How to run a query in Slate to find new inquiries/applicants/enrollees

Summary

This article explains how to access and run recruitment queries in Slate to find students at various stages of the admissions funnel, from inquiries through enrollment.

Body

Issue/Question

How do I run a query in Slate to find new inquiries, applicants, or enrolled students?

Environment

  • Slate

Resolution

  1. Go to the Slate home page
  2. Locate the Recruitment Queries section
  3. Click the appropriate population level:
    • Graduate
      • Grad Active Inquiries
      • Grad Applied, No Decision
      • Grad Accept, Not Enrolled
      • Grad Enrolled
    • Undergraduate
      • UG Interests
      • UG Applied, No Decision
      • UG Accept, No Deposit/Registration
      • UG Deposits/Enrolled
        Note: Graduate Insight Hub and Undergraduate Insight Hub are comprehensive dashboards
  4. Click Run Query
  5. Select the desired output and export

Details

Details

Article ID: 10103
Created
Tue 2/3/26 9:25 AM
Modified
Tue 2/3/26 2:05 PM
KCS Article Status
WIP: Only Problem & some Environment captured
Not Validated: Complete & Resolution captured, confidence lacks in structure, content, no feedback
Validated: Complete & reusable, used by licensed KCS user, confidence in resolution & std. compliance
Validated

Related Articles

Related Articles (2)

Interactions in Slate
Instructions for manually recording phone calls, meetings, and direct outreach activities on student records in Slate's Timeline. Counselors can log interactions by clicking New Interaction on a student record and selecting the interaction type, date, and adding a brief description.
Searching for a Student in Slate
This article explains how to use the search box in Slate to quickly find a student's record by name, email, or ID number.