Overview

The Admissions Summary Report is a weekly report distributed to the leadership across the school, as well as to senior leadership at the University. This document covers the current steps required to build and distribute an updated release of this report.

Workflow for Administrators

Part 1: Prepare the ASR

The ASR is distributed as a print-ready PDF export of the current state of the Applicant to Matriculant report in Power BI. This is done to allow it to be easily distributed via email, and shared with stakeholders that do not have access.

Step 1

Open the Admissions Summary report on Power BI.

Step 2

Click each of the ASR links in the bookmarks section of the report, and then click File > Print this page from the menu bar along the top of the report. Save the output for each bookmarked page to a PDF

Step 3

Combine all of the saved PDF pages into a single file and name it:
“Admissions Summary Report 02.21.22 Final”

Replace the date with the current date.

Step 4

Use Adobe Acrobat to add "1 of X" page numbering to the final document as a footer on each page.

Part 2: Report Distribution

A number of people need to receive the ASR weekly, and it should also be stored in a location with controlled access for archival purposes. Perform the following steps to finalize the report and send it to the stakeholders.

Step 1

Using the SPS-AIS Front account alias, compose a new message using the ASR Weekly Report message template. Replace the {DATE} placeholder with the current date, and attach the previously generated PDF file to the message. Be sure to remove the {INSERT PDF HERE} placeholder from the body of the message.

Step 2

Add "Points to Note" to the body of the email calling out anything interesting in the data week over week. The ASR Points to Note document contains the history of points, and can be used to build the new points based on the previous week.

Step 3

Add the “ASR Distribution” list to the BCC section of the message, and send it to the group.

Step 4

Copy the PDF file to the following location:
H:\Systems and Data Analysis\SPS Analytics\Degree Programs\zSummaries\Admissions Summary Report