Funnel Status Entry Date p_Gender p_Initial Funnel Status p_Legacy p_Major p_Post Secondary City

X

Pass Data Item Value Pass Data Item Value Pass Parameter Value Default Default Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Default Pass Data Item Value Pass Data Item Value Pass Data Item Value Pass Parameter Value Pass Data Item Value Default Pass Parameter Value Pass Parameter Value

Academic Period Funnel p_Funnel Status Type

p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category p_Funnel Entry Date Range Ind Funnel Qualifier Funnel Status Drill Date p_Gender Initial Funnel Status p_Major p_Post Secondary City

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Parameter

Required

Method

Value

p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Post Secondary Transfer Credit p_Program p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School Name p_Secondary School State p_Student Level X p_Student Population p_Test p_Test Score Range p_Traditional Student Ind drill_DiversityChart p_Diversity Composition p_Recruiter Role X p_Recruiter Name p_Report Population

Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Default Default Default Pass Parameter Value Pass Data Item Value

p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province

p_Program p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range

p_Recruiter Name Drill Constant

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Figure 47:

Total Funnel by Initial Funnel Status Trend report sample

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Total Funnel by Primary Source Summary
The Total Funnel by Primary Source Summary report summarizes total headcounts of the profiles in each funnel status based on their primary source of contact with your institution. You can use this report to analyze the primary source of information for prospective students. This report was built using Query Studio and is based on the PM Analyze Enrollment Funnel package. Report prompts and filters The Total Funnel by Primary Source Summary report includes the following filters that you can change dynamically when viewing the report: • Academic Period • Student Level • Student Population • Funnel (Instance) You can sort the data on the Initial Funnel Status Order or the Primary Source Description.

Figure 48:

Total Funnel by Primary Source Summary report sample

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Total Funnel by Program Trend
The Total Funnel by Program Trend report provides funnel counts and percentages by the college and programs of prospective students in a recruitment life-cycle. This report presents total funnel status headcounts and performance measures (rates/yields) for three (like) academic periods. Use the Funnel Status Entry As Of Date prompts to generate a year over year point-in-time data comparison. This report was built using Report Studio and is based on the PM Analyze Enrollment Funnel package. Report prompts and filters You can choose to filter the Total Funnel by Program Trend report results by specifying values for any of the report prompts when you run the report: • Academic Period • Student Level • Display Results By (College or Program) You can choose to further filter the report results by specifying values for any of the other report prompts: Student Population, Funnel, Funnel Status Type, Funnel Status, Initial Funnel Status, Funnel Status Entry As Of Date, College, Program, Campus, Secondary School State/Province, Secondary School County, and Secondary School City. Drill-through definitions Total Funnel by Program Trend report drills on the Headcounts to total funnel version of one of the following reports: • Funnel by Diversity Summary • Funnel by Quality Summary • Funnel Geographic Distribution Summary • Prospective Student List Detail - Drill on Headcount for explicit funnel status and Academic Period in context. See the “Funnel by Diversity Summary”, “Funnel by Quality Summary”, “Funnel Geographic Distribution Summary”, “Prospective Student List Detail” sections for more information about those reports.
Drill to Funnel by Diversity Summary

The following table specifies the drill-through parameter values that need to be passed from the Total Funnel by Program Trend report to the Funnel by Diversity Summary report for the drill-through to work properly.

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Parameter

Required

Method

Value

p_Funnel p_Funnel Status Type p_Academic Period X drill_DiversityChart p_Admissions Population p_Campaign p_Campus p_Citizenship Ind p_College p_Diversity Composition p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Qualifier p_Funnel Status p_Funnel Status Entry Date X p_Gender p_Initial Funnel Status p_Legacy p_Major p_Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range

Pass Data Item Value Pass Parameter Value Pass Data Item Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Data Item Value Default Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value

Funnel p_Funnel Status Type Academic Period p_Admissions Population p_Campaign p_Campus College p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Status Drill Date p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State Student Level p_Student Population p_Test p_Test Score Range

X

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Parameter

Required

Method

Value

p_Traditional Student Ind p_Funnel Status Count p_Hidden

X X

Default Pass Data Item Value Default

Drill Constant

Drill to Funnel by Quality Summary

The following table specifies the drill-through parameter values that need to be passed from the Total Funnel by Program Trend report to the Funnel by Quality Summary report for the drill-through to work properly.

Parameter

Required

Method

Value

p_Academic Period p_Funnel p_Funnel Status Type drill_DiversityChart p_Admissions Population p_Campaign p_Campus p_Citizenship Ind p_College p_Diversity Composition p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Qualifier p_Funnel Status p_Funnel Status Entry Date p_Gender p_Initial Funnel Status p_Legacy p_Major p_Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name

X

Pass Data Item Value Pass Data Item Value Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Parameter Value

Academic Period Funnel p_Funnel Status Type p_Admissions Population p_Campaign p_Campus p_College p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Status Drill Date p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province Program p_Recruiter Name

X

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Parameter

Required

Method

Value

p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Test_local p_Traditional Student Ind p_Funnel Status Count p_Quality Source p_Hidden

Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Default Pass Data Item Value Default Default

X

p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State Student Level p_Student Population p_Test p_Test Score Range

X X X X

Drill Constant

Drill to Funnel Geographic Distribution Summary

The following table specifies the drill-through parameter values that need to be passed from the Total Funnel by Program Trend report to the Funnel Geographic Distribution Summary report for the drill-through to work properly.

Parameter

Required

Method

Value

p_Funnel p_Funnel Status Type p_Academic Period drill_DiversityChart p_Admissions Population p_Campaign p_Campus p_Citizenship Ind p_College p_Diversity Composition p_Ethnicity Category p_Funnel Status p_Gender p_Initial Funnel Status p_Legacy p_Major

X

Pass Data Item Value Pass Parameter Value Pass Data Item Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Data Item Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Parameter Value

Funnel p_Funnel Status Type Academic Period p_Admissions Population p_Campaign p_Campus College p_Ethnicity Category p_Funnel Status p_Gender p_Initial Funnel Status p_Major

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Parameter Required Method Value p_Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School County p_Secondary School City p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Traditional Student Ind p_Funnel Entry Date Range Ind p_Funnel Qualifier p_Funnel Status Entry Date p_Funnel Status Count p_Hidden Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Default Pass Data Item Value Pass Data Item Value Default X p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province Program p_Recruiter Name p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School County p_Secondary School City p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Funnel Entry Date Range Ind Drill Date Drill Constant X X X Drill to Prospective Student List Detail The following table specifies the drill-through parameter values that need to be passed from the Total Funnel by Program Trend report to the Prospective Student List Detail report for the drill-through to work properly.3 Handbook Reports June 2013 . Parameter Required Method Value p_Academic Period p_Funnel p_Funnel Status Type drill_Academic Period X Pass Data Item Value Pass Data Item Value Pass Parameter Value Default Academic Period Funnel p_Funnel Status Type 5-96 Banner Recruiting and Admissions Performance 1.

3 Handbook Reports 5-97 .Parameter Required Method Value drill_FromChart drill_Funnel Status Aging p_Admissions Population p_Campaign p_Campus p_Citizenship Ind p_College p_Days Back p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Model p_Funnel Qualifier p_Funnel Status p_Funnel Status Entry Date p_Gender p_Initial Funnel Status p_Legacy p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Post Secondary Transfer Credit p_Program p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County Default Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Data Item Value Default Pass Parameter Value Pass Parameter Value Default Pass Data Item Value Pass Data Item Value Pass Data Item Value Pass Parameter Value Pass Data Item Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value p_Program p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Admissions Population p_Campaign p_Campus College p_Ethnicity Category p_Funnel Entry Date Range Ind Funnel Qualifier Funnel Status Drill Date p_Gender Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province June 2013 Banner Recruiting and Admissions Performance 1.

3 Handbook Reports June 2013 .Parameter Required Method Value p_Secondary School Name p_Secondary School State p_Student Level X p_Student Population p_Test p_Test Score Range p_Traditional Student Ind drill_DiversityChart p_Diversity Composition p_Recruiter Role X p_Recruiter Name p_Report Population Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Default Default Default Pass Parameter Value Pass Data Item Value p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range p_Recruiter Name Drill Constant 5-98 Banner Recruiting and Admissions Performance 1.

Figure 49: Total Funnel by Program Trend report sample June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Reports 5-99 .

Report prompts and filters You can choose to filter the Total Funnel by Target Initial Status Summary report results by specifying values for any of the report prompts when you run the report: • Academic Period • Student Level • Initial Funnel (Instance) • Initial Funnel Status Order You can sort the data on the Academic Period and Initial Funnel Status Order. This report was built using Query Studio and is based on the PM Analyze Enrollment Funnel package.3 Handbook Reports June 2013 . The report includes performance measures (rate and yield percentages) for each type of initial summary status.Total Funnel by Target Initial Status Summary The Total Funnel by Target Initial Status Summary report summarizes total headcounts of the profiles in each funnel status based on their initial summary status. Figure 50: Total Funnel by Target Initial Status Summary report sample 5-100 Banner Recruiting and Admissions Performance 1.

and Secondary School City. Pass parameter value.3 Handbook Reports 5-101 . ethnicity.Drill on Headcount for explicit funnel status and Academic Period in context. This report presents total funnel status headcounts for three (like) academic periods. Funnel Status Type. Secondary School State/Province. some Parameters may show different Method values (Default. Drill-through definitions Total Funnel Entry Date Range by Diversity Trend report drills to the following report: • Prospective Student List Detail . Program. Note In the following table. Report prompts and filters You can choose to filter the Total Funnel Entry Date Range by Diversity Trend report results by specifying values for any of the report prompts when you run the report: • Academic Period • Student Level • Diversity Category (Display Results By) .  June 2013 Banner Recruiting and Admissions Performance 1. Funnel. Secondary School County.Total Funnel Entry Date Range by Diversity Trend The Total Funnel Entry Date Range by Diversity Trend report illustrates recruitment lifecycle trends by a selected diversity charateristic of prospective students. gender. College. Campus. Drill to Prospective Student List Detail The following table specifies the drill-through parameter values that need to be passed from the Total Funnel Entry Date Range by Diversity Trend report to the Prospective Student List Detail report for the drill-through to work properly. Funnel Status Entry As Of Date. residency. You can choose to view the report by one of the following diversity characteristics: citizenship. Initial Funnel Status. and Pass data item value) depending on which values are being drilled on.choose which diversity category to display in the report You can choose to further filter the report results by specifying values for any of the other report prompts: Student Population. Funnel Status. See the “Prospective Student List Detail” section for more information about that report. or traditional student status. Days Back. This report was built using Report Studio and is based on the PM Analyze Enrollment Funnel package. legacy.

Parameter Required Method Value p_Funnel p_Funnel Status Type p_Academic Period drill_Academic Period drill_FromChart drill_Funnel Status Aging p_Admissions Population p_Campaign p_Campus p_Citizenship Ind p_College p_Days Back p_Ethnicity Category p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Model p_Funnel Qualifier p_Funnel Status p_Funnel Status Entry Date p_Gender p_Gender p_Initial Funnel Status p_Legacy p_Major p_Minority Ind p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Post Secondary Transfer Credit p_Program p_Recruiter Name X Pass Data Item Value Pass Parameter Value Pass Data Item Value Default Default Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Default Default Pass Data Item Value Pass Data Item Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Funnel p_Funnel Status Type Academic Period p_Admissions Population p_Campaign p_Campus Citizenship Ind p_College p_Days Back Ethnicity Category p_Ethnicity Category p_Funnel Entry Date Range Ind Funnel Status Drill Date p_Gender Gender p_Initial Funnel Status Legacy p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Recruiter Name 5-102 Banner Recruiting and Admissions Performance 1.3 Handbook Reports June 2013 .

Figure 51: Total Funnel Entry Date Range by Diversity Trend report sample June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Reports 5-103 .Parameter Required Method Value p_Report Population p_Residency Ind p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School Name p_Secondary School State p_Student Level X p_Student Population p_Test p_Test Score Range p_Traditional Student Ind p_Recruiter Role X Pass Data Item Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Default Drill Constant p_Residency Ind Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range Traditional Student Ind The following picture illustrates the report for the ethnicity diversity category. You can choose a different value for the Total Funnel Count By dropdown to view the report by one of the other diversity categories.

Funnel Status Type. Drill to Prospective Student List Detail The following table specifies the drill-through parameter values that need to be passed from the Total Funnel Entry Date Range by Initial Funnel Status Trend report to the Prospective Student List Detail report for the drill-through to work properly. College. This report presents total funnel status headcounts for three (like) academic periods. Funnel Status Entry As Of Date. Drill-through definitions Total Funnel Entry Date Range by Initial Funnel Status Trend report drills to the following report: • Prospective Student List Detail . See the “Prospective Student List Detail” section for more information about that report. This report was built using Report Studio and is based on the PM Analyze Enrollment Funnel package. Report prompts and filters You can choose to filter the Total Funnel Entry Date Range by Initial Funnel Status Trend report results by specifying values for any of the report prompts when you run the report: • Academic Period • Student Level You can choose to further filter the report results by specifying values for any of the other report prompts: Student Population.Drill on Headcount for explicit funnel status and Academic Period in context. Parameter Required Method Value p_Funnel p_Funnel Status Type p_Academic Period drill_Academic Period drill_FromChart X Pass Data Item Value Pass Parameter Value Pass Data Item Value Default Default Funnel p_Funnel Status Type Academic Period 5-104 Banner Recruiting and Admissions Performance 1. Secondary School State/Province. Funnel Status. and Secondary School City. Campus. Initial Funnel Status. or date range comparison.Total Funnel Entry Date Range by Initial Funnel Status Trend The Total Funnel Entry Date Range by Initial Funnel Status Trend report illustrates recruitment life-cycle trends by the initial state a prospective student entered the funnel. Secondary School County. Use the Funnel Status Entry As Of Date/Days Back prompts to generate either a year over year point-in-time. Funnel.3 Handbook Reports June 2013 . Program. Days Back.

3 Handbook Reports 5-105 .Parameter Required Method Value drill_Funnel Status Aging p_Admissions Population p_Campaign p_Campus p_Citizenship Ind p_College p_Days Back p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Model p_Funnel Qualifier p_Funnel Qualifier p_Funnel Status p_Funnel Status Entry Date p_Gender p_Initial Funnel Status p_Legacy p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Post Secondary Transfer Credit p_Program p_Recruiter Name p_Report Population p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Default Pass Data Item Value Pass Data Item Value Pass Data Item Value Pass Parameter Value Pass Data Item Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value p_Program p_Recruiter Name Drill Constant p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Admissions Population p_Campaign p_Campus College p_Days Back p_Ethnicity Category p_Funnel Entry Date Range Ind Funnel Qualifier Funnel Status Drill Date p_Gender Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province June 2013 Banner Recruiting and Admissions Performance 1.

Parameter Required Method Value p_Secondary School Name p_Secondary School State p_Student Level X p_Student Population p_Test p_Test Score Range p_Traditional Student Ind drill_DiversityChart p_Diversity Composition p_Recruiter Role X Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Default Default Default p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range Figure 52: Total Funnel Entry Date Range by Initial Funnel Status Trend report sample 5-106 Banner Recruiting and Admissions Performance 1.3 Handbook Reports June 2013 .

Use the Funnel Status Entry As Of Date/Days Back prompts to generate either a year over year point-in-time. or date range comparison. Parameter Required Method Value p_Funnel p_Funnel Status Type p_Academic Period drill_Academic Period drill_FromChart X Pass Data Item Value Pass Parameter Value Pass Data Item Value Default Default Funnel p_Funnel Status Type Academic Period June 2013 Banner Recruiting and Admissions Performance 1. Funnel. Funnel Status Entry As Of Date. Funnel Status. and Secondary School City. This report was built using Report Studio and is based on the PM Analyze Enrollment Funnel package.Total Funnel Entry Date Range by Program Trend The Total Funnel Entry Date Range by Program Trend report illustrates recruitment lifecycle trends by college and programs. Drill-through definitions Total Funnel Entry Date Range by Program Trend report drills to the following report: • Prospective Student List Detail . College. Days Back. Program.3 Handbook Reports 5-107 . Report prompts and filters You can choose to filter the Total Funnel Entry Date Range by Program Trend report results by specifying values for any of the report prompts when you run the report: • Academic Period • Student Level • Display Results By (College or Program) You can choose to further filter the report results by specifying values for any of the other report prompts: Student Population.Drill on Headcount for explicit funnel status and Academic Period in context. Initial Funnel Status. This report presents total funnel status headcounts for three (like) academic periods. Campus. See the “Prospective Student List Detail” section for more information about that report. Funnel Status Type. Drill to Prospective Student List Detail The following table specifies the drill-through parameter values that need to be passed from the Total Funnel Entry Date Range by Program Trend report to the Prospective Student List Detail report for the drill-through to work properly. Secondary School State/Province. Secondary School County.

Parameter Required Method Value drill_Funnel Status Aging p_Admissions Population p_Campaign p_Campus p_Citizenship Ind p_College p_Days Back p_Ethnicity Category p_Funnel Entry Date Range Ind p_Funnel Model p_Funnel Qualifier p_Funnel Status p_Funnel Status Entry Date p_Gender p_Initial Funnel Status p_Legacy p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Post Secondary Transfer Credit p_Program p_Recruiter Name p_Report Population p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School Name p_Secondary School State p_Student Level X Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Default Pass Data Item Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Data Item Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Pass Parameter Value p_Admissions Population p_Campaign p_Campus College p_Days Back p_Ethnicity Category p_Funnel Entry Date Range Ind Funnel Status Drill Date p_Gender p_Initial Funnel Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province Program p_Recruiter Name Drill Constant p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level 5-108 Banner Recruiting and Admissions Performance 1.3 Handbook Reports June 2013 .

Parameter Required Method Value p_Student Population p_Test p_Test Score Range p_Traditional Student Ind drill_DiversityChart p_Diversity Composition p_Recruiter Role X Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Default Default Default p_Student Population p_Test p_Test Score Range Figure 53: Total Funnel Entry Date Range by Program Trend report sample June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Reports 5-109 .

2.2 folder when the product is installed.RAP 1.Analyze Enrollment Funnel reports .2 This section includes descriptions of reports based on the PM Analyze Enrollment Funnel package that were created and delivered prior to the RAP 1.3 release.2. • “Current Funnel by Recruiter Last Contact Summary” on page 5-111 • “Current Funnel Status Aging Summary” on page 5-115 • “Funnel Status by Diversity Summary” on page 5-119 • “Funnel Status by Geographic Summary” on page 5-122 • “Funnel Status by Quality Summary” on page 5-126 • “Funnel Status by Recruiter Summary” on page 5-130 • “Prospective Student by Recruiter Engagement Summary” on page 5-134 • “Prospective Student by Recruiter Full Profile Detail” on page 5-136 • “Prospective Student Enrollment Detail” on page 5-138 • “Secondary School Prospective Student Detail” on page 5-140 5-110 Banner Recruiting and Admissions Performance 1.3 Handbook Reports June 2013 . These reports are delivered in the Public Folders>Recruiting Admissions Performance>Reports> Analyze Enrollment Funnel>RAP 1.

Recruiter Role. This report was built using Report Studio and is based on the PM Analyze Enrollment Funnel package. The delivered aging ranges are: 0-15 Days. you can click on one of the Days Since Last Contact range values to drill through to the Prospective Student by Recruiter Engagement Summary report. 31-45 Days. or faculty. See the sections “Prospective Student by Recruiter June 2013 Banner Recruiting and Admissions Performance 1. you can further drill through to the Prospective Student by Recruiter Full Profile Detail report. The first report illustrates current funnel counts of prospective students by current funnel status and the number of days since their last contact for each assigned recruiter.Current Funnel by Recruiter Last Contact Summary Use the Current Funnel by Recruiter Last Contact Summary report to view a summary of the frequency of contacts for each recruiter. Business questions • Are your recruiters keeping in contact with your preferred recruits and applicants? • Which recruiters haven't contacted your admits within the last 30 days? • If your Campaign is focused on a particular campus. or 61 or More Days. You can click Page down from the first report to access the second report. Report prompts and filters The Current Funnel by Recruiter Last Contact Summary report requires values for the following selection prompts when you run the report: • Academic Period • Student Level • Current Funnel You can choose to further filter the report results by specifying values for any of the other report prompts: Current Funnel (Instance). Program. Campus. and Recruiter Name. alumni. College. This is an aging report that summarizes counts of recruits and applicants based on the number of days since they were last contacted. The Current Funnel by Recruiter Last Contact Summary provides two reports when you run it.3 Handbook Reports 5-111 . are they contacting your recruits and applicants according to your campaign plans? Drill-through definitions From this report. Student Population. 46-60 Days. From the Engagement Summary report. are those recruits and applicants being contacted frequently enough? • If you have different roles for recruiters. 16-30 Days. college or program. The second report of this set shows performance measures (rates and yields) by recruiter. such as advisors.

Drill to Prospective Student by Recruiter Engagement Summary The following table specifies the drill-through parameter values for the “Prospective Student by Recruiter Engagement Summary” report. These are the parameter values that need to be passed from the Current Funnel by Recruiter Last Contact Summary report to the Prospective Student by Recruiter Engagement Summary report for the drill-through to work properly.Engagement Summary” on page 5-134 and “Prospective Student by Recruiter Full Profile Detail” on page 5-136 for more information about these reports.3 Handbook Reports June 2013 . Parameter Required Method Value Academic Period Campus College Contact Type Current Funnel Funnel Status Geographic Division Geographic Region Last Contact Aging Last Contact Type Program Recruiter Name Recruiter Role Secondary School Secondary School City Secondary School County Secondary School State Province Student Level Student Population X Pass parameter value Pass parameter value Pass parameter value Do not use parameter Pass parameter value Pass data item value Do not use parameter Do not use parameter Pass data item value Do not use parameter Pass parameter value Pass parameter value Pass parameter value Do not use parameter Do not use parameter Do not use parameter Do not use parameter Pass parameter value Pass parameter value Academic Period Campus College Current Funnel Current Funnel Status Latest Contact Aging Program Recruiter Name Recruiter Role X Student Level Student Population 5-112 Banner Recruiting and Admissions Performance 1.

3 Handbook Reports 5-113 .Figure 54: Current Funnel by Recruiter Last Contact Summary report sample June 2013 Banner Recruiting and Admissions Performance 1.

Performance Measures by Recruiter report sample 5-114 Banner Recruiting and Admissions Performance 1.Figure 55: Current Funnel by Recruiter Last Contact Summary .3 Handbook Reports June 2013 .

or 120 or More Days. The first report illustrates current funnel counts for prospective students by the number of days they have been in their current funnel status. Program. Report prompts and filters The Current Funnel Status Aging Summary report requires values for the following selection prompts when you run the report: • Academic Period • Student Level • Population Breakdown • Current Funnel You can choose to further filter the report results by specifying values for any of the other report prompts: Student Population. After you run the report.3 Handbook Reports 5-115 . The second report within this set provides performance measures (rates and yields) by student population. Current Funnel (Instance). Aid Accepted. FM Aid Applicant. The Current Funnel Status Aging Summary report provides two reports when you run it. The delivered aging ranges are: 0-29 Days. and FM Fully Met Need Indicators. Business questions • Are there any recruits or applicants who are stuck at a stage of the recruitment and admissions funnel? • For critical academic programs that I am monitoring. This report was built using Report Studio and is based on the PM Analyze Enrollment Funnel package. In the first report. Aid Applicant. measures are divided across student populations and further segmented by one of the following demographic characteristics: residency. minority or traditional student status.Current Funnel Status Aging Summary Use Current Funnel Status Aging Summary report to monitor how quickly recruits are moving through the phases of the recruitment lifecycle. 60-119 Days. College. You can click Page down from the first report to access the second report. The default population breakdown is Residency. This is an aging report that summarizes counts of recruits and applicants based on the number of days since they were last contacted. gender. 30-59 Days. You specify which demographic characteristic to view by choosing the Population Breakdown value before you run the report. or Aid Offered. you can choose a different Population Breakdown and the report will refresh with the new information. Campus. IM Aid Applicant. are the admitted applicants sending in their deposits? • Are admitted applicants stuck in the Admit phase and not converting to Confirms? June 2013 Banner Recruiting and Admissions Performance 1.

Parameter Required Method Value Academic Period Campus College Current Funnel Funnel Status Funnel Status Aging Program Student Level Student Population X X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass data item value Pass data item value Pass parameter value Pass parameter value Pass parameter value X Academic Period Campus College Current Funnel Current Funnel Status Current Funnel Status Aging Program Student Level Student Population 5-116 Banner Recruiting and Admissions Performance 1. That report. See the sections “Prospective Student Enrollment Detail” on page 5-138 and “Prospective Student by Recruiter Full Profile Detail” on page 5-136 for more information about those reports. in turn.3 Handbook Reports June 2013 . allows you to drill through to the Prospective Student by Recruiter Full Profile Detail report. Drill to “Prospective Student by Recruiter Engagement Summary” The following table specifies the drill-through parameter values for the “Prospective Student by Recruiter Engagement Summary” report. you can click on one of the age range values to drill through to the Prospective Student Enrollment Detail report.Drill-through definitions From the Current Funnel Status Aging Summary report. These are the parameter values that need to be passed from the Current Funnel Status Aging Summary report to the Prospective Student by Recruiter Engagement Summary report for the drill-through to work properly.

Figure 56: Current Funnel Status Aging Summary report sample June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Reports 5-117 .

