Rap 10300 Hb

Banner Recruiting and AdmissionsPerformance

Handbook

Release 1.3

June 2013

Banner, Colleague, PowerCAMPUS, Luminis and Datatel are trademarks of Ellucian or its affiliates and are registered in the U.S. and other countries. Ellucian, Advance, DegreeWorks, fsaATLAS, Course Signals, SmartCall, Recruiter, MOX, ILP, and WCMS are trademarks of Ellucian or its affiliates. Other names may be trademarks of their respective owners.

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Contains confidential and proprietary information of Ellucian and its subsidiaries. Use of these materials is limited to Ellucian licensees, and is subject to the terms and conditions of one or more written license agreements between Ellucian and the licensee in question.

In preparing and providing this publication, Ellucian is not rendering legal, accounting, or other similar professional services. Ellucian makes no claims that an institution's use of this publication or the software for which it is provided will guarantee compliance with applicable federal or state laws, rules, or regulations. Each organization should seek legal, accounting and other similar professional services from competent providers of the organizations own choosing.

Prepared by: Ellucian4375 Fair Lakes CourtFairfax, Virginia 22033United States of America

Revision History

Publication Date SummaryJune 2013 New version that supports Banner Recruiting and Admissions Performance 1.3 software.

Banner Recruiting and Admissions Performance 1.3HandbookContents

Chapter 1 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1

Banner Enrollment Management . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2

Banner Enterprise Data Warehouse . . . . . . . . . . . . . . . . . . . . . . . . . 1-2

Administrative User Interface component . . . . . . . . . . . . . . . . . . . . . 1-3

Cognos components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3

Cognos reporting applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4

Document organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4

Related documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5

RAP related documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5

Warehouse related documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-6

Chapter 2 Business Concepts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1

Base business concept. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1

Snapshot business concept . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2

Business concepts for Banner Recruiting and Admissions Performance . . 2-2

PM Analyze Enrollment Funnel business concept . . . . . . . . . . . . . . . . 2-4

Admissions Cycle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5

PM Analyze Enrollment Funnel data elements . . . . . . . . . . . . . . . . . . . . 2-5June 2013 Banner Recruiting and Admissions Performance 1.3 iiiHandbookContents

Snapshot - Analyze Enrollment Funnel business concept . . . . . . . . . . . 2-18

PM Impact Of Aid On New Enrollment. . . . . . . . . . . . . . . . . . . . . . . . 2-19

Populations included in PM Impact of Aid on New Enrollment Business Concept 2-20Single Admissions Record Filters (Academic Period and Aid Year) . . . . . . . 2-20

PM Impact of Aid on New Enrollment Data Elements . . . . . . . . . . . . . . . . 2-21Snapshot PM Impact Of Aid On New Enrollment . . . . . . . . . . . . . . . . 2-33

PM Manage Applicants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-34

Admissions Cycle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-35

Populations included in PM Manage Applicant Business Concept . . . . . . . . . 2-36

PM Manage Applicants Data Elements. . . . . . . . . . . . . . . . . . . . . . . . . 2-36

Snapshot PM Manage Applicants . . . . . . . . . . . . . . . . . . . . . . . . . 2-45

Chapter 3 Set Up Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1

Related documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2

Banner Enterprise Data Warehouse User Guide . . . . . . . . . . . . . . . . . . . 3-2

FAQs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2

Confirm Data Assumptions Match Source Environments . . . . . . . . . . . . 3-2

Address Preferred . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2

Application Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2

Banner Communication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3

BRM Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3

BRM Funnel State definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3

Counts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3

Enrolled Headcount. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4

Financial Aid Year. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4

Geographic Region . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4

GPA. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4

Headcounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4

Indicators. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4

Postal - Admit attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4

Primary Curriculum Only . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5

Record Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5

Test Score . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5

Total Count. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5

Traditional Ind . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5iv Banner Recruiting and Admissions Performance 1.3 June 2013HandbookContents

Define EDW Extract Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6Set up Parameter Maps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-9

Set Up Funnel Status parameter map . . . . . . . . . . . . . . . . . . . . . . . . 3-12

Define Funnel Status parameter map values . . . . . . . . . . . . . . . . . . . . . 3-12

Customize Funnel States in BRM and Funnel Statuses in RAP . . . . . . . . . . . 3-13No Changes - Use BRM Funnel States as delivered . . . . . . . . . . . . . . . . 3-14Add a new BRM Funnel State and RAP Funnel Status . . . . . . . . . . . . . . . 3-14Change RAP Funnel Status to match a changed BRM Funnel State . . . . . . . 3-15

Recreate customized FUNNEL STATUS parameter map records created before RAP 1.3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-21

Set Up Funnel Status Goals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-22

Set up additional custom goals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-24

Set Test Type in Funnel by Quality Summary report . . . . . . . . . . . . . . . 3-25

Chapter 4 Dashboards and Performance Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1

Dashboard overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2

RAP dashboards. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2

Shared Prompts dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-4

Shared Prompts dashboard components . . . . . . . . . . . . . . . . . . . . . . . 4-4

Analyze Admissions Trends dashboard . . . . . . . . . . . . . . . . . . . . . . . . 4-7Analyze Admissions Trends dashboard - Current Status page . . . . . . . . . . 4-9Analyze Admissions Trends dashboard - Comparison page. . . . . . . . . . . . 4-10Analyze Admissions Trends dashboard - Composition page . . . . . . . . . . . 4-11

Analyze Enrollment Funnel Trends dashboard . . . . . . . . . . . . . . . . . . . . 4-12Analyze Enrollment Funnel Trends dashboard - Current Status page . . . . . . 4-13Analyze Enrollment Funnel Trends dashboard - Comparison page. . . . . . . . 4-14Analyze Enrollment Funnel Trends dashboard - Composition page . . . . . . . 4-15

Standard Portlet dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-16

Standard Portlet dashboard components . . . . . . . . . . . . . . . . . . . . . . . 4-16

Director of Admissions dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-18

Director of Financial Aid dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . 4-19

Recruiter dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-20

Vice President of Enrollment dashboard . . . . . . . . . . . . . . . . . . . . . . . . 4-21June 2013 Banner Recruiting and Admissions Performance 1.3 vHandbookContents

Configure a dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-22Change performance chart displayed in a dashboard . . . . . . . . . . . . . . . . 4-22

Set portlet properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-24

Set default values for a Shared Prompt or performance chart portlet . . . . . . . 4-27

Dashboard templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-29

Back up dashboards and performance charts . . . . . . . . . . . . . . . . . . . . . 4-30

Create a Shared Prompts dashboard. . . . . . . . . . . . . . . . . . . . . . . . . . 4-30

Change a Standard Portlet dashboard . . . . . . . . . . . . . . . . . . . . . . . 4-38

Working in Cognos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-39

Reorder items in a folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-40

Open a dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-41

Create a dashboard portal tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-41

Delete a dashboard tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-43

Change dashboard reports list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-43

