TargetX Delivered Reports

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Delivered with Email

Report Folder	Report Name	Description
Broadcast Email Reports	Average Campaign Statistics	Average Campaign Statistics for all campaigns in a calendar year.
Broadcast Email Reports	Broadcast Intelligence Report	Broadcast Intelligence for all broadcasts in a calendar year.
Broadcast Email Reports	Campaign Intelligence Report	Campaign Intelligence Report for all campaigns.
Broadcast Email Reports	Daily Campaign Activity, last 7 days	Daily Campaign Activity sub-totalled by day during the last 7 days.
Broadcast Email Reports	Overall Campaign Statistics	Overall Campaign Statistics for current calendar year.

Delivered with Events

Report Folder	Report Name	Description
Event Reports	Summary of all Events	All Events with count of Registered Attendees, Attended, Confirmed Registrants, Cancelled and Max Attendees for each.
Event Reports	This Week's Visitors by Owner	Listing of events and attendee for the current week, summarized by Contact Owner.
Event Reports	This Week's Visitors	Listing of events and attendee for the current week.
Event Reports	Today's Visitors	Listing of events and attendee for the current date.
Event Reports	Events Attendees, next 30 days	Listing of events and attendee occurring in the next 30 days.
Event Reports	Events Attendees, last 30 days	Listing of events and attendee that occurred in the last 30 days.
Event Reports	Events in the next 30 days	Listing of events occurring in the next 30 days.
Event Reports	Events in the last 30 days	Listing of events that occurred in the last 30 days.

Delivered with Retention

Report Folder	Report Name	Description
Retention Reports	Courses: by Level, by Student	Courses: by Level, by Student
Retention Reports	Courses: by Term, by Student	Courses: by Term, by Student
Retention Reports	Student Advising: Accolade/Kudos	Student Advising: Accolade/Kudos
Retention Reports	Student Advising: Alerts	Student Advising: Alerts
Retention Reports	Student Advising: by Type, by Category	Student Advising: by Type, by Category
Retention Reports	Student Advising: Holds	Student Advising: Holds
Retention Reports	Student Advising: Referrals	Student Advising: Referrals
Retention Reports	Students: Activities/Interests (All)	Students: Activities/Interests (All)
Retention Reports	Students: Activities/Interests (Current)	Students: Activities/Interests (Current)
Retention Reports	Students: All Success Team Members	Students: All Success Team Members
Retention Reports	Students: by Primary Advisor	Students: by Primary Advisor

Delivered with Data Management

Report Folder	Report Name	Description
TargetX CRM Data Management	ACT Student/Test Detail Report	Audit report used to validate data imported via ACT.
TargetX CRM Data Management	Cappex Student Detail Report	Audit report used to validate data imported via Cappex.
TargetX CRM Data Management	College Board Search Stu Detail Report	Audit report used to validate data imported via Student Search Services.
TargetX CRM Data Management	Common App Student/App Detail Report	Audit report used to validate data imported via Common App.
TargetX CRM Data Management	GMAT Student/Test Detail Report	Audit report used to validate data imported via GMAT
TargetX CRM Data Management	GRE Student/Test Detail Report	Audit report used to validate data imported via GRE.
TargetX CRM Data Management	NRCCUA Student/Family Detail Report	Audit report used to validate data imported via NRCCUA.
TargetX CRM Data Management	R+ Student/App Detail Report	Audit report used to validate data imported via R+.
TargetX CRM Data Management	SAT Student/Test Detail Report	Audit report used to validate data imported via SAT.
TargetX CRM Data Management	School Detail Report	Audit Report for Schools (Accounts)
TargetX CRM Data Management	TargetX CRM - Student Detail Report	TargetX CRM - Student Detail Report
TargetX CRM Data Management	TOEFL Student/Test Detail Report	Audit report used to validate data imported via TOEFL.

