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Using Reports in DualEnroll

Reports are a vital component of the DualEnroll application, providing administrators, counselors, and other stakeholders with valuable insights into student enrollments, applications, course information, and more. This guide provides a comprehensive overview of all available reports in the DualEnroll system, their contents, and how to effectively use them.

Accessing Reports

To access reports in DualEnroll:

  1. Log in to your DualEnroll account
  2. Navigate to the Reports section in the main navigation
  3. Select the desired report from the available options
  4. Apply filters as needed
  5. Generate the report file by clicking Generate
  6. Download the report by clicking Download

Report Categories

DualEnroll reports can be broadly categorized into several main types:

  1. Registration Reports: Focus on student course registrations
  2. Application Reports: Provide information about student applications
  3. Course Reports: Contain information about courses and sections
  4. Instructor Reports: Focus on instructor information and approvals
  5. Financial Reports: Track payments and financial transactions
  6. Administrative Reports: Provide system and user management data

Registration Reports

1. Registrations with Status - Abbreviated

  • Purpose: Provides a condensed view of registration status
  • Key Fields: Student name, course, registration status
  • Best For: Quick overviews of registration status

2. Registrations with Application Fields

  • Purpose: Combines registration data with student application information
  • Key Fields: Student information, course details, application fields
  • Best For: Comprehensive student data including demographic information

3. Registrations with Status - Full

  • Purpose: Provides complete details about registrations and their status
  • Key Fields: Student information, course details, registration status, workflow steps
  • Best For: Detailed registration tracking and workflow monitoring

4. Completed Registrations

  • Purpose: Shows only fully completed registrations
  • Key Fields: Student information, completed courses, completion date
  • Best For: End-of-term reporting and verification

5. All Student Workflows

  • Purpose: Provides status of all student workflows in the system
  • Key Fields: Student name, workflow type, current step, status
  • Best For: Process monitoring and identifying bottlenecks

6. Registrations Ready for Processing

  • Purpose: Lists registrations that need administrative attention
  • Key Fields: Student name, course, pending actions
  • Best For: Administrative queue management

7. Registrations Ready for Processing with Application Fields

  • Purpose: Combines registration processing queue with application data
  • Key Fields: Student information, application fields, pending actions
  • Best For: Processing registrations with contextual student information

8. Registrations Awaiting Payment

  • Purpose: Lists registrations with pending payments
  • Key Fields: Student name, course, payment amount due
  • Best For: Financial follow-up and payment tracking

Application Reports

1. Applications Ready for Processing

  • Purpose: Lists student applications ready for review/approval
  • Key Fields: Student name, application date, high school
  • Best For: Application processing workflow

2. Unduplicated Students with Application Fields

  • Purpose: Shows unique student records with application information
  • Key Fields: Student demographic data, application fields
  • Best For: Demographic analysis and reporting

3. Students with No Registration Activity

  • Purpose: Identifies students who have accounts but no registrations
  • Key Fields: Student name, creation date, high school
  • Best For: Outreach and follow-up

Course Reports

1. Course Sections

  • Purpose: Lists all course sections for selected terms
  • Key Fields: Course number, title, section, instructor, capacity
  • Best For: Course planning and management

2. Course Section Student Surveys

  • Purpose: Shows survey responses for course sections
  • Key Fields: Course information, survey response rates, response data
  • Best For: Course evaluation and improvement

3. Student Roster by High School

  • Purpose: Provides a roster of students organized by high school
  • Key Fields: High school, student names, courses
  • Best For: High school relationship management

Instructor Reports

1. Instructor Tracking Report

  • Purpose: Tracks instructor status, approvals, and qualifications
  • Key Fields: Instructor name, courses, approval status
  • Best For: Instructor qualification management

2. Instructors

  • Purpose: Lists all instructors in the system
  • Key Fields: Instructor name, contact information, assigned courses
  • Best For: Instructor management and communication

3. Instructor Intention to Teach

  • Purpose: Shows instructor intentions for upcoming terms
  • Key Fields: Instructor name, course, intention status
  • Best For: Course planning and instructor allocation

Financial Reports

1. Payment Capture

  • Purpose: Shows all payment transactions
  • Key Fields: Student name, amount, payment date, method
  • Best For: Financial reconciliation

2. Payment Capture and Settlement

  • Purpose: Shows payments with settlement status
  • Key Fields: Payment amount, settlement date, settlement status
  • Best For: Financial accounting and reconciliation

3. Payment Capture With Alternate Payments

  • Purpose: Includes alternative payment methods in payment reporting
  • Key Fields: Student name, amount, payment method, payment status
  • Best For: Comprehensive payment tracking

4. Completed Registrations with Payments

  • Purpose: Shows completed registrations alongside payment information
  • Key Fields: Student name, course, payment amount, payment status
  • Best For: Financial compliance and auditing

5. Refunds Due

  • Purpose: Lists refunds that need to be processed
  • Key Fields: Student name, refund amount, reason
  • Best For: Refund processing and financial operations

6. Dropped Registrations with Payments

  • Purpose: Shows dropped courses where payments were made
  • Key Fields: Student name, dropped course, payment amount
  • Best For: Refund identification and processing

Administrative Reports

1. College Users Report

  • Purpose: Lists all college users in the system
  • Key Fields: User name, role, last login
  • Best For: User management and security auditing

2. Student Assessment Report

  • Purpose: Shows student assessment information
  • Key Fields: Student name, assessment type, scores
  • Best For: Academic placement and prerequisite verification

3. High School Partners Report

  • Purpose: Lists high school partners and their relationship status
  • Key Fields: High school name, partnership details, contact information
  • Best For: Partnership management and outreach

4. Students Missing SSN Report

  • Purpose: Identifies students with missing Social Security Numbers
  • Key Fields: Student name, current SSN status
  • Best For: Data completeness initiatives

Report Filters

Most reports in DualEnroll can be filtered using these common criteria:

  1. Terms: Select one or more academic terms
  2. High Schools: Filter by specific high schools
  3. Date Range: Specify start and end dates
  4. Effective Date: Select a point-in-time reference date
  5. Selection Criteria: Choose specific data subsets