TracCloudReportsManagement16

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Revision as of 09:45, 12 May 2023 by Redrock (talk | contribs)

Management

• Appointment Slot Utilization Date Comparison

• Appointments/Availabilities by Hour by Day of Week

• Appointments/Visits Utilization

• Average Wait Time

• Center Schedule

• Consultant Certifications

• Consultant Max Hours and Non-Duplicated Appointment Time

• Consultant Non-Duplicated Visit Time

• Consultant Specialties

• Group Rosters

• Logins by Hour by Day of Week

• Optional: In-Person vs Online Appointments

• Outstanding Appointment Requests

• Resources

• Students Visits Cleanup Data

• Tasks

• Usage Snapshot

• Visits by Faculty and Subject

• Visits by Assigned Advisor and Student

• Work Plans


Tasks

The Tasks report, found in Reports > Management, allows you to review submitted tasks and their status. This includes the task type, due date, created date, whether or not it has been completed, and more.

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  • Time Frame
The date range for the data in this report. Beyond entering a date range manually, you can also choose a preset date range (Today, This Month, This Semester, etc) from the dropdown list above.


  • Sort by
Choose how the selected data is sorted.


  • Select Task Type
Select the specific task type/category that you want to include in this report.


  • Apply Date Range to
Choose what your selected date range is in reference to. Defaults to any matching date range.


  • Show Notes
Include the contents of the Notes field in report results.


  • Task Name, Assigned to Name, Student Name, Created by Name
These fields allow you to further filter report results to view the specific tasks you're looking for.


  • Output format
Use HTML to view report data in your browser, or export this report to a CSV file (available for most reports). Some reports offer additional CSV options depending on if you want to include totals and/or data grouping in your export.


  • Deliver to
Display this report immediately in your browser ("Screen"), or send the report to a specified email address ("Email"). Multiple email addresses can be specified, use ; to separate them (example@example.edu;sample@example.edu).


HTML
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CSV
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