Overview

Undergraduate Research · Fall 2026

Undergraduate Research Export brief

Actively participating

0

of 500 · goal 200

Engagement

0%

interest → active

Retention

0%

re-enrolled

Credentials

0

enrolled for credit

What to act on this week

Where research leads

What the 84 active students go on to do.

How to read: every number has a goal, and every card ends in one thing to do.

Every step Sequence & channels Forms Outreach console

All schools All degree levels Bachelor'sMaster'sPhD First-gen: all First-gen only Not first-gen STEM: all STEM only Non-STEM Reset

Where the 500 students are

Interest → active

Weekly activity

All 500 students · last 8 weeks

All activity Faculty replies

How long they have been quiet

Stalled only. Click a row to contact them.

What if they answer?

Drag to pick how many start again.

NoneAll

0

Now

→

0

After

students
doing research

Stage rules

Students with no activity for longer than expected. Click a row to contact them.

Workflow design

Stage	What has to happen	Expected	In stage	Stalled	Stall rate	Trigger

Re-engagement sequence

Any reply stops it.

Workflow design

Out of every 10 who get a message, 2 answer

Channels

Click one to switch it off.

Workflow design

Segments

Click to build one.

Workflow design

Stage

Who

0 students

Contact them →

1 Pick or build a form Student communication

Each one has its own link you can attach to a message.

Who fills it Everyone Students Faculty

Show Default and mine Default only Built by me only

Build a form →

2 Your forms

Demo only. The links do not open a real form yet, and the response counts are made up.

1 Who gets it Student communication

Segment

See the students →

2 What it says

Message Day 0 · Email Day 3 · In-app Day 7 · SMS Day 14 · Advisor call

Send to The student Their faculty mentor

Preview as

Action log Clear

All statuses Interested Orientation Matched Onboarding Active All colleges Any Stalled only STEM & Non-STEM STEM only Non-STEM only — CSV Excel

Student	College	Status	Days in status	Flag

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Segments Compare across datasets Build your own chart AI chart development

Dataset Students Faculty Projects Break down by Sort by size Sort by headline metric Sort A–Z —

1 Start from a question

Pick one and everything below fills in for you.

Ready-made analysis — set it up myself —

Nothing picked yet.

2 Choose your data

Tap one to turn it on or off.

Students Faculty Projects

3 Shape the chart

Quick match — pick columns individually —

Values Raw values % share within each dataset

Show Top 10 Top 20 Top 35 Top 60 All

Chart

Build the chart →

Quick match sets every dataset to the same column at once.

4 Your chart

Press Build the chart above.

SVG PNG PNG, transparent JPG

Build your own chart

Pick your data, choose how to group it.

Dataset Students Faculty Projects

Group by

Split by (optional)

Measure

Show Top 10 Top 20 Top 35 Top 60 All

Chart Bars Stacked bars Donut

Build

Pick your columns and press Build →

SVG PNG PNG, transparent JPG

AI chart development

Steps from interest to active Retention by group Weekly activity Students by degree level Projects by stage

Ask

Presets draw instantly.

Result

Pick a preset or ask AI →

SVG PNG PNG, transparent JPG

All schools All faculty Taking students now CSVExcel—

Faculty Name	Terminal degree	School	Department	Email	Office Location	Research Interests	Are you accepting new student researchers on a rolling basis?	Best Method of Contact	Phone	Project Photos	Project Start Date

Live from the faculty self-entry form.

All stages Matched Onboarding Active All faculty — CSV Excel

Project	Student	Faculty mentor	College	Stage	Timeline

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Ask a question Build a file for another system

What do you want to know?

1Which data

Pick one, two or all three. Columns from each appear below.

2Where is it going

The headings and date format are shaped to suit whichever system you name.

System

Name it

3Which columns

Everything is ticked to start. Untick what that system does not need.

4Your file

Saved templates

Five built in per channel, per audience — plus anything you save.

← Outreach console

Pick a template

—

Student communication

Channel All channels Email In-app SMS

Audience Everyone The student Their faculty mentor

Show Built in and saved Built in only Saved by me only

Save the message I’m editing →

Project

—

Timeline Files

Project timeline

—

Not started In progress Done Overdue

0 of 4 done · 0%

Today