Performance Measures by Student Population report sample 5-118 Banner Recruiting and Admissions Performance 1.Figure 57: Current Funnel Status Aging Summary .3 Handbook Reports June 2013 .

gender. age. and Campus. Conversion Rate (# applicants / # inquiries). This report was built using Report Studio and is based on the PM Analyze Enrollment Funnel package. Confirm Yield (# confirms / # admits). Program. you can choose a different Funnel Status Count and the report will refresh with the new information. The Total Funnel Counts version of the report includes the following conversion ratios: Response Rate (# inquiries / # prospects). After you run the report. Business questions • How important is it that you are able to monitor the Funnel Status of your diversity categories? • Have all of your diversity groups been converting from inquiries to applicants at the same rate? • Which diversity category has the lowest or highest enrollment yield? June 2013 Banner Recruiting and Admissions Performance 1. and legacy.3 Handbook Reports 5-119 . Funnel (Instance). College. Enroll Yield (# enrollments / # admits). Report prompts and filters The Funnel Status by Diversity Summary report requires values for the following selection prompts when you run the report: • Academic Period • Student Level • Funnel Status Count • Funnel You can choose to further filter the report results by specifying values for any of the other report prompts: Student Population. ethnicity. This report offers you two ways to view the data: by total funnel counts with performance measures (rate and yield conversion ratios) or by current funnel counts with current funnel percentages. The default setting is Total Funnel Count. You select the Funnel Status Count prompt to run the report for either Total Funnel Count or Current Funnel Count. Admit Rate (# admits / # applicants). The diversity characteristics include residency.Funnel Status by Diversity Summary The Funnel Status by Diversity Summary report provides funnel counts and percentages by the diversity characteristics of prospective students in a recruitment lifecycle.

Total Funnel Count report sample 5-120 Banner Recruiting and Admissions Performance 1.3 Handbook Reports June 2013 .Figure 58: Funnel Status by Diversity Summary .

Figure 59: Funnel Status by Diversity Summary .Current Funnel Count report sample June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Reports 5-121 .

Secondary School County. Secondary School Geographic Division.3 Handbook Reports June 2013 . do I know where the best prospects are located? • Do I need to increase your out-of-state enrollments? • Do I have a preferred geographic region that is most important? Drill-through definitions by secondary school county When you view the Funnel Status Geographic Summary report by county (Geographic View field set to by County). Business questions • Now that I am working with my current recruitment pool. This report was built using Report Studio and is based on the PM Analyze Enrollment Funnel package. you can click a secondary school county to drill through to the Secondary School Prospective Student Detail report. and Secondary School Geographic Region. Funnel (Instance).Funnel Status by Geographic Summary The Funnel Status by Geographic Summary report provides total funnel counts and performance measures (rate and yield conversion ratios) by geographic distribution of prospective student source secondary schools. See the section “Secondary 5-122 Banner Recruiting and Admissions Performance 1. Report prompts and filters The Funnel Status by Geographic Summary report requires values for the following selection prompts when you run the report: • Academic Period • Student Level • Geographic View • Funnel You can choose to further filter the report results by specifying values for any of the other report prompts: Student Population. by State. Secondary School State/Province. You can run the report to view the measures at three different levels of granularity. by County (and State) or by Secondary School (County and State).

School Prospective Student Detail” for more information about that report. these are the parameter values that need to be passed from the Current Funnel Status Geographic Summary report to the Secondary School Prospective Student Detail report.3 Handbook Reports 5-123 . The following table specifies the drill-through parameter values for the “Secondary School Prospective Student Detail” report when you drill on a secondary school county. Parameter Required Method Value Academic Period City County Current Funnel Current Funnel Status Sec School Geographic Division Sec School Geographic Region Sec School Name State Student Level Student Population X Pass data item value Do not use parameter Pass data item value Pass parameter value Do not use parameter Pass parameter value Pass parameter value Do not use parameter Pass data item value Pass parameter value Pass parameter value Academic Period Secondary School County Funnel Geographic Division Geographic Region X Secondary School State Student Level Student Population June 2013 Banner Recruiting and Admissions Performance 1. For drill through to work properly when you drill on a County value.

you can click a secondary school name to drill through to the Secondary School Prospective Student Detail report. For drill through to work properly when you drill on a Secondary School Name value.Drill-through definitions by secondary school name When you view the Funnel Status Geographic Summary report by institution (Geographic View field set to by Institution (State & County). The following table specifies the drill-through parameter values for the “Secondary School Prospective Student Detail” report when you drill on a secondary school name.3 Handbook Reports June 2013 . these are the parameter values that need to be passed from the Current Funnel Status Geographic Summary report to the Secondary School Prospective Student Detail report. See the section “Secondary School Prospective Student Detail” for more information about that report. Parameter Required Method Value Academic Period City County Current Funnel Current Funnel Status Sec School Geographic Division Sec School Geographic Region Sec School Name State Student Level Student Population X Pass data item value Do not use parameter Pass data item value Pass parameter value Do not use parameter Pass parameter value Pass parameter value Pass data item value Pass data item value Academic Period Secondary School County Funnel Geographic Division Geographic Region Secondary School Secondary School State/ Province Student Level Student Population X Pass parameter value Pass parameter value 5-124 Banner Recruiting and Admissions Performance 1.

3 Handbook Reports 5-125 .Figure 60: Funnel Status by Geographic Summary report sample June 2013 Banner Recruiting and Admissions Performance 1.

Aid Applicant. FM Aid Applicant.Funnel Status by Quality Summary The Funnel Status by Quality Summary report provides funnel counts and percentages by the academic quality characteristics of prospective students in a recruitment lifecycle. Funnel (Instance). When you set the Quality Source prompt to Post Secondary School. and post-secondary school test results. Enroll Yield (# enrollments / # admits). IM Aid Applicant. and secondary school test results. The Total Funnel Counts version of the report includes the following conversion ratios: Response Rate (# inquiries / # prospects). Admit Rate (# admits / # applicants). College. you can choose a different Funnel Status Count and the report will refresh with the new information. Transfer Credits. You select the Funnel Status Count prompt to run the report for either Total Funnel Count or Current Funnel Count. The default setting is Total Funnel Count. 5-126 Banner Recruiting and Admissions Performance 1. After you run the report. Program. Confirm Yield (# confirms / # admits). This report offers you two ways to view the data: by total funnel counts with performance measures (rate and yield conversion ratios) or by current funnel counts with current funnel percentages. Campus. Percentile/Rank. Report prompts and filters The Funnel Status by Quality Summary report requires values for the following selection prompts when you run the report: • Academic Period • Student Level • Test Type • Quality Source • Funnel Status Count • Funnel You can choose to further filter the report results by specifying values for any of the other report prompts: Student Population. the report returns post-secondary school academic qualities such as graduate level GPA Range. Aid Accepted. This report was built using Report Studio and is based on the PM Analyze Enrollment Funnel package. When you set the Quality Source prompt to Secondary School. and FM Gross Need Range.3 Handbook Reports June 2013 . the report returns secondary school academic qualities such as undergraduate GPA Range. FM Fully Met Need Indicator. You can assess academic quality across secondary or post-secondary school measures. Aid Offered. Conversion Rate (# applicants / # inquiries).

GPA and high school percentile? June 2013 Banner Recruiting and Admissions Performance 1.Business questions • How might I increase the academic quality of the incoming class? • Are recruits with my preferred credentials converting as fast as I hoped? • How is the recruitment funnel progressing according to academic scores.3 Handbook Reports 5-127 .

3 Handbook Reports June 2013 .Figure 61: Funnel Status by Quality Summary .Total Funnel Count report sample 5-128 Banner Recruiting and Admissions Performance 1.

3 Handbook Reports 5-129 .Figure 62: Funnel Status by Quality Summary .Current Funnel Count report sample June 2013 Banner Recruiting and Admissions Performance 1.

After you run the report. College. you can choose a different Funnel Status Count and the report will refresh with the new information. The default setting is Total Funnel Count.Funnel Status by Recruiter Summary The Funnel Status by Recruiter Summary report provides funnel counts and percentages for prospective students in a recruitment lifecycle by assigned recruiter. Admit Rate (# admits / # applicants). Secondary School Geographic Division. Program. You select the Funnel Status Count prompt to run the report for either Total Funnel Count or Current Funnel Count.3 Handbook Reports June 2013 . and Campus. Report prompts and filters The Funnel Status by Recruiter Summary report requires values for the following selection prompts when you run the report: • Academic Period • Student Level • Funnel Status Count • Funnel You can choose to further filter the report results by specifying values for any of the other report prompts: Student Population. Enroll Yield (# enrollments / # admits). Confirm Yield (# confirms / # admits). Business questions • Have all of my recruiters been assigned an appropriate headcount for their individual funnels? • How important is it to be able to track the performance of my recruiters once they have been assigned headcount? • Are all of the recruiters performing at approximately the same level? Are they performing at acceptable levels at the college or program level? 5-130 Banner Recruiting and Admissions Performance 1. This report offers you two ways to view the data: by total funnel counts with performance measures (rate and yield conversion ratios) or by current funnel counts with current funnel percentages. The Total Funnel Counts version of the report includes the following conversion ratios: Conversion Rate (# applicants / # inquiries). This report summarizes recruiter performance at both the team level and individual recruiter levels. Secondary School Geographic Region. The report graphs funnel status for assigned and unassigned prospects and highlights statistics for individual recruiters. Recruiter Role. This report was built using Report Studio and is based on the PM Analyze Enrollment Funnel package. Funnel (Instance).

3 Handbook Reports 5-131 . in turn. allows you to drill through to the Prospective Student by Recruiter Full Profile Detail report. Parameter Required Method Value Academic Period Campus College Contact Type Funnel Status Geographic Division Geographic Region Last Contact Aging Last Contact Type Program Recruiter Name Recruiter Role Secondary School Secondary School City Secondary School County Secondary School State Province Student Level Student Population X Pass data item value Pass parameter value Pass parameter value Do not use parameter Do not use parameter Pass parameter value Pass parameter value Do not use parameter Do not use parameter Pass parameter value Pass data item value Pass parameter value Do not use parameter Do not use parameter Do not use parameter Do not use parameter Pass parameter value Pass parameter value Academic Period Campus College Geographic Division Geographic Region Program Recruiter ID Recruiter Role X Student Level Student Population June 2013 Banner Recruiting and Admissions Performance 1.Drill-through definitions When the Funnel Status by Recruiter Summary report is filtered on the Current Funnel Count. The following table specifies the drill-through parameter values for the “Prospective Student by Recruiter Engagement Summary” report. That report. These are the parameter values that need to be passed from the Current Funnel Status Aging Summary report to the Prospective Student by Recruiter Engagement Summary report for the drill-through to work properly. See the sections “Prospective Student by Recruiter Engagement Summary” on page 5-134 and “Prospective Student by Recruiter Full Profile Detail” on page 5-136 for more information about those reports. you can click a recruiter’s name to drill through to the Prospective Student by Recruiter Engagement Summary report.

Total Funnel Count report sample 5-132 Banner Recruiting and Admissions Performance 1.3 Handbook Reports June 2013 .Figure 63: Funnel Status by Recruiter Summary .

Current Funnel Count report sample June 2013 Banner Recruiting and Admissions Performance 1.Figure 64: Funnel Status by Recruiter Summary .3 Handbook Reports 5-133 .

Secondary School. Parameter Required Method Value Academic Period Campus College Current Funnel Status Program X X Pass parameter value Pass parameter value Pass parameter value Pass data item value Pass parameter value Academic Period Campus College Current Funnel Status Program 5-134 Banner Recruiting and Admissions Performance 1. you can click a prospective student’s name to drill through to the Prospective Student by Recruiter Full Profile Detail report. Recruiter Name. and Secondary School Geographic Region. This report was built using Report Studio and is based on the PM Analyze Enrollment Funnel package. Latest Contact Type. See the section “Prospective Student by Recruiter Full Profile Detail” on page 5-136 for more information about that report. Current Funnel Status. Program. Secondary School County. Secondary School State/Province. These are the parameter values that need to be passed from the Prospective Student by Recruiter Engagement Summary report to the Prospective Student by Recruiter Full Profile Detail report for the drill-through to work correctly. Recruiter Role. Secondary School Geographic Division.Prospective Student by Recruiter Engagement Summary The Prospective Student by Recruiter Engagement Summary report provides a summary profile and engagement history to assess the status and quality of interactions with a prospective student. Secondary School City. Contact Type. Campus. Drill-through definitions From the Prospective Student by Recruiter Engagement Summary report. Report prompts and filters The Prospective Student by Recruiter Engagement Summary report requires values for the following selection prompts when you run the report: • Academic Period • Student Level • Current Funnel You can choose to further filter the report results by specifying values for any of the other report prompts: Student Population. The following table specifies the drill-through parameter values for the “Prospective Student by Recruiter Full Profile Detail” report. Information for each prospective student is grouped by the assigned recruiters. College. Days Since Last Contact.3 Handbook Reports June 2013 .

3 Handbook Reports 5-135 .com Assigned Recruiter ID: N00011432 Secondary School Washington Irving High School City: New York County: Data Not Avail State: New York Student Level: Undergraduate First Contact Type: Web Inquiry Student Population: New First First Contact Date: 7Time Jan-2008 Program: BA Degree Last Contact Type: Web Inquiry Educational Goal: Data Not Last Contact Date: 7Avail Jan-2008 Residency Ind: Resident Figure 65: Prospective Student by Recruiter Engagement Summary report sample June 2013 Banner Recruiting and Admissions Performance 1. Alice Current Funnel Status: Applicant Days in Current Funnel: 85 Primary Source: Data Not Avail Status: Incomplete items outstanding Recruit Type: Data Not Avail Admissions Population: Standard Residency: Resident Cohort Summary Academic Period: Fall 2006 Engagement Summary Number of Contacts: 1 Contact Information ??????????????? ??????????????? ??????????????? ??????????????? Phone: Email: dmh604@msn. Della Hobart.Parameter Required Method Value Recruiter Name Student Level Student Population Current Funnel Pro Student Name Recruiter Role X X Pass data item value Pass parameter value Pass parameter value Pass parameter value Pass data item value Pass parameter value Recruiter ID Student Level Student Population Current Funnel PERSON_UID Recruiter Role Prospective Student by Recruiter Engagement Summary Academic Period: Fall 2006 Student Level: Undergraduate Student Population: All Recruiter Role: All Days Since Last Contact: All Contact Type: All Lastest Contact Type: All College: All Program: All Campus: All Secondary School State/Province: All County: All City: All School: All Secondary School Geographic Division: All Region: All Armstrong.

Program. Information for each prospective student is grouped by the assigned recruiters. a complete contact history.3 Handbook Reports June 2013 . and listing of all assigned recruiters. Business questions Before you interview or speak with a recruit you might like to know: • When (dates and times) and what types of contact have already been made with that person? • What are the attributes. This report was built using Report Studio and is based on the PM Analyze Enrollment Funnel package. College. Campus. or cohorts on this recruit’s application? • Which recruiters have been assigned to this recruit? 5-136 Banner Recruiting and Admissions Performance 1. interests. Additional content includes interests. and Recruiter Role. Current Funnel (Instance).Prospective Student by Recruiter Full Profile Detail The Prospective Student by Recruiter Full Profile Detail report builds a total profile including engagement summary and enrollment information for a selected student. Report prompts and filters The Prospective Student by Recruiter Full Profile Detail report requires values for the following selection prompts when you run the report: • Academic Period • Student Level • Current Funnel Status • Recruiter Name • Prospective Student Name You can choose to further filter the report results by specifying values for any of the other report prompts: Student Population. cohorts and attributes.

Page 1 Prospective Student by Recruiter Full Profile Detail Brobyn. Harold Jinkins. Linda Figure 66: Prospective Student by Recruiter Full Profile Detail report sample June 2013 Banner Recruiting and Admissions Performance 1. Harold Burns.com Secondary School Benjamin Logan H.S. Shirley Brobyn.3 Handbook Reports 5-137 . City: Zanesfield County: Logan State: Ohio Demographics: Application: Gender: Female Application Date: 26-Jan-2006 Ethnicity: Data Not Avail Application Complete: Incomplete Application Current Age: 20 Latest Decision: Citizenship: No Data Exists Legacy: Data Not Avail Latest Decision Date: Withdrawal Reason: Data Not Avail Finaid Status: Finaid Applicant: No Finaid Offered: ??????????????? Finaid Accepted: ??????????????? Finaid Declined: ??????????????? Finaid Canceled: ??????????????? Marital Status: Data Not Institution Attending: Data Not Avail Avail Veteran Type: Data Not Avail Cohorts: Interests: Rugby Recruiters Assigned: Jones. Philip Current Funnel Status: Applicant Days in Current Funnel: 61 Primary Source: WWW Applicant Status: Incomplete items outstanding Recruit Type: Data Not Avail Admissions Population: Standard Residency: Resident Enrollment: Admit Age: 18 Intended Time Status: Data Not Avail College: Arts & Science Department: Data Not Avail Degree: Bachelor of Arts Major: Sports Science Campus: Main Contacts: Contact Date: Recruiter Role: Application Desc Rater ID: N00011014 Cohort Summary Academic Period: Fall 2006 Student Level: Undergraduate Student Population: New First Time Program: BA Degree Educational Goal: Data Not Avail Residency Ind: Resident Quality: GPA: Percentile: Diploma: Data Not Avail College Prep: ??????????????? Test Scores: Highest SAT Combined: Highest ACT Composite: Attributes: Engagement Summary Number of Contacts: 0 First Contact Type: First Contact Date: Last Contact Type: Last Contact Date: Contact Information ??????????????? ??????????????? ??????????????? ??????????????? Phone: Email: miller@aol.

Program. as applicable. 5-138 Banner Recruiting and Admissions Performance 1. College. Business questions Before you interview or speak with a recruit you might like to know: • What are this recruit’s academic interests. financial aid status. you can click a person’s name to drill through to the Prospective Student by Recruiter Full Profile Detail report. including academic quality. funnel status? • How has the institution classified that person? • What is the best method for contacting this person? Drill-through definitions From the Prospective Student Enrollment Detail report. These are the parameter values that need to be passed from the Prospective Student Enrollment Detail report to the Prospective Student by Recruiter Full Profile Detail report for the drill-through to work correctly. This report was built using Report Studio and is based on the PM Analyze Enrollment Funnel package.3 Handbook Reports June 2013 . The following table specifies the drill-through parameter values for the “Prospective Student by Recruiter Full Profile Detail” report. Current Funnel Status Aging.Prospective Student Enrollment Detail The Prospective Student Enrollment Detail report provides engagement summary information with complete program of interest or application curricula content. See the section “Prospective Student by Recruiter Full Profile Detail” on page 5-136 for more information about that report. test scores. application status. Report prompts and filters The Prospective Student Enrollment Detail report requires values for the following selection prompts when you run the report: • Academic Period • Student Level • Current Funnel Status • Current Funnel You can choose to further filter the report results by specifying values for any of the other report prompts: Student Population. application status and financial aid detail. demographic. and Campus.

Parameter Required Method Value Academic Period Campus College Current Funnel Status Program Recruiter Name Student Level Student Population Current Funnel Pro Student Name Recruiter Role X X X X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Do not use parameter Pass parameter value Pass parameter value Pass parameter value Pass data item value Do not use parameter Academic Period Campus College Funnel Status Program Student Level Student Population Current Funnel PERSON_UID Prospective Student Enrollment Detail Al-Thani.com ID: N00011185 Secondary School Data Not Avail City: County: State: Recruiter Count: 1 Demographics: Gender: Male Ethnicity: Data Not Avail Current Age: 25 Citizenship: No Data Exists Legacy: Data Not Avail Marital Status: Data Not Avail Veteran Type: Data Not Avail Application: Application Date: 4-Jun-2006 Application Complete: Incomplete Application Latest Decision: Latest Decision Date: Withdrawal Reason: Data Not Avail Institution Attending: Data Not Avail Finaid Status: Finaid Applicant: No Finaid Offered: ??????????????? Finaid Accepted: ??????????????? Finaid Declined: ??????????????? Finaid Cancelled: ??????????????? Figure 67: Prospective Student by Enrollment Detail report sample June 2013 Banner Recruiting and Admissions Performance 1. Al-Anod S. Current Funnel Status: Cohort Summary Applicant Days in Current Funnel: 85 Academic Period: Fall 2006 Primary Source: Data Not Student Level: Avail Undergraduate Status: Incomplete items Student Population: New outstanding First Time Recruit Type: Data Not Avail Program: Life Sciences Admissions Population: Standard Residency: Resident Enrollment: Admit Age: 24 Intended Time Status: Full Time College: Arts & Science Department: Data Not Avail Degree: Bachelor of Arts Major: Life Sciences Campus: Main Educational Goal: Data Not Avail Residency Ind: Resident Quality: GPA: Percentile: Diploma: Data Not Avail College Prep: ??????????????? Test Scores: Highest SAT Combined: Highest ACT Composite: Engagement Summary Number of Contacts: 1 First Contact Type: Attended College Fair First Contact Date: 7-Feb-2008 Last Contact Type: Attended College Fair Last Contact Date: 7-Feb-2008 Contact Information PO Box 48748 Dubai ??????????????? ??????????????? Phone: 4342435434 Email: aalthani@hotmail.3 Handbook Reports 5-139 .

and basic demographic and curricula information. Secondary School Name. Report prompts and filters The Secondary School Prospective Student Detail report requires values for the following selection prompts when you run the report: • Academic Period • Student Level You can choose to further filter the report results by specifying values for any of the other report prompts: Student Population. Secondary School County. This report was built using Report Studio and is based on the PM Analyze Enrollment Funnel package.Secondary School Prospective Student Detail The Secondary School Prospective Student Detail report provides information about each secondary school from which you have prospects followed by detailed information about each prospective student identified from that institution. Current Funnel (Instance). Secondary School Geographic Division. first contact. The prospective student information includes current funnel and recruit status. Secondary School City.3 Handbook Reports June 2013 . academic quality measures. Secondary School State/Province. Current Funnel Status. Business question • From what schools are we getting a large number of prospects? 5-140 Banner Recruiting and Admissions Performance 1. and Secondary School Geographic Region.

3 Handbook Reports 5-141 .Figure 68: Secondary School Prospective Student Detail report sample June 2013 Banner Recruiting and Admissions Performance 1.

These reports are delivered in the Public Folders>Recruiting Admissions Performance>Reports>Manage Applicants folder when the product is installed.Manage Applicants reports The following table lists delivered reports that are based on the PM Manage Applicants package/business concept. These reports support activities related to managing the pool of applicants at your institution.3 Handbook Reports June 2013 . Report Drill-through report “Admissions Applicant Profile” “Admissions Composition by Diversity Trend” No drill “Admissions Diversity and Quality Summary” “Applicant Quality and Program List Detail” “Admissions Decision by Program Trend” “Admissions Diversity and Quality Summary” “Admissions Geographic Distribution Trend” “Applicant Quality and Program List Detail” “Applicant Quality and Program List Detail” “Admissions Secondary School Trend” “Applicant Quality and Program List Detail” “Admissions Performance by Quality Trend” “Admissions Diversity and Quality Summary” “Applicant Quality and Program List Detail” “Admissions Program Trend” “Admissions Diversity and Quality Summary” “Applicant Quality and Program List Detail” “Admissions Secondary School Trend” “Applicant Quality and Program List Detail” “Enrollment by First Contact Trend” “Latest Decision Counts by College Summary” “Applicant Quality and Program List Detail” “Admissions Applicant Profile” No drill No drill 5-142 Banner Recruiting and Admissions Performance 1. The table also lists any related drill-through reports.

You can run this report as a stand-alone report or as a drill-through from the Application Diversity and Quality Summary report. cohorts. This report was built using Report Studio and is based on the PM Manage Applicants package. Report prompts and filters The Admissions Applicant Profile report requires values for the following selection prompts when you run the report: • Academic Period • Student Level • Prospective Student Name . the context of the summary is passed to the detail report so you only see the applicants associated with the link from the summary report. Supplemental content for this report includes attributes. If you run the report as a drill-through from a summary report.ID Figure 69: Admissions Applicant Profile report sample June 2013 Banner Recruiting and Admissions Performance 1. If you run the report as a stand-alone detail report. and prospective student summary information. academic study. and interests.3 Handbook Reports 5-143 .Admissions Applicant Profile The Admissions Applicant Profile report builds a total admissions profile including application. you can enter prompt values to select very specific sets of applicants to appear in the report.

Note In the following table. This report presents pre-student status headcounts and performance measures (rates/yields) for three (like) academic periods. Report prompts and filters The Admissions Composition by Diversity Trend report requires values for the following selection prompts when you run the report: • Academic Period • Student Level • Diversity Filter (for Graphs) • Headcount Type (for Graphs) You can choose to further filter the report results by specifying values for any of the other report prompts: Student Population. legacy.Drill on Headcounts.  5-144 Banner Recruiting and Admissions Performance 1. traditional student status. Campus. Program. Pass parameter value. • Applicant Quality and Program List Detail . and Pass data item value) depending on which values are being drilled on. Secondary School County. College. and Secondary School City. Diversity characteristics for this report include ethnicity category. some Parameters may show different Method values (Default. See the “Admissions Diversity and Quality Summary” and “Applicant Quality and Program List Detail” sections for more information about those reports.Admissions Composition by Diversity Trend The Admissions Composition by Diversity Trend report illustrates admissions trends by the diversity characteristics of prospective students.Drill on Headcounts. Drill to Admissions Diversity and Quality Summary The following table specifies the drill-through parameter values that need to be passed from the Admissions Composition by Diversity Trend report to the Admissions Diversity and Quality Summary report for the drill-through to work properly. and citizenship. This report was built using Report Studio and is based on the PM Manage Applicants package. Secondary School State/ Province. residency. Drill-through definitions Admissions Composition by Diversity Trend report gives you multi-drill options to the following reports: • Admissions Diversity and Quality Summary . gender.3 Handbook Reports June 2013 .

