How can I generate reports for the staff list of lead-generating personnel?

To track staff contributions in admission lead generation, use the Admission Summary Report with Format 3. This format displays staff-wise lead counts for better tracking and analysis.

Steps to Access the Report:

  1. Go to Student > Admission > Admission Reports.
  2. Click on Admission Summary.
  3. Apply the following filters:
    • Academic Session: Choose the desired session.
    • Format: Select “Format 3” to view lead generation data.
    • Lead Generated By: (Appears after selecting Format 3) – choose a specific staff member or keep it as All.
  4. Click Submit to generate the report.

Downloading the Report:

Click the icons to download:

  •  for Excel
  •  for PDF format

The report will be saved to your device.

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