Change help links on a dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-44

Performance charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-45

Analyze Enrollment Funnel performance charts. . . . . . . . . . . . . . . . . . . . 4-46Academic Period To-Date Total Funnel Tracking . . . . . . . . . . . . . . . . . . 4-49Campaign Tracking by Current Funnel . . . . . . . . . . . . . . . . . . . . . . . . 4-55Current Funnel Aging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-64Current Funnel Count. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-67Funnel Composition by Diversity . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-74Funnel Count by Initial Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-83Funnel Geographic Distribution . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-90Funnel Performance by Initial Status . . . . . . . . . . . . . . . . . . . . . . . . . 4-98Funnel Performance Trend . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-105Total Funnel Count . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-110Total Funnel Count Trend . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-117Total Funnel Entry Date Range Trend . . . . . . . . . . . . . . . . . . . . . . . . 4-122Year Over Year Accumulating Total Funnel Comparison . . . . . . . . . . . . . . 4-128Year Over Year Active Funnel Status Comparison . . . . . . . . . . . . . . . . . 4-132Year Over Year Funnel Status Entry Date Comparison. . . . . . . . . . . . . . . 4-135

Analyze Enrollment Funnel performance charts - RAP 1.2.2 folder. . . . . . . . . 4-139Current Funnel Count. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-140Current Funnel Status Aging. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-141Funnel Status Geographic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-142Recruiter Contacts Aging. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-144Recruiter Funnel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-145Recruiter Performance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-146vi Banner Recruiting and Admissions Performance 1.3 June 2013HandbookContents

Recruiter Performance Measures . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-147

Total Funnel Count . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-148

Manage Applicants performance charts . . . . . . . . . . . . . . . . . . . . . . . . 4-149Academic Period To Date Decision Tracking . . . . . . . . . . . . . . . . . . . . 4-150Admissions Composition by Diversity . . . . . . . . . . . . . . . . . . . . . . . . 4-153Admissions Count by College . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-156Admissions Count by Diversity . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-158Admissions Count by Secondary School State . . . . . . . . . . . . . . . . . . . 4-161Admissions Distribution by Secondary School. . . . . . . . . . . . . . . . . . . . 4-163Admissions Performance by Diversity . . . . . . . . . . . . . . . . . . . . . . . . 4-165Admissions Performance by Quality . . . . . . . . . . . . . . . . . . . . . . . . . 4-168Admissions Performance Measures . . . . . . . . . . . . . . . . . . . . . . . . . 4-171Admissions Status Counts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-174Application Decision Counts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-177Year Over Year Application Decision Comparison . . . . . . . . . . . . . . . . . 4-180

Manage Applicants performance charts - RAP 1.2.2 folder . . . . . . . . . . . . . 4-184College Application Counts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-185Enrolled Undergraduate Diversity . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-186Percentile Admit Rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-187Undergraduate Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-189USA Applicant Geographic Distribution . . . . . . . . . . . . . . . . . . . . . . . 4-190

Impact of Aid on New Enrollment performance charts . . . . . . . . . . . . . . . . 4-191Award Offer & Accept Amounts by Aid Type . . . . . . . . . . . . . . . . . . . . . 4-192Award Offer by Aid Source & Type . . . . . . . . . . . . . . . . . . . . . . . . . . 4-194FM Aid Offer Headcount by Pre-Student Status . . . . . . . . . . . . . . . . . . . 4-196FM Eligible Headcount by Unmet Need & GPA . . . . . . . . . . . . . . . . . . . 4-197FM Need Met Headcount by Diversity . . . . . . . . . . . . . . . . . . . . . . . . 4-198FM Percent of Need Met & Yield . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-200FM Total Offer Composition by Diversity . . . . . . . . . . . . . . . . . . . . . . . 4-201Percent of FM Need Met & Yield by Gross Need . . . . . . . . . . . . . . . . . . 4-203Total Offer, FM Need Met & Yield by EFC . . . . . . . . . . . . . . . . . . . . . . 4-204

Chapter 5 Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1

Analyze Enrollment Funnel reports . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2Campaign Effectiveness by Current Funnel Summary . . . . . . . . . . . . . . . 5-5Communication Effectiveness by Current Funnel Summary . . . . . . . . . . . . 5-7Current Funnel Aging Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-8Current Funnel by First Contact Summary . . . . . . . . . . . . . . . . . . . . . . 5-12Current Funnel by Primary Source Summary . . . . . . . . . . . . . . . . . . . . 5-14Financial Aid Status by Current Funnel Summary. . . . . . . . . . . . . . . . . . 5-15Funnel by Diversity Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-17Funnel by Quality Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-20Funnel by Recruiter Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-24Funnel by Secondary School Summary . . . . . . . . . . . . . . . . . . . . . . . 5-28Funnel Count by Diversity Summary . . . . . . . . . . . . . . . . . . . . . . . . . 5-33June 2013 Banner Recruiting and Admissions Performance 1.3 viiHandbookContents

Funnel Count by Quality Summary . . . . . . . . . . . . . . . . . . . . . . . . . . 5-36

Funnel Geographic Distribution Summary . . . . . . . . . . . . . . . . . . . . . . 5-40Funnel Performance by Diversity Trend . . . . . . . . . . . . . . . . . . . . . . . 5-43Funnel Performance by Initial Funnel Status Trend . . . . . . . . . . . . . . . . . 5-52Funnel Performance by Program Trend . . . . . . . . . . . . . . . . . . . . . . . 5-59Institutional Funnel Count by Campus Summary . . . . . . . . . . . . . . . . . . 5-66Prospective Student by Recruiter List Detail . . . . . . . . . . . . . . . . . . . . . 5-67Prospective Student by Secondary School List Detail . . . . . . . . . . . . . . . 5-69Prospective Student List Detail . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-71Prospective Student Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-73Total Funnel by Diversity Trend . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-75Total Funnel by First Contact Summary . . . . . . . . . . . . . . . . . . . . . . . 5-83Total Funnel by Initial Funnel Status Trend. . . . . . . . . . . . . . . . . . . . . . 5-84Total Funnel by Primary Source Summary . . . . . . . . . . . . . . . . . . . . . . 5-91Total Funnel by Program Trend . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-92Total Funnel by Target Initial Status Summary . . . . . . . . . . . . . . . . . . . . 5-100Total Funnel Entry Date Range by Diversity Trend . . . . . . . . . . . . . . . . . 5-101Total Funnel Entry Date Range by Initial Funnel Status Trend. . . . . . . . . . . 5-104Total Funnel Entry Date Range by Program Trend . . . . . . . . . . . . . . . . . 5-107

Analyze Enrollment Funnel reports - RAP 1.2.2 . . . . . . . . . . . . . . . . . . . . 5-110Current Funnel by Recruiter Last Contact Summary . . . . . . . . . . . . . . . . 5-111Current Funnel Status Aging Summary. . . . . . . . . . . . . . . . . . . . . . . . 5-115Funnel Status by Diversity Summary . . . . . . . . . . . . . . . . . . . . . . . . . 5-119Funnel Status by Geographic Summary . . . . . . . . . . . . . . . . . . . . . . . 5-122Funnel Status by Quality Summary . . . . . . . . . . . . . . . . . . . . . . . . . . 5-126Funnel Status by Recruiter Summary. . . . . . . . . . . . . . . . . . . . . . . . . 5-130Prospective Student by Recruiter Engagement Summary . . . . . . . . . . . . . 5-134Prospective Student by Recruiter Full Profile Detail . . . . . . . . . . . . . . . . 5-136Prospective Student Enrollment Detail . . . . . . . . . . . . . . . . . . . . . . . . 5-138Secondary School Prospective Student Detail. . . . . . . . . . . . . . . . . . . . 5-140