Delivered with Recruitment Manager

Report Folder	Report Name	Description
Application Reports	Admitted Applicants Without A Deposit	List of Applicants by Major filtered by Application Stage and Deposit Amount.
Application Reports	Applicants by App Status	List of Applicants by Start Term and Year and App Status filtered by Application Stage.
Application Reports	Applicants by Country	List of Applicants grouped by Mailing Country filtered by Application Stage.
Application Reports	Applicants by Start Term	List of Applicants grouped by Start Term and Year filtered by Application Stage.
Application Reports	Applicants by State	List of Applicants grouped by Mailing State filtered by Application Stage.
Application Reports	Applicants Desiring Housing	List of Applicants filtered by Housing, listed with Mailing Address information.
Application Reports	Application Fees Paid to Date	List of Applicants filtered by Application State and Application Fee Payment Received, grouped by Start Term and Year.
Application Reports	Applications by Major by Term	List of Applicants by Start Term and Year, Major and Application Status.
Application Reports	Applications By Student Type And Major	List of Applicants grouped by Student Type, Major and Application Status.
Application Reports	Senior fall YTD counts	Count of Applications created by Start Term and Year, grouped by Created Date (Year).
Dashboard Reports	Feeder School Applications	Count of Applications by Account Name, grouped by Application Stage. (Chart & Report)
Dashboard Reports	Students by Major	Count of Applicants by Anticipated Major, grouped by Student Stage. (Chart & Report)
Dashboard Reports	Students by State	Count of Applicants by State, grouped by Student Stage. (Chart & Report)
Enrollment Reports	Accepted Applicants by Term	Count of Applicants by Application Status, grouped by Start Term and Year.
Enrollment Reports	Conditional Accept Applicants	List of Applicants filtered by Application Status, grouped by Start Term and Year.
Enrollment Reports	Denied Applicants	List of Applicants filtered by Application Status, grouped by Start Term and Year.
Enrollment Reports	Deposit Fees Paid to Date	List of Applicants filtered by Application Stage and Deposit Amount.
Enrollment Reports	Students by Type, Gender, Stage, Term	Count of Students by Student Stage and Start Year, grouped by Student Type and Gender.
Enrollment Reports	Students by Type, Stage, Term, Ethnicity	Count of Students by Student Stage and Start Year, grouped by Student Type and Ethnicity.
Enrollment Reports	Students by Type, Stage, Term, Major	Count of Students by Student Stage and Start Year, grouped by Student Type and Major.
Enrollment Reports	Students by Type, Stage, Term, State	Count of Students by Student Stage, grouped by Student Type, State and Start Year.
Enrollment Reports	Waitlist Applicants	List of Applicants grouped by Start Term and Year, filtered by Application Stage and Applicaton Status.
Enrollment Reports	Withdrawn Applications	List of Applications grouped by Start Term and Year, filtered by Application Stage and Applicaton Status.
Financial Aid Award Reports	Applicants by Pre-Award Type	List of Applicants grouped by Anticipated Start Term Year, filtered by Student Stage and Anticipated FYDate.
Financial Aid Award Reports	Inquiries by Pre-Award Type	List of Inquiries grouped by Anticipated Start Term Year, filtered by Student Stage and Anticipated FYDate.
Financial Aid Award Reports	ISIR Inquiries by Status	List of Students, grouped by Student Stage and Anticipated Start Term Year, filtered by Student Stage and ISIR Received flag = True.
Financial Aid Award Reports	Non-ISIR Inquiries by Status	List of Students, grouped by Student Stage and Anticipated Start Term Year, filtered by Student Stage and ISIR Received flag = False.
Inquiry Reports	Inquiries by ACT Total, Major, & Status	List of Inquiries grouped by ACT, Anticipated Major and Anticipated Enrollment Status, filtered by Student Stage.
Inquiry Reports	Inquiries by Activity	List of Inquiries grouped by Extracurricular Activity, filtered by Student Stage.
