Creating the post-program re-enrollment report using Zoho CRM
- Daniel Kalman
- Aug 29, 2023
- 2 min read
Updated: Nov 27, 2023
The director and manager will need to see how many people are re-enrolling to the program's direct progression (101 graduates to 102, and 102 to 103) or trying another type of dance (if they're salsa students, they might enroll to bachata and not continue salsa at all).
We want to make sure everybody stays with Movers and Shakers. Knowing the re-enrollment numbers of MaS graduates help us plan better our retention strategies. The operation support specialist shall do the following:
To gather this data:
1. Go to Zoho CRM and select the "Reports" module.
2. On the left sidebar, go to "Student Reports" folder.
3. Clone these three existing reports:
RE-ENROLLED FOR 102: {program name}
RE-ENROLLED, NOT 102: {program name}
NO RE-ENROLLMENT: {program name}
4. Update the report name and description as well. Make sure to add the reports to the same folder.
5. Adjust the filters of each cloned report to match the program you want to base the report on. Then click "Save".
6. Once done editing the three cloned reports, open any of these reports.
7. Click "Edit".
8. Click the "Joined Report" link beside the report name.
9. Add the two other reports you cloned and save the joined report.
10. Rename the joined report in this format: Post-program Summary: {program name}
11. Paste below text in the description box. Edit as needed.
This report identifies the 101 graduates who:
(1) Re-enrolled for 102
(2) Re-enrolled to another MaS program
(3) Did not re-enroll at all
12. Edit the joined report again. On the left sidebar, empty the "Row Groups" and for each of the report, remove all "Columns" except for the "Student Name" field.
13. Save the joined report.
14. Take a screenshot of the joined report and send it to the director/manager when needed.
Filters Used
Students Continuing Direct Progression of Their Program
Examples:
Salsa 101 graduate enrolled to Salsa 102 the following season.
Bachata 102 graduate enrolled to Bachata 103 the following season.
Students Continuing But Different Program
Examples:
Salsa 101 graduate enrolled to Bachata 101 the following season.
Bachata 102 graduate enrolled to Salsa 101 the following season.
Students Not Continuing At All
Examples:
Salsa 101 graduate didn't enroll for any programs of the following season.
Reports Name and Description
NO RE-ENROLLMENT: {full program name}
NO RE-ENROLLMENT: LA-2023S3 Salsa 101 Tuesdays
This report covers:
1. Students who graduated from Salsa 101 Tuesdays and DID NOT enroll to any dance programs the following season.
2. Students whom we can ask feedback from.
RE-ENROLLED, NOT 102: {full program name}
RE-ENROLLED, NOT 102: LA-2023S3 Salsa 101 Tuesdays
This report covers:
1. Graduates of Salsa 101 Tuesdays who DID NOT enroll to 102 the following season, and:
(a) enrolled to the same 101 program, or
(b) enrolled to a different dance type
2. Students whom we can ask 5-star reviews from.
RE-ENROLLED FOR 102: {full program name}
RE-ENROLLED FOR 102: LA-2023S3 Salsa 101 Tuesdays
This report covers:
1. Graduates of Salsa 101 Tuesdays who enrolled to 102 the following season.
2. Students whom we can ask 5-star reviews from.