Tracking & Reporting
Easily report on any data field in the system
Make better decisions faster with the Azorus Reporting Module
Azorus CRM offers powerful tracking and reporting tools designed to give your institution comprehensive insights into student engagement, recruitment activities and operational performance. These capabilities enable users to monitor, analyse and act on data efficiently, driving better decision-making.
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"My absolute favorite feature in Azorus is hands down the reporting dashboard! It's like having a treasure trove of insights at my fingertips. I love how I can play around with the criteria, dive deep into the data, and uncover multiple answers to our most pressing questions. It's not just a reporting tool; it's a game-changer for decision-making and strategy building!"
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Key features of this module include:
Tracking Capabilities
The platform ensures end-to-end tracking of student interactions, both through emails, SMS and the events portal. This allows institutions to gain visibility into every engagement point, including:
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Email monitoring: track which emails are opened, which links are clicked, and which content is viewed.
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Engagement tracking: capture interactions on the portal, including visits, submissions, and enquiries.
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Lead source identification: automatically record the origin of each enquiry, helping institutions understand the effectiveness of their recruitment campaigns.
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Profile activity logging: build detailed student profiles over time by logging every action, form submission, and interaction.
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Administrative flexibility: administrative users can modify or add records, and annotate profiles with notes for better tracking of individual prospects.
Reporting Capabilities
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The Azorus CRM system provides a robust reporting engine that helps users extract meaningful insights from student data through intuitive, real-time reports. Key features include:
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Customisable reports: generate reports using any data field (e.g., 'year of entry' or 'how did you hear about us?') with the flexibility to select and arrange fields in a worksheet-style layout.
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Real-time data updates: reports update automatically to reflect the latest information, ensuring accuracy as new contacts are added or records are modified.
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Integrated filtering: use the filtering engine to narrow down data and focus on specific segments or metrics without manual searches.
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Export and visualisation options: view reports on-screen or export them to Excel; generate visualisations such as bar, line or pie charts to better interpret trends.
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Dynamic report adjustment: easily modify report criteria to display more or less information as needed.
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Data merging for deeper insights: combine multiple data sources to generate customised reports tailored to your institution’s goals.
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Visualisation library & sharing: use built-in visualisations or create new ones; share them with colleagues for collaborative analysis.
Reporting Dashboards
Azorus CRM offers powerful yet flexible reporting capabilities, providing users with insights into various aspects of their operations.
Below is a high-level overview of our reporting features:
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Standard reports: pre-built KPI reports (e.g., inquiries, events, emails) offer quick access to essential metrics, ready for download or viewing.
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Custom reports: users can tailor reports with a report builder, choosing fields, filters, and metrics. Reports can be emailed to predefined recipients.
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Automated reports: schedule reports for regular delivery (daily, weekly, etc.) via email or SFTP, ensuring timely updates without manual effort.
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Interactive dashboards: optional add-on dashboards display key metrics visually.
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Ad hoc queries: on-the-fly queries allow users to filter and explore data in depth, uncovering specific insights.
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Export and sharing: reports can be exported (PDF, Excel, CSV) or shared securely within the CRM for seamless collaboration.​
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