Generating and Analyzing Reports in EduCtrl CRM

Learn how to access and filter reports inside the General > Analytics, including leads, students, applications, and more  with advanced filtering and export options.

Prerequisites

• Admin or staff access with reporting permissions
• CRM modules like Leads, Students, Applications, etc., must be properly configured

Step-by-Step Instructions

1. Go to General > Analytics from the left-hand menu

2. In the Report Type dropdown, choose from:

   

   • Leads Report
   • Students Report
   • Student Referral Report
   • Staff Report
   • Applications Report
   • Sales Report
   • Agents Report
3. Use the Summary dropdown to select the report view:
   • Stats by Status
   • Stats by Staff
   • Converted (Staff-wise)
   • Charts
   • All Leads
4. Apply filters as needed:
   • Date Range

   • Branch

     

5. After the report loads, you can download or copy the data using:
   • Excel Download
   • CSV Download
   • Copy to Clipboard
6. Use the downloaded files for offline analysis, sharing, or external reporting

Tips & Best Practices

• Use "Converted (Staff-wise)" to track performance of each staff member
• Apply branch filters to evaluate different office locations
• Export data regularly for monthly reporting or backups
• Use Copy to Clipboard for quick pasting into emails or spreadsheets

Troubleshooting or FAQs

Q: Why is the report showing no data?
A: Make sure the filters like date range, status, or branch match the available data.

Q: Can I export the reports?
A: Yes, you can export in Excel or CSV format, or use the Copy option for quick sharing.