Watch how it works
Short videos recorded on the real dashboard with made-up sample data. No sound; the captions explain each step.
1What this page is for
What this page is for
Getting numbers out of the dashboard as a file. Choose a report type, narrow by program, cohort, stage and dates, read the summary line, and press Export CSV.
The report types and their columns
| Report | Columns |
|---|---|
| Leads | Name, Phone, Program, Source, Received, Response (min), Stage, Owner |
| Enrollment | Name, Program, Cohort, Stage, Tuition, Enrolled (inquiry month) |
| Completions | Name, Program, Stage, Certified, Employer |
| Withdrawals | Name, Program, Stage reached, Reason, Owner |
| Certification | Name, Program, Testing org, Registered, Result, Certified |
| Job Placement | Name, Program, Employer, Employed within (days) |
| Attendance | Name, Cohort, Program, Present, Absent, Tardy, Make-Up, Rate |
| Tuition Status | Name, Program, Tuition booked, Payment status |
| TWC Reporting | Program, Enrolled, Completed, Withdrawn, Certified, Employed, Placement rate |
The TWC preset
Presses the right type and dates for a Texas Workforce Commission report in one click. Verify every figure before filing.
2Step by step
Produce a certification list for a program
- Report type Certification.
- Program: choose it. Dates: the period.
- Read the summary line, then Export CSV.
Produce the TWC figures
- Press TWC preset.
- Adjust the dates if needed.
- Export CSV and check each program row against Certification & Testing and Outcomes.
3If something looks wrong
The table is empty.The filters exclude everyone. Clear the stage filter first; it is the usual culprit.
4Flip-book edition
The same subject as a page-turning flip-book. Opens in a new tab.