Export Visit information

Visit information can be extracted from iSAMS in a few different ways.

Manage Admissions Visits

Step 1: Admissions module / Marketing tab / Admissions Visits (blue list on right)

Click on the category of visit (Open Day, Taster Day etc)

Step 2: Click on the printer icon to the right of the individual visit. This will give you basic information about the attendees.

Applicants/Marketing Search

Step 1: Admissions module / Applicants tab / Custom Search

Tick "include current pupils" and/or "include past pupils" if appropriate.

Step 2: Admissions module / Applicants tab / Marketing Search

Find the visit you wish to export on the left-hand list.  You can filter using the category drop-down and dates, but you should find that visits appear with the most recent at the top of the list.

Tick the check-box and then "Execute Search"

Step 3: Highlight the list of names and select "Export Wizard" from the pink drop-down.  Create a new export, or run an existing (saved) export  - You will be given the option to save your search filters later on, recommended if you regularly require the same information. 

Step 4: Select the fields you wish to export.

The Open Events fields can be found under Custom Fields

 Visit Analysis report - coming soon!

Step 1: Admissions module/Reports/Custom Reports

Find the Visit Analysis report on the list.