3 Handbook Reports 5-145 .Parameter Required Method Value drill_Admitted Ind drill_Applied Ind drill_Citizenship Ind drill_Citizenship Ind drill_Enrolled Ind drill_Ethnicity Category drill_Gender drill_Gender drill_Highest Score Ind drill_Legacy drill_Legacy drill_Residency Ind drill_Residency Ind drill_Traditional Student Ind drill_Traditional Student Ind p_Academic Period p_Admissions Population p_Campus p_College p_Current Pre-Student Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Pre-Student Status p_Pre-Student Status p_Pre-Student Status p_Pre-Student Status p_Program p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population Default Default Default Pass Data Item Value Default Pass Data Item Value Pass Parameter Value Default Default Default Pass Data Item Value Pass Parameter Value Pass Data Item Value Pass Data Item Value Default Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Data Item Value Pass Data Item Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Citizenship Ind Ethnicity Category p_Gender Gender Legacy p_Residency Ind Residency Ind Traditional Student Ind Academic Period p_Admissions Population p_Campus p_College p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province Drill Admitted Ind Drill Applied Ind Drill Accepted Ind Drill Enrolled Ind p_Program p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population June 2013 Banner Recruiting and Admissions Performance 1.

Parameter Required Method Value p_Test p_Test Score Range Pass Parameter Value Pass Parameter Value p_Test p_Test Score Range Drill to Applicant Quality and Program List Detail The following table specifies the drill-through parameter values that need to be passed from the Admissions Composition by Diversity Trend report to the Applicant Quality and Program List Detail report for the drill-through to work properly. Note In the following table.3 Handbook Reports June 2013 . and Pass data item value) depending on which values are being drilled on. Pass parameter value.  Parameter Required Method Value drill_Academic Period drill_Accepted Ind drill_Admitted Ind drill_Applied Ind drill_Citizenship Ind drill_Enrolled Ind drill_Ethnicity Category drill_FromChart drill_Gender drill_Gender drill_Highest Score Ind drill_Legacy drill_Minority Ind drill_Residency Ind drill_Residency Ind drill_Test drill_Test Score Range Description drill_Traditional Student Ind p_Academic Period X p_Admissions Population p_Application Date Range Ind p_Application Decision Date Default Default Default Default Default Default Pass Parameter Value Default Pass Parameter Value Pass Data Item Value Default Default Default Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Default Pass Data Item Value Pass Parameter Value Default p_Ethnicity Category p_Gender Gender p_Residency Ind Residency Ind p_Test p_Test Score Range Academic Period p_Admissions Population X Default 5-146 Banner Recruiting and Admissions Performance 1. some Parameters may show different Method values (Default.

3 Handbook Reports 5-147 .Parameter Required Method Value p_Application Decision Status p_Application Status p_Campus p_College p_Current Pre-Student Status p_Days Back p_Latest Application Decision Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Pre Student Status p_Pre Student Status p_Pre Student Status p_Pre Student Status p_Program p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School Name p_Secondary School City p_Secondary School County p_Secondary School Name p_Secondary School State p_Student Level p_Student Population X Default Default Pass Parameter Value Pass Parameter Value Default Default Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Data Item Value Pass Data Item Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Data Item Value Pass Data Item Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province Drill Applied Ind Drill Admitted Ind Drill Accepted Ind Drill Enrolled Ind p_Program p_Secondary GPA Range p_Secondary Percentile Range Secondary School City Secondary School County Secondary School Name p_Secondary School State p_Student Level p_Student Population p_Campus p_College June 2013 Banner Recruiting and Admissions Performance 1.

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Figure 70:

Admissions Composition by Diversity Trend report sample

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5-149

Admissions Decision by Program Trend
The Admissions Decision by Program Trend report illustrates admissions decisions trends by applied college and program. It presents application counts and (all) decision counts for three (like) academic periods. Use the Decision As Of Date/Days Back prompts to generate either a year over year pointin-time, or date range comparison. This report was built using Report Studio and is based on the PM Manage Applicants package. Report prompts and filters The Admissions Decision by Program Trend report requires values for the following selection prompts when you run the report: • Academic Period • Student Level You can choose to further filter the report results by specifying values for any of the other report prompts: Student Population, Decision As of Date, Days Back, College, Program, Campus, Secondary School/Province, Secondary School County, Secondary School City, Gender, Ethnicity Category, and Residency Indicator. Drill-through definitions Admissions Decision by Program Trend report drills to the following report: • Applicant Quality and Program List Detail - Drill on Decision Count. See the “Applicant Quality and Program List Detail” section for more information about that report.
Drill to Applicant Quality and Program List Detail

The following table specifies the drill-through parameter values that need to be passed from the Admissions Decision by Program Trend report to the Applicant Quality and Program List Detail report for the drill-through to work properly.
Note In the following table, some Parameters may show different Method values (Default, Pass parameter value, and Pass data item value) depending on which values are being drilled on.

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Parameter

Required

Method

Value

drill_Accepted Ind drill_Admitted Ind drill_Applied Ind drill_Academic Period drill_Citizenship Ind drill_Enrolled Ind drill_Ethnicity Category drill_FromChart drill_Gender drill_Highest Score Ind drill_Legacy drill_Minority Ind drill_Residency Ind drill_Test drill_Test Score Range Description drill_Traditional Student Ind p_Academic Period p_Admissions Population p_Application Date Range Ind p_Application Decision Date p_Application Decision Status p_Application Decision Status p_Application Decision Status p_Application Decision Status p_Application Status p_Campus p_College p_Current Pre-Student Status p_Days Back p_Latest Application Decision Status p_Major

Default Default Default Pass parameter value Default Default Pass parameter value Default Pass parameter value Default Default Default Pass parameter value Pass parameter value Pass parameter value Default X Pass data item value Pass parameter value Pass parameter value Pass data item value Pass data item value Pass data item value Pass data item value Pass data item value Default Pass parameter value Pass data item value Default Pass parameter value Default Pass parameter value

p_Academic Period

p_Ethnicity Category p_Gender

p_Residency Ind p_Test p_Test Score Range

X

Academic Period p_Admissions Population p_Application Date Range Ind Drill Date Admit Drill Constant Accept Drill Constant Denied Drill Constant Inactive Drill Constant

p_Campus College

p_Days Back

p_Major

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Parameter

Required

Method

Value

p_Pre Student Status p_Program p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School Name p_Secondary School State p_Student Level p_Student Population

Default Pass data item value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Default Pass parameter value Pass parameter value Pass parameter value

Program p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population

X

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Figure 71:

Admissions Decision by Program Trend report sample

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Admissions Diversity and Quality Summary
The Admissions Diversity and Quality Summary report provides a breakdown of admissions applicants by applied college/program and further segments these populations by diversity and secondary school quality characteristics. This report was built using Report Studio and is based on the PM Manage Applicants package. Report prompts and filters The Admissions Diversity and Quality Summary report requires values for the following selection prompts when you run the report: • Academic Period • Student Level You can choose to further filter the report results by specifying values for any of the other report prompts: Student Population, Pre-Student Status, Current Pre-Student Status, College, Program, Campus, Test Type, Test Score Range, Secondary GPA Range, Secondary Percentile Range, Secondary School State/Province, Secondary School County, and Secondary School City. Drill-through definitions Admissions Diversity and Quality Summary report drills to the following report: • Applicant Quality and Program List Detail - Drill on College or Program. See the “Applicant Quality and Program List Detail” section for more information about that report.
Drill to Applicant Quality and Program List Detail

The following table specifies the drill-through parameter values that need to be passed from the Admissions Diversity and Quality Summary report to the Applicant Quality and Program List Detail report for the drill-through to work properly.
Note In the following table, some Parameters may show different Method values (Default, Pass parameter value, and Pass data item value) depending on which values are being drilled on. Parameter Required Method Value

p_Secondary School City p_Student Level drill_Academic Period

X

Pass parameter value Pass parameter value Default

p_Secondary School City p_Student Level

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Parameter

Required

Method

Value

drill_Accepted Ind drill_Admitted Ind drill_Applied Ind drill_Citizenship Ind drill_Enrolled Ind drill_Ethnicity Category drill_Ethnicity Category drill_FromChart drill_Gender drill_Highest Score Ind drill_Legacy drill_Minority Ind drill_Residency Ind drill_Test drill_Test Score Range Description drill_Traditional Student Ind p_Academic Period p_Admissions Population p_Application Date Range Ind p_Application Decision Date p_Application Decision Status p_Application Status p_Campus p_College p_Current Pre-Status Status p_Days Back p_Latest Application Decision Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Pre Student Status p_Program p_Program p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School County p_Secondary School Name

X

X

Default Default Default Default Default Pass parameter value Pass parameter value Default Pass parameter value Default Default Default Pass parameter value Pass parameter value Pass parameter value Default Pass parameter value Pass parameter value Default Default Default Default Pass parameter value Pass data item value Pass parameter value Default Default Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass data item value Pass parameter value Pass parameter value Pass parameter value Default

p_Ethnicity Category drill_Ethnicity Category drill_Gender

drill_Residency Ind p_Test p_Test Score Range p_Academic Period p_Admissions Population

p_Campus College p_Current Pre-Status Status

p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Pre Student Status p_Program Program p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School County

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Parameter

Required

Method

Value

p_Secondary School State p_Student Population

Pass parameter value Pass parameter value

p_Secondary School State p_Student Population

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Figure 72:

Admissions Diversity and Quality Summary report sample

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Admissions Geographic Distribution Trend
The Admissions Geographic Distribution Trend report illustrates undergraduate admissions geographic trends by source secondary school state/province. It also presents pre-student status headcounts and performance measures (rates/yields) for three (like) academic periods. This report was built using Report Studio and is based on the PM Manage Applicants package. Report prompts and filters The Admissions Geographic Distribution Trend report requires values for the following selection prompts when you run the report: • Academic Period • Student Level • Headcount Type (Display in Graph) You can choose to further filter the report results by specifying values for any of the other report prompts: Secondary School State/Province, Student Population, College, Program, Campus, Test Type, Test Score Range, Secondary GPA Range, and Secondary Percentile Range. Drill-through definitions Admissions Geographic Distribution Trend report gives you multi-drill options to the following reports: • Admission Secondary School Trend - Drill on Secondary School State. • Applicant Quality and Program List Detail - Drill on Headcount. See the “Admissions Secondary School Trend” and “Applicant Quality and Program List Detail” sections for more information about those reports.
Drill to Admissions Secondary School Trend

The following table specifies the drill-through parameter values that need to be passed from the Admissions Geographic Distribution Trend report to the Admissions Secondary School Trend report for the drill-through to work properly.
Parameter Required Method Value

p_Academic Period p_Admissions Population p_Campus p_College

X

Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value

p_Academic Period p_Admissions Population p_Campus p_College

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Parameter

Required

Method

Value

p_Ethnicity Category p_Gender p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range

Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value

X X

p_Ethnicity Category p_Gender p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Program p_Residency Ind p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Post Secondary County Secondary School State/ Province p_Student Level p_Student Population p_Test p_Test Score Range

Drill to Applicant Quality and Program Detail

The following table specifies the drill-through parameter values that need to be passed from the Admissions Geographic Distribution Trend report to the Applicant Quality and Program Detail report for the drill-through to work properly.
Note In the following table, some Parameters may show different Method values (Default, Pass parameter value, and Pass data item value) depending on which values are being drilled on.

Parameter

Required

Method

Value

drill_Academic Period drill_Accepted Ind drill_Admitted Ind drill_Applied Ind drill_Citizenship Ind drill_Enrolled Ind

Default Default Default Default Default Default

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Parameter Required Method Value drill_Ethnicity Category drill_FromChart drill_Gender drill_Highest Score Ind drill_Legacy drill_Minority Ind drill_Residency Ind drill_Test drill_Test Score Range Description drill_Traditional Student Ind p_Academic Period p_Admissions Population p_Application Date Range Ind p_Application Decision Date p_Application Decision Status p_Application Status p_Campus p_College p_Current Pre-Student Status p_Days Back p_Latest Application Decision Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Pre Student Status p_Pre Student Status p_Pre Student Status p_Pre Student Status p_Program p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School Name Pass Parameter Value Default Pass Parameter Value Default Default Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Data Item Value Pass Parameter Value Default Default Default Default Pass Parameter Value Pass Parameter Value Default Default Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Data Item Value Pass Data Item Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default p_Ethnicity Category p_Gender p_Residency Ind p_Test p_Test Score Range Academic Period p_Admissions Population p_Campus p_College p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province Drill Admitted Ind Drill Applied Ind Drill Accepted Ind Drill Enrolled Ind p_Program p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County 5-160 Banner Recruiting and Admissions Performance 1.3 Handbook Reports June 2013 .

Parameter Required Method Value p_Secondary School State p_Student Level p_Student Population Pass Data Item Value Pass Parameter Value Pass Parameter Value Secondary School State/ Province p_Student Level p_Student Population June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Reports 5-161 .

Figure 73: Admissions Geographic Distribution Trend report sample 5-162 Banner Recruiting and Admissions Performance 1.3 Handbook Reports June 2013 .

• Applicant Quality and Program List Detail .3 Handbook Reports 5-163 . GPA and (highest) ACT Composite. College. Drill to Admissions Diversity and Quality Summary The following table specifies the drill-through parameter values that need to be passed from the Admissions Performance by Quality Trend report to the Admissions Diversity and Quality Summary report for the drill-through to work properly. Secondary School State/ Province.Drill on Headcount.Drill on Headcount. Secondary School County. and Pass data item value) depending on which values are being drilled on. See the “Admissions Diversity and Quality Summary” and “Applicant Quality and Program List Detail” sections for more information about those report. Pass parameter value. Campus. and SAT Combined test score ranges. some Parameters may show different Method values (Default.  June 2013 Banner Recruiting and Admissions Performance 1. This report was built using Report Studio and is based on the PM Manage Applicants package. and Secondary School City. Academic quality attributes include class percentile. Note In the following table. Program.Admissions Performance by Quality Trend The Admissions Performance by Quality Trend report illustrates undergraduate admissions trends by the academic quality characteristics of prospective students. Drill-through definitions The Admissions Performance by Quality Trend report gives you multi-drill options to the following reports: • Admissions Diversity and Quality Summary . It also presents pre-student status headcounts and performance measures (rates/yields) for three (like) academic periods. Report prompts and filters The Admissions Performance by Quality Trend report requires values for the following selection prompts when you run the report: • Academic Period • Student Level • Yield Measure (Display in Graph) You can choose to further filter the report results by specifying values for any of the other report prompts: Student Population.

3 Handbook Reports June 2013 .Parameter Required Method Value drill_Admitted Ind drill_Applied Ind drill_Citizenship Ind drill_Enrolled Ind drill_Ethnicity Category drill_Gender drill_Highest Score Ind drill_Legacy drill_Residency Ind drill_Traditional Student Ind p_Academic Period p_Admissions Population p_Campus p_College p_Current Pre-Student Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Pre-Student Status p_Pre-Student Status p_Pre-Student Status p_Pre-Student Status p_Program p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range X X Default Default Default Default Pass Parameter Value Pass Parameter Value Default Default Pass Parameter Value Default Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Data Item Value Pass Data Item Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value p_Ethnicity Category p_Gender p_Residency Ind Academic Period p_Admissions Population p_Campus p_College p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province Applied Ind for Drill Admitted Ind for Drill Accepted Ind for Drill Enrolled Ind for Drill p_Program p_Secondary GPA Range Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range 5-164 Banner Recruiting and Admissions Performance 1.

some Parameters may show different Method values (Default.Drill to Applicant Quality and Program List Detail The following table specifies the drill-through parameter values that need to be passed from the Admissions Performance by Quality Trend report to the Applicant Quality and Program List Detail report for the drill-through to work properly. and Pass data item value) depending on which values are being drilled on. Pass parameter value.3 Handbook Reports 5-165 . Note In the following table.  Parameter Required Method Value drill_Academic Period drill_Accepted Ind drill_Admitted Ind drill_Applied Ind drill_Citizenship Ind drill_Enrolled Ind drill_Ethnicity Category drill_FromChart drill_Gender drill_Highest Score Ind drill_Legacy drill_Minority Ind drill_Residency Ind drill_Test drill_Test Score Range Description drill_Traditional Student Ind p_Academic Period p_Admissions Population p_Application Date Range Ind p_Application Decision Date p_Application Decision Status p_Application Status p_Campus p_College p_Current Pre-Student Status p_Days Back p_Latest Application Decision Status p_Major p_Post Secondary City X X Default Default Default Default Default Default Pass Parameter Value Default Pass Parameter Value Default Default Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Data Item Value Pass Parameter Value Default Default Default Default Pass Parameter Value Pass Parameter Value Default Default Default Pass Parameter Value Pass Parameter Value p_Ethnicity Category p_Gender p_Residency Ind p_Test p_Test Score Range Academic Period p_Admissions Population p_Campus p_College p_Major p_Post Secondary City June 2013 Banner Recruiting and Admissions Performance 1.

Parameter Required Method Value p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Pre Student Status p_Pre Student Status p_Pre Student Status p_Pre Student Status p_Program p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School Name p_Secondary School State p_Student Level p_Student Population Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Data Item Value Pass Data Item Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province Applied Ind for Drill Admitted Ind for Drill Accepted Ind for Drill Enrolled Ind for Drill p_Program p_Secondary GPA Range Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population X 5-166 Banner Recruiting and Admissions Performance 1.3 Handbook Reports June 2013 .

3 Handbook Reports 5-167 .Figure 74: Admissions Performance by Quality Trend report sample June 2013 Banner Recruiting and Admissions Performance 1.

Drill-through definitions Admissions Program Trend report gives you multi-drill options to the following reports: • Admissions Diversity and Quality Summary . Secondary School State/ Province. It also presents pre-student status headcounts and performance measures (rates/ yields) for three (like) academic periods. See the “Admissions Diversity and Quality Summary” and “Applicant Quality and Program List Detail” sections for more information about those reports. Secondary School County. • Applicant Quality and Program List Detail . College. Pass parameter value. Note In the following table. Campus. Report prompts and filters The Admissions Program Trend report requires values for the following selection prompts when you run the report: • Academic Period • Student Level You can choose to further filter the report results by specifying values for any of the other report prompts: Student Population.Admissions Program Trend The Admissions Program Trend report illustrates admissions trends by applied college and program. This report was built using Report Studio and is based on the PM Manage Applicants package.Drill on Headcount.  Parameter Required Method Value drill_Admitted Ind drill_Applied Ind Default Default 5-168 Banner Recruiting and Admissions Performance 1. Program. some Parameters may show different Method values (Default. Drill to Admissions Diversity and Quality Summary The following table specifies the drill-through parameter values that need to be passed from the Admissions Program Trend report to the Admissions Diversity and Quality Summary report for the drill-through to work properly. and Secondary School City. and Pass data item value) depending on which values are being drilled on.3 Handbook Reports June 2013 .Drill on Headcount.

3 Handbook Reports 5-169 .Parameter Required Method Value drill_Citizenship Ind drill_Enrolled Ind drill_Ethnicity Category drill_Gender drill_Highest Score Ind drill_Legacy drill_Residency Ind drill_Traditional Student Ind p_Academic Period X p_Admissions Population p_Campus p_College p_Current Pre-Student Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Pre-Student Status p_Pre-Student Status p_Pre-Student Status p_Pre-Student Status p_Program p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range Default Default Pass Parameter Value Pass Parameter Value Default Default Pass Parameter Value Default Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Data Item Value Pass Data Item Value Pass Data Item Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value p_Ethnicity Category p_Gender p_Residency Ind Academic Period p_Admissions Population p_Campus College X p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province Drill Applied Ind Drill Admitted Ind Drill Accepted Ind Drill Enrolled Ind Program p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population p_Test p_Test Score Range June 2013 Banner Recruiting and Admissions Performance 1.

 Parameter Required Method Value drill_Academic Period drill_Accepted Ind drill_Admitted Ind drill_Applied Ind drill_Citizenship Ind drill_Enrolled Ind drill_Ethnicity Category drill_FromChart drill_Gender drill_Highest Score Ind drill_Legacy drill_Minority Ind drill_Residency Ind drill_Test drill_Test Score Range Description drill_Traditional Student Ind p_Academic Period p_Admissions Population p_Application Date Range Ind p_Application Decision Date p_Application Decision Status p_Application Status p_Campus p_College p_Current Pre-Student Status Default Default Default Default Default Default Pass Parameter Value Default Pass Parameter Value Default Default Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Default X Pass Data Item Value Pass Parameter Value Default Default Default Default Pass Parameter Value Pass Data Item Value Default p_Ethnicity Category p_Gender p_Residency Ind p_Test p_Test Score Range Academic Period p_Admissions Population X p_Campus College 5-170 Banner Recruiting and Admissions Performance 1. Pass parameter value.3 Handbook Reports June 2013 . some Parameters may show different Method values (Default. Note In the following table. and Pass data item value) depending on which values are being drilled on.Drill to Applicant Quality and Program List Detail The following table specifies the drill-through parameter values that need to be passed from the Admissions Program Trend report to the Applicant Quality and Program List Detail report for the drill-through to work properly.

3 Handbook Reports 5-171 .Parameter Required Method Value p_Days Back p_Latest Application Decision Status p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province p_Pre Student Status p_Pre Student Status p_Pre Student Status p_Pre Student Status p_Program p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School Name p_Secondary School State p_Student Level p_Student Population Default Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Data Item Value Pass Data Item Value Pass Data Item Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Default Pass Parameter Value Pass Parameter Value Pass Parameter Value p_Major p_Post Secondary City p_Post Secondary County p_Post Secondary GPA Range p_Post Secondary State Province Drill Applied Ind Drill Admitted Ind Drill Accepted Ind Drill Enrolled Ind Program p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School State p_Student Level p_Student Population X June 2013 Banner Recruiting and Admissions Performance 1.

Figure 75: Admissions Program Trend report sample 5-172 Banner Recruiting and Admissions Performance 1.3 Handbook Reports June 2013 .

This report was built using Report Studio and is based on the PM Manage Applicants package.  June 2013 Banner Recruiting and Admissions Performance 1.Drill on Headcounts on Secondary School. Test Type. and Pass data item value) depending on which values are being drilled on. Report prompts and filters The Admissions Secondary School Trend report requires values for the following selection prompts when you run the report: • Academic Period • Student Level • Secondary School State/Province You can choose to further filter the report results by specifying values for any of the other report prompts: Student Population. Drill-through definitions Admissions Secondary School Trend report drills to the following report: • Applicant Quality and Program List Detail . See the “Applicant Quality and Program List Detail” sections for more information about that report. Note In the following table. Test Score Range. and Secondary Percentile Range.Admissions Secondary School Trend The Admissions Secondary School Trend report illustrates undergraduate admissions trends by source secondary school for a specified state/province. Drill to Applicant Quality and Program List Detail The following table specifies the drill-through parameter values that need to be passed from the Admissions Secondary School Trend report to the Applicant Quality and Program List Detail report for the drill-through to work properly. Secondary School County. Secondary GPA Range. Pass parameter value. It also presents prestudent status headcounts and performance measures (rates/yields) for three (like) academic periods. Campus. Program. College. some Parameters may show different Method values (Default.3 Handbook Reports 5-173 .

Parameter Required Method Value drill_Academic Period drill_Accepted Ind drill_Admitted Ind drill_Applied Ind drill_Citizenship Ind drill_Enrolled Ind drill_Ethnicity Category drill_FromChart drill_Gender drill_Highest Score Ind drill_Legacy drill_Minority Ind drill_Residency Ind drill_Test drill_Test Score Range Description drill_Traditional Student Ind p_Academic Period p_Admissions Population p_Application Date Range Ind p_Application Decision Date p_Application Decision Status p_Application Status p_Campus p_College p_Current Pre-Student Status p_Days Back p_Latest Application Decision Status p_Major p_Post Secondary City p_Post Secondary County Default Default Default Default Default Default Pass Parameter Value Default Pass Parameter Value Default Default Default Pass Parameter Value Pass Parameter Value Pass Parameter Value Default X Pass Data Item Value Pass Parameter Value Default X Default Default Default Pass Parameter Value Pass Parameter Value Default Default Default Pass Parameter Value Pass Parameter Value Pass Parameter Value p_Ethnicity Category p_Gender p_Residency Ind p_Test p_Test Score Range Academic Period p_Admissions Population p_Campus p_College p_Major p_Post Secondary City p_Post Secondary County 5-174 Banner Recruiting and Admissions Performance 1.3 Handbook Reports June 2013 .

3 Handbook Reports 5-175 .Parameter Required Method Value p_Post Secondary GPA Range p_Post Secondary State Province p_Pre Student Status p_Pre Student Status p_Pre Student Status p_Pre Student Status p_Program p_Secondary GPA Range p_Secondary Percentile Range p_Secondary School City p_Secondary School County p_Secondary School Name p_Secondary School State p_Student Level p_Student Population X Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Data Item Value Pass Data Item Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value Pass Data Item Value Pass Data Item Value Pass Data Item Value Pass Parameter Value Pass Parameter Value Pass Parameter Value p_Post Secondary GPA Range p_Post Secondary State Province Drill Applied Ind Drill Admitted Ind Drill Accepted Ind Drill Enrolled Ind p_Program p_Secondary GPA Range p_Secondary Percentile Range Secondary School City Secondary School County Secondary School Name p_Secondary School State p_Student Level p_Student Population June 2013 Banner Recruiting and Admissions Performance 1.

Figure 76: Admissions Secondary School Trend report sample 5-176 Banner Recruiting and Admissions Performance 1.3 Handbook Reports June 2013 .

