Conversion Report
What is the Conversion Report The current status box shows an overview of which status people are at. If you have some available spots and need to find more people this box can help you understand where to look for …
What is the Conversion Report The current status box shows an overview of which status people are at. If you have some available spots and need to find more people this box can help you understand where to look for …
How to utilise the Intelligence Report It can be filtered and compared based on Calendar Year, Calendar Year of Entry and the type of report and makes it easy for schools to show the month to month or year to …
Transactions Report Overview Generally users with the role of either Finance, Registrar or Admin will have access to Transactions in the main menu when they log into EnrolHQ. Reports > Transactions A table view of the most recent transactions that …
Reports available in EnrolHQ Please find below a list of the current reports available within EnrolHQ. (Current as at Jan 2026) Transactions report - this show all the payment receipting. Intelligence report - this shows comparisons to previous years Conversion …
Adding different images to System forms You can update the header images for your System forms by going to Custom Forms. Select any of the Green Stubs: Each of these have the option to add an additional Logo or image …
How to use a JSON Template When you create a new Custom Form you can use the JSON Template file to setup a form that you have not used in the past. 1 Select new Custom Form 2 Add the …
Single Parent If the parent relationship “single parent”, “mother deceased” or “father deceased” is selected, a checkbox can be provided to allow the application to proceed only with one parent’s details. Settings > School Details > Parent Relations...
How to export custom form submissions In order to export custom submission you simply need to click on Custom Forms in the main sidebar, click on the name of the form in the list and click on Report and Export …
Are staff members notified of the Custom Form submission? Staff can receive the PDF form in an automated email if an Automation is created. You can specify different/additional staff to receive the completed forms by adding individual email addresses to …
Lead Form Overview These forms are created in EnrolHQ and can be embedded in a website to gather partial leads. They enable schools to capture leads while keeping form fields minimal, avoiding the burden of extensive information requests for simple …
Video: How to Run a Custom Form Report Please click on the link to see the video: https://vimeo.com/showcase/8450580/video/481983928 Password: train
Custom Form Overview These forms are all connected to EnrolHQs standard workflow tools for improving school productivity and compliance. Schools have the ability to create Custom Forms for any additional information they wish to ask from parents. Custom Forms can …
Video: How to Create a Custom Form Please click on the link to see the video: https://vimeo.com/714872720 Password: train
Additional Tips: Make sure to communicate clearly with the 3rd party recipients about the purpose of the form and the deadline for submission. Encourage 3rd parties to follow the provided link in the email invitation promptly. Provide any necessary guidance …
Custom Forms and STUB’s When you view custom forms you will now have the ability to duplicate any existing form. 1 Is Active - this option allows you to view Active and Inactive forms separately. 2 Search - this allows …
Reactivate a declined Application When a student has their offer declined, either by staff or parent, and the application needs to be re-instated, you must follow this process to be able to change the status. To reverse the declined offer …
Show More Filters This can help you work out what documents are outstanding. The three classifications for each document include: Uploaded but not verified - The document hasn’t been checked and marked verified or unverified. Yes - Document is good. …
How Parents Accept an Enrolment Offer It is important to remember that the Enrolment Dashboard is only available to the User Parent. The second (Non-user) parent is asked to review the terms of enrolment and sign their acceptance using a …
How to Re-open or Reset Applications Sometimes an enrolled student that has applied for a particular year level (for example Year 3, 2024) needs to delay their start (for example to Year 5, 2026). In this instance, they need to …
What is a Leadership Review? When the enrolment application has passed Enrolment Review (and often the Interview stage) it moves into Leadership Review. Applications here require the principal or school leadership team to review and give approval before an enrolment …