All about Form Stage wise Segregation Dashlet

All about Form Stage wise Segregation Dashlet

Overview

The Form Stage Wise Segregation Dashlet in Meritto offers a detailed view of the current stage where students are in the form submission process. Often, students leave forms partially filled, making it difficult to identify where they encounter challenges. This dashlet provides valuable insights by visually representing the number of students at each stage of the form.

This article explains the core functionalities, benefits, and steps to configure and use the Form Stage Wise Segregation Dashlet effectively.

Core Functionalities

Understanding Form Stage Wise Segregation Dashlet

The Form Stage Wise Segregation Dashlet provides a bar graph that visually represents the number of students at various stages of the form submission process. This is available in a single form as well as if you have more than one form. 

By default, the dashlet displays four primary stages:

  • Form Initiated: Number of students who have started the form.

  • Payment Initiated: Number of students who have initiated payment but not completed it.

  • Payment Approved: Number of students whose payments have been successfully approved.

  • Application Submitted: Number of students who have successfully submitted the application.

Viewing and Using the Dashlet

To view and interact with the Form Stage Wise Segregation Dashlet:

  • Graphical Representation: Displays a bar graph representing the count of students at each stage.

  • Hover Feature: Hovering over any bar shows the exact count of students at that stage.

  • Form and Stage Filters: Allows selection of specific forms and stages to visualize data.

  • Download Data: Exports data in CSV format for offline analysis.

Key Functionalities

The Form Stage Wise Segregation Dashlet offers the following key capabilities:

Viewing Data for Multiple Forms

  • Purpose: Analyze stage-wise data across multiple forms.

  • How to Apply:

    1. Click on the Filter icon.

    2. Select the desired form from the list.

    3. Choose the stage(s) you want to view.

    4. Click on Apply to view the updated data.

Downloading Stage-Wise Data

  • Purpose: Export form stage-wise segregation data for further analysis.

  • How to Download:

    1. Click on the Download icon beside the Date Range.

    2. Save the file in CSV format.

Viewing Bar Graph Representation

  • Purpose: Visualize the number of students at each stage.

  • How to View:

    1. The bar graph shows the count of students in each stage.

    2. Hover over the graph to see the detailed count for a specific stage.

Enabling the Form Stage Wise Segregation Dashlet

The Form Stage Wise Segregation Dashlet is enabled by default on the Admin Dashboard. If it is not visible, follow these steps to add and configure the Dashlet:

How to Enable Form Stage Wise Segregation Dashlet?

  1. Navigate to Admin Dashboard:

    • Go to Dashboard from the main navigation.

    • Click on Admin Dashboard.

  2. Add Dashlet:

    • Click on the Add Dashlet option.

    • A pop-up will appear displaying available Dashlets.

  3. Enable Dashlet and Save View:

    • Toggle the Form Stage Wise Segregation Dashlet to ON (Blue Color).

    • Click on Save View to apply the changes.

InfoPro Tip: Refer to the article: Overview of Admin Dashboard for detailed instructions on adding and configuring Dashlets.

Conclusion

The Form Stage Wise Segregation Dashlet provides a comprehensive overview of student progress across various form stages. By identifying where students drop off,you can enhance your communication strategies and improve application submission rates. Leveraging this dashlet ensures better decision-making and effective tracking of form completion trends.


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