June 2013 Banner Recruiting and Admissions Performance 1. Drill to Admissions Applicant Profile The following table specifies the drill-through parameter values that need to be passed from the Applicant Quality and Program List Detail report to the Admissions Applicant Profile report for the drill-through to work properly. If you run the report as a drill-through from a summary report. and Secondary School County. including their current application status and latest decision. Days Back. Drill-through definitions Applicant Quality and Program List Detail report drills to the following report: • Admissions Applicant Profile . and Secondary School City. the context of the summary is passed to the detail report so you only see the applicants associated with the link from the summary report. Program. you can enter prompt values to select very specific sets of applicants to appear in the report. Campus. You can run this report as a stand-alone report or as a drill-through from the Application Diversity and Quality Summary report. Latest Application Decision Status. This report was built using Report Studio and is based on the PM Manage Applicants package. Application Status. College. Report prompts and filters The Applicant Quality and Program List Detail report requires values for the following selection prompts when you run the report: • Academic Period • Student Level You can choose to further filter the report results by specifying values for any of the other report prompts: Pre-Student Status. Secondary School State/Province.Applicant Quality and Program List Detail The Applicant Quality and Program List Detail report provides academic quality measures and basic demographic and curricula information for a list of applicants. See the “Admissions Applicant Profile” section for more information about that report. Decision Date As Of. Secondary GPA Range. If you run the report as a stand-alone detail report. Secondary Percentile Range. Application Decision Status.3 Handbook Reports 5-177 .Drill on Applicant Name. Student Population. Current Pre-Student Status.

3 Handbook Reports June 2013 .Parameter Required Method Value p_Academic Period X p_Prospective Student Name p_Student Level X Pass Parameter Value Pass Data Item Value Pass Parameter Value p_Academic Period PERSON_UID p_Student Level Figure 77: Applicant Quality and Program List Detail report sample 5-178 Banner Recruiting and Admissions Performance 1.

This report was built using Query Studio and is based on the PM Manage Applicants package.Enrollment by First Contact Trend The Enrollment by First Contact Trend report illustrates trends by the type of first contact a prospective student had with the institution. Filters The Enrollment by First Contact Trend report includes the following filters that you can change dynamically when viewing the report: • Academic Year • Academic Period Type • Student Level Business questions • What types of first contact bring in the highest number of students who actually enroll at the school? • Are there first contact types that consistently don’t bring enrollment results? • Should we make adjustments in recruiting based on the lack of enrollment return for a particular type of first contact? June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Reports 5-179 .

3 Handbook Reports June 2013 .Figure 78: Enrollment by First Contact Trend report sample 5-180 Banner Recruiting and Admissions Performance 1.

Applicant Accept.Latest Decision Counts by College Summary The Latest Decision Counts by College Summary report provides applicant headcounts by applicant decision categories: Institution Admit. This report was built using Query Studio and is based on the PM Manage Applicants package. Inactive. Filters The Latest Decision Counts by College Summary report includes the following filters that you can change dynamically when viewing the report: • Academic Period • Student Level Figure 79: Latest Decision Counts by College Summary report sample June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Reports 5-181 . and Institution Denied.

2.3 release.3 Handbook Reports June 2013 .2 This section includes descriptions of reports based on the PM Manage Applicants package that were created and delivered prior to the RAP 1.2.RAP 1.Manage Applicants reports . These reports are delivered in the Public Folders>Recruiting Admissions Performance>Reports>Manage Applicants>RAP 1. • “Applicant Quality and Program Detail” on page 5-183 • “Application Admit Rate By Quality Trend” on page 5-185 • “Application Diversity and Quality Summary” on page 5-187 • “Enrollment Diversity Trend” on page 5-190 • “Enrollment Program Trend” on page 5-192 • “Enrollment Quality by Program Trend” on page 5-194 • “Geographic Distribution Trend” on page 5-196 5-182 Banner Recruiting and Admissions Performance 1.2 folder when the product is installed.

Campus. Program. This report was built using Report Studio and is based on the PM Manage Applicants package.Applicant Quality and Program Detail The Applicant Quality and Program Detail report provides academic quality measures and basic demographic and curricula information for a list of applicants. Secondary School State/Province. If you run the report as a stand-alone detail report.3 Handbook Reports 5-183 . You can run this report as a stand-alone report or as a drill-through from the Application Diversity and Quality Summary report. College. and Secondary School County. what are their scores and what is the status of their application? June 2013 Banner Recruiting and Admissions Performance 1. Report prompts and filters The Applicant Quality and Program Detail report requires values for the following selection prompts when you run the report: • Academic Period • Student Level You can choose to further filter the report results by specifying values for any of the other report prompts: Application Status. Business questions • Who are the students that make up that interesting entry on the summary reports? • Where do they come from. Drill-through definitions You can drill from the Application Diversity and Quality Summary report to the Applicant Quality and Program Detail report. If you run the report as a drill-through from a summary report. and Secondary School City. Student Population. See the section “Application Diversity and Quality Summary” on page 5-187 for more information about that report including the necessary drill-through parameter values for the Applicant Quality and Program Detail report. you can enter prompt values to select very specific sets of applicants to appear in the report. including their current application status and latest decision. the context of the summary is passed to the detail report so you only see the applicants associated with the link from the summary report.

Clarksville High School OH PA State City N00011267 Undergraduate Female BA Degree Adams. AlAnod S. Saad A. Hope N00012021 Undergraduate Female BA Degree N00011185 Undergraduate Male Life Sciences 041678932 Undergraduate Male History Zanesfield N00011368 Undergraduate Female BA Degree AR Clarksville Figure 80: Applicant Quality and Program Detail report sample 5-184 Banner Recruiting and Admissions Performance 1. Christopher Allen. Grace N00011459 Undergraduate Female BA Degree Agelatos.0 Highest SAT Combined Highest ACT Composite Name Abdul Baki. Judy N00011613 Undergraduate Female BA Degree Philadelphia Adams. Applicant Quality and Program Detail Academic Period: Fall 2006 Application Status: All Student Level: Undergraduate Student Population: All College: All Program: All Campus: All Secondary School State/Province: All County: All City: All Application Status Decision Made Decision Made Incomplete items outstanding Decision Made Decision Made Decision Made Decision Made Decision Made Incomplete items outstanding Complete ready for review Incomplete items outstanding Cleared to Attend Cleared to Attend Cleared to Attend Cleared to Attend Cleared to Attend Latest Application Decision Cleared to Attend Cleared to Attend Student Population New First Time New First Time New First Time New First Time New First Time New First Time New First Time New First Time New First Time Transfer Student New First Time 3. Ruby ID 200607710 Student Level Undergraduate GPA Percentile Gender Female Ethnicity Data Not Avail Data Not Avail Data Not Avail Data Not Avail Data Not Avail Data Not Avail Data Not Avail Data Not Avail Data Not Avail White NonHispanic Black NonHispanic College Arts & Science Arts & Science Arts & Science No College Designated Arts & Science Arts & Science Arts & Science Arts & Science Arts & Science Arts & Science Arts & Science Program History School Data Not Avail Data Not Avail Kensington High School Kensington High School Data Not Avail Data Not Avail Data Not Avail Data Not Avail Data Not Avail Benjamin Logan H.0 33. N00012028 Undergraduate Male BA Degree N00012018 Undergraduate Male BA Degree Al-Khalifa.S.80 95 1500. Nelly Abusaleh. Alexander. Eshaa Al-Thani. Judy N00011613 Undergraduate 3.80 95 1500.0 33. Georgios Aiban.3 Handbook Reports June 2013 .0 Female BA Degree PA Philadelphia Adler.

Business questions • How important are the academic credentials of your incoming class? • Which academic programs have students with the lowest or highest academic credentials? • Have those scores been changing over the last few years? • Are changes in academic quality the same from state to state. college to college or program to program? June 2013 Banner Recruiting and Admissions Performance 1. Secondary School Nation. This report was built using Report Studio and is based on the PM Manage Applicants package. and Secondary School County. you can analyze admission yield trends based on one of the academic quality measures such as GPA average. Report prompts and filters The Application Admit Rate By Quality Trend report requires values for the following selection prompts when you run the report: • Academic Period • Student Level You can choose to further filter the report results by specifying values for any of the other report prompts: Student Population. The report includes multiple prompts that enable you to filter the data and target specific groups of applicants and admits in your forecasting and projection activities. For example. for the following secondary school academic quality measures: percentile range.Application Admit Rate By Quality Trend The Application Admit Rate By Quality Trend report illustrates undergraduate admit rate trends. Campus. including application and admit counts. Program. GPA average. Use this report to understand where trends are occurring in changing academic credentials.3 Handbook Reports 5-185 . Secondary School State/Province. College. SAT average and ACT average.

Figure 81: Application Admit Rate by Quality Trend report sample 5-186 Banner Recruiting and Admissions Performance 1.3 Handbook Reports June 2013 .

Application Diversity and Quality Summary The Application Diversity and Quality Summary report provides an overview of the current undergraduate application pool by colleges and programs. how important is it to bring in a class with balanced diversity? • Within your diversity categories. and traditional student type. Parameter Required Method Value Academic Period Application Status Campus X Pass parameter value Do not use parameter Pass parameter value Academic Period Campus June 2013 Banner Recruiting and Admissions Performance 1. For drill through to work properly when you drill on a College value. You can also view counts across the following secondary school academic quality measures: high school percentile range. This report is geared toward undergraduate freshman. You can view application counts across a variety of diversity characteristics such as gender. since it contains high school quality attributes that are specific to that population. SAT average and ACT average. which groups are interested in which programs? • And which groups have the weakest/strongest academic credentials? • Where will you have to invest your recruitment dollars to attract the strongest diversity profiles? Drill on College The following table specifies drill-through parameter values for this report when you drill on a college. This report was built using Report Studio and is based on the PM Manage Applicants package. ethnicity. GPA average. these are the parameter values that need to be passed from the Application Diversity and Quality Summary report to the Applicant Quality and Program Detail report. Business questions • Now that you have established your pool of available prospects. residency. Report prompts and filters The Application Diversity and Quality Summary report requires values for the following selection prompts when you run the report: • Academic Period • Student Level You can choose to further filter the report results by specifying values for any of the other report prompts: Student Population. College. and Campus. Program.3 Handbook Reports 5-187 .

For drill-through to work properly when you drill on a Program value. these are the parameter values that need to be passed from the Application Diversity and Quality Summary report to the Applicant Quality and Program Detail report. Parameter Required Method Value Academic Period Application Status Campus City College of Interest County Program State Student Level Student Population X X Pass parameter value Do not use parameter Pass parameter value Do not use parameter Pass data item value Do not use parameter Pass data item value Do not use parameter Pass parameter value Pass parameter value Academic Period Campus College Program Student Level Student Population 5-188 Banner Recruiting and Admissions Performance 1.3 Handbook Reports June 2013 .Parameter Required Method Value City College of Interest County Program State Student Level Student Population Drill on Program X Do not use parameter Pass data item value Do not use parameter Pass parameter value Do not use parameter Pass parameter value Pass parameter value College Program Student Level Student Population The following table specifies drill-through parameter values for this report when a user drills on a program.

Figure 82: Application Diversity and Quality Summary report sample June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Reports 5-189 .

Gender. age. Once the report displays. and Residency.Enrollment Diversity Trend The Enrollment Diversity Trend report illustrates trends by headcount actual and percentages for diversity characteristics of newly enrolled students.3 Handbook Reports June 2013 . you can choose to graph different diversity characteristics by selecting a different characteristic from the list below one of the graphs. This report includes two graphs that illustrate trends for two diversity characteristics. The diversity characteristics presented in the report include ethnicity. Program. legacy. and Campus. You can choose to further filter the report results by specifying values for any of the other report prompts: Student Population. Citizenship. You can choose from the diversity characteristics: Age. College. you can make adjustments in your recruiting efforts as needed. This report helps you monitor whether trends in diversity categories are changing from year to year. Business questions • Over the last few years which academic programs have been attracting fewer or more minority students? • Are these trends the same across different colleges or undergraduate and graduate levels? 5-190 Banner Recruiting and Admissions Performance 1. This report was built using Report Studio and is based on the PM Manage Applicants package. Report prompts and filters The Enrollment Diversity Trend report requires values for the following selection prompts when you run the report: • Academic Period • Student Level • Display in Graph 1 = Ethnic Category (default value) • Display in Graph 2 = Gender (default value) The Display in Graph prompts allow you to select the diversity characteristics that will display in the two trend graphs in the report. Once you understand where trends are occurring. residency and citizenship. Legacy. Ethnic Category. You select which diversity characteristics to include in the graphs by choosing prompt values when you run the report. gender.

Figure 83: Enrollment Diversity Trend Report Sample June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Reports 5-191 .

Aid Paid Indicator. FM Aid Applicant. This report was built using Report Studio and is based on the PM Manage Applicants package.3 Handbook Reports June 2013 . Aid Applicant. and FM Fully Met Need Indicator.Enrollment Program Trend The Enrollment Program Trend report illustrates headcount trends of newly enrolled students by colleges and programs. IM Aid Applicant. Program. Campus. Report prompts and filters The Enrollment Program Trend report requires values for the following selection prompts when you run the report: • Academic Period • Student Level You can choose to further filter the report results by specifying values for any of the other report prompts: Student Population. Aid Accepted. 5-192 Banner Recruiting and Admissions Performance 1. Aid Offered. The report includes prompts that allow you to filter the pool of prospects or applicants included in this trend report. College.

Figure 84: Enrollment Program Trend report sample June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Reports 5-193 .

3 Handbook Reports June 2013 . percentile and GPA with corresponding headcount. Business questions • What was the headcount and average high school GPA for all newly enrolled students in the mathematics program? • Which Academic Programs are changing the most? Which are changing the least? • Should we increase or decrease our recruitment efforts for some Programs more than others? 5-194 Banner Recruiting and Admissions Performance 1. Campus. This report was built using Report Studio and is based on the PM Manage Applicants package. Secondary School State/Province. College.Enrollment Quality by Program Trend The Enrollment Quality by Program Trend report illustrates trends in secondary school academic quality characteristics of newly enrolled undergraduate students by college and program. Academic quality measures include the average test score. Program. Report prompts and filters The Enrollment Quality by Program Trend report requires values for the following selection prompts when you run the report: • Academic Period • Student Level • Test You can choose to further filter the report results by specifying values for any of the other report prompts: Student Population. and Secondary School County. Secondary School Nation.

Figure 85: Enrollment Quality by Program Trend report sample June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Reports 5-195 .

Report prompts and filters The Geographic Distribution Trend report requires values for the following selection prompts when you run the report: • Academic Period • Headcount Type • Student Level You can choose to further filter the report results by specifying values for any of the other report prompts: Student Population. and Secondary School Geographic Region. IM Aid Applicant. College. Campus. This report offers two reports in one. Aid Paid Indicator. Test Score Range. The Headcount Type prompt lets you choose whether to look at trends by Applicant Headcount or by Enrolled Headcount.3 Handbook Reports June 2013 . Business questions • Where should we invest our recruitment travel dollars? • Which states have a decreasing or increasing percentage of applicants? • Are these the same states that give us decreasing or increasing enrollment counts? 5-196 Banner Recruiting and Admissions Performance 1. Test Type.Geographic Distribution Trend The Geographic Distribution Trend report illustrates trends in the geographic distribution of undergraduate applicants or newly enrolled students by source secondary school state or province. This report was built using Report Studio and is based on the PM Manage Applicants package. Secondary GPA Range. For example. FM Aid Applicant. Aid Accepted. Program. Secondary Percentile Range. you can monitor whether trends in non-resident applications or enrollments are changing from year to year and make recruiting adjustments as needed. Secondary School State/ Province. Aid Applicant. FM Need Eligible Indicator. The headcount measures are presented as actual counts and percentages of the total population represented in the report. Aid Offered. and FM Fully Met Need Indicator. Secondary School Geographic Division.

Applicant Headcount report sample June 2013 Banner Recruiting and Admissions Performance 1.Figure 86: Geographic Distribution Trend .3 Handbook Reports 5-197 .

3 Handbook Reports June 2013 .Enrolled Headcount report sample 5-198 Banner Recruiting and Admissions Performance 1.Figure 87: Geographic Distribution Trend .

• “Aid Offer Enrollment by Quality Summary” on page 5-200 • “Aid Year Awards by Person Detail” on page 5-202 • “Aid/No Aid Offer Yield by Secondary School Summary” on page 5-204 • “Awards by Aid Source & Type Summary” on page 5-206 • “Awards Offered by Aid Source & Aid Type Trend” on page 5-208 • “Compare Aid Offers by College Summary” on page 5-211 • “FM Aid Applicant Socio-Economic Trend” on page 5-214 • “FM Need by Diversity Summary” on page 5-216 • “FM Need by Quality Summary” on page 5-218 • “Institution Gift Aid Impact on Yield Summary” on page 5-220 • “Potential Merit Scholarship Candidate Summary” on page 5-222 • “Projected Tuition Discount Trend” on page 5-225 • “Socio-Economic Mix Of Aid Applicant Pool Trend” on page 5-227 • “Total Offer by Person List Detail” on page 5-230 • “Unmet Need Gap by Packaging Group Summary” on page 5-233 • “Yield by Gross Need and Unmet Need Range Summary” on page 5-236 June 2013 Banner Recruiting and Admissions Performance 1.Impact of Aid on New Enrollment reports The reports based on the PM Impact of Aid on New Enrollment package support activities related to analyzing how well your institution is meeting its students’ financial need and how the financial aid packages offered at your institution are affecting enrollment numbers.3 Handbook Reports 5-199 . The following reports are delivered in the Reports/Financial Aid Needs Analysis folder.

gender. This report was built using Query Studio and is based on the PM Impact of Aid on New Enrollment package. and minority. Report prompts and filters You can choose to filter the Aid Offer Enrollment by Quality Summary report results by specifying values for any of the following report prompts when you run the report: • Academic Period • Student Level Description • Residency Indicator Description • Gender Description • Minority Indicator Description • College Description Business Questions • How do the financial aid package levels compare with applicant quality metrics and what is the impact on yield? • How is the amount of aid offered and the award composition affecting our enrollment yield? 5-200 Banner Recruiting and Admissions Performance 1. You can choose to view the information across the following quality characteristics: residency.3 Handbook Reports June 2013 .Aid Offer Enrollment by Quality Summary The Aid Offer Enrollment by Quality Summary report shows the aid offered headcount and enrollment yields for selected academic period and colleges within your university.

Figure 88: Aid Offer Enrollment by Quality Summary report sample June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Reports 5-201 .

Report prompts and filters The Aid Year Awards by Person Detail report requires values for the following selection prompts when you run the report: • Academic Period • Student Level You can choose to further filter the report results by specifying values for any of the other report prompts: Student Population. You can use the Needs Analysis Detail prompt to choose whether to include only federal or both institutional and federal needs analysis information. The report also includes information about the student like level. Aid Offered. Secondary School Geographic Region. Pre-Student Status. college. College. Degree. academic qualifications. Budget Group. Institution Methodology? • What are the demographic. Packaging Complete. Secondary School County. You can use the pre-defined filters or indicators to narrow the report population. program. and program interests of the prospective student? 5-202 Banner Recruiting and Admissions Performance 1.3 Handbook Reports June 2013 . Packaging Group. The initial population in this report is prospective students. authorized amounts.Aid Year Awards by Person Detail The Aid Year Awards by Person Detail report provides the details of financial aid award packages offered to a list of prospective students for the selected admissions academic period. accepted amounts. and Prospective Student Name. IM Aid Applicant. paid amounts. Needs Analysis Detail. Secondary School Geographic Division. The report includes information about the entire award package including the offered amounts. declined amounts. and major as well as demographic and quality characteristics. Aid Offer Adjusted. Secondary School State/Province. Secondary School Nation. Business questions • What are the details of the financial aid award package by person? • Is there a difference in the needs calculation for the person by the Federal vs. FM Aid Applicant. This report was built using Report Studio and is based on the PM Impact of Aid on New Enrollment package. Aid Applicant. and the financial aid fund from which amounts will be paid.

3 Handbook Reports 5-203 .Figure 89: Aid Year Awards by Person Detail report sample June 2013 Banner Recruiting and Admissions Performance 1.

button to break out information by the secondary This report was built using Query Studio and is based on the PM Impact of Aid on New Enrollment package. You can use the Expand Group school cities within each state.Aid/No Aid Offer Yield by Secondary School Summary The Aid/No Aid Offer Yield by Secondary School Summary report provides admitted and enrolled headcounts and the enrolled yield segmented by applicants who received aid and those who did not receive aid. Business questions • Are there market segments where enrollment yields differ significantly from normal yields? • What states and cities are our enrolled students coming from? • How are we doing with our enrolled yields based on the aid offered? 5-204 Banner Recruiting and Admissions Performance 1. Report prompts and filters You can choose to filter the Aid/No Aid Offer Yield by Secondary School Summary report results by specifying values for any of the report prompts when you run the report: • Academic Period • Student Population Description • Secondary School State Province Description You can sort the data on the Secondary School State Province Description or Academic Period.3 Handbook Reports June 2013 . You can choose which academic period and secondary school states or provinces to display in the report. This report is set to filter on the undergraduate student level since it deals with yields by secondary school.

Figure 90: Aid/No Aid Offer Yield by Secondary School Summary report sample June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Reports 5-205 .

The initial population in this report is prospective students with aid offered. Program.3 Handbook Reports June 2013 . INSTITUTION. Report prompts and filters The Awards by Aid Source & Type Summary report requires values for the following selection prompts when you run the report: • Academic Period • Student Level • Display in Graph 2 Use the Display in Graph 2 prompt to select which source of financial aid to display in the Offered Headcount & Percent by Aid Source & Type chart on the report. You can use the pre-defined filters or indicators to narrow the report population. and Campus. After you run the report. and award accept rates and percentage of awards offered by source and type. accepted and declined. You can choose from the Aid Source Descriptions: FEDERAL. You can choose to further filter the report results by specifying values for any of the other report prompts: Student Population. corresponding award counts. Cohort. The report measures include award amounts offered. This report was built using Report Studio and is based on the PM Impact of Aid on New Enrollment package. The report includes detail at the award level showing awards offered and their progression. Business questions • What are the number or percentage of applicants receiving the various forms of financial aid? • What are the counts and amounts of financial aid awards being received for each of the various forms of financial aid? 5-206 Banner Recruiting and Admissions Performance 1.Awards by Aid Source & Type Summary The Awards by Aid Source & Type Summary report illustrates the distribution of aid year awards to prospective students by aid source and aid type for the selected admissions academic period. OTHER. Residency. Admissions Population. College. or STATE. you can change this prompt dynamically to view the information for a different financial aid source.

Figure 91: Awards by Aid Source & Type Summary report sample June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Reports 5-207 .

Report prompts and filters You can choose to filter the Awards Offered by Aid Source & Aid Type Trend report results by specifying values for any of the report prompts when you run the report: • Aid Year Description • Packaging Group Description • Budget Group Description You can sort the data on the Secondary School State Province Description or Academic Period.3 Handbook Reports June 2013 . button to break out information by packaging groups This report was built using Query Studio and is based on the PM Impact of Aid on New Enrollment package. work. state. You can use the Expand Group and budget groups.Awards Offered by Aid Source & Aid Type Trend The Awards Offered by Aid Source & Aid Type Trend report illustrates the breakdown of your school’s aid award offers by aid source (federal. You need to hold down the Control (Ctrl) key on the keyboard as you choose multiple aid years to view this report for trends across multiple aid years. or institution) and aid type such as grants. Business Question • What are amounts of financial aid received for each of various forms of financial aid awards? 5-208 Banner Recruiting and Admissions Performance 1. loans. or scholarships.

Figure 92: Awards Offered by Aid Source & Aid Type Trend report sample June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Reports 5-209 .

Figure 93: Awards Offered by Aid Source & Aid Type Trend report sample with package and budget group expansions 5-210 Banner Recruiting and Admissions Performance 1.3 Handbook Reports June 2013 .

Compare Aid Offers by College Summary The Compare Aid Offers by College Summary report shows the aid offered headcount. button to break out information by majors within the button one more time to view the aid accepted This report was built using Query Studio and is based on the PM Impact of Aid on New Enrollment package. The report is segmented by college so you can see this summary information for each college at your institution. Choose the Expand Group details. average and total awards offered by packaging groups. Report prompts and filters You can choose to filter the Compare Aid Offers by College Summary report results by specifying values for any of the following report prompts when you run the report: • Academic Period • Student Level Description • Campus Description Business Questions • How do the financial aid package levels compare by the applicants’ chosen college. You can also choose to view the information for selected student levels or campuses.3 Handbook Reports 5-211 . division or program? • Who has accepted aid at this point in time? June 2013 Banner Recruiting and Admissions Performance 1. You can use the Expand Group colleges.

3 Handbook Reports June 2013 .Figure 94: Compare Aid Offers by College Summary report sample 5-212 Banner Recruiting and Admissions Performance 1.

3 Handbook Reports 5-213 .Figure 95: Compare Aid Offers by College Summary report sample with major and aid accepted expansions June 2013 Banner Recruiting and Admissions Performance 1.

Traditional Student. and Veteran Category. After you make a new selection. College. Residency. Minority. The initial population in this report is prospective students who are FM need eligible aid applicants. Minority. Program. the report will dynamically rerun using the new filter selection. Report prompts and filters The FM Aid Applicant Socio-Economic Trend report requires values for the following selection prompts when you run the report: • Academic Period • Student Level • FM Total Income Range • Demographic Choice 1 = Gender (default value) • Demographic Choice 2 = Traditional Student (default value) The Demographic Choice prompts allow you to select the demographic characteristics that will display in the report. you can choose to graph different FM Total Income Range and Demographic characteristics by selecting a different values for these filters in the body of the report. When you specify the report prompts. Gender. Ethnicity Category.3 Handbook Reports June 2013 . After you run the report. and Veteran Category. you select an academic period and the report will display information for that academic period and the four previous periods. Cohort. gross need. The report measures include total family income. and Campus. Residency. You can further filter the report results by specifying values for any of the other report prompts: Student Population.Dependent Indicator. Gender. Citizenship. 5-214 Banner Recruiting and Admissions Performance 1. This report was built using Report Studio and is based on the PM Impact of Aid on New Enrollment package. You can use the pre-defined filters or indicators to narrow the report population. Traditional Student. percent of need met. You also need to select the FM Total Income Range to give the report a context then you can select to view the report for two of the following demographic categories . aid offered and other resource amounts with corresponding headcounts and yields. The report also includes needs analysis and enrollment yield information.FM Aid Applicant Socio-Economic Trend The FM Aid Applicant Socio-Economic Trend report illustrates trends in the FM need levels and need satisfaction of newly enrolled students by various social and economic characteristics. You can choose from the demographic characteristics: Dependent Indicator.

