USING REPORTING TO MANAGE THE ENROLLMENT AND GRADUATION FUNNELS –

AND OTHER FUN DATA TOPICS

Helen Norris, Associate Vice President, Technology Services

CSU Sacramento

Agenda for today’s presentation

• Sac State Overview• Data Warehouse Background• Enrollment and Graduation Challenges• Solutions Implemented for Enrollment &

Graduation• Other Cool Reports• Next Steps

Sac State Overview

• One of the larger campuses in the 23-campus California State University system

• Approximately 21,700 FTE comprised of approximately 28,000 students, mostly undergraduate;

• 60% of newly-enrolled students are transfer students• “Non-traditional” students – working adults with

families; first generation college• Declining State resources over the last several years

Sac State Overview

Sac State Overview

Sac State Overview

Sac State Overview

Data Warehouse Overview• CSU uses the Peoplesoft suite for Student Administration, as

well as Finance and HR• In 2008, Sac State implemented a self-service Data Warehouse,

using the Cognos tool• Data Marts include Finance, Student, Advance and HR• Moved focus of efforts to student reporting in Fall 2009• Sophisticated security model for student data• About 400 users across campus• 20,000+ reports are run monthly• Collaborative approach to report development• Initial report rollout focused on operational reports

Enrollment Challenges

• Changing enrollment targets• Impacted Programs• Budget challenges• Data needs at campus/college/department

level

Solution

• Admissions Analytics Reporting– Aggregate Counts for the progressive funnel of

Admissions Activity– Timing; used by campus from Application Through

Matriculation– Online or Export Options– Flexible Summary Total Options– Graduate (PostBac) and Undergraduate perspectives– Campus, College or Department Level Perspectives

through drills

Data Warehouse Access

Data Warehouse Access

Data Warehouse Access

Admissions Analytics Filtering

Admissions Analytics By College

Admitted Applicants by College/Department

Graduation challenges

• Changing enrollment targets – need to have students graduate in a more timely fashion

• Recently moved to an online graduation application process

Solution• Don’t really have one!• Future - build on our operational reporting to look at true

graduation analytics• Some reporting – Graduation Funnel

– Aggregate Counts for the progressive funnel of graduation Processing

– Timing; used by campus throughout the semester– Online or Export Options– Flexible Summary Total Options– Graduate (PostBac) and Undergraduate perspectives– Campus, College or Department Level Perspectives through drills

Graduation Funnel Selection

Graduation Funnel By Term

Graduation Funnel By Term and College

Graduation Funnel By Term, College, Department and Plan

Other Cool Reports Delivered

• Mostly Operational• Often were added as part of another project• May have been in response to a campus

request for data from multiple areas• Some have a dashboardy feel

Enrolled Major

Schedule Of Classes

Faculty Workload

Textbook Compliance Report

ITE – Summary Of Reason with Detail

Orientation Department Students by Major

Student Group Orientation Report

By Major Orientation Report

Impaction ReportBy Impacted Program

Grade Reports

Grade Reports

General Ed. Requirements Report

Advising Report

What’s Next

• Focusing on more analytical reporting, especially in support of our graduation initiative

• Data needs are driving business processes, for example degree planning

• Need to integrate other data; external data, space data etc.

Questions?

• Helen Norris, helen.norris@csus.edu