Before diving in, view a glossary of our key report definitions from this article!

The standard reports available in LineLeader Enrol are listed below in alphabetical order.* The content below discusses ways to use the information contained in each report.

If a given report would meet your needs better with a few tweaks, check out the Using Standard Reports in LineLeader Enroll article, make the changes you need, and then save the modified report. It will then appear under "My Saved Reports" on the Custom tab, available for future use with the click of a button.

*If you have re-labelled your Wait List status or your Lost Opportunity status to something different, they will appear as your renamed status in LineLeader Enroll but the write-up will be found under "Wait List" or "Lost Opportunity" below.

Customers use the Completed Task Report to gain insights about their workflow automations and operational efficiency. The Completed Tasks report can alert administrators to potential automation bottlenecks, areas of opportunity, and points of implementation that best result in enrollment.

Customers often filter this report using the Added Date to review enrollment activities that fall within a specific time frame.

If tasks are not being completed at the rate you'd prefer, consider doing one or more of the following:

Are you curious to measure what statuses your families end up in? Do you wish to see how many families make it to getting tours scheduled, how many of your tours get completed, or how many of your families become waitlisted or registered? Ever wonder which marketing sources convert the most families to enrollments? If so, Conversion Success is the perfect report!

Conversion Success report will look at the families in your CRM system over a specified period and indicate what status that specific group of families converted to. By viewing this report, you can quickly determine which areas of the enrollment process you excel at and where you can improve.

For example, if you have a high conversion from Tour Completed to Registered, but a low conversion from New Family to Tour Scheduled, that would indicate you should focus on generating more leads, because you’re great at enrolling once families get to tour!

For another example, if you have a low conversion rate of New Families getting to Tour Scheduled, you might want to evaluate your Lead Sources and make sure you’re driving in quality leads. You can also adopt certain features, like Parent-Scheduled-Tours, to help automate tour bookings!

Before the report is generated:

How to view results: we highly recommend viewing these as both numbers and percentages!

Converted From Status: Typically, we recommend keeping this at “New Family” to see the entire family enrollment journey. However, if you’re curious to measure what status families go into after completed tours, you can set this to “Tour Completed”.

Converted By Date: This will specify the date families moved into their status. If you want to view conversion of families for only the first month of 2022, for example, you might want to set the Converted By date to be 01/31/2022.

After the report is generated:

Child/Guardian Added Date: If you want to specify the added date of families you’re looking at, click on “Child/Guardian Added Date” in your filters bar. You can choose any date range. We recommend using “Between” to get a very specific range or using “Last” for a report that can be saved and reviewed on a monthly or quarterly basis.

Adding in Filters:

Are you curious to measure your conversion by source or campaign? You should be! Once your Conversion Success report is generated, click on “Fields” in the top right. You can select any field and add it to the “Report Filters” column. Try adding in Family Source or Marketing Campaign, then you can easily get your conversion numbers by different channels to measure marketing impact!

When it comes to benchmarks, we always advise you to first measure yourself against yourself! Look at a specific period and then measure against a prior period. Are you improving in your conversion rates? Are the lowest performing locations improving?

When looking at baselines across the industry, these seem to be common ranges:

If you’re underperforming in any areas, not to worry! The first step is always gathering the data, and that’s what this report does. Here are suggestions for improvement:

Are you interested in seeing how long it takes your families to move from one status to another? If so, Conversion Timing is the report for you!

Conversion Timing is a fantastic report that will let you evaluate two statuses and the median/average time it takes to move families between those statuses.

Before the report is generated:

Converted From & To Status: Conversion Timing is designed to evaluate a period between two statuses, so first choose which two statuses you wish to evaluate.

Count Children or Families: If you want multiple children within one family to be counted individually, then choose children; if you want families to be counted as a single unit regardless of the number of children, then select family.

Start and End Dates: When you choose what status you want to convert from, you will then need to select the date range of when children or families entered that status.

How to view results: You can choose to view “Average Time” which will produce the average and median time for all families/children during that period. You can choose “Range of Time” which will allow you to input a series of periods so you can more specifically evaluate the time it took your families to convert over multiple periods. Time periods can reveal a lot about your business!

We always advise customers to first measure yourself against yourself! Look at a specific period and then measure against a prior period. Are you improving in your timing? Are the lowest performing locations improving?

