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Bookcase Pro
Module

Analytics & Reporting

Answers in the meeting, not a data request after it

pre-built dashboardsRetention, enrollment, aid, advancement, faculty load
48
lines of SQL requiredDrag-and-drop field builder with governed access
0
data freshnessOperational reporting on the transactional record
Live
Capabilities

What it does

Retention heatmaps

Persistence by department, cohort, demographic, aid band and first-term performance, with the ability to drill straight to the student list behind any cell.

Enrollment & yield forecasting

Funnel conversion and class-shape projections update nightly so enrollment meetings argue about strategy instead of about numbers.

Revenue & aid forecasting

Net tuition revenue, discount rate, donation pace and grant income project forward on the same assumptions the business office uses.

Custom query builder

Pick fields, filters and groupings from a governed catalog. Save the result as a report, a dashboard tile or a scheduled export.

Scheduled & regulatory reporting

IPEDS, HESA and state reporting extracts generate from validated data with a pre-submission error report.

Embedded, governed access

Dashboards appear inside the workflow screens staff already use, showing only the rows their role permits.

Workflow

How work moves

  1. 01

    Data stays in place

    Reporting runs on the live record — there is no separate warehouse to fund or maintain.

  2. 02

    Dashboards adopted

    Teams start from 48 pre-built dashboards rather than a blank canvas.

  3. 03

    Questions answered

    The query builder turns a board question into a saved report in minutes.

  4. 04

    Action taken

    Any figure drills through to the students or accounts behind it.

  5. 05

    Trust established

    One number, one definition, one audit trail across every department.

FAQ

Common questions

Do we need a data warehouse?

No. Reporting runs against the live record with read replicas for heavy queries. If you already have Snowflake or BigQuery, a managed export keeps it fed.

Who can see what?

Report permissions inherit from the student record, so a department chair sees their students and a dean sees their college. Small cell sizes are suppressed by default.

Can we keep Tableau or Power BI?

Yes. A governed semantic layer is exposed through a read-only connection so your existing BI investment keeps working.

How current is the data?

Operational dashboards read live data. Cohort and forecast models refresh nightly and display their last run time.

See your own records in a working pilot

Start a 14-day sandbox with sample data, or bring your enrollment profile and we will model the migration and the cost with you.

No card required · Sandbox includes all five modules · Migration is part of the platform fee