Answer:
In the Prospects → Reports section, you can track and analyze admissions activity across your entire pipeline.
You’ll find several report types:
- Performance Report – view all prospects added during a period and their current stage.
- Advisor Activity Report – track calls, emails, meetings, and tasks by advisor.
- Lost & Rejected Reports – review reasons and trends for non-converted leads.
Each report can be filtered by date range, location, advisor, or source, and exported to PDF, CSV, or XML for easy sharing.
✅ Tip: Use the chart option for a quick visual summary of your admissions performance.