It used to be common advice to engage with a family “X” number of times to win enrollment. Since then, customer data has shown that the most important factor for winning enrollment is speed to engage! Organizations that follow up with families first have an improved chance to win enrollment over competitors.

If you’re underperforming in any areas, not to worry! The first step is always gathering the data, which is what this report is for. If you see trouble areas, here are suggestions for improvement:

> Focus on slower converting areas:

> Evaluate Workflow Automations

> Self-Serve Families

Customers use the Current Families report under Standard Reports > Family Reports to view all the current families in your active enrollment pipeline. This allows you to easily see the information contained in the Family Hub. You can quickly view which families are missing child information including expected start dates, birthdates, and the child data itself.

You may wish to add fields such as Child Exported and Child Exported Date if you are integrating with an external management system for your enrolled children. Alternatively, you may wish to add the Next Task fields to determine leads that have past due and future tasks assigned and those who do not have any future activity assigned.

Customers often filter this report by Guardian Added Date, Last Contacted Date, Child Birthdate and any custom fields you may add.

Use the Estimated Revenue Report to forecast potential revenue for the families in your pipeline based on the expectation they’ll enroll.

The summary is our favorite view, allowing you to quickly see the potential revenue by week, month, year, and lifetime for families in each location, broken out by status. This will help you see into the future, making sure you have financial stability for years to come.

And if you’re doing well, this will help you understand if you can purchase that new equipment, raise teacher salaries, or make other key expenses.

You can view this as a chart to see the total revenue potential or view it as a table if you want to see each child’s revenue potential.

This report is commonly filtered by marketing campaign or UTM to understand the potential revenue each channel is driving before a family enrolls. This will also give you a sneak peak into how your marketing campaigns are doing while you’re running them. The Marketing Campaign ROI report may give you a more complete picture, however.

The benchmark for this report is one you’ll set yourself. As you review your finances each month, do you have enough estimated revenue to maintain profitability? If yes, then you’re doing great. If not, time to focus on getting more children waitlisted or enrolled.

Need to buy new supplies, give teacher a raise, renovate your center, or have another large expense on the way? This report will help you feel confident in the revenue potential and financial stability of your operations.

This is your master list of parents in LineLeader Enroll. Think of it as the ultimate data set to see how many contacts you have and as the base for building custom reports.

This report is frequently segmented further by Family Source, Inquiry Type, Next Task, and Time in Status:

*If your company has a different term for this status, the report name will be the same as the term your company uses.

Customers use the Lost Opportunity report to show you why you are losing enrollments, and where in your process, so you can proactively act on any of the reasons that you can control.

By selecting specific Lost Opportunity reasons, this report can help give you the information you need to alter strategies to win new business or to gain back lost business.

This report will help you understand where in the sales cycle you are losing business: Is it before or after the tour? Is it because you cannot get in contact with them in the first place?

Analyzing this information, and especially comparing results from multiple locations if you have them, can help identify where staff training is needed to help convert more inquiries into enrollments.

This report is usually unfiltered. However, when filters are used, Lost Opportunity Reason, Status Date, Guardian Added Date, and Prior Status are most common.

You want to make sure that only families that are not viable for enrollment are in the Lost Opportunity status. Profiles that are duplicates, invalid, spam or test records should be Rejected. If you have families that are in the pipeline for long periods of time, families who were no shows at tours, or families who are non-responsive, all such families should be moved to the Lost Opportunity status.

ROI stands for Return on Investment. Marketing dollars are an investment, and if you use marketing campaign costs and child estimated revenues, this report can help you identify which of your campaigns have the best returns.

Depending on which view you select, this report will show you figures like:

By default, these reports come unfiltered because the reports tend to be small and easily digestible. However, you can click the "Add Filters" icon to add filters. You might filter on Marketing Campaign Name and just select a few campaigns to review, for example, or filter on Campaign Start Date and only view campaigns that were launched in a given calendar year.

Generally, you want to make sure that your Estimated Lifetime Revenue of Enrolled is significantly higher than your Campaign Costs. A significantly higher Estimated Annual Revenue of Enrolled is even better. Consider running more campaigns like those that have estimated revenues that are several times the cost.

