This article is relevant if you use the Universal Application feature. If you do not use that feature, refer to Build a Data Set.
When building a data set in the reporting tool, you will select pre-filters. These pre-filters tell the system where to look for data to pull into reports that you run using this data set. For example, in the Available Processes list you can choose specific opportunities to pull data from, and in the Request Statuses drop-down you can choose to include only requests in specific statuses.
Required Pre-Filters
In addition to any other pre-filters selected in a data set, it is important to select the following two pre-filters in all universal application data sets:
- The universe
- The application submitted status
In the image above, the following items were selected:
- The 2024 Scholarships universe from the Available Processes list.
- The opportunities for the universe from the Available Processes list.
- The application submitted status from the Request Statuses drop-down.
- Additional request statuses from the Request Statuses drop-down.
The universe and application submitted pre-filters must be selected for the reports to include complete universal application data. This also allows for fields from the application such as GPA or High School Attended to be included in a report even if the report is being run on another stage of the universe such as approval information.
Additional Details
- When running a report that does not need to include a row of data for each applicant's universe request, a filter can be added to remove this data from the report.
- The universe request corresponds with the applicant's initial application before the system creates separate requests for eligible opportunities.
- With the application submitted and universe pre-filters selected, the report will include requests from applicants who were not eligible for any opportunities. These can be filtered out if needed.
- These requests will have the application submitted status and will list the universe name as the "process name" rather than the name of an opportunity.
- To include requests from applicants who are still working on the common portion of the application, select the application draft status in addition to the pre-filters described above.
- These requests will have the application draft status and will also list the universe name as the "process name."