Data Packs

Unlock powerful, off-platform reporting with direct access to your Student CRM data

The Data Packs module gives you secure access to your Student CRM data through a connected cloud data warehouse. Your institution can connect Business Intelligence tools such as Power BI, Tableau, or Qlik for advanced reporting, analysis, and visualisation.

Explore the full depth of your recruitment and admissions data, combine it with other institutional sources through Student CRM integrations, and uncover insights that support better recruitment, conversion, and retention decisions.

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Business Intelligence tools including Power BI, Tableau and Qlik connected to Student CRM Data Packs
Key benefits

Everything you need for deeper, enterprise-level data analysis

Enterprise-level analysis

  • Access more than 80 tables and 750 fields through the cloud data warehouse.
  • Use documented tables, schemas, and relationships for greater transparency.
  • Build dashboards in your institution’s preferred BI platform.

Cost-effective and flexible

  • Connect BI tools directly from an analyst’s computer using ODBC credentials.
  • Build and refresh reports without depending on central IT for every update.
  • Create repeatable dashboards for operational and leadership reporting.
Example Business Intelligence dashboard created using Student CRM Data Packs

Complete student journey tracking

  • Analyse cross-module data from enquiries, events, campaigns, and applications.
  • Connect Applications Active and Applications Passive data to earlier recruitment activity.
  • Identify which recruitment activities contribute to engagement, applications, and enrolment.

External data integration

  • Combine CRM data with feeds from your Student Records System or other institutional datasets.
  • Use integrated data to create a broader view of prospective student and applicant activity.
  • Support evidence-based decisions across recruitment, admissions, marketing, and leadership teams.

Process improvement insights

  • Use Level 2 Data Packs for detailed event, activity, and outcome analysis.
  • Compare event formats, timings, audiences, and attendance outcomes.
  • Evaluate campaign performance and refine communication and conversion activity.
FAQs

Data Packs FAQs

What are Data Packs?
Data Packs provide secure access to your Student CRM data through a connected cloud data warehouse. The data can then be used in external Business Intelligence tools for reporting, analysis, and visualisation.
Which BI tools are supported?
Data Packs can work with BI platforms that support an ODBC connection, including Power BI, Tableau, Qlik, SAP BusinessObjects, IBM Cognos, Oracle BI, and Pentaho.
Do we need IT involvement to connect?
Business analysts can usually configure the ODBC connection from their own computer using the credentials and connection guidance provided. Your institution may still choose to involve IT or data governance teams depending on internal policies.
What is the difference between Level 1 and Level 2 Data Packs?
Level 1 focuses on student journey and recruitment performance reporting. Level 2 provides more granular data for detailed process, activity, event, and outcome analysis.
Is the data updated automatically?
Yes. The connected data warehouse is refreshed automatically according to the configured schedule, typically daily or weekly, so new and amended CRM records are available for reporting.
Can Data Packs combine Student CRM data with other institutional data?
Yes. Institutions can combine Student CRM data with information from Student Records Systems and other internal sources inside their own BI environment. The available setup depends on the institution’s systems, data model, and governance requirements.
Who uses Data Packs the most?
Data Packs are commonly used by admissions, international recruitment, enquiries, IT, compliance, marketing, recruitment and outreach, partnerships, events, business intelligence, and institutional planning teams.
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