Business questions • What is the trend in the gap between an applicant’s established need and the total financial aid package? • How do yields vary by need level? • How is the socio-economic mix of the applicant pool changing? Figure 96: FM Aid Applicant Socio-Economic Trend report sample June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Reports 5-215 .

and Secondary School County. or both. You can optionally view detail for need fully met or need not fully met headcounts. Secondary School Nation. College. veteran category. After you run the report. Program. Veteran Category. The initial population in this report is prospective students who are FM need eligible with aid offered. residency. Minority. Student Population. Traditional (age). You can choose from the diversity characteristics: Gender. ethnicity. This report was built using Report Studio and is based on the PM Impact of Aid on New Enrollment package. and Residency.FM Need by Diversity Summary The FM Need by Diversity Summary report provides an overview of FM need level and total aid offer composition measures for prospective students by various diversity characteristics.3 Handbook Reports June 2013 . Secondary School State/Province. and citizenship status. You can further filter the report results by specifying values for any of the other report prompts: FM Fully Met Need. Business questions • How do the financial aid packages compare across various applicant demographic categories? 5-216 Banner Recruiting and Admissions Performance 1. You can choose to view information about two of the following diversity characteristics: gender. Report prompts and filters The FM Need by Diversity Summary report requires values for the following selection prompts when you run the report: • Academic Period • Student Level • Display in Graph 1 = Gender (default value) • Display in Graph 2 = Minority (default value) The Display in Graph prompts allow you to select the diversity characteristics that will display in the two trend charts on the report. you can choose to display different diversity characteristics by selecting a different characteristic from the list below one of the charts. traditional age.

Figure 97: FM Need by Diversity Summary report sample June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Reports 5-217 .

You can create the report to display either percentage of need met or percentage of unmet need for each headcount grouping. or program? 5-218 Banner Recruiting and Admissions Performance 1. Program. The report includes three charts that show the headcount for the following quality measures: GPA ranges. Pre-Student Status. Report prompts and filters The FM Need by Quality Summary report requires values for the following selection prompts when you run the report: • Academic Period • Student Level • Test Type • Display Percent of Need Met/Not Met Use the Need Met/Not Met prompt to select whether to run the report for met or not met need values. percentile ranges.) This report was built using Report Studio and is based on the PM Impact of Aid on New Enrollment package.3 Handbook Reports June 2013 . division. you need to rerun the report if you want to see the information for the other need value. College. Budget Group.FM Need by Quality Summary The FM Need by Quality Summary report provides prospective student headcounts by financial aid gross need ranges for various secondary school academic quality ranges. Packaging Group. The initial population in this report is prospective students who are FM need eligible and have been offered aid (FM Need Eligible Ind = Y and Aid Offered filter applied. Business questions • How are aid applicants progressing based on various quality characteristics? • How do the financial aid package levels compare with applicant quality metrics? • How do the financial aid package levels compare by the applicants’ chosen college. and Campus. You can further filter the report results by specifying values for any of the other report prompts: Student Population. After you run the report for one need value. and test score ranges.

3 Handbook Reports 5-219 .Figure 98: FM Need by Quality Summary report sample June 2013 Banner Recruiting and Admissions Performance 1.

3 Handbook Reports June 2013 .Institution Gift Aid Impact on Yield Summary The Institution Gift Aid Impact on Yield Summary report shows the institution’s gift aid dollars and how they are influencing yields and headcounts based on test score ranges. Report prompts and filters You can choose to filter the Institution Gift Aid Impact on Yield Summary report results by specifying values for any of the following report prompts when you run the report: • Aid Period • Student Level Description • College Description • Admissions Population Description Business Question • How do scholarship amount ranges for students enrolling by year affect their decision to enroll? 5-220 Banner Recruiting and Admissions Performance 1. This report was built using Query Studio and is based on the PM Impact of Aid on New Enrollment package. You can use the Expand Group button to include subgroup headcounts for the prestudent accepted and enrolled status indicators.

3 Handbook Reports 5-221 .Figure 99: Institution Gift Aid Impact on Yield Summary report sample June 2013 Banner Recruiting and Admissions Performance 1.

3 Handbook Reports June 2013 .Select multiple years to create a trend report and compare multiple years of data. You can use this information as a factor in determining which students you may want to offer merit based scholarships.Potential Merit Scholarship Candidate Summary The Potential Merit Scholarship Candidate Summary report provides a headcount of financial aid applicants along with their secondary school percentile. highest ACT Composite test score across the GPA ranges. Report prompts and filters You can choose to filter the Potential Merit Scholarship Candidate Summary report results by specifying values for any of the following report prompts when you run the report: • Academic Period . This report was built using Query Studio and is based on the PM Impact of Aid on New Enrollment package. • Student Level Description • College Description • Aid Offered Indicator Description • FM Aid Applicant Indicator Description • FM Need Eligible Indicator Description Business Question • Who should be included in a merit aid program? button to view detail information by person with 5-222 Banner Recruiting and Admissions Performance 1. You can customize the report by changing the test score field displayed in the report. You can use the Expand Group quality attributes.

3 Handbook Reports 5-223 .Figure 100: Potential Merit Scholarship Candidate Summary report sample June 2013 Banner Recruiting and Admissions Performance 1.

3 Handbook Reports June 2013 .Figure 101: Potential Merit Scholarship Candidate Summary report sample with person detail expansion 5-224 Banner Recruiting and Admissions Performance 1.

total offer and institutional gift aid composition breakdowns. Report prompts and filters The Projected Tuition Discount Trend report requires values for the following selection prompts when you run the report: • Academic Period • Student Level You can choose to further filter the report results by specifying values for any of the other report prompts: Student Level. The report measures include enrolled and non-enrolled headcounts.Projected Tuition Discount Trend The Projected Tuition Discount Trend report illustrates the institution aid and institutional gift aid and how it drives enrollment. College. FM ineligible or non-aid applicant admits with aid offered and admits with no aid offered.When you specify the report prompts. and Campus. This report was built using Report Studio and is based on the PM Impact of Aid on New Enrollment package. and projected tuition discount rates based on estimated tuition and fee budget amounts. Student Population. This report consists of three initial prospective student populations: FM eligible admits with aid offered.3 Handbook Reports 5-225 . Business questions • What is the trend in projected tuition discount rate? • What are the differences in the net tuition revenue generated by targeted populations? • What amounts of institutional aid are bringing in the best enrollment results? June 2013 Banner Recruiting and Admissions Performance 1. need met percentages. You can review trends in enrollment outcomes for aid offered prospective students with an emphasis on impact of institution gift aid. you select an academic period and the report will display information for that academic period and the four previous periods. Program.

Figure 102: Projected Tuition Discount Trend report sample 5-226 Banner Recruiting and Admissions Performance 1.3 Handbook Reports June 2013 .

The report also shows the average expected family contribution. average total family income. This report was built using Query Studio and is based on the PM Impact of Aid on New Enrollment package. Report prompts and filters You can choose to filter the Socio-Economic Mix Of Aid Applicant Pool Trend report results by specifying values for any of the following report prompts when you run the report: • Aid Year Description • College Description • Residency Description Business Questions • How is the socio-economic mix of the applicant pool changing? • How is enrollment doing based on discrete socio-economic characteristics? button to view a breakdown of the information by June 2013 Banner Recruiting and Admissions Performance 1. You can use the Expand Group gender and the dependent status.Socio-Economic Mix Of Aid Applicant Pool Trend The Socio-Economic Mix Of Aid Applicant Pool Trend report illustrates your institution’s admitted and enrolled headcounts and the enrolled yield based on expected family contribution ranges. and average gross need for each range.3 Handbook Reports 5-227 . You need to hold down the Control (Ctrl) key on the keyboard as you choose multiple aid years to view this report for trends across multiple aid years.

3 Handbook Reports June 2013 .5-228 Banner Recruiting and Admissions Performance 1.

Figure 103: Socio-Economic Mix Of Aid Applicant Pool Trend report sample June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Reports 5-229 .

self help aid vary by these groups? • What factors impact the variance in the financial aid package for students within a program. Admissions Population. FM Aid Applicant. Program. Cohort. See the section “Aid Year Awards by Person Detail” on page 5-202 for more information about that report. other resources and need analysis measures. College. Aid Applicant. Residency. The report details include aid package attributes. Test Type. 5-230 Banner Recruiting and Admissions Performance 1. Packaging Complete. Institution Methodology needs calculation effect on the prospective student financial aid package? Drill-through definitions From the Total Offer by Person List Detail report. and Test Score Range. total offer composition. Business questions • Do financial aid packages differ for prospective students within a budget or packaging group? • How does the percent of the financial aid package that is gift vs. Aid Accepted. Aid Offered. Report prompts and filters The Total Offer by Person List Detail report requires values for the following selection prompts when you run the report: • Academic Period • Student Level You can further filter the report results by specifying values for any of the other report prompts: Student Population. This report was built using Report Studio and is based on the PM Impact of Aid on New Enrollment package. admissions population and residency status. Packaging Group. The initial population in this report is prospective students. college. You can drill-through from the prospective student name in this report to the “Aid Year Awards by Person Detail” report. or major? • Will the Federal vs. You can use the pre-defined filters or indicators to narrow the report population.3 Handbook Reports June 2013 . Budget Group. you can click a person’s name to drill through to the Aid Year Awards by Person Detail report. Pre-Student Status.Total Offer by Person List Detail The Total Offer by Person List Detail report provides a list of prospective students with corresponding aid information for the selected admissions academic period. IM Aid Applicant. Campus. Dependent.

Parameter Required Method Value Academic Period Aid Application Aid Offered Budget Group Campus College County Degree Department FM Aid Application Fund Source Fund Type Geographic Division Geographic Region IM Aid Application Major Nation Offer Adjusted Package Group Packaging Complete Pre-Student Status Pro Student Name Program State Student Level Student Population Needs Analysis Detail X X X Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value Pass parameter value (Default) (Default) (Default) Pass parameter value (Default) (Default) (Default) (Default) Pass parameter value (Default) (Default) (Default) Pass parameter value Pass parameter value Pass parameter value Pass data item value Pass parameter value (Default) Pass parameter value Pass parameter value Pass parameter value Academic Period Aid Accepted Aid Offered Budget Group Campus College FM Aid Applicant IM Aid Applicant Package Group Packaging Complete Pre-Student Status ID Program Student Level Student Population Needs Analysis Detail June 2013 Banner Recruiting and Admissions Performance 1.The following table specifies the drill-through parameter values for the “Aid Year Awards by Person Detail” report.3 Handbook Reports 5-231 . These are the parameter values that need to be passed from the Total Offer by Person List Detail report to the Aid Year Awards by Person Detail report for the drill-through to work correctly.

3 Handbook Reports June 2013 .Figure 104: Total Offer by Person List Detail report sample 5-232 Banner Recruiting and Admissions Performance 1.

This report was built using Query Studio and is based on the PM Impact of Aid on New Enrollment package. You can use the Expand Group button to break out the report by packaging group and see the list of students and specific numbers for each student.Unmet Need Gap by Packaging Group Summary The Unmet Need Gap by Packaging Group Summary report illustrates the average unmet need and percentage of need not met for the various packaging groups defined at your institution. Report prompts and filters You can choose to filter the Unmet Need Gap by Packaging Group Summary report results by specifying values for any of the following report prompts when you run the report: • Aid Year Description • Packaging Group Description • FM Gross Need Range • Aid Accepted Indicator Description Business Question • What is the gap between the applicant’s established need and the total financial aid package? June 2013 Banner Recruiting and Admissions Performance 1. average gross need. and average total award offer. The report also includes the average cost of attendance. You need to hold down the Control (Ctrl) key on the keyboard as you choose multiple aid years to view this report for trends across multiple aid years.3 Handbook Reports 5-233 .

3 Handbook Reports June 2013 .Figure 105: Unmet Need Gap by Packaging Group Summary report sample 5-234 Banner Recruiting and Admissions Performance 1.

Figure 106: Unmet Need Gap by Packaging Group Summary report sample with prospective student name expanded June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Reports 5-235 .

and the percent of need met across gross need ranges.3 Handbook Reports June 2013 . You can use the Expand Group button to break out the report and see unmet need ranges and the aid offered and aid accepted indicators. enrolled yield.Yield by Gross Need and Unmet Need Range Summary The Yield by Gross Need and Unmet Need Range Summary report illustrates the headcounts. This report was built using Query Studio and is based on the PM Impact of Aid on New Enrollment package. Report prompts and filters You can choose to filter the Yield by Gross Need and Unmet Need Range Summary report results by specifying values for any of the following report prompts when you run the report: • Academic Period • Student Level Description • College Description • Admissions Population Description • FM Gross Need Range Order • FM Unmet Need Range Order Business Question • How do yields vary by need level? 5-236 Banner Recruiting and Admissions Performance 1.

Figure 107: Yield by Gross Need and Unmet Need Range Summary report sample June 2013 Banner Recruiting and Admissions Performance 1.3 Handbook Reports 5-237 .

5-238 Banner Recruiting and Admissions Performance 1.3 Handbook Reports June 2013 .

our details like Query Studio or Report Studio may be better used to look at more detail data. along with their associated data sources. June 2013 Banner Recruiting and Admissions Performance 1. and hierarchies. Analysis Studio is ideal for doing multidimensional analysis and exploring large data sources to generate trend and analytical types of reports. The data model in the IBM Cognos Framework Manager presentation layer is the source for cube data. The complete design of a cube includes measures.6 Cubes A cube is a precalculated set of data based on a single SQL query. attributes. Data stored within a cube is presorted and pre-aggregated as defined by each intersection of a fact and a dimension or set of dimensions. Once data items are loaded.3 Handbook Cubes 6-1 . robust nature of cubes makes them work best with the IBM Cognos Reporting Tool Analysis Studio. You can use Analysis Studio. you can then rearrange and reformat them in a cube to answer multiple business questions. After you load and publish a cube. The cubes delivered with the performance products are defined using IBM Cognos Transformer. The powerful. After a cube is defined. you can perform the following cube operations in Cognos: • Run Cognos Extract. Report Studio or Query Studio to create reports based on the cube data and analyze your business performance. This analysis allows you to answer many questions that assess progress toward your institution’s business goals and objectives. Cubes are ideally used to quickly analyze and identify patterns by slicing and dicing the measures by many attributes and combinations of attributes. This is a benefit when compared to using typical relational database structures for reporting. Once patterns are isolated. Translate and Load (ETL) processes to load the Cognos cube (these are equivalent to Oracle Warehouse Builder (OWB) ETLs) • Define relationships within your data warehouse • Pre-aggregate the measures presented to users within the cubes Each cube is delivered with a baseline cube report that gives you a default view of the cube data. This offers you faster data retrieval and more robust analysis capabilities when building reports. it contains data from the database including pre-defined facts (measures or calculated values) and dimensions (attributes or descriptions).

Academic Time. 2. What are the number/percentage changes by ethnicity category? 4. This cube uses the Analyze Enrollment Funnel business concept. Admit.student level • Geographic region and Postal data Cube business questions 1. Confirm.3 Handbook Cubes June 2013 .gender. Review the number of prospective students and compare numbers by different demographic breakdowns to compare the decrease or increase in numbers from year to year. Academic Period Type • Funnel Status . Where did each group (based on the one or more selected attributes) enter the funnel? 6-2 Banner Recruiting and Admissions Performance 1. What are the number/percentage changes by gender? 3. the following measures: • Headcount • Funnel Days • Initial Funnel Status Days • Current Funnel Status Days The cube includes but is not limited to the following information: • Time elements . traditional • Student information . but is not limited to. citizenship.Banner Recruiting and Admissions Performance Cubes The cubes delivered with Banner Recruiting and Admissions Performance are: • “PM Prospective Student Diversity Cube” on page 6-2 • “PM Prospective Student Diversity Cube – Current Academic Period” on page 6-4 PM Prospective Student Diversity Cube Use this cube to determine demographic. and Enroll • Bio-demographic information . The cube includes. biographical and other diversity breakdowns for the total prospective student population using the Analyze Enrollment Funnel business concept. minority. Applicant.Prospect. Inquiry.

June 2013 Banner Recruiting and Admissions Performance 1. What is the average number of days each group spends in the initial funnel status? The following picture illustrates the Prospective Student Diversity Cube and some of its data.3 Handbook Cubes 6-3 .5.

the following measures: • Headcount • Funnel Days • Initial Funnel Status Days • Current Funnel Status Days Cube business questions 1. The cube includes. Review the number of prospective students by different demographic breakdowns for only the current academic period. In other words. but it only contains data for the current academic period. This cube uses the Analyze Enrollment Funnel business concept.PM Prospective Student Diversity Cube – Current Academic Period The PM Prospective Student Diversity Cube . Use this version of the cube to get a detailed look at various diversity breakdowns for the total prospective student population based on current data. It also provides an example of how to define and potentially use institution specific cubes. the cube deliberately excludes people with a disqualifying funnel status. These filters were applied so that the data in this cube could be used for a performance chart graphic to support a particular business requirement. This cube is designed to include only data for the qualifying funnel status. but is not limited to. What is the number/percentage by gender? 3. What is the number/percentage by ethnicity category? 6-4 Banner Recruiting and Admissions Performance 1.Current Academic Period contains the same information as the PM Prospective Student Diversity Cube.3 Handbook Cubes June 2013 . 2.

Current Academic Period and some of its data.3 Handbook Cubes 6-5 .The following picture illustrates the Prospective Student Diversity Cube . June 2013 Banner Recruiting and Admissions Performance 1.

Automated load and publish process for cubes You can run scripts to load and publish cubes automatically. which runs automatically on successful execution of the first script.Load and publish cubes The load process generates a cube using the data that is current in the warehouse database at the time of the load. This cube file is a Cognos-proprietary object with a . To run the automated scripts. It is referred to as a PowerCube. 1. Open script buildAPMCube (UNIX) or buildAPMCube.You can then publish the . To load individual cubes.bat (Windows) 2. Delete the comment indicator: • (UNIX) Delete the ‘#’ (number sign) comment indicator in front of each individual cube you want to load. • (Windows) Delete the ‘REM’ comment indicator in front of each individual cube you want to load. You can load all the cubes at the same time or one at a time. The following script loads the business names for the cubes and deploys or publishes the individual cubes: • buildCognosCube (UNIX) or • buildCognosCube. 3. Load or build the following script that contains the cube names and descriptions: • buildAPMCube (UNIX) • buildAPMCube. 6-6 Banner Recruiting and Admissions Performance 1. 1.mdc extension.bat (Windows) RESULT: The cube is now published successfully and you should be able to view it in Cognos.mdc file to the Cognos BI server. perform the following steps. Load individual cubes You may want to load individual cubes rather than all the cubes. Rerun the script. 2.3 Handbook Cubes June 2013 . perform the following steps.bat (Windows). The information is propagated to the second script.

12. Identify the dimensions used for the cube being defined. 4. select the new query subjects or columns to add to the cube. Add the columns. use the All Categories view. June 2013 Banner Recruiting and Admissions Performance 1. Select the measures to include and exclude in the cube. Click the Dimension tab. Open the Cognos model file (. 1. delete elements in the cube that your institution doesn’t use. 2. 13. 16. where appropriate in the Cognos model. Click the data source used in the cube. Click the Measures tab. To display in the cube. Open the data source in Transformer. 11. 5. Save the new model. Click OK. Select Insert PowerCube from the drop-down list.mdl) that you want to modify. Enter the PowerCube file name. and define or change hierarchies within the cube.  To modify a cube. Launch Cognos Connection. perform the following steps. 10.Modify a cube You may want to modify a cube to customize it with the data your institution uses. The name cannot include spaces.3 Handbook Cubes 6-7 . 14. use the Omit Dimension view. make a copy of the cube to ensure you can restore the original cube if needed. 6. To not display in the cube. 8. 7. Note NOTE: You must have a Cognos Transformer license to modify a cube. 3. 9. 15. Select Modify Columns from the drop-down list. Before you modify a delivered cube. Select the columns you want to include in the cube. You can add elements from the source data model to the cube. From the Source.

7. Open the Cognos model file (. RESULT: You can now place the cube in the proper directory and open it from Cognos Connection. 11. A “Cube created successfully” message appears on successful completion of the process. Click OK.mdl) that you want to modify. Enter a PowerCube name for the cube where you are hiding attributes. use the All Categories view. 6-8 Banner Recruiting and Admissions Performance 1. A “Cube created successfully” message appears on successful completion of the process. Enter the PowerCube file name. To display in the cube. use the Omit Dimension view. 5. Select Create Selected PowerCube from the drop-down list and allow the process to capture all the dimensions and measures. 18. 1. 2. Select Publish PowerCube as Data Source and Package from the drop-down list. To not display in the cube. To hide attributes in a cube. Hide attributes in a cube You can use the security permissions in Cognos to hide behind-the-scenes data used to determine the value for the measures. 10. a confirmation message appears. perform the following steps. 8.3 Handbook Cubes June 2013 . Select Create Selected PowerCube from the drop-down list and allow the process to capture all the dimensions and measures. The name cannot include spaces. 4. A confirmation message appears. Identify the dimensions used for the cube being defined. Launch Cognos Transformer. Select Publish PowerCube as Data Source and Package from the drop-down list. RESULT: After the cube is published. At that point. you can manually place the cube in the desired directory and open it from Cognos Connection or you can use a local Cognos installation to open the cube on your desktop. 3. 9. Select the measures to include and exclude in the cube. Click the Measures tab. Click the Dimension tab. 6.17.

2. Select the attribute that you would like to eliminate. 4.1.1.2.2. 3.1. Select the Dimension Map window.1. Create a backup of the delivered model file Example: Save baseline as WFT_ENROLLMENT_delivered.mdl file with updated model file with institution-specific changes. Select the Dimension Map window. Drag the selected attribute beneath its desired parent within the hierarchy. Press the delete key.mdl 3. Open Cognos. 5. This ensures that the automated build processes via the Administrative User Interface is not affected. Save the updated institution-specific model file. Example: Save baseline as WFT_ENROLLMENT_delivered. Open Cognos Transformer.mdl file with the updated model file with institutionspecific changes.Delete an Attribute in Cognos Model File 1. Add/Change a Hierarchy within Delivered Cognos Model File 1.mdl file) to be modified. 2. Replace the delivered . Create a backup of the delivered model file. Reload data into the cube as appropriate. Replace delivered . Open the Cognos model file (. Open the Cognos Transformer model file (. 4.3 Handbook Cubes 6-9 .1. This ensures that the automated build processes via the Administrative User Interface is not affected. 4. Select the attribute that you would like to move within a hierarchy. 4.1.1. June 2013 Banner Recruiting and Admissions Performance 1. 3. 3. 3.mdl) 3. 3.mdl file) to be modified.

For more detailed information about using Cognos Transformer. 2. application count. Nothing appears for these dimensions if they are selected using the Cognos reporting tools. 4. 6-10 Banner Recruiting and Admissions Performance 1. 1.” Category Counts in Cubes Category functionality is used in some of the Banner EDW and performance cubes to create a non-duplicated count (such as applicant count. refer to the Cognos documentation “Step-by-Step Transformer. employee count. What are cube reports? The Cognos interface provides a predefined descriptive view of database information that would otherwise require some understanding of a database query language. Click Modify the package configuration. the IBM Cognos OLAP reporting tool. Set default cube reports for individual users You can set up default cube reports for an individual user and save the report under the user’s name.3 Handbook Cubes June 2013 . They are empty dimensions. you can see and interpret the meaning of the data within the cube. Reload data into the cube as appropriate.. Click Performance Management Packages. Using the default reports and others that you create. You can retrieve the pre-aggregated data loaded into the cube in any combination of multiple dimensions and measures to quickly display multiple reports from the data. Category count uses the PERSON_UID dimensions to create measures within the cubes. The default cube reports delivered with the product are illustrative samples that expose all or most of the measures using a time attribute to give a perspective of the data.5. Click More. Click the Public Folders tab. Analysis Studio. perform the following steps. and so on) in the IBM Cognos Transformer model file. permits you to browse the data in the defined cube and answer multiple business questions. 3. Many reports can be generated from each cube. in the Actions column for the report that you want to assign to the user. Save the updated institution-specific model file.. 6. To set default reports.

. Use Reports to View Cubes The cube is similar to a storage container for all the data connection points between the dimension attributes and the measures in the cube.. Click OK. Select the cube report to open from the Recently Used Packages or from the List of all Packages menu. 12. Click Select an analysis. 7. Click OK. 9. 4. Choose the radio button for the report you want to use as the default for the package. RESULT: The cube report is displayed instead of the standard report. You can save reports to the appropriate folder within the My Folders tab in the IBM Cognos Connection. Select Default Analysis. 2. Typically cubes are opened using Analysis Studio.. 6. Open your Web browser. It is available to create many different reporting views of the data stored within the cube. 13. Select the tab. Log in to the Cognos Connect page. The controls return to the Configuration page with the new default cube report name displayed.3 Handbook Cubes 6-11 . Click OK. 11. Click the Launch drop-down link in the top right hand corner of the page to open the desired reporting tool. Click Launch.5. Refer to your IBM Cognos documentation for additional information on IBM Cognos products. or select the folder to display the desired cube report or cube package. 8. 1. Select Analysis Studio. This displays the Performance Management Packages page. June 2013 Banner Recruiting and Admissions Performance 1. 3. 10. You can also assign privileges to specific groups as a way to share the reports.