Manage Applicants reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-142Admissions Applicant Profile. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-143Admissions Composition by Diversity Trend . . . . . . . . . . . . . . . . . . . . . 5-144Admissions Decision by Program Trend . . . . . . . . . . . . . . . . . . . . . . . 5-150Admissions Diversity and Quality Summary . . . . . . . . . . . . . . . . . . . . . 5-154Admissions Geographic Distribution Trend . . . . . . . . . . . . . . . . . . . . . 5-158Admissions Performance by Quality Trend . . . . . . . . . . . . . . . . . . . . . 5-163Admissions Program Trend . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-168Admissions Secondary School Trend. . . . . . . . . . . . . . . . . . . . . . . . . 5-173Applicant Quality and Program List Detail . . . . . . . . . . . . . . . . . . . . . . 5-177Enrollment by First Contact Trend . . . . . . . . . . . . . . . . . . . . . . . . . . 5-179Latest Decision Counts by College Summary . . . . . . . . . . . . . . . . . . . . 5-181

Manage Applicants reports - RAP 1.2.2 . . . . . . . . . . . . . . . . . . . . . . . . 5-182Applicant Quality and Program Detail . . . . . . . . . . . . . . . . . . . . . . . . 5-183Application Admit Rate By Quality Trend. . . . . . . . . . . . . . . . . . . . . . . 5-185Application Diversity and Quality Summary . . . . . . . . . . . . . . . . . . . . . 5-187Enrollment Diversity Trend . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-190viii Banner Recruiting and Admissions Performance 1.3 June 2013HandbookContents

Enrollment Program Trend . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-192

Enrollment Quality by Program Trend . . . . . . . . . . . . . . . . . . . . . . . . 5-194Geographic Distribution Trend. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-196

Impact of Aid on New Enrollment reports . . . . . . . . . . . . . . . . . . . . . . . 5-199Aid Offer Enrollment by Quality Summary . . . . . . . . . . . . . . . . . . . . . . 5-200Aid Year Awards by Person Detail . . . . . . . . . . . . . . . . . . . . . . . . . . 5-202Aid/No Aid Offer Yield by Secondary School Summary . . . . . . . . . . . . . . 5-204Awards by Aid Source & Type Summary . . . . . . . . . . . . . . . . . . . . . . . 5-206Awards Offered by Aid Source & Aid Type Trend . . . . . . . . . . . . . . . . . . 5-208Compare Aid Offers by College Summary . . . . . . . . . . . . . . . . . . . . . . 5-211FM Aid Applicant Socio-Economic Trend . . . . . . . . . . . . . . . . . . . . . . 5-214FM Need by Diversity Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-216FM Need by Quality Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-218Institution Gift Aid Impact on Yield Summary . . . . . . . . . . . . . . . . . . . . 5-220Potential Merit Scholarship Candidate Summary . . . . . . . . . . . . . . . . . . 5-222Projected Tuition Discount Trend . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-225Socio-Economic Mix Of Aid Applicant Pool Trend . . . . . . . . . . . . . . . . . 5-227Total Offer by Person List Detail . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-230Unmet Need Gap by Packaging Group Summary . . . . . . . . . . . . . . . . . 5-233Yield by Gross Need and Unmet Need Range Summary . . . . . . . . . . . . . 5-236

Chapter 6 Cubes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1

Banner Recruiting and Admissions Performance Cubes . . . . . . . . . . . . 6-2

PM Prospective Student Diversity Cube . . . . . . . . . . . . . . . . . . . . . . . . 6-2

PM Prospective Student Diversity Cube Current Academic Period . . . . . . . . 6-4

Load and publish cubes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-6

Load individual cubes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-6

Automated load and publish process for cubes . . . . . . . . . . . . . . . . . . . . 6-6

Modify a cube . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-7

Hide attributes in a cube . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-8

Delete an Attribute in Cognos Model File . . . . . . . . . . . . . . . . . . . . . . . 6-9

Add/Change a Hierarchy within Delivered Cognos Model File . . . . . . . . . . . 6-9

Category Counts in Cubes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-10

What are cube reports? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-10

Set default cube reports for individual users . . . . . . . . . . . . . . . . . . . . . . 6-10

Use Reports to View Cubes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-11June 2013 Banner Recruiting and Admissions Performance 1.3 ixHandbookContents

Chapter 7 Scorecard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1Open a scorecard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-4

Scorecard pages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-5

Plan the scorecard page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-6

Goal page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-7

Objective page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-8Initiatives page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-10

Key Performance Indicators (KPI) page . . . . . . . . . . . . . . . . . . . . . . . . 7-11

Deliver master scorecard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-13

Related Scorecard and Metric Studio objects . . . . . . . . . . . . . . . . . . . . . 7-13

Create or update a scorecard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-14

Mission and vision statements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-15Create and update mission and vision statements . . . . . . . . . . . . . . . . . 7-15Key Performance Indicators (KPIs) . . . . . . . . . . . . . . . . . . . . . . . . . . 7-16Create metric types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-18Create metrics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-19Scores and gauges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-20Status indicators. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-22Trends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-25

Add or change targets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-25

Link scorecards, strategies and metrics . . . . . . . . . . . . . . . . . . . . . . . . 7-28

Goals and objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-29Create and update goals (Metric Studio strategies) . . . . . . . . . . . . . . . . . 7-30Create and update objectives in Metric Studio strategies . . . . . . . . . . . . . 7-30

Assign an owner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-32

Initiatives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-32Create initiatives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-33

Create a scorecard report view . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-34

Schedule a scorecard refresh job . . . . . . . . . . . . . . . . . . . . . . . . . . 7-36

Chapter 8 Architecture. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1

BPRA product architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1

Source system database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-2

Target database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-2x Banner Recruiting and Admissions Performance 1.3 June 2013HandbookContents

Banner Operational Data Store . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-3

Banner Enterprise Data Warehouse . . . . . . . . . . . . . . . . . . . . . . . . . 8-3

Performance Management applications . . . . . . . . . . . . . . . . . . . . . . . . 8-4Advancement Performance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-5Banner Recruiting and Admissions Performance . . . . . . . . . . . . . . . . . . 8-5Banner Student Retention Performance . . . . . . . . . . . . . . . . . . . . . . . 8-6

Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G-1June 2013 Banner Recruiting and Admissions Performance 1.3 xiHandbookContents

xii Banner Recruiting and Admissions Performance 1.3 June 2013HandbookContents

June 20

1 Overview13 Banner Recruiting and Admissions Performance 1.3 1-1

The Banner Recruiting and Admissions Performance (RAP) product is a tightly integrated package of scorecards, dashboards, reports, and analytic capabilities coupled with a data warehouse. It provides you better insights into the performance of your recruiting and admissions activities. You can use RAP to report, analyze, monitor and track performance; define goals and objectives; and measure progress against key performance indicators. It also lets you easily access recruitment, admissions, and selected financial aid information and use it to create reports.

