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Admin Management

Reporting Dashboard

Forecast and Plan Faster with TuitionEP’s Reporting Dashboard

The reporting dashboard enables users to take control and run their organization with speed and efficiency. TuitionEP’s reports are built with machine learning, which allows for a tight and robust experience throughout. Intuitive search pulls the records intuitively as you type. Over time, the system displays the common content you need at your fingertips.
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The Dashboard that School Administrators Love

The initial screen that loads after logging into TuitionEP is the dashboard overview. This screen is packed with pertinent information ranging from revenue this month to recent payments and even a quick link to download a past-due report. TuitionEP was built to show the most important data upfront and center. Schools typically don’t know how much revenue came in for a specific month, and they rarely have access to that data live. The reporting dashboard empowers leadership teams by providing this information in a place that’s easy to access, scan, and download. That way, they no longer have to guess how the school year is going.

Reporting is Enabled Everywhere

Throughout TuitionEP, you’ll have access to the speed of reporting. Below are the common places you’ll need to use these features.
Payment Reports
Fee Stream
Donations
Invoices
Profiles
Students
Enrollment
Form Builder
Notifications

Payment Reports

Need to find if a parent paid a specific fee? Simply just start typing their name and the entire system filters out all irrelevant parents (yikes!) and serves up precisely what you need. Filter by the following payment statuses: Success, Failed, Past Due, Pending, Refunded, Waived, Financial Aid, and Due to get the information you need. Cross examine your payments by date range to really filter down on the needed information on a specific payment or set of payments. Lastly, if needed, the filtering will control what is exported. So if you simply put all Past Due fees, your export will include only past due fees in the export. And it's lightning fast.

Fee Stream

Fee stream is filterable by type of fee name, type, and due date. This allows administrators to quickly report on activity of what fees were created and when fees are due. Also, filtering by specific type of fee quickly cuts through the clutter and views exactly what is needed.

Donations

One of the most frustrating issues that can face any fundraising campaign is finding the donor who contributed at one time in your history. TuitionEP lists all donors on the donor dashboard, and then can be drilled down into if desired by campaign. This allows for macro and micro insight into your holistic donation endeavors.

Invoices

Even though they are not as common as fees, sometimes invoices need to be search quickly. TuitionEP's invoices allows for rapid search for administrators and any power user that needs to quickly find an invoice, or who paid an invoice. Payments can also be searched based on a multitude of values and filters.

Profiles

Ranging from parents, guarantors, customers, self-pay students, administrators, bookkeepers, and virtually anyone else, is searchable via profiles. The most typical profile roles are parent, guest, school admin, and teacher, however, we've seen need for organizations to customize, which is fine. All searchable using TuitionEP's intuitive search.

Students

TuitionEP cuts no corners when it comes to finding students. Typically the lifeblood of your organization, students can be filtered by status, grade, group, or enrollment date to quickly enable you to find the right student in the shortest amount of time.

Enrollment

Admissions can be time consuming. With reporting powering enrollment all prospects, by pipeline step can be easily pulled up. Sending an applicant to nurture or not a fit? No worries, the same reporting search capabilities are baked into those statuses as well. Forgot the person's name, but know the date? Great, filter by prospect date range and intuitive filtering occurs and helps you remember who did what in your enrollment process.

Enrollment has a full forecasting module as well, to help with guiding leadership teams on need, capacity, goals, and then visually seeing how the admissions teams are doing. This can be filtered by school year, to set goals appropriately and timely for your team. Need to fill a specific grade, simply set the goal higher and the cross functional teams can see how the target is tracking.

Lastly, need to export out as a CSV? Sure, this can allow you to integrate with a multitude of other systems if needed.

Form Builder

Looking for the form or template that was used... years ago, and aren't sure where... Yes, with form builder all forms or templates are searchable. Add more power to your search by filtering by status or group. Need to find a specific entry from a parent or customer? No problem, intuitive search saves the day, everyday.

Notifications

Yes, even notifications has the power of intuitive search built in. All notifications and all templates created for your organization can quickly be searched and more importantly, found.

Enrollment Reporting

Admissions can be a time-consuming process. With reporting powering the enrollment module, all prospects can be easily filtered by where they are in the pipeline. The same reporting search capabilities are baked into the “nurture” and “not a fit” categories. Filter by prospect date range if you can’t remember who did what in your enrollment process. 

The enrollment module features a full forecasting module as well, to help with guiding leadership teams on need, capacity, and goals. Now you can visualize how your admissions teams are doing so you can set goals that are appropriate and timely. Set different capacity goals for different grades, and track how each grade is doing year after year. 

Lastly, you have the ability to export out as a CSV, just in case you want to integrate with other systems that use this format.

Reporting Dashboard FAQs

No. At this time, we do not have this on our list of upcoming features, but that might change. As the data is live, you simply need to know which view you want, and the data is there, but scheduling emails to send reports is currently not available.

TuitionEP was built with power users in mind. Whether it's for one school or a district filled with schools, you have access to search quickly and efficiently by switching between schools on the fly.

No. The way TuitionEP is built, you rarely "run reports" but rather access the data in report format. The power of TuitionEP helps you make data-driven decisions. You can run and export out data, in both excel and csv formats.

We’ve actually been able to consolidate out of three systems down to TuitionEP. They’ve really worked with us to find solutions across our organization.
Derek Cummings
Head of School // Creation Village World School
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TuitionEP is available to respond to your inquiries whether you’re a teacher, administrator, company owner, nonprofit executive, parent, or student.
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