Principal & Reporting Training
Audience: Principals, academic heads, franchise owners
Duration: ~1.5 hours
Prerequisites: Getting started guide
Learning objectives
- Read scorecards and KPIs
- Use Group MIS for multi-campus view
- Run custom reports
- Use AI management analyst for ad-hoc questions
1. Scorecards
Route: /school-panel/reporting (CRM) or /erp/reporting (ERP)
- Admissions funnel metrics
- Fee collection rates
- Attendance summaries
Compare periods and export where available.
2. Group MIS (multi-campus)
Route: /school-panel/reporting → Group MIS tab
Requires franchise / group permissions.
- Cross-campus enrollment rollup
- Revenue and collection comparison
- Drill into underperforming branches
3. Report builder
Route: /school-panel/reporting → Report builder
- Create a ReportDefinition — pick KPIs and filters.
- Save and Run on demand.
- Export results for board meetings.
4. Campaign ROI
Route: /school-panel/campaign-roi
- UTM-attributed leads
- Cost per enrolled student (when campaign costs entered)
- Compare marketing channels
5. AI management analyst
Route: /school-panel/reporting → analyst panel
Ask natural-language questions, e.g.:
- "What is our lead conversion rate this month?"
- "Which campus has the highest overdue fees?"
Review AI answers against scorecards before sharing externally.
6. Ops review
Route: /school-panel/review or /erp/review
Operational health checklist — SLA breaches, integration errors, open alerts.
Practice exercise
- Open Group MIS and identify the campus with most open leads.
- Build a saved report for monthly enrollments.
- Ask the management analyst one question and verify the number in scorecards.
FAQ
No Group MIS tab? — Your institution may not be on a franchise plan; use campus-level scorecards instead.
Troubleshooting
Report numbers differ from CRM — Check date range, campus filter, and whether leads are still in pipeline vs enrolled.
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