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Step 6/7 - Set Up Forms & Generate Reports

Pranesh G avatar
Written by Pranesh G
Updated this week

In Part 5, we covered how to create invoices and tuition plans. Now, let’s look at two powerful support modules: Form Builder (Applications) and Reports. These tools help you streamline admissions, collect data digitally, and gain insights from your operations.

📝 1. Create Custom Forms with the Form Builder

Navigate to: Forms → Student Application
Click the “New Application” button at the top-right to begin.

Illumine’s Form Builder lets you create dynamic forms for multiple purposes:

Common Use Cases:

  • Activity Signups for students/parents

  • Digital Signature Collection on important documents

  • Admission Forms with file upload support

  • Surveys and Feedback forms for parents or staff

Key Features:

  • Drag-and-drop form builder interface

  • Form status tracking: Draft or Live

  • Easy link sharing with parents or staff

  • Responses stored securely for easy access

📌 Once published, forms can be shared via email, app notifications, or even embedded on your website.

2. Generate Reports (CSV/Excel Format)

Navigate to: Reports

Illumine provides ready-to-use reports across multiple modules, including:

  • Student Data

  • Staff Info and Attendance Data

  • Billing & Invoices

  • Activity Logs

  • Form Submission Data

How to Generate:

  1. Select the report type you need

  2. Choose a date range and fill in any relevant filters

  3. Click “Generate Report”

  4. Download the CSV from the right panel once ready

🧾 Reports are exportable in spreadsheet format for audits, sharing with management, or uploading to third-party systems.

🎯 You’re now equipped to create digital forms and extract data insights anytime.
Continue to Step 7 → Start managing parent enquiries and new admissions


📅 Need help building your first form or generating reports?
👉 Book a Free Onboarding Session for one-on-one setup support.

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