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and the progress toward achieving the related goals and objectives. Actual values are normally extracted from your information system or data warehouse. The scorecard enables operational managers and executives to see performance. The KPIs must also be measurable. You assign target (desired) values for each month. Scorecards help achieve organizational goals by defining and measuring progress through agreed upon indicators that can be measured and that reflect success factors. and specific measurable objectives. and a high-level scorecard that provides executives with visibility into the progress towards goals and objectives on a monthly basis. Banner Recruiting and Admissions Performance combines daily dashboard reports. detailed/summary/trend performance management reports. June 2013 Banner Recruiting and Admissions Performance 1. The selected Key Performance Indicators (KPIs) must reflect your institution’s goals in order for them to be key to your success. and then compare the targets with actual values. and to provide the right information to each manager based on their role. Progress toward KPIs is usually monitored on a monthly basis. interests.7 Scorecard Institutions use several layers of report data. and be long-term considerations for your institution. You can then assess the difference between the target and the performance of the actual measures. The scorecard delivered with Banner Recruiting and Admissions Performance contains the following elements that when combined enable you to monitor key performance indicators so that you can measure progress towards goals and objectives that align with your institutional mission and vision: • Mission and vision • Goals and objectives • Key Performance Indicators (KPIs) • Scores and gauges • Status indicators • Trends • Initiatives The scorecard tells how your institution is doing compared to your goals (on a numbers or percentage basis) and the objectives you are measuring against.3 Handbook Scorecard 7-1 .

immediately providing a graphical depiction of the current performance for each objective. A metric type also defines calculations for the metric type. The performance status of the goals and objectives are ultimately determined by the performance of the KPIs.The following sections briefly describe the scorecard components that you can set up.) Each goal page includes a performance indicator gauge that provides a succinct summary of the goal’s status. Strategies are the goals and objectives that are associated with a scorecard. The KPIs are attached to the objective level. variances. Because metric type definitions are not usually stored in any existing databases. such as in-state applications. target. Metrics are assigned at the objective level. sometimes you must create them. Each scorecard has a defined strategy with goals. actuals. Usually. as well as the underlying KPIs (or Key Performance Indicators) that are tracking measurable data related to each objective. (KPIs measure data related to the objective. KPIs are created before the goals and objectives are created so that you can link them to the goals and objectives. objectives. and more information about the specific goal. You use the strategy element and strategy sub element in Metric Studio to build the goals and objectives that are associated with a scorecard. a metric type identifies one aspect of performance. and initiatives for each year. and for the actual. Goal details allow you to see the status of each measurable objective. A metric is a metric type placed on a specific scorecard with values. Mission and vision statements Your institution sets the mission and vision statements. Goals and objectives You create specific goals and related objectives that will help you achieve your institution’s mission and vision.3 Handbook Scorecard June 2013 . including the targets. Each scorecard has a mission and vision statement as defined by the strategy owner. a summary of the goal’s objectives. Metrics measure performance in key areas of a business. 7-2 Banner Recruiting and Admissions Performance 1. KPIs. Metric types Metric types define the attributes for a collection of metrics. The mission and vision statement ensure that you are measuring the right things that will help you achieve your institutional goals and not just enrollment goals. Key Performance Indicators (KPIs) KPIs are called metrics in Cognos Metric Studio. and scores. KPIs contain the most detailed level of information. and compare current results to target values. They provide the overriding purpose or “big picture” goals for your institution. and tolerance metric values.

downward. Target values are the values you want to achieve and are set in the Cognos Metric Studio tool by your Scorecard Administrator. The target number represents the lowest value. variances. Trends Trends indicate a change from the previous month’s score. Actual values are normally extracted from your information system or data warehouse. and help you check performance. You can then assess the difference between the target and the performance of the actual measures. In Metric Studio. or neutral if there was no significant change compared to the previous month. Status indicators Status indicators are representations of the performance of a metric. The performance status of the goals and objectives are ultimately determined by the performance of the KPIs. First. The KPI report provides additional detailed information for a specific KPI. KPIs represent the lowest level in the Scorecard. There are two step to creating KPIs (metrics). the highest value or an exact value. The main components are: actual values. You assign target (desired) values for each month and then compare the targets with actual values. target values. Scores are computed based on factors set up for your scorecard. Trends can be upward. Scores and gauges Scores and gauges are calculated. then create the corresponding metric. You can then assess the difference between the target values and the performance of the actual measures. and the progress toward achieving the related goals and objectives. You add or change targets by opening the metric and entering the targets or tolerance percentage into the chart. create a metric type. Another important attribute of a score identifies the type of score. and the progress toward achieving the related goals and objectives.3 Handbook Scorecard 7-3 . the status of a metric is determined by its score. Targets Target (desired) values are assigned for each month and then compared to the actual values. Actuals Actual values are the monthly totals from your Banner Enterprise Data Warehouse. June 2013 Banner Recruiting and Admissions Performance 1.Progress toward KPIs is usually monitored on a monthly basis. and tolerances.

Marginal. click the SGHE Scorecards folder link. Exceptional. Very Good. 7-4 Banner Recruiting and Admissions Performance 1. you prevent displaying a false positive. Excellent). When you set up your scorecard. What you see in this folder is based on your security permissions. you can indicate whether to display three versus five state states (Very Good. Needs Improvement. Initiatives Initiatives contain information related to specific action items associated with objectives. the actual number of deposits will probably have gone up during the previous month. the score may show that the total number of deposits that should have been received up to this point is still going down. For example. Needs Action) at the bottom of the Goal report. usually as a plan to improve performance. Marginal. Open a scorecard Your Banner Recruiting and Admissions Performance system is delivered with a master scorecard which is located in Cognos Connection under the Public Folders tab of your dashboard.By calculating the trend using the score instead of actual values. The score provides a more accurate assessment of the status of that metric. Your institution may have made a copy of this folder and renamed it. Initiatives are defined by your institution. you indicate how you want the data to display.3 Handbook Scorecard June 2013 . Needs Action versus. but you cannot change what those states are called (Very Good versus. To open a scorecard. However. For example if you are measuring the number of deposits. What data displays (what fields appear) can only be changed by Ellucian as a product enhancement.

3 Handbook Scorecard 7-5 .Scorecard pages The scorecard is a series of Cognos Report Studio pages that constitute the executive interface of the Scorecard. The pages are: • “Plan the scorecard page” on page 7-6 • “Goal page” on page 7-7 • “Objective page” on page 7-8 • “Key Performance Indicators (KPI) page” on page 7-11 • “Initiatives page” on page 7-10 June 2013 Banner Recruiting and Admissions Performance 1. The following documentation identifies how to use Cognos Metric Studio and what you will see in the Scorecard Cognos Report Studio report pages listed. The delivered pages are designed to pick up what the institution defines using the Cognos Metric Studio.

so two rows are needed. and practices. services. Admissions Fall 2008 Strategic Objectives Mission The Division of Enrollment Management will: 1) Be recognized as a national model for innovative enrollment management programs. Goals and Objectives Grow Enrollments Increase First Year Freshmen Enrollments to 2000 Increase Nursing Enrollments to 190 Improve Academic Quality Increase to 1200 In-State Freshmen with ACT scores Greater Than 26 Increase to 350 Out-of-State Freshmen with Acceptable ACT or SAT Scores Leverage Financial Aid to Increase High Quality New Student Enrollment by 100 Improve Diversity Increase Aid to 300 New First Time Minority Applicants to Meet 60% or More of Need Increase to 200 Foreign Enrollments Increase to 400 Minority Enrollments Leverage Financial Aid Amounts Increase Institutional Gift Aid to Enroll 100 Additional Minority Students Very Good: Acceptable: Marginal: Needs Improvement: Needs Action: Figure 83: Plan Scorecard . and enrolls qualified students. There can be as many rows of goals as needed. counsels. there would be four rows (two goals can fit on a row). Goals and Objectives page The first page of the scorecard can handle many Goals/Objectives. 7-6 Banner Recruiting and Admissions Performance 1. Each goal can have as many objectives as needed because the objective box expands. and 3) Engage the University community in the enrollment planning process.3 Handbook Scorecard June 2013 . Vision The Division of Enrollment Management provides the highest standards of excellence in enrollment planning: actively identifies. 2) Ensure the University has a successful and diverse student population. It contains a mission statement. In the sample there are three goals. recruits. a vision statement and a performance summary of the strategic plan’s goals and objectives. If there were seven goals.Plan the scorecard page Plan Scorecard is the first page in the scorecard. It is designed to display two goals on a row. and offers services that promote student retention and success. Vision.Mission. Each goal and objective is a link to other pages that contain more information related to that goal or objective.

a summary of the goal’s objectives (Objective section).Goal page The Goal page provides additional details related to the Plan’s goals for a specific period of time. and links that enable you to access objective or KPI information. Goal details allow you to see the status of each measurable objective.3 Handbook Scorecard 7-7 . as well as the underlying KPIs that are tracking measurable data related to each objective. The example provides a link that returns to the Plan Scorecard page where you can view the performance of other goals or objectives. The Performance gauge provides a summary of the goal’s status (the goal above needs improvement). Metrics are displayed as KPIs in the scorecard. The goals on this page are the links in the shaded portion of the page. providing a graphical depiction of the current performance for each objective. In the example above. The table at the bottom of the report has a status indicator for each of the goal’s objectives. Grow Enrollments is a goal. and information associated with its objectives and their KPIs (Key Performance Indicators) to be viewed on one page. and additional information about the goal such as a description and goal owner (Information section). You can drill into goal details. It allows the goal’s performance and summary information. June 2013 Banner Recruiting and Admissions Performance 1.

associated initiatives (Properties section).The Goal page provides the following time period information at the KPI level: • Performance Status • Trend Status • Actual Values • Target Values • Variance Values • % Variance Value • Score • Owner name Objective page Each goal within the Plan Scorecard page framework has objectives. The Objective page provides additional detailed information related to each goal’s objectives and their underlying KPIs (Key Performance Indicators) on one page.3 Handbook Scorecard June 2013 . 7-8 Banner Recruiting and Admissions Performance 1. The Performance gauge provides a summary of the goal’s status (increased to 400 Minority Enrollments and needs improvement). a summary of the objective’s KPIs (Key Performance Indicators section) and additional information such as a description and objective owner. The report also contains a table of performance information related to the objective’s underlying KPIs. Metrics are displayed as KPIs in the scorecard.

The table at the bottom of the report provides an overview of the objective’s KPIs.3 Handbook Scorecard 7-9 . The Objective report provides the following time period information at the KPI level: • Performance Status • Trend Status • Actual Values • Target Values • Variance Values • % Variance Value • Score • Owner name June 2013 Banner Recruiting and Admissions Performance 1. Specific KPI information can also be accessed by double clicking one of the KPI names listed in the summary table at the bottom of the report. This report also provides a links that returns you to the Scorecard Plan or the objective’s Goal report.

Initiatives page Initiatives contain information related to specific action items associated with plan objectives. You can access this information through a link in the Properties section of the Objective page.3 Handbook Scorecard June 2013 . Each Initiative has the following properties: • Initiative Title • Initiative Description • Planned State Date • Actual State Date • Planned Finish Date • Actual Finish Date • Percent Complete • Owner Name 7-10 Banner Recruiting and Admissions Performance 1.

Progress toward KPIs is usually monitored on a monthly basis. Key Performance Indicators (KPI) page Scorecards help achieve organizational goals by defining and measuring progress through indicators that can be measured and that reflect success factors.3 Handbook Scorecard 7-11 . The KPIs must also be measurable. Note Initiatives must be updated manually. The performance status of the goals and objectives are ultimately determined by the performance of the KPIs. or the Plan Scorecard. You can return the Initiative pages’ associated Objective (Increase to 200 Foreign Enrollments in this case). June 2013 Banner Recruiting and Admissions Performance 1. the specific objective’s Goal page. KPIs represent the lowest level in the Scorecard. The KPI report provides additional detailed information for a specific KPI. You assign target (desired) values for each month and then compare the targets with actual values. The selected Key Performance Indicators (KPIs) must reflect your institution’s goals in order for them to be key to your success. You can then assess the difference between the target and the performance of the actual measures. They are not automatically updated  based on monthly data refreshes.Each objective can have multiple initiatives. Actual values are normally extracted from your information system or data warehouse. and be long-term considerations for your institution. The information contained in these pages must be entered by the initiative owner using Cognos Metric Studio. and the progress toward achieving the related goals and objectives.

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Deliver master scorecard
A sample master scorecard is delivered with Enrollment Management Performance. You can use the delivered scorecard as defined with a set of goals and objectives for the recruiting and admissions cycle. It includes metrics with admissions and financial aid data from the PM Analyze Enrollment Funnel package. Alternately, you can use Cognos Metric Studio and any one of the delivered Cognos Framework Manager packages to customize the scorecard to meet your needs. You should create the scorecard components in the following order.
1. “Mission and vision statements” on page 7-15 2. “Goals and objectives” on page 7-29 3. “Key Performance Indicators (KPIs)” on page 7-16 4. “Create metric types” on page 7-18 5. “Create metrics” on page 7-19 6. “Scores and gauges” on page 7-20 7. “Status indicators” on page 7-22 8. “Trends” on page 7-25 9. “Initiatives” on page 7-32

Related Scorecard and Metric Studio objects
Cognos Metric Studio is used to create and maintain the data elements needed for a scorecard. As you create and link strategies (scorecard names), strategy elements (goals/ objectives), metrics (key performance indicators), and projects (initiatives) you are building the individual pieces that together are viewed in the Scorecard report. You may need to complete any of the following tasks in Cognos Metric Studio to maintain the scorecards.
Object in the scorecard

Corresponding object in Metric Studio

Mission Vision Goal Objective

Strategic Objective (Strategy) Technical Description field Strategic Objective (Strategy) Description field Second level strategy element Third level strategy element

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Object in the scorecard

Corresponding object in Metric Studio

KPI Initiative

Create or update KPI by creating or updating the metric types or metrics. Metrics are linked to objectives. Create an initiative by creating a new project on the Scorecard Project tab. You must link the initiative to a goal or objective in the Strategies pane.

Create or update a scorecard
You can create a new scorecard in Cognos Metric Studio or update an existing one. A scorecard is made up of several objects within Cognos Metric Studio. Some of these objects are placeholders that have other elements attached to them. The scorecard is the first of several objects that you create to build a complete scorecard.
1. Open the dashboard, or open Cognos Connection and point it to Public Folders tab. 2. Click Launch located in the upper right hand corner. 3. Select Metric Studio. 4. Select CMM- Sungard from the Recently Used Packages field.

Your institution may have its own packages. If the package that you want is not listed, you can select it from the list of all packages.
5. Click Scorecards in the lower left pane. 6. Highlight the link in the Scorecards list below which you want this scorecard to be

created. In this way you can create multiple levels of scorecard.
Note Do not click any link if you want this scorecard to be a first level scorecard. 7. Click the New Scorecard icon at the top of the Scorecard pane. 8. Click the General tab. 9. Under Language, select the language that you want. 10. Enter a name for the scorecard in the Name field. 11. (optional) Type the description of the scorecard in the Description field.

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12. (optional) Type a technical description, such as information about the data source, in

the Technical Description field.
13. (optional) If you want to change the owner of the scorecard, click the Change owner

link and select the new owner.
14. Select the group to use by default when opening this scorecard from the Default

grouping drop-down list.
15. Enter SC-(scorecard name) in the Identification Code field. Note The SC stands for scorecard. By entering your own identification code, you can find and attach items. If you do not enter an identification code,  the system provides a randomly generated code for you. 16. If you want to set security for the scorecard, click the Permissions tab and click Edit

to add Security.
17. Click OK.

Mission and vision statements
Each scorecard has a mission and vision statement as defined by the strategy owner. The mission statement is stored in the Description field of the Strategy and the vision statement is stored in the Technical Description field of the strategy.

Create and update mission and vision statements You can update the vision or mission statement by reopening the strategy (strategic objective) and updating the Description and Technical Description fields.
1. Open the dashboard, or open Cognos Connection and point it to Public Folders tab. 2. Click Launch located in the upper right hand corner. 3. Select Metric Studio. 4. Select CMM- Sungard from the Recently Used Packages field.

Your institution may have its own packages. If the package that you want is not listed, you can select it from the list of all packages.
5. Click Strategy in the lower left pane. 6. Click the strategy you want to update.

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7. Click Details in the upper right side of the window. 8. Click the Set Properties icon in the upper right side of the page. 9. Enter the vision in the Description field. 10. Enter the mission in the Technical Description field. 11. Click OK.

Key Performance Indicators (KPIs)
Key Performance Indicators (KPIs) are called metrics in Cognos Metric Studio. KPIs are created before the goals and objectives are created so that you can link them to the goals and objectives. They represent the lowest level in the Scorecard. The performance status of the goals and objectives are ultimately determined by the performance of the KPIs. KPIs contain the most detailed level of information, including the targets, actuals, variances, and scores. Target (desired) values are assigned for each month and then compared to the actual values. You can then assess the difference between the target values and the performance of the actual measures, and the progress toward achieving the related goals and objectives. There are two step to creating KPIs (metrics). First, create a metric type, then create the corresponding metric. Below is a sample KPI page.

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Delivered KPIs There are several delivered Key Performance Indicators (metrics) available that you can use instead of creating your own. Follow the steps to view a list of delivered metrics.
1. Open the dashboard, or open Cognos Connection and point it to Public Folders tab. 2. Click Launch located in the upper right hand corner. 3. Select Metric Studio. 4. Select CMM- Sungard from the Recently Used Packages field.

Your institution may have its own packages. If the package that you want is not listed, you can select it from the list of all packages.
5. Click Metric Types in the lower left pane.

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6. Click the Metric Type you want to view. 7. Click the Metrics tab.

Create metric types
Metric types define the attributes for a collection of metrics. Usually, a metric type identifies one aspect of performance, such as in-state applications. When you select a metric type, Metric Studio shows the metrics that belong to that metric type regardless of which scorecard the metric belongs to. Because metric type definitions are not usually stored in any existing databases, sometimes you must create it. You can assign diagrams and reports to a metric type so that they appear on the diagram and report tab for every metric of that metric type. A metric type also defines calculations for the metric type, and for the actual, target, and tolerance metric values. You can compute user defined columns using user defined equations. The calculation for the metric type applies to all the metrics that belong to it. You could also define a calculation for an individual metric that overrides a calculation defined for the metric type. A metric type does not contain other metric types.
Note Since there is a one-to-one relationship between metrics and metric types, it is easier to assign metric types to objectives and assign the rollup  weights to the metric types.

To create a metric type:
1. Open the dashboard, or open Cognos Connection and point it to Public Folders tab. 2. Click Launch located in the upper right hand corner. 3. Select Metric Studio. 4. Select CMM- Sungard from the Recently Used Packages field.

Your institution may have its own packages. If the package that you want is not listed, you can select it from the list of all packages.
5. Click Metric Types in the lower left pane. 6. Click the New Metric Types icon at the top of the Metric Types pane. 7. Enter the name of the metric type in the Name field.

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8. Enter the ID in the Identification Code field. Begin the ID with MT-. Note The MT stands for metric type. By entering your own identification code, you can easily find and attach items. If you do not enter an identification  code, the system provides a randomly generated code for you. 9. Click the Columns and Calculations tab. 10. Select Rollup is last of individual value in the Business calendar rollup calculation

field for Actual, Target, Tolerance, and User Defined Columns.
11. Select Last Year Value in the Column field under the User Defined Columns section. 12. Scroll to the top of the page. 13. Click the Status Indicator tab. 14. Select a performance pattern or use the default. (See “Status indicators” on

page 7-22.)
15. Click OK.

Create metrics
Metrics measure performance in key areas of a business and compare current results to target values. A metric is a metric type placed on a specific scorecard with values. Metrics are assigned at the objective level, not at the goal level. For example, if the applicant rate is low then the Applicant metric shows a red status indicator to show a negative result. Each metric has its own metric type rather than having more generic metric types along with qualifiers. This simplifies creating and maintaining metrics. While this approach does not scale as well as using qualifiers, it is technically less challenging while meeting the current requirements. You should sort your metric types in the order in which you want them to appear on the metric lists on the “Goal page” on page 7-7 and “Objective page” on page 7-8.
Prerequisites

• Create one metric type per metric
1. Open the dashboard, or open Cognos Connection and point it to Public Folders tab. 2. Click Launch located in the upper right hand corner. 3. Select Metric Studio. 4. Select CMM- Sungard from the Recently Used Packages field.

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5. Your institution may have its own packages. If the package that you want is not listed,

you can select it from the list of all packages.
6. From Metric Studio, click Scorecards in the lower left pane. 7. Click the scorecard to which you want to add a metric. 8. Click the Metrics tab. 9. Click the New Metric icon in the upper right corner of the tab. 10. Click the Choose metric type link. 11. Click the radio button next to the metric type you want to include. 12. Click OK. 13. Enter M- in the Identification Code field. Note The M stands for metric. By entering your own identification code, you can easily find and attach items. If you do not enter an identification code,  the system provides a randomly generated code for you. 14. Click OK.

Scores and gauges
Scores and gauges are calculated. Scores are computed based on factors set up for your scorecard. The main components are: actual values, target values, variances, and tolerances. In Metric Studio, the status of a metric is determined by its score. A score is a numerical representation that determines whether a metric is on target, above target, or below target and by how much. Whether a metric is above target or below target is determined by the tolerance value set for the metric. The default tolerance for metrics is 10% above or below target.

Variance of 15 divided by tolerance unit of 5=3 units/score of 3.

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Score and gauge component

Description

Actual values Target values Variance Tolerance

The monthly totals from your Banner Enterprise Data Warehouse. Values you want to achieve, and are set up in Cognos Metric Studio by your Scorecard administrator The difference between the actual values and the target values. Variance is displayed as both an amount and percent in the table. Percent or amount of variance that is acceptable before you are alerted. Tolerance is used to calculate the scores on the gauges, the status indicators, and the trend status.
Example

If an incoming class of 800 is expected, and you are short two students, you may not want to be notified. However, if an incoming class of 800 is expected and you are short 200 students, you probably want to be notified in time to correct the shortfall. For each tolerance unit that you are away from the target, you receive a score of 1. In the example above, the tolerance is 5%. Since the variance for the first KPI is almost 15% (the example is rounded up), the score for the first KPI is almost 3. The total score of all the KPIs combined is shown as the final score in the Performance gauge.

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The final factor that influences the score and status indicators is the performance pattern. The performance pattern is set when the metric type for KPI is created (type of score). There are three types of patterns: • Above is positive
Example

Inquiries and applications are measures where the more you receive inquiries and applications, the more positive it would be for your institution. • Below is positive
Example

Controlling costs is a measure where the further you are below your target, the more positive the score • Neutral from center
Example

Number of enrolled students is a measure where the closer to the target, the better the score. Too much variance on either side is not a good score. For example, if too few students enrolled, that would be negative because the institution is under-enrolled. However, too many enrolled students would be equally bad because there would be a lack of space.

Status indicators
Status indicators in Metric Studio are representations of the performance of a metric, and help you check performance quickly. The status is indicated using a colored, three or fivestate (set by your institution) status. The default is the three-state status indicator. The delivered status indicators display throughout the scorecard.

An acceptable marginal performance can be within a tolerance level (see “Scores and gauges” on page 7-20) on either side of your target. A marginal score can be either just above or just below (for instance, within 5%) your target. The acceptable score is slightly above target (within 5-10%), and the very good score is 10% over the target (assuming a 5% tolerance).

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The status indicators are determined by the range of the score.
Status Score

Very good Acceptable Marginal Needs improvement Needs action

Above 4.5 Between 3.5 and 4.5 Between 2.5 and 3.5 Between 1.5 and 2.5 Below 1.5

The colors of the status indicators represent the following.
Color Definition

Green Partially green Yellow Partially red Red

More than one tolerance above target Within one tolerance above target Within one tolerance above or below target More than one tolerance below target More than two tolerances below target

Set the number of status indicators The default status indicator in Metric Studio is set to three-state. You can display five-state indicators instead. You can also choose the type of graphic to associate with each status indicator.
1. Open the dashboard, or open Cognos Connection and point it to Public Folders tab. 2. Click Launch located in the upper right hand corner. 3. Select Metric Studio. 4. Select CMM- Sungard from the Recently Used Packages field.

Your institution may have its own packages. If the package that you want is not listed, you can select it from the list of all packages.
5. In the Tools list, click Status indicators. 6. Click 3 state or 5 state to select the number of states you want to show.

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7. Click OK.

Set up the type of status indicators You can choose to use one of the three default status indicator types, or you can add your own set of status indicator graphics.
1. Open Cognos Connection. 2. Click the Launch link 3. Select Metric Studio 4. Click the Tools link. 5. Click Status indicators. 6. Under Manage status indicator graphics, select the style of status indicator graphics

that you want to use.
7. Click the corresponding icon in the Actions column to set the properties for the

image. The default graphic is Traffic lights.
8. Click OK.

Choose the status indicator style Use this option to specify how you want the status indicator to appear on the page.
1. Open the dashboard, or open Cognos Connection and point it to Public Folders tab. 2. Click Launch located in the upper right hand corner. 3. Select Metric Studio. 4. Select CMM- Sungard from the Recently Used Packages field.

Your institution may have its own packages. If the package that you want is not listed, you can select it from the list of all packages.
5. Click the Tools link. 6. Click Default Display Settings. 7. Under the General tab, select Check Symbols from the drop down list in the Status

Indicator Style field.

