The Enrollment Overview page gives you a real-time snapshot of where every student stands in the enrollment process. You can instantly identify who hasn’t started, who’s in progress, and who’s fully complete.
This makes it especially powerful during peak enrollment periods, when your goal is to move families from “Not Started” to “Accepted” as efficiently as possible. It also helps teams coordinate follow-ups and prioritize outreach without guesswork.
How it works
1. Access the Enrollment Overview
Navigate to the Enrollment tab
The Enrollment Overview page will be the first screen you see
2. Understand the status breakdown
At the top of the page, you’ll see a high-level summary of all enrollment packets you’ve sent, grouped into four statuses:
Not Started
Parents have not opened or begun any formsIn Progress
Parents have started filling out at least one form or submitted part of the packetFully Submitted
All forms in the packet have been submittedAccepted
All submitted forms have been reviewed and accepted
💡 These categories are mutually exclusive, meaning every packet falls into exactly one bucket, and together they add up to your total enrollments.
3. Track progress visually
The page is designed to show progression over time:
You’ll start with everyone in the Not Started section
As families complete forms, activity shifts to In Progress and Fully Submitted
The goal is to end with everyone in the Accepted section
This makes it easy to quickly assess overall completion.
4. Toggle between views
Use the toggle at the top of the page to switch between:
Overall view
Displays aggregate data across all studentsBy grade view
Breaks down enrollment progress by grade level
This is especially helpful for spotting trends, such as:
Grades that are ahead or behind
Where to focus follow-up efforts
5. Export enrollment data
To download a detailed report:
Click Export
A CSV file will generate and download
The export includes:
Student name and grade
Enrollment status
Number of completed forms
Parent contact information (email & phone)
Open follow-up
💡 This is particularly useful at the end of enrollment when you need to:
Identify outstanding families
Delegate outreach to staff
Track follow-up progress externally
6. Drill into specific statuses
You can click directly on any status section (e.g., Fully Submitted, In Progress) to take action:
Clicking a section of the bar chart will bring you to the Enrollment Review page
The list will already be filtered by that status
Example:
Click Fully Submitted → instantly start reviewing completed packets
Click In Progress → focus on families who may need nudges
Tips & best practices
Export regularly during peak periods to coordinate team outreach
Prioritize “In Progress” families—they’re the easiest to convert to completion
Leverage filtering shortcuts by clicking into status bars instead of manually setting filters
If you have any questions, reach out to [email protected], we're always here to help!