TracCloudWhatsNew and TracCloudReportsSP01: Difference between pages

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<b><big>Success Plans</big></b><hr>
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The <b>Success Plans</b> report allows you to view a list of student Success Plans, along with their status, completion percentage, additional student information, and more.


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This page highlights some of the recent changes made to the TracCloud platform, and how you can utilize them on your own instance. A list of past changes and a full changelog can be found in the tabs above.
 
 
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If you have any questions about these changes, feel free to reach out to us on [https://helpdesk.go-redrock.com our helpdesk.]
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<big><b><div style='text-align: center;'>Latest posts</div></big></b>
<b><big>HTML</b></big><br>
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<b><big>CSV</b></big><br>
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[[TracCloudWhatsOld|View more...]]
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[[Category:TracCloud]]
[[Category:TracCloud]]

Revision as of 17:03, 24 April 2023

Q2 Tables

• Q2 Visits by ??

SAGE

• Referrals by Student and Appointments/Visits

• SAGE Referral Snapshot

• SAGE Referrals by ??

SurveyTrac

• Survey Response Rate Comparison

• Survey Responses

• Survey Snapshot

Success Plans

• Success Plans


Success Plans

The Success Plans report allows you to view a list of student Success Plans, along with their status, completion percentage, additional student information, 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.


  • Success Plan
Select the Success Plan type that you want to show results for.


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


  • Sort by
Choose how the selected data is sorted.


  • Faculty Name
Filter by assigned faculty name. Expected format is "Last, First".


  • Show Step Details
If enabled, student progress on individual steps and a visual timeline of step due dates will be shown.


  • Additional Search
Filter your results by a selected field.
Use * as a wildcard (Subject: MAT*)
| as "or" (Major: Mathematics|Biology)
# as "Not" (Status: #Inactive)
&& as "And" (Major: #Mathematics&&#Biology)
blankornull as a keyword to find records where the field is blank (Reason: blankornull)
Multiple fields can be added to further narrow down your results.


  • Additional fields to show
This can be used to add additional data fields to the report results. For example, you could use this to add a student's email address in a visit report.


  • 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
6169128.png

HTML (Show Step Details)
4266481.png

CSV
7487253.png


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