Skip to main content

Return to TX Community

Liaison

TargetX Delivered Dashboards

Dashboards are stored in folders, which can be customized to provide access to certain users based on permissions. TargetX delivers dashboards for Recruitment and Retention.

Delivered with Recruitment

Applicant Dashboard

Folder: Applicant Report Dashboards

Component Name Description
Applicants (by Start Term) Count of Submitted Applications grouped by Start Term and Year filtered by Application Stage.
Applicants by Status Count of Applications grouped by Start Term and Year and Application Status.
Applicants by State Count of Applications grouped by Mailing State/Province filtered by Application Stage.
Applicants by Country Count of Applications grouped by Mailing Country filtered by Application Stage.

Enrollment Dashboard

Folder: Enrollment Report Dashboards

Component Name

Description

Deposit Fees Paid to Date

Count of Accepted Applications grouped by Start Term and Year filtered by Application Stage  and Deposit Amount.

Accepted Applicants

Count of Accepted Applications grouped by Start Term and Year.

Denied Applicants Count of Applications grouped by Start Term and Year filtered by Application Status.

Conditional Accept Applicants

Count of Applications grouped by Start Term and Year filtered by Application Status.

Enrollment Top Tens

Folder: Enrollment Report Dashboards

Component Name

Description

Applications by School for <Term> <Year> (Feeder School Applications)

Count of Applications grouped by Account filtered by Student Stage and Start Term and Year.

Students by Anticipated Major

Count of Anticipated Majors grouped by Student Stage.

Students by State

Count of Student Stage grouped by Mailing State.

Prospect Dashboard

Folder: Prospect Report Dashboards

Component Name Description

Prospects by Anticipated Start Term

Count of Prospects grouped by Anticipated Start Term Year filtered by Student Stage.

Prospects by Source Count of Prospects grouped by Source, filtered by Student Stage.

Inquiry Dashboard

Folder: Inquiry Report Dashboards

Component Name Description

javascript:void('h3')Inquiries by Anticipated Start Term

Count of Inquiries grouped by Anticipated Start Term Year, filtered by Student Stage.

Financial Aid Dashboard

Folder: Financial Aid Report Dashboards

Component Name Description

Inquiries by Pre-Award Type

Count of Inquiries grouped by Anticipated Start Term Year, filtered by Student Stage and Anticipated FYDate.

Applicants by Pre-Award Type

Count of Applicants grouped by Anticipated Start Term Year, filtered by Student Stage and Anticipated FYDate.

ISIR Inquiries by Status

Count of Students grouped by Student Stage and Anticipated Start Term Year, filtered by Student Stage and ISIR Received flag.

Territory Dashboard

Folder: Territory Report Dashboards

Component Name Description

Students by Admissions Officer

Count of Applicants grouped by Admissions Officer (ie Owner).

Students by Admissions Officer & Status

Count of Applicants grouped by Admissions Officer (ie Owner) and Student Stage.

Delivered with Retention

Retention Dashboard

Folder: Retention Reports

Component Name Description

Advising Items by Type

Count of Advising Record Types grouped by Advising Record Types.

Students by Major

Count of Students grouped by Anticipated Major.

Students by Type

Count of Students grouped by Student Type.

 

  • Was this article helpful?