The RAP solution includes a data warehouse component, Administrative User Interface (UI) and IBM Cognos components that offer you the following:

The data warehouse component includes a set of multi-dimensional data models (star schema) as well as an aggregate star as the key to each of the business concepts

The Administrative User Interface (UI) enables you to define parameters, execute jobs, and define meta data

The Cognos Content includes business concepts (Framework Manager Model and packages), cubes (Transformer Model and package), operational reports (Report, Query, and Analysis Studio), performance charts and dashboards. The solution also includes a sample scorecard illustrating content (Metric Studio and Metric Designer) and capabilities as a Cognos component

You can measure admissions progress, understand trends, predict behaviors and outcomes based on Key Performance Indicators (KPIs) available in the scorecards and dashboards, which reflect critical institutional processes. You can also drill-through to various reports and performance charts to get detailed information needed to improve performance.

You can use Banner Recruiting and Admissions Performance to:

Monitor recruiting activities and admissions trends

Satisfy institution goals and objectives

Extend and modify performance monitoring capabilities

Create operational reports and ad hoc queries that meet your institutions specific needs

All the data gathered in this product is integrated for dynamic exploration of trends and exceptions using cubes, dashboards, reports, and ad hoc reporting and analysis tools. The data warehouse and the IBM Cognos BI tools enable you to report, analyze, monitor and track performance, and define goals and objectives and measure progress against key performance indicators.HandbookOverview

1-2Banner Enrollment Management

The Banner Enrollment Management Suite (Banner EM) is a web-based, recruiter-focused set of solutions that enable you to manage individual and group relationships from initial inquiry through matriculation while driving performance towards institutional goals. Banner EM leverages your existing Banner and Luminis Platforms in a robust recruiter-specific workspace.

Banner Enrollment Management includes two solutions:

Banner Relationship Management (BRM)

Banner Relationship Management helps you manage relationships at your institution. It lets you identify, engage, personalize, and track relationships with your prospective students and their key advisors. You can personalize engaging interactions; design, segment and target the communications you send; and monitor, track and gauge your recruitment and admissions activities.

Banner Recruiting and Admissions Performance

RAP is the reporting analytics and performance portion of the Banner Enrollment Management Suite.

If you license Banner Relationship Management, you can load data collected in BRM into the warehouse. You can then leverage the information collected in BRM and report on it using RAP.

Banner Enterprise Data Warehouse

Banner Recruiting and Admissions Performance contains data specific to this solution and data shared with the Banner Enterprise Data Warehouse (Banner EDW) product. Banner EDW is a multi-dimensional database that gives you a complete picture of your institutions current and past business conditions. The Banner EDW offers comprehensive reporting and analysis capabilities by providing the following data objects:

Operational stars that you can refresh with current data on a regular basis

Snapshot stars that offer a historical snapshot of the data at a point-in-time

Aggregate stars that you can refresh with current data on a regular basis that combine operational star data for a specific business purpose.

This combination of current and historical data allows you to do comparative reporting and analysis on student retention, performance, progress and completion (graduation).Banner Recruiting and Admissions Performance 1.3 June 2013HandbookOverview

June 20Administrative User Interface component

Banner Recruiting and Admissions Performance as well as the other Performance products, the Banner Operational Data Store, and the Banner EDW use the Administrative User Interface, which allows you to:

Establish cleansing rules

Define load extract parameters

Define parameter map values

Schedule and run load and refresh data processes

Define and publish institution meta data

Cognos components

The Cognos components of a performance product include the following types of objects built using the IBM Cognos Business Intelligence application:

Business concepts (Framework Manager Model/package) - group data captured using the Banner Student or the Banner Relationship Management products to satisfy a set of reporting needs by providing the ability to combine data to answer specific business questions

Cubes (Transformer Model/package) - combination of Framework Manager Model data loaded into a cube to expedite analysis of high level data and answer business questions and data needs

Reports - display trends of outcomes, summaries of current outcomes, and detailed information about students

Dashboards - display several graphical performance charts for a specific business area on a single screen that you can review at a glance

Scorecards - display institutional goals and objectives including Key Performance Indicators (KPIs) that monitor progress toward your goals and objectives and a set of strategic initiatives that are needed to produce desired outcomes

The data for these objects is stored in the Banner EDW. These objects are intended to illustrate the kind of analysis you can perform on the warehouse data. You can use the reports, dashboards, and scorecards as delivered or you can modify them to reflect the specific information you need to analyze and monitor your institutions progress.13 Banner Recruiting and Admissions Performance 1.3 1-3HandbookOverview

1-4Cognos reporting applications

You can use the following Cognos applications to customize the delivered Cognos objects and to build and maintain new reports, dashboards, and scorecards.

Document organization

This document includes the chapters outlined in the following table.

Cognos Tool Description

Cognos Connection Use this portal dashboard to access the various components in this application.

Query Studio Use to create simple, ad hoc queries and reports. When you open Query Studio, you must select the Cognos package to be used for reporting.

Report Studio Use to create simple and complex reports that answer business questions. When you open Report Studio, you must select the data package and the format of your report. Report Studio opens with the selected report format showing you where to insert the data.

Metric Studio Use to create metrics. Metric Studio manages business performance in key areas by monitoring, analyzing, and reporting them at all levels of the organization.

Analysis Studio Use to explore, analyze, and compare dimensional data to help answer your business questions. Analysis Studio is designed to help you report, monitor, and analyze your institutions performance.

Chapter Description

Overview Gives a high level overview of the Banner Recruiting and Admissions Performance product and its relationship with the Banner Relationship Management, Banner EDW, and Cognos.Banner Recruiting and Admissions Performance 1.3 June 2013HandbookOverview

June 20Related documentation

Refer to the following guides for information related to Banner Recruiting and Admissions Performance.

Banner Performance Reporting and Analytics Resource Guidelines

The BPRA Resource Guidelines document includes hardware and software recommendations for all of the BPPA products. This document also includes compatibility information describing which Banner, Oracle, and Cognos product releases are compatible with each of the BPRA products.

RAP related documentation Banner Recruiting and Admissions Performance Release Guide - includes

description of release specific enhancements and product resolutions.

Business Concepts Describes the business concepts used with the Banner Recruiting and Admissions Performance product. Business concepts are used to organize the data available for different reporting needs.

Set Up Data Describes tasks that control 1) how data will be extracted from the source system and loaded into the warehouse and 2) how information will display in reports.

Dashboards and Performance Charts

Describes the illustrative dashboards and performance charts delivered with the product.

Reports Describes the types of reports you can create in Cognos and details the illustrative reports delivered with the product.

Cubes Describes Cognos cubes and details the cubes delivered with the product.

Scorecard Describes Cognos scorecards and details the scorecard delivered with the product.

Architecture Describes the components of the warehouse architecture, which is part of the Banner Enterprise Data Warehouse.

Chapter Description13 Banner Recruiting and Admissions Performance 1.3 1-5HandbookOverview

1-6

Banner Recruiting and Admissions Performance Installation Guide includes

installation instructions to support your institutions installation of the release.

Banner Recruiting and Admissions Performance Upgrade Guide includes upgrade instructions to support your institutions conversion to the newest release.

You can download the RAP related documents from the Documentation and Download area of the Customer Support Center under the Banner-Recruiting and Admissions Performance product name.