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Add or change targets Target (desired) values are assigned for each month and then compared to the actual values. Click OK. you prevent displaying a false positive. You can add or change targets by opening the metric and entering the targets or tolerance percentage into the chart. shows that the total number of deposits that should have been received so far is still going down. the actual number of deposits probably went up during the previous month. Trends can be upward. You can then assess the difference between the target values and the performance of the actual measures. The Last Year Value information can be added manually if not  previously loaded. downward. Note If you previously loaded data you only need to update the target and tolerance. Trends Trends indicate a change from the previous month’s score.8.3 Handbook Scorecard 7-25 . however. Example If you are measuring the number of deposits. If you calculate the trend using the score instead of actual values. and the progress toward achieving the related goals and objectives. June 2013 Banner Recruiting and Admissions Performance 1. or neutral if there was no significant change compared to the previous month. The score provides a more accurate assessment of the status for that metric. The score.

8. 5.3 Handbook Scorecard June 2013 . 7-26 Banner Recruiting and Admissions Performance 1. Click Launch located in the upper right hand corner. you can select it from the list of all packages. Select CMM. Select Metric Studio. 6. 7. Click the link of the name of the metric. Click the metric type you want to view. Your institution may have its own packages. or open Cognos Connection and point it to Public Folders tab.To add or change targets.Sungard from the Recently Used Packages field. Open the dashboard. Click the Metrics tab at the top of the page. 1. If the package that you want is not listed. 3. Click Metric Types in the lower left pane. 4. 2.

You return to Cognos Connection. Click the Tools menu link in the upper right hand corner. 17. Click Chart. The Edit Metric Values window opens. 15. Click the Return icon to return to Metric Studio or select Launch > Metric Studio. Click Metric Maintenance from the Tools menu in the upper right corner of the page. 16. If you create new metrics. 10. Click the List icon.). June 2013 Banner Recruiting and Admissions Performance 1. Click OK. click on the year. Change the target and tolerance values as needed.3 Handbook Scorecard 7-27 . Click the Enter Values icon (it looks like a pencil) just below the Details tab in the upper right part of the screen. The Last Year Value should be loaded at the  same time as Targets and Tolerances. 13. 14. Click OK. Click Recalculate Metric Store Derived Values from the list to run the job. 12. Note The Last Year Value field is a user defined field that is delivered with the sample scorecard (See “Add user defined columns” in the Banner Recruiting and Admissions Performance Administration Guide). 11. Note This data can be imported using an Excel spreadsheet. or bulk loaded using flat files (See “Use tab-delimited files to bulk load data” in the Banner Recruiting and Admissions Performance Administration Guide. The Last Year Value can be entered manually either from Cognos Metrics Studio. The data in a chart displays.9. 18. Pay attention to the date at the top of the metric value chart – if you need to change the  year. The data in a table displays. you need to associate the Last Year Value to the new metric.

Follow these steps to link scorecards and strategies. 7-28 Banner Recruiting and Admissions Performance 1. 1. you can see how each level of strategies represents a level in the scorecard itself. Note Leading “0” values should not be entered for Last Year Value.3 Handbook Scorecard June 2013 . strategies and metrics Strategies are the Metric Studio objects that connect everything together. Strategies are also used to create goals and objectives.  Link scorecards. From Cognos Connection. In the graphic below. Select Metric Studio.This data can be gathered in two ways to simplify loading: • You can export last year’s metrics to flat files to get the data • You can run reports from the snapshot tables in Banner EDW to get last year’s actuals. 2. click the Launch link.

 the system provides a randomly generated code for you. Click Display Other metrics strategy element checkbox in display options. If the package you want to use is not listed in the Recently Used Packages field. June 2013 Banner Recruiting and Admissions Performance 1. Note Since there is a one-to-one relationship between metrics and metric types. objectives.Sungard in the Recently Used Packages field. goals and objectives are called strategies. Goals and objectives Strategies are the goals and objectives that are associated with a scorecard. By entering your own identification code. Goals are created in Metric Studio as 2nd level strategies and objectives are created as 3rd level strategies. The description of each goal and objective is stored in the Description field for the corresponding strategy element. Click Strategies in the lower left pane. you can easily find and attach items. Type the mission statement in the Technical Description field. Enter the strategy code Identification Code field. Type the vision statement in the Description field. 7. The KPIs are attached to the objective level. and initiatives for each year. Click the New Strategy icon at the top of the Strategies pane. If you do not enter an identification code. KPIs.3 Handbook Scorecard 7-29 . 9. In Metric Studio terminology. 4. Select CMM. Enter the strategy name in the Name field. 10. 5. 8.3. you can select it  from the list of all packages. it is easier to assign metric types to objectives and assign the rollup  weights to the metric types. Note Your institution may have its own packages. Note The ST stands for Strategy. Each scorecard has a defined strategy with goals. 6.

9. you can select it  from the list of all packages. Select CMM. Enter G. Click OK.(name of goal) in the Name field. From Cognos Connection. Before a metric can be linked with an objective it must be linked to the linked scorecard. Select Weighted Average from the drop down box in the Status Calculation. Select Metric Studio. By entering your own identification code you can easily find and attach items. The Objective page provides more detailed information related to each goal’s objectives and their underlying KPIs on one page. Note Your institution may have its own packages. click the Launch link.3 Handbook Scorecard June 2013 . 2. goals are 2nd level strategies. Select Metric Studio. 7. 6. 4. 7-30 Banner Recruiting and Admissions Performance 1. click the Launch link. Create and update objectives in Metric Studio strategies In the Scorecard. Click Strategies in the lower left pane. Note The G stands for goal. 1.Sungard in the Recently Used Packages field. 2. 8. If you do not enter an identification code. 5.Create and update goals (Metric Studio strategies) In Metric Studio. Enter the name of the goal in the Name field. If the package that you want to use is not listed in the Recently Used Packages field. Click the strategy at the top of the Strategies pane to which you want to add goals. In Metric Studio. 1. 3. objectives are 3rd level strategies. Click the New Strategy Element icon at the top of the Strategies pane. the  system provides a randomly generated code for you. From Cognos Connection. You can create a strategy under the goal level. Edit or add a strategy under the Strategic Objective (scorecard) level. You should link metrics to the objective. each goal has objectives.

Click the Add link. You should see the KPIs (metrics) associated with your objective. 6. 7. Click OK. June 2013 Banner Recruiting and Admissions Performance 1. 15. Click OK. 5. Click Strategies in the lower left pane. 4. Click the New Strategy Element icon at the top of the Strategies pane. From the Metrics tab. you can select it  from the list of all packages. Click OK. 10. Select Weighted Average from the drop-down box in the Status Calculation. Note The Obj stands for objective. 12. Click the checkbox next to all of the metric types you selected. the system provides a randomly generated code for you. 9. Select CMM. Note Your institution may have its own packages. Click the checkbox next to the metrics you want to add to the objective.3. By entering your own identification code. If you do not enter an identification  code. 11. 14.Sungard in the Recently Used Packages field. Click the goal to which you want to add an objective. 16. 8. Click the Metric Types link. click the Specify the metric and metric types that can display icon in the top right corner of the Metrics tab window (it looks like a pencil). If the package that you want to use is not listed in the Recently Used Packages field. you can easily find and attach items.3 Handbook Scorecard 7-31 . Enter Obj-(name) of the objective in the Name field. 13.

From Metric Studio. 4. Click OK. If the package that you want to use is not listed in the Recently Used Packages field.Sungard in the Recently Used Packages field. Click the radio button next to the person’s name. Click the goal or objective strategy that you want to assign to an owner. objective. you cannot  assign an owner. 6. 12. Note Your institution may have its own packages. 7-32 Banner Recruiting and Admissions Performance 1. Note If your institution’s data is not set up to connect to Cognos. Click the Set properties icon in the upper right hand corner. Initiatives are defined by your institution. Select Metric Studio. 8. 10.3 Handbook Scorecard June 2013 . Navigate to the person to whom you want to assign the task. you can select it  from the list of all packages. Click the Details tab. From Cognos Connection. You can access this information through a link in the Properties section of the Objectives page. usually as a plan to improve performance.Assign an owner You can assign an owner to a goal. 7. click the Launch link. 2. click Strategies in the lower left hand pane. Click OK again. initiatives are created from the Project tab of a scorecard. 11. 1. Select CMM. In Metric Studio. 9. 5. Click the Change owner link. or KPI. 3. Initiatives Initiatives contain information related to specific action items associated with objectives.

Create initiatives
Each objective can have multiple initiatives, and the information must be entered by the Scorecard Administrator in Cognos Metric Studio.
Note Initiatives must be updated manually. They are not automatically updated  based on monthly data refreshes. 1. From Cognos Connection, click the Launch link. 2. Select Metric Studio. 3. Select the CMM_Sungard package. Note Your institution may have its own packages. If the package you want to use is not listed in the Recently Used Packages field, you can select it  from the list of all packages. 4. Click Scorecards in the pane list in the lower left hand corner. 5. Click the scorecard to which you want to add the new initiative. 6. Click the Projects tab. 7. Click the New Project icon. 8. Enter a name for the initiative in the Name field. 9. Enter a description of the initiative in the Description field. 10. Enter I-(the name of your initiative) in the Identification Code field. Note The I- stands for initiative. By entering your own identification code, you can easily find and attach items. If you do not enter an identification code,  the system provides a randomly generated code for you. 11. Scroll down to the Progress area. 12. Enter a Planned Start and Finish date. 13. (optional) Enter an Actual Start or Finish date. 14. Enter a percent in the Percent Complete field. 15. Click OK.

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16. Click the Strategies pane. 17. Click the goal or objective to which you want to attach the initiative. 18. Click the Projects tab. 19. Click the Specify the Projects . . . element icon. 20. Click the Add link. 21. Navigate to the project you created. 22. Click the checkbox next to your project 23. Click OK. 24. Click OK again.

Create a scorecard report view
There is one master report that creates a single output that contains a strategy and all the corresponding goals, objectives, KPI and initiatives. This report contains a prompt for a single strategy (defined in the Strategies section). Each strategy has a report view of this report with the correct strategy selected as a saved prompt. That report is scheduled to run nightly to refresh any content added during the day. This report view exists in the Scorecard folder that is accessed by the end users. The master report exists in a Master folder that is accessible to system administrators and report developers. The report is coded to select the current time period minus one month. That is, if the current date is March 16, 2008, the report runs for all time periods up to February 2008. In this way, there is only one report view needed for each strategy and that view is automatically refreshed when the months change.

In the Prompt window, select the date and strategy name of the scorecard you created. This links the correct scorecard strategy to the scorecard template so that the new scorecard displays properly.

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To create a scorecard report view:
1. From Cognos Connection, click the Public Folders tab. 2. Click the SGHE Scorecard folder or your institution’s scorecard folder. 3. Click the Master folder. 4. Click the Create Report View

icon in the Actions column.

5. Enter the scorecard name in the Name field. 6. Click the Select another location link. 7. Click SGHE Scorecards or your institution’s scorecards link from the breadcrumb

path at the top of the page.
8. Click OK. 9. Click Finish. 10. Click SGHE Scorecards or your institution’s scorecards link from the breadcrumb

path at the top of the page.
11. Click the Set properties icon in the Actions column next to the scorecard view that

you created.

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12. Click the Report View tab. 13. Uncheck the Prompt for values checkbox. 14. Click the Set link above the Prompt for values checkbox. 15. Select a year in the Time Period Name field. 16. Select a strategy name in the Strategy Name field. 17. Click OK. 18. Click OK again. 19. Click the scoreboard title link to review the scoreboard. 20. Navigate through the report as desired. 21. Click the Return icon to return to the SGHE Scorecard folder or your institution’s

scorecard folder.

Schedule a scorecard refresh job
You can create a single job that refreshes all the scorecards automatically on a monthly basis. Click the New Job icon just below the tabs at the top of the page. A wizard opens that walks you through each step of scheduling the job. To schedule a scorecard refresh job:
1. From Cognos Connection, click the Public Folders tab. 2. Open the SGHE Scorecard folder or your institution’s scorecard folder. 3. Click the New Job

icon at the top of the page.

4. Enter a name of the job in the Name field. 5. Click Next.

The Select the Steps window opens with no entries displayed.
6. Click the Add link below the Steps field. 7. Check the checkbox next to each scorecard you want to schedule.

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8. Click the green Add arrow to add the scorecards to the Selected Entries field.

9. Click OK. 10. Click the In Sequence radio button below Submission of Steps. 11. Check the Continue on error checkbox. 12. Click Next. 13. Click the Save and schedule radio button. 14. Click Finish.

The Schedule window opens.
15. Select the day and time you would like to schedule the job to run. 16. Click OK.

Once the extracts are published to the content store, the jobs may need to be altered and then scheduled as desired. It is important to pay attention to how the jobs run the extracts. You may run the extracts in either parallel or a series. This depends largely on the hardware environment. If you have ample CPU and RAM, and system usage is low during the scheduled time, consider running the extracts in parallel, but be careful not to run too many in parallel because Banner EDW receives all the queries at once and it could become a bottleneck.

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8

Architecture

The Banner Operational Data Store (Banner ODS) and the Banner Enterprise Data Warehouse (Banner EDW) are the data warehouse components of the Banner Performance Reporting and Analytics Business Intelligence platform. The following sections describe the architecture of this platform and the roles and integration of ODS and EDW with the other components.

BPRA product architecture
The complete suite of BPRA products provides comprehensive content across areas such as student, financial aid, finance, accounts receivables, human resources and advancement giving your institution the ability to take full advantage of the data stored in your source system by turning it into applied knowledge in the warehouse. You can use the BPRA products together to help you make informed decisions, to guide strategic institutional planning and forecasting based on analysis of historical trends, and to enhance institutional performance. The BPRA solution set includes the following products: • Banner Operational Data Store (Banner ODS) • Banner Enterprise Data Warehouse (Banner EDW) • Advancement Performance (AP) • Banner Recruiting and Admissions Performance (Banner RAP) • Banner Student Retention Performance (Banner SRP)
Note Your institution may license some or all of the BPRA products. If you do license multiple BPRA products, it is important that you understand the  relationship among all of the products as you use them.

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The following figure illustrates the components of the BPRA suite of products.

Source System Database

ODS
Replicated Banner Tables (Staging Area)
Legacy
MST_*

EDW
ODS Composite Tables Enterprise Star Schemas

Performance Management Products

using Oracle Streams or MViews

Legacy

Recruiting & Admissions Performance

Replication

ETL*

ETL* MGT_*

Banner

Banner

Reporting Data Warehouse

Student Retention Performance

MAT_*

Advance

Advance

Reporting Views

Reporting Tools OLAP Tools

Advancement Performance

Figure 6:

BPRA product architecture

Source system database
The starting point for any performance or reporting analysis solution is your source system data. The information stored in the source transactional database is ultimately the information that you want to analyze. The BPRA products are specifically designed to accept information from the Banner and Advance products. However, the BPRA products use an open design and can accept information from other sources as well. References to the “source” database refer to whichever source product you use, typically Banner or Advance.

Target database
The “target” database refers to the database where you load information from the source database. Depending on the way you license your BPRA products, this may be the Banner ODS or Banner EDW database or both.

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Banner Operational Data Store
The Banner ODS enables you to extract information from your source administrative systems and reorganize the information into a simplified set of tables in the Banner ODS database. End users can then create and deploy operational and ad hoc reports. Banner ODS provides an extensive and flexible data store and business-organized reporting views with fewer columns and improved performance. You can use these views alone, or in combination with other views. Banner ODS also uses the supported third party reporting metadata layers to deliver an enterprise business area with many prejoined conditions to enhance operational and ad hoc reporting. In the Banner ODS information from complex and normalized source tables are grouped into more simplified, denormalized tables that are grouped by concept. The following picture illustrates how data from Banner tables of person-related information are combined into one Banner ODS table named AS_PERSON.
Bannertablesofpersonalinformation

SPRIDEN

SPBPERS

SPRADDR

AS_PERSON

Bannerviewofpersonalinformation
Figure 7: Banner to Banner ODS table consolidation

In Banner, to properly access the data, you need to understand the rules used to store the data in each table and the rules used to properly join the tables. Using the Banner ODS, you can access replicated Banner data in the ODS without the need to understand the complexities of the data structure because you can retrieve the data from the view.

Banner Enterprise Data Warehouse
The Banner EDW is a multi-dimensional database that gives you a complete picture of your institution’s current and past business conditions. The Banner EDW offers comprehensive reporting and analysis capabilities by providing the following data objects:

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• Operational/Aggregate stars that you can refresh with current data on a daily basis at both a summary and detail level • Snapshot stars that offer a historical snapshots of the data at institution-specific points-in-time at a summary level This combination of current and historical data allows you to do comparative reporting and analysis. Banner EDW includes prebuilt metadata integration with the IBM Cognos BI software to enable fast deployment of reports and analytics.

Performance Management applications
The Performance Management products are a subset of BPRA products that you can license and use in conjunction with the Banner ODS and/or Banner EDW to monitor and manage your institutions business objectives and analyze outcomes. The following picture illustrates the Performance Management products and high-level features.

Performance Products and Features
Banner Recruiting and Admissions Performance Banner Student Retention Performance Advancement Performance (Advancement Analytics for Cognos)

Pre-built reports

Enterprise Data Warehouse Integration

Scorecard IBM Cognos BI Tools Dashboards

Ad hoc analysis

Administration via Administrative User Interface

End user reporting

Figure 8:

Performance Management products and features

Each Performance Management product includes the following types of objects built using the IBM Cognos Business Intelligence application: • Business Concept Packages - reporting metadata layer • Cubes - predefined reporting structures for quick analysis of summary measures by many attributes

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• Reports - display trends of outcomes, summaries of current outcomes, and detailed information about students, applicants, recruits, or constituents (depending on the product) • Dashboards - display several graphical performance charts for a specific business area on a single screen that you can review at a glance • Scorecards - display institutional goals and objectives including Key Performance Indicators (KPIs) that monitor progress toward your goals and objectives and a set of strategic initiatives that are needed to produce desired outcomes The data for these objects is stored in the Banner EDW. These objects are intended to illustrate the kind of analysis you can perform on the warehouse data. You can use the reports, dashboards, and scorecards as delivered or you can modify them to reflect the specific information you need to analyze and monitor your institution's progress.

Advancement Performance
The Advancement Performance solution provides Advancement organizations (Banner Advancement and Advance users) with innovative ways to manage prospects and campaigns, drive fundraising, engage alumni and other constituents, and more. The Advancement Performance solution is comprised of the following products: • Advancement Analytics for Cognos • Enterprise Data Warehouse (Advancement data) The Advancement Analytics for Cognos product provides the performance application content and tools and uses the Banner EDW multi-dimensional database that gives you a complete picture of your institution’s current and past business conditions. This permits your institution to report both current and historical data for summary, trend and detail reporting and analysis

Banner Recruiting and Admissions Performance
Banner Recruiting and Admissions Performance is the reporting analytics and performance portion of the Banner Relationship Management Suite that lets you easily access recruitment, admissions, and selected financial aid information and use it to create reports. Banner Recruiting and Admissions Performance uses the Banner EDW multi-dimensional database that gives you a complete picture of your institution's current and past business conditions. This permits your institution to report both current and historical data for summary, trend and detail reporting and analysis.

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Banner Student Retention Performance
You can use Banner Student Retention Performance to monitor student retention, student success (performance and progress) and student engagement to satisfy institution goals and objectives; extend and modify performance monitoring capabilities; and create operational reports and ad hoc queries that meet the specific needs of your institution. Banner Student Retention Performance uses the Banner EDW multi-dimensional database that gives you a complete picture of your institution's current and past business conditions. This permits your institution to report both current and historical data for summary, trend and detail reporting and analysis.

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The outcome may be a certificate. academic standing Academic standing is the Banner data that measures the student's academic performance in the previous timeframe. bachelor degree. academic performance Attributes and measures that demonstrate how a student is progressing in his/her study at the institution.  June 2013 Banner Recruiting and Admissions Performance 1. probation 1. associate degree. course of study. and so on.Glossary This section includes definitions for terms used within the Banner Performance Reporting and Analytics (BPRA) product suite. academic study Academic Study is used as the generic warehouse label for the student's program. The beginning academic standing is the overridden academic standing from the student's general student record or if the overridden academic standing does not exist. or curriculum. Banner rules define the credits and GPA data to be examined before assigning an academic standing value to the student. Note PM Analyze Student Progress and its snapshot include the primary curriculum from academic period admit and for the outcome for the academic period graduation. The end academic standing is the one stored for the academic period in history. academic outcome Outcome is the Banner generic word that identifies the end result of study at an institution. For example. good standing. the one stored for the previous academic period is used. Calculation: Quality Points/Credits for GPA. probation 2. Attributes includes all Credits and GPA and all Academic Standing like attributes. we track two values for academic standing (at the beginning and end of each academic period). In the warehouse. academic period GPA Measure that is calculated and reported for the student for each academic period.3 Handbook Glossary G-1 . The Recruiting and Admissions Performance includes the primary or first curriculum attached to each record number (Recruit Number or Application Number) and Student Retention Performance includes only the primary curriculum associated with the student record for each academic period. and dismissed. Keep in mind that some of these terms may not be relevant to the particular product you are using as this list encompasses terms related to all of the BPRA products.

or 4 quarters that make up a school year. and filtered using many different data fields. admit academic study Admit Academic Study is the generic warehouse label for the student's program. academic year GPA Measure that is calculated as Quality Points/Credits for GPA for all the academic periods within the academic year. 3 trimesters. or curriculum at the time of admission to the institution. and can be sorted. They set the time frame for most comparison reporting done in the package. Note PM Analysis Student Progress includes the primary curriculum from academic period admit and for the outcome for the academic period graduation. G-2 Banner Recruiting and Admissions Performance 1. They can contain trends.academic time Attributes relevant to time frames such as academic year and academic period and some attributes related to those main attributes. summaries or detail. ad hoc report Ad hoc reports are reports that are created without advance notice. These are created at the moment they are needed. grouped. admit To admit a student. The Admit academic study attributes appear for all academic periods after the academic period admit until there is a new academic  period admit usually implying admission to a new student level. Calculation: (Admit/Applicant). An academic year is made up of multiple academic periods that are usually 2 semesters. summarized. Ad hoc reports are often created by non-technical staff members. admit rate Calculation used to compare the number and percent of prospective students who move from an Applicant funnel status to an Admit funnel status in the reported time frame.3 Handbook Glossary June 2013 . course of study. academic year Academic Year is a Banner attribute of the academic period. the institution creates an admission record (SARADAP) and enters an application decision that extends an offer of admission (SARDCRV with a STVAPDC with STVAPDC_INST_ACC_IND with the value 'Y').

This table combines the data from multiple fact tables to make streamline their use in the Cognos FM Model. A relative date is a date and time that is expressed in relationship to another date/time. URIs. To execute a rule. the named input and output arguments defined in the rule are passed to the campaign or other application using the rule. business rule The set of objects. you might create a rule to provide information needed by a campaign to determine the next activity that should occur. aggregate table Aggregate tables are database table that begins with 'WAT'. and is specified by a date/time interval. You define business rules to manage your institution’s requirements within a campaign. consisting of rules. June 2013 Banner Recruiting and Admissions Performance 1. you reference the URI associated with the rule set that contains the rule. One or more rules are grouped in rule sets identified by a unique name called a Universal Resource Identifier (URI). rule sets. For example. 2008 at 1:00 am. The focus of a campaign is a communication plan that is directed towards people and organizations. business concept A logical (or functional) grouping of data that supports the reporting requirements of the business. See “multi-fact business concepts”. such as two weeks later. that works in combination to carry out an action within the system. and constants. When you use the rule. A fixed date is a specific designated date and time. It may have fixed or relative dates. applicant The person or the institution has entered an application for admission (SARADAP) record for a specific term and level. campaign A pre-defined sequence of activities designed to achieve a specific goal. banner contact Banner contact is the attribute defined by the institution to track the number of contacts a person had with the institution.3 Handbook Glossary G-3 .advisor See “faculty”. such as October 12. You should create a rule to perform a reusable business task.

and ready. A campaign activity is executed automatically by the system and does not require direct human intervention. cognos package The Cognos end user layer that represents the data included in a business concept used to create reports. Campaign statuses may include stopped. BRM Campaign.campaign activity A single task in a campaign that is performed by the system and/or the user. and Interactions. campus engagement and activities participant A set of attributes that display by academic period Banner Activities. the system-generated mass circulation of an e-mail. and the graphical model of the campaign.3 Handbook Glossary June 2013 . completed. campaign status The status of a campaign identifies the steps from the initial definition of the campaign record through the completion of the graphical model associated with the campaign. The campaign administrator role has all the system privileges (create. Advisor Assignments. G-4 Banner Recruiting and Admissions Performance 1. the date of registration and those who officially withdraw from a section after the beginning of the academic period by the course registration status. read. campaign modeler Campaign Modeler is a Banner Relationship Management graphic tool used to define and build a campaign process using drawing tools and canvas. delete) for the campaign record. campaign administrator role The role that is responsible for creating and building the campaign. update. class behaviors Indicators to identify the persons who registered late. Banner Athletic Competition (sports association). such as to increase the diversity of the student body or to attract and enroll more out-of state students. There are a number of Banner data elements stored either for the student or for a student course that identify class behaviors. You can drag and drop activities and steps onto the drawing canvas. connect them using transition lines. the activities in the campaign. Communication. for example. campaign goal The desired outcome of a campaign. Banner Contacts. and indicate decision points.

