Companies report

Run a report to view the companies you're working with. The report will include any information about the company previously added to Xello. This can include:

• Company name
• Web address
• Company size
• Desciption
• Address
• How many active contacts and opportunities are linked to the company
• Linked careers
• Notes
• Who added the company
• Status

To download the Companies report:

1. In your WRL Admin Portal, click Companies.
2. From the top right of the page, click Export.
   

   Click to enlarge

   

Contact list report

To track and share the contacts in your programme, download the Contact list report. This report lets you see all individuals you have in your system - whether active or inactive. This is also an easy way to keep track of background checks you have on file and summarise the contacts for each company.

To download the Contact list report:

1. In your WRL Admin Portal, click Contacts.
2. From the top right of the page, click Export.
   

   Click to enlarge

   

Opportunities report

Download the Opportunities report to quickly see the number of companies and opportunities in your programme.

This report includes key metrics, such as opportunity name, company name, opportunity date, and career cluster. Track how many opportunities were offered during certain periods, as well as the number of companies who participated in your programme. With this report, you can also see what type of opportunities were offered and under what career cluster they fell, giving your trust or region insights into your programme’s offerings. If you added a tag to the opportunities, you can sort and filter by the tags to quickly narrow the report.

To download the Opportunities report:

1. In your WRL Admin Portal, click Opportunities and select All opportunities.
2. From the top right of the page, click Export.
   

   Click to enlarge

   

Requests summary report

Download the Requests summary report to dive deeper into your opportunities funnel. With this report, you can see how many and what types of opportunities were completed. This report is broken down by students so you can analyse your pipeline and see how many opportunities were requested, scheduled, and completed. Calculate the request to completion ratio to understand how your pipeline is progressing.

To download the Requests summary report:

1. In your WRL Admin Portal, click Opportunities and select Requests.
2. From the top right of the page, click Export.
   

   Click to enlarge

   

Additional resources