Warehouse related documentation Banner Enterprise Data Warehouse Administration Guide

This guide includes information about the warehouse architecture, the Administrative User Interface that you can use to set up and maintain the warehouse, and Cognos features.

Banner Enterprise Data Warehouse User Guide

This guide includes information about how to set up EDW Extract Parameters and Parameter Maps that define aspects of how data will be loaded into the warehouse and how it will display in reports. The User Guide also includes information about the Banner EDW business concepts and Cognos cubes delivered with the warehouse.

Banner Enterprise Data Warehouse Stars Reference Guide

This guide is a manual that supplements information about the warehouse. This guide includes summary information about each of the stars in the warehouse with hypertext links to each of the star diagrams. You can refer to the Banner EDW Stars Reference guide to get more information about the student-related stars.

The Banner EDW Stars Reference guide is delivered as a zip file that is a compilation of PDF files including the actual Banner EDW Stars Reference guide and all of the warehouse star diagrams. You can download the zip file from the Documentation and Download area of the Customer Support Center under the Cross Product - Enterprise Data Warehouse product.

You can download the warehouse related documents from the Documentation and Download area of the Customer Support Center under the Cross Product-Enterprise Data Warehouse product name.Banner Recruiting and Admissions Performance 1.3 June 2013HandbookOverview

June 202 Business Concepts

Business concepts are used to organize the data available for different reporting requirements. A business concept shows the relationships between the data supporting a set of business processes. Because different business processes often require different perspectives on data, the relationships among the supporting database objects need to change based on the analysis you need to perform.

You can use a business concept with the Cognos Business Intelligence (BI) tools to define a Cognos Framework Manager (FM) model. You can then publish multiple packages that present the data in the model. By identifying subsets of the data that answer specific business questions, you can create and develop multiple packages from the delivered FM Models for a specific group of end users making it easier for them to produce reports for their specific needs

The Cognos Framework Manager (FM) tool enables you to use database objects in multiple FM models. These are each referred to as a namespace. In a Framework Manager Namespace, database objects are defined as Cognos metadata query subjects. In that namespace the relationships between the different query subjects focus around a central, primary, or aggregated fact table.

All data analysis and reporting completed using the business concept use the central fact table to filter and determine what data to retrieve. However, if that data is for a person or person and academic period not included in the central or aggregate fact table then that data will not be reported.

The following types of business concepts are delivered with the Performance products:

Base business concept that permits reporting from a group of operational star schema

Snapshot business concept that permits reporting from a star schema that presents data at a point in time or data captured for a business event

Base business concept

The base version of a business concept combines all of the desired data to be used for that reporting purpose.13 Banner Recruiting and Admissions Performance 1.3 2-1Handbook

Business Concepts

2-2Snapshot business concept

The snapshot version of a business concept includes the same information as the base version of the concept and an additional event dimension. You can use the event dimension to load the warehouse with a complete version of the base business concept data pulled from the data store at a point in time. This event gives you a static version of the data for a specific event.

You can define events in the EVENT parameter using the Administrative User Interface.

NoteRefer to the Administrative User Interface chapter of the Banner EDW Administration Guide for information about defining the EVENT parameter.

Business concepts for Banner Recruiting and Admissions Performance

The following table lists the business concepts used with RAP.

Business Concept Business Definition Driving Fact Table Package Name

Analyze Enrollment Funnel

Reports the movement of the prospective students through the institution enrollment funnel with detail data and other fact and dimension tables such as the Combined Admissions Record, Campaign, Communication, and Recruiter Assigned.

WFT_FUNNEL_HISTORY

PM Analyze Enrollment Funnel business concept

Snapshot Analyze Enrollment Funnel

Reports the movement of the prospective students through the institution enrollment funnel with other related data in combination with other fact and dimension tables at a point in time identified by the Event Key.

WFZ_FUNNEL_HISTORY

Snapshot - Analyze Enrollment Funnel business conceptBanner Recruiting and Admissions Performance 1.3 June 2013HandbookBusiness Concepts

June 20Impact of Aid on New Enrollment

Reports all the information you need to monitor the financial aid need and awards offered to prospective students in the enrollment pool for an academic period.

WAT_ADMISSIONS_FINAID_RECORDUses an aggregate star schema data model.

PM Impact Of Aid On New Enrollment

Impact of Aid on New Enrollment Snapshot

Reports the same information as the base version. Also includes an event dimension.

WAZ_ADMISSIONS_FINAID_RECORD

Snapshot PM Impact Of Aid On New Enrollment

Manage Applicants

Reports all the information you need to monitor the application process and interact with applicants.

WFT_ADMISSIONS_APPLICATION

PM Manage Applicants

Manage Applicants Snapshot

Reports the same information as the base version. Also includes an event dimension.

WFZ_ADMISSIONS_APPLICATION

Snapshot PM Manage Applicants

Business Concept Business Definition Driving Fact Table Package Name13 Banner Recruiting and Admissions Performance 1.3 2-3Handbook

Business Concepts

2-4PM Analyze Enrollment Funnel business concept

The PM Analyze Enrollment Funnel business concept contains data with several layers of funnel status detail. There is a query subject that combines all the data available about Funnel Status History to be used specifically for Enrollment Funnel Status reporting. The Funnel Status Query Subject contains a number of folders that divide the data into logical groupings for ease of reporting. Data in this query subject represents three groupings for the funnel status:

All Funnel Status: Includes the history of all funnel statuses for a prospective student.

Initial Funnel Status Info: The first or initial funnel status (the status where the person entered the funnel)

Current Funnel Status Info: Which status (where) in the funnel the person is as of the reporting date.

For each of the three sets of data there are folders that contain all the data about that grouping for the funnel information. The data is grouped and organized this way to permit the end user to report combinations of funnel status; for example, initial funnel status compared to current funnel status. Within the five folders for each funnel status group, there are folders that do counts of funnel status divided into qualifying and disqualifying funnel status. In addition, there are several measures that may be used across all funnel status groupings.

The PM Analyze Enrollment Funnel business concept includes an Admissions Cycle feature that provides an optional method for capturing a complete linear admissions cycle timeline for specific date-based activities for a target academic period. you can define the Admissions Cycle by Day or Week. Refer to the Admissions Cycle section for information about this feature.

Data in the PM Analyze Enrollment Funnel business concept permits reports to answer questions such as:

How many people are in the system?

These names may have come from a tape load such as the College Board data list and do not indicate interest in your institution. This is just a list of prospective people your institution may want to contact with a direct mail campaign or other marketing materials.

What is the applicant contact information?

How many applicants do we have?

What is the probability score?

How many people have been admitted?Banner Recruiting and Admissions Performance 1.3 June 2013HandbookBusiness Concepts

June 20

How many people said they would attend (confirmed)? What is the desirability score?

How many people have actually enrolled?

What are the campaign details?

What are the ethnicity and race details?

Admissions Cycle

The PM Analyze Enrollment Funnel (AEF) and PM Manage Applicant business concepts include the ability to capture a complete linear admissions cycle timeline for specific date-based activities for a target academic period. For the MA business concept, these include Application (Date) Cycle Day/Week, Application Decision (Date) Cycle Day/Week, and Latest Application Decision (Date) Cycle Day/Week. For the AEF business concept, these include the Latest Application Decision (Date) Cycle Day/Week and Funnel Status Entry Cycle Day/Week.