If several campaigns meet the above criteria and you have limited marketing dollars, consider running more campaigns like those with the lowest Cost Per Enrolled, as those can result in getting the most new enrollments for the lowest marketing costs.

Customers use the Marketing Source report to analyze the effectiveness of different marketing channels. Awareness of the efficiency of marketing dollars spent to source new families ensures resources are appropriately used and marketing dollars are spent in a way that produces maximum outcomes.

Customers often filter this report by child or guardian status to help them understand the enrollment outcomes based on marketing source.

Customers use the Scheduled Tasks report to view tasks scheduled for your staff across a single or multiple locations. You can monitor past due tasks in a malleable table format to ensure tasks are being completed on time and as assigned. You can also review consistency of prior task completion.

Customers often filter this report by Task Due Date, Assignee, Task Type and Assigned by Staff.

The recommended benchmark for this report is to have a 90% task completion rate, so if less than 10 % of your tasks that have been created during the designated timeframe are past due, you’re doing great – keep it up!

If you’re greater than 10% past due don’t fret! Here are common reasons why and suggestions for improvement

The Stalled Families report is designed to identify those families who still have unenrolled children that haven't yet been marked as Lost Opportunity and haven't been contacted in a while.

You can click on each row of the results of the table view to open that family's Family Hub page and then choose whether to move the family to Lost Opportunity status or do some outreach (either contacting them immediately or scheduling future tasks / messages).

By default, these reports come with three filters:

Best practice is to set a goal where no family goes for more than X days without being contacted. To do that, set the Last Contacted filter to whatever that date is, and remove every family from this report that appears--clicking on each row and either changing the children/guardian to Lost Opportunity status (if they've gone stale), or sending them another communication (if they still seem worth pursuing). Doing so on a regular basis will help ensure that you aren't losing opportunities to fill your classes or waitlists due to families slipping through the cracks.

For example, you might run this report twice a week, set the last contacted date to three days ago, and move families that haven't responded to you in a month to Lost Opportunity. Then reach out to those who have responded to you within the last month, ignoring those with a tour scheduled and only reaching out to waitlisted families every 3 months to ask if they're still interested.

Customers use the Tours & Meetings report under Standard Reports > Task Reports to view the status of tours, virtual tours, or meetings you or your staff have scheduled and/or completed as well as the results of the event.

Customers often filter this report by Task Date, Task Type, Status of the Task, or Guardian Added Date.

The core benchmark for this report is getting 90% of Tours/Virtual Tours completed, so if more than 90% of your tours & meetings are being completed, you’re doing great – keep it up!

If you’re less than 90% don’t fret! Here are common reasons why, and suggestions for improvement

This report counts families or children (your choice) over time. You can pick how many time periods you want to view and if you want to see trends by Status, by Inquiry Type, by Family Source, or by Marketing Campaign.

For example, you could view counts by Inquiry Type with several weekly periods to make sure that your Phone and Walk-In families are remaining consistent (ensuring staff are entering them appropriately). You could also view counts by Marketing Campaign to determine how long after a campaign ends new families contact you or see if increasing Google Ads bid amounts result in a bump in new families contacting you.

Trend Tracking reports don't have filters by default. You can click the Add Filter icon, select the field you've decided to report on (e.g. if you're looking at Trend Tracking by Inquiry Type, you might select Inquiry Type) and then remove Inquiry Type values that you don't care to include.

Benchmarks for this report are very situational. For example, if you are doing a long-running radio ad, you would expect the trends to remain stable over time; a decline might warrant a call to the radio station to confirm your ad is still playing at the agreed-upon times. On the other hand, a newspaper ad on a single day would not be expected to have an enduring impact. Common sense and thoughtfulness will dictate what trends you would expect to see, and deviation from those trends would warrant investigation.

*If your company has a different term for this status, the report name will be the same as the term your company uses.

Customers use the Wait List report to show all the children who are in the Wait List status in your pipeline. The Wait List status allows you to capture families waiting for the specific situation to progress (usually waiting for a classroom opening) and this report allows you to have reporting and filtering capabilities to help you fill classroom openings easily when the opportunity arises.

Most often, this report is unfiltered. When filters are used, Status Date, Guardian Added Date, Child Birthdate, and Expected Start Date are the most used filters.