Users Viewing Offers, Not Completing Report

You can identify all payers who viewed an offer, but stopped short of committing to a payment plan.

Use this information to determine where to focus your outreach to students who might need help or encouragement to complete the process.

Running the Report

  1. Select the Actions menu and click Reports.

  2. On the Report List page, click the Users Viewing Offers, Not Completing link.

  3. On the Users Viewing Offers, Not Completing page, complete the fields.

    • Select which institution you want to include payers from.

    • Select a start date from the From Date field.

    • Select an end date from the To Date field.

  4. Click Submit. A page displays with the report.

    You can click the Export to Excel button to download an excel file of the report.