You can enable the creation of admissions cycle data by defining an EDW Extract Parameter named Admissions Cycle, which allows you to define an Admissions Cycle Start Date for any given Academic Period. If the system finds that the Admissions Cycle extract parameter is defined, it will calculate cycle days by subtracting the defined cycle start from the specific date based activity for that academic period. For example, Application Date (for Fall 20xx) minus the Admissions Cycle Start Date (for Fall 20xx) = xx Application Cycle Day.

Admissions Cycle Weeks are also calculated by calculating seven day intervals between the specific admissions cycle date based activity and the user defined Admissions Cycle Start Date.

If an equivalent Admissions Cycle Start Date is used for consecutive or like admissions cycles (i.e. Fall to Fall), this option will facilitate the comparison of point-in-time metrics for the current admissions cycle (academic period) to the same point-in-time metrics for previous cycles (academic periods).

The Admissions Cycle EDW Extract Parameter is used in the Framework Manager models (EDW business concept packages) to generate the Admissions Cycle, Admissions Cycle Description and Admissions Cycle Start Date data items found in the Admissions Cycle query subject.

PM Analyze Enrollment Funnel data elements

The data elements included in the query subjects and folders enable you to generate reports on historical and current enrollment data. The following table provides a brief description of the type of information captured by the data elements in each query subject and folder in this business concept.13 Banner Recruiting and Admissions Performance 1.3 2-5Handbook

Business Concepts

2-6

Query SFolder

Academ

Admissi

Academubject/Description Data Elements

ic Time Reports data related to the time and duration spent by a student at your university.

ons Cycle Reports admissions cycle information including the corresponding admissions cycle academic period, description and admissions cycle start date.

ic Study Reports curriculum data such as student level, program, campus, degrees, and major opted by a student at your university.Banner Recruiting and Admissions Performance 1.3 June 2013HandbookBusiness Concepts

June 20

Campaig

CombineAdmissiRecord

Query SFoldern Reports information such as campaign participation, campaign status, and campaign duration used by your institution to move students through the enrollment funnel.

d ons

Reports information gathered from student records such as application submission, application information and completion, latest application decision, attributes and cohorts, and count of records.

Some of the query subject data is specific to a person. The persons must have only one application or one recruitment record. Each funnel status points to either the recruit or the application records.

For multiple applications or recruitment records, it is possible that the data is multiplied as a person is accounted for in each record.

Note: To avoid multiplication of data, use the Record Type and Record Number data elements.

ubject/Description Data Elements13 Banner Recruiting and Admissions Performance 1.3 2-7Handbook

Business Concepts

2-8

Commun

Contact

Query SFolderications Reports all communication information about sending and tracking mail (e-mail, letter, or targeted message) captured using the Banner Relationship Management product.

Reports information on various contacts defined by the university being tracked through the Banner ERP.

ubject/Description Data ElementsBanner Recruiting and Admissions Performance 1.3 June 2013HandbookBusiness Concepts

June 20

Demogr

DesirabiGroup F

Query SFolderaphic Reports information on ethnicity, multiple race codes, marital status, disabilities, citizenship data, and veteran information for a student.

lity Factor ilters

Reports the desirability factor score calculated by the Banner Relationship Management product filtered based on one of the following groups:

Demographic

Admissions Activity

Financial Aid

Academic

Interaction with Institution

Other


Business Concepts

2-10

DesirabiInformat

FinanciaInformat

Query SFolderlity ion

Calculates and reports the desirability score based on the model defined by your institution. The data can be reviewed as the overall desirability score or divided by factor groups and factors.

Some of the query subject data is about the model instance and some data is specific to a person in the model instance. The persons must be in one funnel model only. When a person is in more than one model, it is possible that the scores are multiplied.

Note: Use Funnel Model as an attribute in the report to avoid multiplication.

l Aid ion

Reports the selected details on aid applicant and total financial aid offered to students at your institution.


June 20

FinanciaPercent Ranges

Funnel S

Query SFolderl Aid Of Need

Reports a calculated percentage value based on the following parameters:

Amount of aid offered

The need determined by the student

The need determined by the university using a federal or institutional method

This value is assigned to a range and used as a dimensional attribute for comparisons.

tatus Reports the calculated funnel status based on institution rules and data in the Banner and Banner Relationship Management products.


Business Concepts

2-12

Interacti

Interest

Internal

Person

Query SFolderons Reports information captured from all interactions between the student and your university. These interactions may be manually recorded or stored based on either a communication, contact, or campaign initiated for the person.

Reports information on the hobbies and non-academic interests recorded for persons in the enrollment funnel to be used by the institution to recruit the person.

Keys Contains information on student rater UID and unique application key to be used for complex queries required for complex reporting.

Reports the complete ID, name, e-mail, and other personal data for students at your university.


June 20

Post SecSchool

ProbabilGroup F

Query SFolderondary Reports GPA and transfer credit ranges related to any degree or certification obtained from any college, university, or technical school attended by the person.

ity Factor ilters

Reports the probability score calculated by the Banner Relationship Management product filtered based on one of the following groups:

Demographic

Admissions Activity

Financial Aid

Academic

Interaction with Institution

Other


Business Concepts

2-14

ProbabilInformat

ProspectStudent

Query SFolderity ion

Calculates and reports the probability score based on the model defined by your institution. The data can be reviewed as the overall probability score or divided by factor groups and factors.

Some of the query subject data is about the model instance and some data is specific to a person in the model instance. The persons must be in one funnel model only. When a person is in more than one model, it is possible that the scores are multiplied.

Note: Use Funnel Model as an attribute in the report to avoid multiplication.

ive Address

Reports information on geographic region/division, postal address, nation, state/province, and county for the prospective student for your institution.


June 20

RecruiteAssigned

Report DSelection

Report H

Query SFolderr Reports information such as recruiter assigned, recruiter, roles, and number of students handled by a recruiters assigned to a person.

efault s

Variable data defined by the institution to make reporting easier.

elp Text Defines a default set of information to be used by your institution as basic information to display on all reports.


Business Concepts

2-16

Seconda

Student

Query SFolderry School Reports information such as subject with years taken, GPA, diploma obtained by a student in the secondary school. Also reports the class rank, size, and academic percentile.

Reports data such as education level and goal, location or site of study, population, admissions and student, and residency for prospects, current students, and alumni at your university.


June 20

Test

Funnel SPerformMeasure

Initial PeQualifyiHeadcou

Query SFolderReports information related to the following standards:

Standardized test such as ACT or SAT

Departmental or placement tests given by an institution

Other special scores

The test folders contain a subset of potential scores commonly used for reviews. The following information is recorded:

Highest Tests: When more than one score is recorded, this value is the highest score value.

Latest Tests: When more than one score is recorded, this value is replaced with the latest score value.

tatus ance s

Reports the calculated rates and yields based on pre-defined funnel data determined in the Banner and Banner Relationship Management products.

rcent of ng nt

Reports the initial percent of total headcount by each qualifying funnel status to generate reports on historical or current data.