Inquiry Reports	Inquiries by Anticipated Start Term	List of Inquiries grouped by Anticipated Start Term Year, filtered by Student Stage.
Inquiry Reports	Inquiries By Country	List of Inquiries grouped by Anticipated Start Term Year and Mailing Country, filtered by Student Stage.
Inquiry Reports	Inquiries by Gender	List of Inquiries grouped by Anticipated Start Term Year, Student Type and Gender, filterd by Student Stage.
Inquiry Reports	Inquiries by GPA, Major, & Status	List of Inquiries grouped by Reported GPA, Anticipated Major and Anticipated Enrollment Status, filtered by Student Stage and Anticipated Start Term Year.
Inquiry Reports	Inquiries by HS, State, & Status	List of Inquiries grouped by Account, State and Student Stage, filtered by Student Stage.
Inquiry Reports	Inquiries by SAT Total, Major, & Status	List of Inquiries grouped by SAT, Anticipated Major and Anticipated Enrollment Status, filtered by Student Stage.
Inquiry Reports	Inquiries By State	List of Inquiries grouped by Mailing State, filtered by Student Stage.
Inquiry Reports	Inquiries By State, By Term	List of Inquiries grouped by Anticipated Start Term Year and Mailing State, filtered by Student Stage.
Inquiry Reports	Inquiries by Status, Type, & Major	List of Inquiries grouped by Student Stage, Anticipated Enrollment Status and Anticipated Major, filtered by Student Stage.
Inquiry Reports	Inquiries by Type and Major	List of Inquiries grouped by Anticipated Enrollment Status and Anticipated Major, filtered by Student Stage.
Inquiry Reports	Inquiries Created Last 7 Days	List of Inquiries grouped by Created Date, filtered by Created Date.
Inquiry Reports	Inquiries with Legacies	List of Inquiries and Relationships filtered by Student Stage, Source and Legacy = True.
Inquiry Reports	Parents of Inquiries	List of Inquiries and Relationships filtered by Student Stage, Source and Relationship equal to Father or Mother.
Inquiry Reports	Schools and Students by Owner	List of Inquiries grouped by Anticipated Start Term Year and Contact Owner.
Inquiry Reports	Senior fall YTD application counts	Count of records by Created Date, Anticipated Start Term, Anticipated Start Year and Student Type, filtered by Anticipated Start Term Year and Created Date.
Inquiry Reports	Students Met This Week	List of Students where Source = College Fair.
Prospect Reports	Prospects by Anticipated Start Term	List of Prospects grouped by Anticipated Start Term Year, filtered by Student Stage.
Prospect Reports	Prospects by Source	List of Prospects grouped by Source, filtered by Student Stage.
Prospect Reports	Prospects by Student Type and Major	List of Prospects grouped by Anticipated Enrollment Status and Anticipated Major, filtered by Student Stage.
Territory Reports	Accepted Applicants by Owner	List of Applicants grouped by Start Term and Year and Contact Owner, filtered by Application Stage and Application Status.
Territory Reports	Applicants by City,State,Zip & Owner	List of Applicants grouped by Start Term and Year, Contact Owner and Mailing State, filtered by Application Stage.
Territory Reports	Applicants by Owner and City	List of Applicants and Mailing City grouped by Start Term and Year and Contact Owner, filtered by Application Stage.
Territory Reports	Applicants by Owner and Status	List of Applicants and Housing grouped by Start Term and Year, Contact Owner and Application Status, filtered by Application Stage.
Territory Reports	Incomplete Applicants by Owner	List of Applicants and Possible Academic Major grouped by Start Term and Year and Contact Owner, where Application State = Submitted and Application Status = Incomplete.
Territory Reports	Students by Admissions Officer	List of Students grouped by Contact Owner.
Territory Reports	Students by Admissions Officer & Status	List of Students grouped by Contact Owner and Student Stage.
Territory Reports	Students by Admissions Officer and HS	List of Students grouped by Contact Owner and Account.
Territory Reports	Students by Officer, HS, and Major	List of Students grouped by Contact Owner, Account and Anticipated Major.
Territory Reports	Students by Officer, HS, and Status	List of Students grouped by Contact Owner, Account and Student Stage.