Work in progress....
Overview: Dynamics 365
The reports below are created for the Office of Admissions to aid in their recruiting efforts. Data from Dynamics 365 is extracted using the APIs and grouped.
Data Refresh
Reports are refreshed daily
Read below for information on working with the reports, or click on the Report Elements Glossary link in the Table of Contents above to view definitions for the report filters and display elements.
Report : Dynamics 365-Contact details and Opportunities |
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Tab 1: Admissions Funnel
Filters
Campus
College
USF Term
Territories
Owner Name
Student Type
Visualizations:
Admissions Funnel: Funnel shows the various stages students pass through.
Suspect Grouping includes anyone in (Suspect, Prospect, Applicant, Admit, Deposit)
Prospect Grouping includes anyone in (Prospect, Applicant, Admit, Deposit)
Applicant Grouping includes anyone in (Applicant, Admit, Deposit)
Admit Grouping includes anyone in (Admit, Deposit)
Deposit Grouping includes anyone in deposit
Admissions Trend Analysis: This shows the various stage counts across 5 years and the corresponding terms
Tab 2: Dynamics 365-Contact details and Opportunities
Filters
Campus
College
USF Term
Territories
Owner Name
USF ID
Full Name
Stage
Student Type
Visualizations:
Table displays
USF ID
Talisma Contact ID
Opportunity id
USF Term
Name
Birthdate
Gender Code
White non hispanic
Hispanic or Latino
American Indian Alaskan Native
Asian
Black African American
Native Hawiian Pacific Islander
Citizenship Type
Mailing Address-Street1
Mailing Address- Street2
Mailing Address-Street3
Mailing Address- City
Mailing Address - County
Mailing Address - State
Mailing Address-Postal Code
Mailing Address - Country
Owner Name
ACT Score
SAT Score
Major Code
Major Description
College Code
College Name
Stage
Type Code
Type Description
Student Type
Created on
Report : Dynamics 365-Contacts and Activities |
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Tab 1: Activities
Filters
Campus
College
Term
Activity Type Code
USFID
Name
Visualizations:
Table displays
Activity Type Code
USF ID
Name Email
Count of Activities
Earliest Activity
Created Latest
Activity modified
Tab 1: Activity Details
Filters
Campus
College
Term
Activity Type Code
USFID
Name
Visualizations:
Table displays
Activity Type Code
USF ID
Full Name
Email Mailer Title
Subject
Activity Status
Status Reason
Created/Send date time
Sender
To Recipients
Report : Dynamics 365-Contacts, Opportunities and Attributes |
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Tab 1: Dynamics 365-Contacts, Opportunities and Attributes
Filters
Campus
College
USF Term
Attribute Source
Attribute Code
Attribute Description
USFID
Name
Visualizations:
USF ID
Talisma Contact ID
Email Name
College Code
College Description
Major Code
Major Description
Opportunity id
USF Term
Attribute Code
Attribute Description
Attribute Source
Report : Dynamics 365-Opportunities and School History |
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Tab 1: Dynamics 365-Opportunities and School History
Filters
Campus
College
Term
School Name
USFID
Name
Visualizations:
Table includes
Name
USF ID
Opportunitiy ID
Term
School Code
School Name
Source GPA
Graduation Date
Report : Dynamics 365-Exception Report- Duplicate Records |
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Tab 1: Dynamics 365-Exception Report- Duplicate Records
Visualizations:
Contacts with USF ID duplicates
Contacts with USF Email duplicates
Contacts with persona; email duplicates
Contacts with opportunity duplicates
Contacts with mobile phone duplicates
Contacts with home phone duplicates
Contacts with permanent zipcode duplicates
Contacts with mailing ziopcode duplicates