Business Concepts

2-18

Current QualifyiHeadcou

Other FuFilters

InstitutioValues

Query SFolderSnapshot - Analyze Enrollment Funnel business concept

Snapshot - Analyze Enrollment Funnel Data contains funnel status details for the prospective students current funnel status at a point in time. This permits you to report on the numbers by comparing the data at like periods of time using the event key.

Percent of ng nt

Reports current percent of total headcount for each qualifying funnel status to generate reports on historical or current data.

nnel (Optional) Filters generated data and displays information based on the selected pre-defined criteria.

nal Defines information used by your institution. You should define the RELEASE INFORMATION Parameter Maps.


June 20PM Impact Of Aid On New Enrollment

The PM Impact of Aid on New Enrollment business concept allows you to monitor the financial aid need and awards offered to prospective students in the enrollment pool for an academic period. You can review financial need, award amounts, aid types and sources to assess the impact they have on the yield of admitted persons who enroll at the institution. You can analyze whether the gross need and percent of need met influenced a person's enrollment decision.

This business concept includes the Admissions Financial Aid (combined) Fact along with Financial Aid Application and Financial Aid Year and Academic Period Award information. The business concept includes data for those in the enrollment pool who apply for aid as well as those who do not apply for aid. This allows you to compare attributes and see whether a prospect is more or less likely to register for classes when they apply for or are offered financial assistance.

This business concept includes person demographic diversity attributes; person educational background attributes to assess quality; and recruit or application program attributes to compare diversity and or quality by requested program of study for those in the enrollment pool. Financial Aid specific data includes financial aid applicant groups (budget and packaging), needs analysis data (using both the federal and institutional methodology to calculate) and specifics of the award offered, accepted, declined or canceled within the aid year and academic period for each person.

You can use the Cognos package associated with the PM Impact of Aid on New Enrollment business concept to create reports that offer the following information or can answer the following questions:

Review the number of financial aid applicants that fail to enroll and compare numbers by different demographic breakdowns to analyze the decrease or increase in numbers from year to year.

How do financial aid package levels compare by the applicants chosen colleges, programs or majors? And what are the offer counts and amounts of awards offered by the various funds that make up those packages?

What are the amounts and percentages of need met and need not met by quality attributes like secondary school GPA or ACT Composite score?

How is the amount of gift versus self help aid affecting enrollment outcomes? For self help aid as component of total offers, is there an amount or percentage where non-enrollments increase?

Review the communication channels used to offer admissions or financial aids.13 Banner Recruiting and Admissions Performance 1.3 2-19Handbook

Business Concepts

2-20Populations included in PM Impact of Aid on New Enrollment Business Concept

It is important to know what populations of people will be included in the reports that you create using the PM Impact of Aid on New Enrollment business concept. The following picture illustrates the various headcounts available in this business concept and the relationships between the populations included in each headcount.

The headcount query items included in the business concept are pre-defined measures that you can use together on a report to do headcount comparisons. For example, you can compare the number of students who have applied for aid with those who have been offered aid.

Single Admissions Record Filters (Academic Period and Aid Year)

Your institution may allow multiple admissions records for a person. If this is the case, use either the Single Admissions Record - Aid Year or Single Admissions Record - Academic Period filter (depending on the time period of your report) to isolate only one admission application or recruitment record for any prospective student who has multiple records.

Using one of these filters is necessary to eliminate the multiplication of Financial Aid Application amounts in the report. Any aid year related amounts specific to the financial aid application but captured for each prospective student record may be multiplied by the number of multiple recruitment or admissions application records for a prospective student in Banner for a given academic period or aid year. This affects the values stored in the WAT_ADMISSIONS_FINAID_RECORD (or WAZ_ADMISSIONS_FINAID_RECORD)

Prospective Student HeadcountAll prospective students for an academic period

Aid Status HeadcountPeople with a RORSTAT aid statusrecord in Banner Financial Aid

Aid Offered HeadcountPeople with a RORSTATrecord in Banner Financial Aid who were offered aid (RPRAWRD record)

Aid Applicant HeadcountPeople with an RCRAPPxapplication record in Banner Financial AidBanner Recruiting and Admissions Performance 1.3 June 2013HandbookBusiness Concepts

June 20

aggregate tables including but not limited to Total Offer Amount, Cost of Attendance,

Query SFolder

Time Fil

FinanciaTimeOther Resources and need analysis amounts such as FM or IM Gross Need. When you apply either of the Single Admissions Record filters, the report will display distinct amounts in both the detail and the summary report amounts for individuals with multiple records.

If you only allow one recruitment record and one admissions application for prospective students for a given academic period or aid year, you do not need to use these filters.

The Admissions Record - Aid Year and Admissions Record - Academic Period query items are provided to isolate single admissions records in cube based reporting.

PM Impact of Aid on New Enrollment Data Elements

The data elements included in the query subjects and folders enable you to generate reports on new enrollment data. The following table provides a brief description of the type of information captured by the data elements in each query subject and folder in this business concept.

ubject/Description Data Elements

ters Filters and reports financial aid and student data based on the current academic year for any query item.

The filter criteria is defined by your institution in the Cognos metadata layer and is updated as needed.

l Aid Reports data on financial aid based on the aid year or the academic period defined by the institution.13 Banner Recruiting and Admissions Performance 1.3 2-21Handbook

Business Concepts

2-22

ProspectStudent

ProspectStudent Headcou

Pre Stud

Query SFolderive Filters

Filters the data gathered for all prospective students to a single admissions application or recruitment record.

Note: It is possible for a person to have multiple application or recruitment records for the academic period or the aid year.

ive

nts

Reports based on the broadest population in the business concept. Includes all prospective students, persons with an admissions application record, or recruitment application record, for a given academic period.

ent Status Reports to reflect the population for the standard statuses in the enrollment funnel for the academic period. The statuses include population that inquired, applied, admitted, accepted, tuition deposited, and enrolled.


June 20

Yield M

FinanciaFilters

Query SFoldereasures Calculates rate/yield measures based on the applicant headcount and the following pre-student status indicators:

Admitted Rate: (Applicant Headcount where Admitted Ind = 1) DIVIDED BY (Applicant Headcount)

Accepted Rate: (Applicant Headcount where Accepted Ind = 1) DIVIDED BY (Applicant Headcount where Admitted Ind = 1)

Deposited Rate: (Applicant Headcount where Tuition Deposited Ind = 1) DIVIDED BY (Applicant Headcount where Admitted Ind = 1)

Enrolled Yield: (Applicant Headcount where Admitted Ind = 1) DIVIDED BY (Applicant Headcount where Enrolled Ind = 1)

l Aid Filters the generated report based on the following criteria defined by your institution for all prospective students:

Person holding a financial aid status record

Person submitted a financial aid application

Person was offered financial aid

You can use one or more of these pre-defined filters to narrow down the population.


Business Concepts

2-24

FinanciaHeadcouIndicato

Query SFolderl Aid nts and

rs

Applies the following indicators to a generated report to narrow down the population:

If prospective student has either an FM or IM aid application

If prospective student has been offered partial or full financial aid

If prospective student has accepted any part of the offered financial aid

If any part of the financial aid has been paid or canceled

If the prospective student has been offered any gift or self help aid


June 20

FinanciaApplicat

FinanciaPercent Ranges

Query SFolderl Aid ion

Reports the detailed information for financial aid applicant for a aid year. Includes data calculated using federal methodology or as defined by your institution and total or summary data on financial aid offered. Enables to generate report on needs met.

l Aid of Need

Calculates a percentage value based on the amount of financial aid offered and the aid need determined for a person using federal methodology or as defined by your institution.