Contact See “banner contact” contacts with advisors. and so on.cohort See “student cohort” college retention rate The college retention rate is calculated as: (Number of students who register in a college (academic study attribute College) in the latter academic period)/(number of students who registered in that college for the former academic period minus anyone who should be excluded in that college). an application decision that says the person accepts the offer of admission only if the SARDCRV record consist of STVAPDC record with STVAPDC_STDN_ACC_IND with the value 'Y') in any number of ways (paid a deposit. and financial aid include Banner Contacts and Banner Relationship Management Manual Interaction data. This may be Like (Fall to Fall) or Sequential (Fall to Spring). financial aid The contacts with advisors. You can reuse constants in an unlimited number of rules. communication templates are included using the MCC activity type. confirm The student’s confirmation is identified by the system if an admissions (SARADAP) record exists and the applicant has accepted the offer (commonly. Calculation: (Confirms/Admits) constant A piece of information within a rule whose value you do not want to change. communication template A communication template is used to produce and send a large number of similarly formatted communications to a group of individuals. signed up for orientation. faculty. accepted financial aid or a scholarship. faculty.3 Handbook Glossary G-5 . Within a campaign.) confirm yield Calculation used to compare the number or percent of prospective students who move from an Admit funnel status to a Confirm funnel status in the reported time frame. former and latter academic periods. June 2013 Banner Recruiting and Admissions Performance 1.

course initial registered count Student who has or had a course registration status with an indicator to count the student as registered (SFRSTCR_RSTS_CODE with a STVRSTS_INCL_SECT_ENRL = 'Y') in the student course (Course Identification). course reference number. and so on). course passed rate This is the number of students who receive a grade that adds to Credits Passed (SHRTCKG_GRDE_CODE_FINAL or SFRSTCR_GRDE_CODE with a SHRGRDE_PASSED_IND = 'Y') in a specific Course Identification (Subject and Course number)/number of students whose grade counted in credits attempted. The sum of Course Registered plus Course Dropped plus Course Withdrawn Count is equal to the Course Initial Registered Count. This count may be used with the Registered by Census indicator In to determine the number registered as of the census date. or they have many student attributes. course credits Credits as determined by the course credits designed by registration in a course. Calculation: (Applicants/Inquiries) count The number of individual items (for example. course drop rate The course drop rate is the number of students who were registered for a course but now have a course registration status where the count in enrolled indicator is equal to 'No' (SFRSTCR_RSTS_CODE with a STVRSTS_INCL_SECT_ENRL with the value 'N'). course failed rate The course failed rate is calculated as: course failed count in a specific Course Identification (subject and course number)/number of students who were included in the initial course registered count for that course.3 Handbook Glossary June 2013 .conversion rate Calculation used to compare the number or percent of prospective students who move from an Inquiry funnel status to an Applicant funnel status in the reported time frame. curriculums. course registered count Student with a course registration status with an indicator to count as enrolled (SFRSTCR_RSTS_CODE with a STVRSTS_INCL_SECT_ENRL = 'Y') for a specified G-6 Banner Recruiting and Admissions Performance 1. and so on. the total count of applications where someone may submit applications to different programs.

traditional age. citizenship. veteran.3 Handbook Glossary G-7 . Cross tab reports display summarized counts. June 2013 Banner Recruiting and Admissions Performance 1. Admissions Cycle. or other names used to identify the processing cycle. Performance products are delivered with prebuilt Cognos cubes that are loaded with data by scheduling a job. Enrollment Funnel. active cycle. minority (race/ethnicity). and so on. This is an accumulating measure for each academic period. totals. Variations can be current cycle. cross tab report A report format that is organized into rows and columns. demographics Demographic attributes include gender. course success rate See “course passed rate” course withdrawn rate Course withdrawn rate is calculated as: Number of students who are registered for a course but now have a course registration status where the withdrawn indicator equal to 'Yes' (SFRSTCR_RSTS_CODE with a STVRSTS_WITHDRAW_IND = 'Y')/number of students who are initially registered. similar to an Excel spreadsheet format. This count may be used with the Registered by Census indicator In to determine the number registered as of the Census Date. cumulative credits Cumulative credit is the subset of student total credits as determined by the grades associated with all student courses through the academic period reported. cumulative GPA Cumulative GPA is the measure that is calculated as: Cumulative Quality Points/ Cumulative Credits for GPA for all the academic periods attended by the student through the academic period being reported. amounts. cycle Cycle can be the Recruitment Funnel.course (Course Identification). cube A cube is a three dimensional storage of data that increases speed for analysis of data. legacy. Cubes are basically precalculated reports with data that you can rearrange and reformat. percentages and ratios according to the columns and rows included in the report. and past cycle.

developmental course Instructional courses designed for students deficient in the general competencies necessary for a regular postsecondary curriculum and educational setting. A relative date is a date and time that is expressed in relationship to another date and time. campaigns or any other business component. such as two weeks later. These attributes include gender. like October 12. residency citizenship.detail report A report format that lists detailed information about individual prospects. legacy. The focus of a campaign is a communication plan that is directed towards people and organizations. minority (race/ethnicity). enroll A person is considered enrolled at the institution when that person has the Banner registration record (SFBETRM) for the academic period. and so on. applicants. These must be reviewed and set prior to executing any of the jobs to load the data into the data warehouse. international student. It may have fixed or relative dates. dimension table Database tables that store related sets of attributes that may be associated with one or more fact tables in the data warehouse. veteran. EM campaign A pre-defined sequence of activities designed to achieve a specific goal. Student courses are loaded as developmental courses using institution defined EDW extract parameter that identifies the student course attribute(s) that identify the course as developmental.3 Handbook Glossary June 2013 . and is specified by a date/time interval. traditional age. drop rate See “course drop rate” EDW Extract Parameter EDW Extract parameters are the values entered through the Admin UI by the institution to define the way in which the data is loaded in the data warehouse tables. diversity Diversity is the set of person demographic attributes and indicators that may be used to group students. recruiters. G-8 Banner Recruiting and Admissions Performance 1. A fixed date is a specific designated date and time. 2008 at 1:00 am. Typically detailed reports are lists that are grouped or sorted in a particular order.

Calculation: (Enrolled/Admits). This does not check the student level. if used in a headcount of students. After you execute an expression. enrolled ind The Enrolled Ind attribute identifies a student where the student has an enrollment record (Banner SFBETRM with the SFRSTCR_ESTS_CODE where the STVESTS_EFF_HEADCOUNT has the value 'Y') or they have a Institutional Course Maintenance Term Header (SHRTTRM) for the academic period. enrollment yield Calculation used to compare the number and percent of prospective students who move from an Admit funnel status to an Enroll funnel status in the reported time frame. You can provide values for attributes when you build the expression or make the values dynamic by supplying them when you run the expression. expression Expression is the SQL query used to search the system and retrieve a set of data that meet the criteria specified in the query. graduated or have been called into active military service. you can save the resulting data set as a population list. or service on official church missions. Students are excluded because they are deceased. So. June 2013 Banner Recruiting and Admissions Performance 1. the attribute student level must be used in the report. There are one or many dimension tables associated with a fact table defined to the data warehouse. The fact tables store all of the measures related to a concept defined in a star schema.3 Handbook Glossary G-9 . recruits. such as the Peace Corps. Students with these exclusions are identified using an institution defined EDW Extract parameter that identifies the student statuses (STVSTST) or enrollment statuses (STVESTS) that identify students who should be excluded when calculating retention rates. fact table Fact table is the database table that begins with 'WFT'. You create an expression using the Expression Builder by selecting attributes and operators to build rules. for example a group of prospects. share the common attributes defined in the query. or applicants identified by their IDs. The resulting data set.enrolled headcount Enrolled headcount is the number of students who have an enrolled indicator with a value of 'Yes' for the academic period. service with a foreign aid service of the federal government. You can build complex expressions by creating groups of conditions within an expression. exclusion Students who may be removed (deleted) from the divisor when calculating a retention or graduation rate.

only the first and second major for a curriculum are brought into the warehouse. G-10 Banner Recruiting and Admissions Performance 1. Aid Accepted. The Admissions cycle tracks prospective students from the point they become known to the institution until the institution enrolls them. The second group is added to Banner as an instructor with a faculty flag that is set as 'Yes' and shown as the primary instructor for a student course. Currently. these attributes classify students as Financial Aid Applicant. Applicant. During the process. field of study Part of the students curriculum that identifies the major or minor subject emphasis. financial aid need classifications Attributes that measure with the percent of the aid offered by financial aid source or type are provided.for example the individual’s completion of an application. The Admissions process continues after acceptance up until the student arrives on campus and attends classes. state. and Enroll. Confirm. scholarship. federal.faculty Faculty represents two groups of persons added to the business concept. Inquiry. Also.3 Handbook Glossary June 2013 . the institution’s evaluation of that application. First group is the advisors who are added to Banner as faculty information with an advisor flag that is set as 'Yes' and given as an advisor assigned to a student. and indicators of if there was an Aid Offered. and Aid Paid. Need Eligible Ind. and work. and the final decision on that application. Need Met Ind. or other. funnel The component of the academic life cycle that defines the progression of steps within the student recruitment process. financial aid source Attributes of aid offered by Banner financial aid sources such as institution. financial aid type Attributes of aid offered by the Banner financial aid types such as grant. Admit. Banner Relationship Management provides the following qualifying recruitment funnel states as baseline samples in the system: Prospect. loan. FM model Cognos meta data layer that usually represents a business concept and is delivered as one or more packages. each prospective student progresses through a series of interactions with the institution that are steps toward a successful conclusion .

the prospect’s filing of an application. some standard scores such as ACT Composite and SAT Combined. geographic region. and the prospect’s response. that an institution defines to mark a prospective student’s progress towards a particular enrollment goal. and nation that are available for the person and for secondary school and post secondary school address.3 Handbook Glossary G-11 . Placement Test 1 & 2. or states. highest test score Attribute that identifies the test score as defined by the institution in the EDW Load parameter value when data was moved to the warehouse. used to track the progress of that group of constituents toward enrollment. containing the series of conditions. and so on. see “student cohort graduation headcount” headcount The number of distinct individuals (for example. if an applicant applies more than once. county. Mathematics. Also. city. graduation headcount Measure that provides an unduplicated headcount of the persons who have an academic outcome awarded indicator equal to 'Yes' for the academic period reported. Persons must have Banner SHRDGMR record with an academic period graduation recorded to be included in this headcount (SHRDGMR_DEGS_CODE with the STVDEGS_AWARD_STATUS_IND = 'A'). The funnel status is also referred as funnel state. Language. the headcount option only counts the person one time). Also. funnel model A specific pattern for a funnel. These states include events such as a prospect’s inquiry. state/province. geographic region/postal Geographic division. your review of that application. see “EDW Extract Parameter” June 2013 Banner Recruiting and Admissions Performance 1. Values are defined for a Graduate Test 1 & 2. funnel status An individual constituent’s position or placement at a given time within the funnel. your subsequent actions upon it.funnel instance An implementation of a funnel model for a particular term and student academic level.

which is a report template used as the basis for Report Studio reports. A manually entered BRM interaction has Interaction Source as "ManuallyEntered" and an Integration Category as "Manual" or any other category code that the client may create for manual interactions. or there are one or more specific types of interactions that have been initiated by the prospect with the institution (attended a high school fair. and be measurable. and they are long-term considerations for an organization. called for more information. level cumulative GPA Cumulative GPA is calculated as: Sum of all credits for GPA/all quality points through the academic period displayed on a report. Financial. and so on). be key to its success. You can change a component once in the layout library and the change will carry to the Template and all reports based on the template. They are agreed upon as indicators which can be measured. It can be divided by student level when adding that academic study attribute to the report. Assessing the difference between target and actual measures performance and progress towards achieving related goals and objectives layout library A file that includes reusable report components like headers. and so on. major change count Number of different first major on the priority or primary academic study records from the first academic period attended through the last academic period attended.inquiry A recruiting (SRBRECR) record exists for a specific term and level and either a Prospective Student Portal account has been created. G-12 Banner Recruiting and Admissions Performance 1. and prompt page information. The KPIs selected must reflect the organization's goals. and that reflect success factors. weekly) basis. They assign target (such as desired) values for each month and then compare their targets with actual values. Organizations usually monitor progress towards KPIs on a monthly (or daily. footers. manual interaction A manual interaction is created in the Banner Relationship Management product. Actual values are normally extracted from an organization’s information system or data warehouse. The components defined in the layout library are used within the Template.3 Handbook Glossary June 2013 . Examples are Advising. key performance indicator (KPI) Help achieve organizational goals by defining and measuring progress. Mentorship. Tutoring. had a campus visit.

course of study. it is recommended that values set for the parameter maps should be reviewed and set during data setup for the warehouse. outcome credits Outcome credit is the subset of student total credits as determined by the grades associated with courses that are used to complete requirements.  Outcome academic study attributes appear when there is a Banner outcome record and all academic periods after it is created. multi-fact business concepts Several of the Banner Recruiting and Admissions Performance business concepts use many fact tables together to report on any of the data combined in the Framework Manager model on a report. Also. Note PM Analysis Student Progress includes the primary curriculum from academic period admit and for the outcome for the academic period graduation. Some use an aggregate fact table to combine and report the data from multiple facts. However. or curriculum at the time of graduation from the institution. outcome academic study Generic warehouse label for the student's program.3 Handbook Glossary G-13 . letters. parameter map Values entered through the Admin UI by the institution to define the way in which data is displayed in the Cognos packages. When used in a campaign and the campaign process reaches the MCC activity. see “aggregate table”. and calculate GPA for the academic outcome. The MCC tool also tracks distributed communications.Multi Channel Communication (MCC) The component of the Banner Relationship Management application that clients use to create communication templates (such as for e-mail distribution) to send information to prospective students. whether or not the outcome awarded indicator equal to 'Yes'. June 2013 Banner Recruiting and Admissions Performance 1. If alerts or errors occur for a campaign instance. MCC activities allow for sending a communication to a number of prospective students at once or to a single individual. the communication will automatically be sent to each individual on the population list. You can send e-mails. These values can be changed at any time and reflected immediately through the Cognos Connection. or targeted announcements. you will be able to monitor and respond to these alerts.

or profiles. persisted Indicates whether the student who is with the institution in the previous academic period is also there in the next academic period. You create a population list to serve as the target of an enrollment campaign or communication. and designed to fit in one of the dashboard report sections. You use a permission to allow or restrict access to areas of the workspace. Several different performance charts are delivered with each performance product. The Latest Post Secondary Ind attribute set with a value 'Yes' identifies the last Post-Secondary school attended by the student recorded in Banner. Permissions are assigned to a user role. G-14 Banner Recruiting and Admissions Performance 1. that share one or more common attributes or groups of attributes. There are a number of attributes in the Student Retention Performance packages that give this information but do not have this specific label. Post secondary school degree and major information include academic outcomes and a record for this institution.performance chart A performance chart is simply a graphic report built with Report Studio. This helps to provide accurate information for undergraduates from this institution applying for a graduate program. See “retention status” and the various headcounts provided. post secondary school characteristics Attribute that identifies the institution as either public/private or 2 year/4 year. Each permission defines the level of access a user has within the workspace. population list A defined group of individual profiles used as the target audience for a particular goal. edit or delete campaign information. A population list consists of a number of prospective constituents. post secondary school All post secondary schools attended are available in the Performance package.3 Handbook Glossary June 2013 . permission Permissions are a means of implementing security within Banner Relationship Management. For example. The Banner source background characteristic codes defined by the institution must be defined as EDW Extract Parameters to make this data to be available. you can create a permission that allows a user to only view campaign details and create another permission that allows a user to add.

progress to degree The progress to degree is the Banner data that is used for identifying End of Term Academic Standing.3 Handbook Glossary G-15 .post secondary school last attended Attribute that identifies the last post secondary school attended by the student who is recorded on Banner. The data can be reviewed as the overall score or divided by factor groups and factors. profile manager The workspace component of the Banner Relationship Management application that recruiters use to manage information about prospective students. prospect Prospect is a recruiting (SRBRECR) record that exist for a specific term and level. pre student academic ability See “quality attributes” primary advisor The advisor assigned for the academic period marked with a primary advisor indicator 'Yes' is known as the Primary Advisor. names or data purchased from the College Board. program retention rate The program retention rate is calculated as: Number of students who register in a program (academic study attribute Program) in the latter academic period/(the number of students who registered in that program for the former academic period minus any one who should be excluded in that program). Academic Year. For example. and latter academic periods. June 2013 Banner Recruiting and Admissions Performance 1. The Primary Advisors are (with advisor type and primary indicator) assigned to the student by academic period using the Banner Advisor Assignment Form (SGAADVR). probability and desirability score The probability and desirability score is calculated based on the model defined by your institution. Cumulative. former. It provides a complete view of a recruiter’s prospects. and Academic Period GPAs and Total and Cumulative Credits. Data from previous education (SORPCOL) and from institution academic outcomes (SHRDGMR) are used to determine the last institution attended. The program retention rate can be calculated for Like (Fall to Fall) or Sequential (Fall to Spring).

prospective student Any person who has either a recruitment information or admission application record or both for the academic period. Prospective Student Portal (PSP) The web interface that provides an individual’s access to the university. registered headcount Registered headcounts are calculated as the number of students who have at least one registered section (SFRSTCR with the SFRSTCR_RSTS_CODE with a STVRSTS_INCL_SECT_ENRL = 'Y') record for the academic period. prior to his or her acceptance and enrollment. ACT Composite. in other words.to) for reporting. remedial courses See “developmental course” response rate Calculation used to compare the number and percent of prospective students who move from a Prospect funnel status to an Inquiry funnel status in the reported time frame. Each retention period in the package includes a unique set of academic periods (from . and other institution specified tests. G-16 Banner Recruiting and Admissions Performance 1. It identifies status for the person who was registered in the from academic period in the to academic period. The PSP is a designated “slice” of the Luminis Platform. These may also include Transfer Credits & Ranges and Transfer GPA & Ranges as applicable. registered ind Attribute that identifies whether a student has registration in the academic period for at least one student course (Banner SFRSTCR or SHRTCKN). quality attributes Quality attributes are the pre-student academic quality measures (academic ability) that include Secondary School GPA.3 Handbook Glossary June 2013 . you do not need to own the entire Luminis product to use Banner Relationship Management. PSP excludes the Luminis e-mail and calendar functionality. SAT Combined test scores. Secondary School Percentile. Calculation: (Inquiries/Prospects) retention period/academic period (specific) Timeframe that permits comparison reporting of metrics. It is important to understand that the retention status displayed with a retention period identifies the retention forward.

retention status Retention Status identifies whether the student who is registered in one academic period is registered in the next (like or sequential) academic period. or not retained (did not register for the to academic period). role An institution-defined job responsibility that can be associated with one or more business processes and tasks. The role assignment defines what areas of the system the user can access. such as a recruiter. To execute a business rule. admissions office student worker. The retention status values are excluded (as the student is deceased. such as to modify funnel status calculation. You execute a rule in the context of a rule set by identifying the URI associated with the rule set.It is important to understand that the retention status displayed with a retention period identifies the retention forward. The rule set is the executable unit within business rules. secondary school characteristics Identifies the institution as either public. or the person was representing homeschooled.3 Handbook Glossary G-17 . The Banner source background characteristic codes defined by the institution must be defined as EDW Extract Parameters for this data to be available. retention rate The Retention Rate measures the number of students who register (have a registration status that counts in enrolled) for the next academic period/number of students who were registered in the first academic period minus any excluded students. you execute the URI associated with the rule set that contains the rule. private. rule set A rule set is a container that holds one or more rules. and the results are returned as a ResultSet of objects. which specifies business logic used within the system. the named input and output arguments defined in the rule are passed to the set of rules. Each user account must be assigned to at least one role. It identifies the retention status for the person who was registered in the “from” academic period and their retention status for the “to” academic period. graduated. When you run the rule. rule The component within business rules that defines the rule statement. June 2013 Banner Recruiting and Admissions Performance 1. an admissions officer. or has one of the status specified in the EDW Extract Parameters). retained (registered in the to academic period). You define business rules to manage your institution’s requirements. One or more business rules are grouped in a rule set that is associated with a Universal Resource Identifier (URI).

and Transfer (transferred from a previous post secondary school) with student specific details such as the final grade and credits. the cohort may be the Fall 2010 Bachelor of Science Students or any other group that the institution wants to track from admission to graduation. freshman. Reports that show results over time are easily created from snapshots. Expected. student cohort graduation status Institution defined student cohorts that are defined in Banner with a cohort end academic period will have a calculated graduation status in the warehouse. Snapshots capture data for specific events (such as Early Decision) or on a recurring calendar basis (for example. daily. Student are either Not Expected. second year. student cohort Institution defined student cohorts recorded in Banner for the student by academic period. or Past Expected as a graduation status by comparing the student cohort academic period end to the academic period loaded into the data warehouse tables. monthly). student cohort graduation headcount Unduplicated number of students who have a student cohort and an academic outcome awarded indicator equal to 'Yes' in an academic period.snapshot Data warehouse tables that are 'frozen' in time.3 Handbook Glossary June 2013 . and so on as the student begins the academic period. The student course attributes include course G-18 Banner Recruiting and Admissions Performance 1. weekly. student classification Student classification attribute normally defined as first year. student attribute Institution defined student attributes recorded in Banner for the student by academic period to track special characteristics used to identify and segregate students for reporting. History (completed). Snapshots also contain measures that may be loaded into Scorecard KPI 'actual' values. sophomore. student course Includes all student courses that are Registration (in progress). student cohort graduation rate The student cohort graduation rate is calculated as: Number of student cohort graduated/number of persons expected to complete an outcome (student cohort graduation status equal 'Expected'). third year. For example. Snapshot tables are designed to support longitudinal reporting and scorecards.

These attributes include some federal and institutional methodology data as well as indicators that may be used to determine.data such as course identification. and Student Not Registered Headcount. athletics. The system calculates the student headcount from the number of student records that meet at least one of the following criteria: • Student has a Permit to Enroll Ind attribute with value Yes (SGBSTDN_STST_CODE that has a STVSTST_REG_IND = 'Y'). campaigns). Withdrawn Headcount. Measures include course headcounts and rates. Banner contact. former and latter academic periods. communication.3 Handbook Glossary G-19 . and so on. primary instructor. session and meeting days and times. student level retention rate The student level retention rate is calculated as: Number of students who register in a student level (academic study attribute Student Level) in the latter academic period/ (the number of students who registered in that student level for the former academic period minus any who should be excluded in that student level). instructional method. section detail like schedule type. course number. Data includes all interactions (manual. and GPA. subject. • Student has registration or history student courses for the academic period (has a SFRSTCR or SHRTCKN record). initial registration status date. undergraduate. student financials Includes a subset of the data used for financial aid needs analysis. and date. when all Banner indicators are set as expected. student level Attribute that identifies the student levels such as graduate. This may be like (Fall to Fall) or sequential (Fall to Spring). current registration status. credits. if the financial assistance offered to the student may have an impact on their retention. and advisor assignment. • Student meet the readmission academic period criteria for the academic period loaded (registered in the academic period or a later academic period that the one specified in the SOBTERM_READM_REQ rule). activities. June 2013 Banner Recruiting and Admissions Performance 1. When looking at Student Academic Period measures the student headcount should equal the sum of Registered Headcount. student engagement student engagement includes measures and attributes that analyze how engaged the student is with and by the institution. student headcount Student headcount is the unduplicated count of persons who are eligible to enroll or have course registration in the academic period.

student level.3 Handbook Glossary June 2013 . and college retention headcount for the Retention Period (like or sequential). applying for an outcome (degree). credits earned. or Excluded. academic standing. Also. Student performance data includes all enrollment patterns. For example. program. student status indicators Set of indicators that may be used to divide and classify student numbers and to analyze students by common attributes. and so on. this attribute gives the number of persons who are eligible to enroll or have a SGBSTDN_STST_CODE parameter with a Permit to Enroll Ind attribute that is set with a value ‘Yes'. G-20 Banner Recruiting and Admissions Performance 1. student population Student population attribute identifies the Banner student type normally defined as new first time. and student course detail. Not Retained. and so on. continuing. outcomes awarded. GPAs. student performance Measures and attributes that analyze how the student is progressing and performing while being retained by the institution. student progress see “academic performance” student retention rate See “retention rate” student retention status Identifies whether the student counts in the overall. students with housing assignments.student not registered headcount Student not registered headcount is the unduplicated count of persons who do not have any enrollment or registration activity for the academic period (no Banner SFBETRM or SHRTTRM records). This attribute has one of the values such as Retained. transfer. new students for the academic period.

URI (Universal Resource Identifier) A URI. or diversity categories. Performance product. In addition. You associate a URI with a rule set to give the rule set an immutable and unique identifier. For example. trend report A report format that shows summary results over time (for example. target target is the group of individuals or an organization (such as a high school) that share a set of common characteristics (attributes) and is connected to a campaign. counts. After you create user accounts and roles. a role assignment defines what areas of the system the user can access. Often they are used during a planning phase to understand previous results before setting goals and objectives for future campaigns or initiatives. such as for ad-hoc activities and communications.3 Handbook Glossary G-21 . in the Banner Relationship Management product. ratios. A user needs a user account with a unique user ID and password to access the system. user A person who log in to Banner Relationship Management. demographics. The URI name is the actual rule component that you execute to perform the rules within the associated rule set. you apply permissions to roles and then associate user accounts with roles. or percentages. academic years). monthly. term GPA See “academic period GPA” total credits Subset of student total credits as determined by the grades associated with all student courses for a specific academic period. June 2013 Banner Recruiting and Admissions Performance 1. is the unique name used to identify a rule set. This gives each user the access permissions defined by their assigned roles. summary numbers. Usually. academic terms. Targets can also be used for other purposes.summary report A report format that contains aggregated. or Banner system. each user account must be assigned permissions within the specific product security set up. Trend reports are used to document changes in outcomes over time. summary reports display aggregated values grouped and sorted by a set of specific attributes such as Funnel Status. weekly. ranges of academic scores. or Universal Resource Identifier.

G-22 Banner Recruiting and Admissions Performance 1.3 Handbook Glossary June 2013 .withdrawn headcount Number of students who had an enrolled indicator of 'Yes' for the academic period but now has an Enrollment Status with a withdrawn indicator equal to 'Yes' (SFBETRM_ESTS_CODE with a STVESTS_WD_IND or STVESTS_THIRD_PARTY_WD_IND = 'Y').