This value is assigned to a range to be used as a dimensional attribute to compare percent of need met and percent of need not met.


Business Concepts

2-26

FinanciaAward F

FinanciaAwards

Query SFolderl Aid ilters

Filters and reports the financial aid amounts displayed by one of the following authorities:

Financial aid sources

State, institution, or other financial aid type

Grant, loan, scholarship, or work

Can also filter the financial aid amounts to be gift aid (grant or scholarship) or self-help aid (loan or work).

l Aid Reports data that includes students who have been offered aid for an aid year (or academic period, if applicable).


June 20

ProjecteDiscoun

RelevanAdmissiRecord

Query SFolderd Tuition ting

Reports based on the tuition and aid budget defined by the institution.

t ons

Reports admissions application data for a prospective student if the record exists. Reports admissions recruitment data if no application exists.

All the application or recruitment records for a person are available when more than one record exists.

Application Decision - Latest folder includes data about the latest application decision including Latest Application Decision, Description, Source, Status, and Status Order.


Business Concepts

2-28

Academ

Banner Commun

Query SFolderic Study Reports curriculum data such as student level, program, campus, degrees, and major opted by a student at your university.

icationReports information for the mail and material sent, pending, or scheduled using the mail functionality in the Banner ERP system.


June 20

Demogr

Person

Query SFolderaphic Reports information on ethnicity, multiple race codes, marital status, disabilities, citizenship data, and veteran information for a student.

Reports the complete ID, name, e-mail, and other personal data for students at your university.


Business Concepts

2-30

Post SecSchool -Degree

ProspectStudent

Query SFolderondary Highest

Reports GPA and transfer credit ranges related to any degree or certification obtained from any college, university, or technical school attended by the person.

ive Address

Reports information on geographic region/division, postal address, nation, state/province, and county for the prospective student for your institution.


June 20

Seconda

Student

Query SFolderry School Reports information such as subject with years taken, GPA, diploma obtained by a student in the secondary school. Also reports the class rank, size, and academic percentile.

Reports data such as education level and goal, location or site of study, admissions or student population, and residency for prospects, current students, and alumni at your university.


Business Concepts

2-32

Test

Internal

Report DSelection

Query SFolderReports information related to the following standards:

Standardized test such as ACT or SAT

Departmental or placement tests given by an institution

Other special scores

You can use these scores in selecting institution scholarship recipients, admission decision, or course placements at your university.

Keys Contains information on student and recruiter UID to be used for complex queries required for complex reporting.

efault s

Variable data defined by the institution to make reporting easier.


June 20

Report H

InstitutioValues

Query SFolderSnapshot PM Impact Of Aid On New Enrollment

The snapshot version of the PM Impact of Aid On New Enrollment business concept includes the same information as the base version. The snapshot version also includes an event dimension. Using the event dimension, you can load the Banner EDW with a complete version of the PM Impact of Aid On New Enrollment data pulled from the Banner ODS at a point in time (the event.) This gives you a static version of the data for a specific event. For example, you might load the Snapshot - PM Impact of Aid On New Enrollment on a weekly basis. You can then compare the data at like periods of time based on the event dimension.

elp Text Defines a default set of information to be used by your institution as basic information to display on all reports.

nal Defines information used by your institution. You should define the RELEASE INFORMATION Parameter Maps.


Business Concepts

2-34PM Manage Applicants

The PM Manage Applicants business concept includes all of the information you need to monitor the application process and interact with applicants.

This business concept allows you to monitor the number of applicants and the number of admission applications submitted to your institution for an academic period. The data includes all the details stored for the applications.You can review the applications based on the following criteria:

Group of applicants

Demographic diversity attributes such as gender, race, and citizenship

Quality attributes such as secondary school GPA, percentile, individual subjects, and grades

Applied program

You can use any combination of these attributes to analyze their impact on the yield of persons enrolled at your institution.

The PM Manage Applicant business concept includes an Admissions Cycle feature that provides an optional method for capturing a complete linear admissions cycle timeline for specific date-based activities for a target academic period. You can define the Admissions Cycle by Day or Week. Refer to the Admissions Cycle section for information about this feature.

This business concept uses the Admissions Application fact table with a number of supporting facts. The facts include all the details submitted and recorded for admission applicants at your institution such as cohorts, attributes, requirements, ratings, decisions, select financial aid data; person data such as Banner communications, contacts, and interests.

This business concept includes, but is not limited to the following information about applicants:

Academic program or field of study: student level, program, college, campus, degree, and major

Application status, complete indicator, primary source, recruit type

Admissions application source information, including primary and initial source indicators and source reported date. You can use this data to analyze all sources associated with an application including secondary schools, post secondary schools or other source information.

Bio-demographic: birth date, age, gender, phone number, e-mail address

Pre-student status indicators and countsBanner Recruiting and Admissions Performance 1.3 June 2013HandbookBusiness Concepts

June 20

Secondary and post-secondary school: school name, diploma, GPA range,

percentile range

Testing

Contacts and interests

Banner communication data

You can use the Cognos package associated with the PM Manage Applicant business concept to create reports that offer the following information or can answer the following questions:

Review applications and the number of applicants admitted to your institution that fail to enroll.

Compare the applications and enrollment numbers based on demographic breakdowns to analyze the change in numbers between different academic years.

How do quality attributes such as secondary school GPA or ACT composite score compare by the colleges selected by the applicants, programs, or majors?

What are the different number of admit decision counts based on the quality attributes determined?

What are the number of rejected applications by quality attributes?

What are the trends in yield by demographic and diversity attributes admitted and enrolled from year to year?

What roles do Banner Communication or Contacts query subjects play in influencing the number of persons admitted and persons enrolled at your institution?

Admissions Cycle

The PM Manage Applicant business concept includes the ability to capture a complete linear admissions cycle timeline for specific date-based activities for a target academic period. These include Application (Date) Cycle Day/Week, Application Decision (Date) Cycle Day/Week and Latest Application (Date) Cycle Day/Week.

You can enable the creation of admissions cycle data by defining an EDW Extract Parameter named Admissions Cycle, which allows you to define an Admissions Cycle Start Date for any given Academic Period. If the system finds that the Admissions Cycle extract parameter is defined, it will calculate cycle days by subtracting the defined cycle start from the specific date based activity for that academic period. For example, Application Date (for Fall 20xx) minus the Admissions Cycle Start Date (for Fall 20xx) = xx Application Cycle Day.13 Banner Recruiting and Admissions Performance 1.3 2-35Handbook

Business Concepts

2-36

Admissions Cycle Weeks are also calculated by calculating seven day intervals between

the specific admissions cycle date based activity and the user defined Admissions Cycle Start Date.

If an equivalent Admissions Cycle Start Date is used for consecutive or like admissions cycles (i.e. Fall to Fall), this option will facilitate the comparison of point-in-time metrics

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