Reports:Add Favorite

From Redrock Wiki

    The legacy Trac 4.0 version of TutorTrac/AdvisorTrac/FitnessTrac is no longer receiving updates and will be end-of-life in 2025. Click here to schedule a TracCloud demo or reach out to sales@go-redrock.com for migration pricing or contract details.



New, easy to use interface
TracCloud features a modern, easy to use, and mobile-friendly interface, allowing you to easily find and manage your data as you need. Students, staff, and faculty will have a much easier time navigating through the system and accessing the data they need. The new dashboard offers many easy to access widgets to view and manage your data.

7018287.png

New Features
Export almost any report into Excel. Static and dynamic QR codes for touchless-kiosk environments. Unlimited custom data fields in student records, visits, appointments, and more. Customizable views of listing pages. Student timelines. Twig and HTML-supported emails and system messages. Customizable log listing and kiosk views. Center descriptions. New reports. Student success plans as a new module, along with work plans for staff. The full list of changes couldn't fit in this article, and more is being added all the time. Relating to the schedule specifically, you'll find a new appointments listing, availability badges, custom search appointment links and QR codes, unlimited customizable max appointment rules, asynchronous appointment support, and more.

4062955.png

Customizable
With Twig support, you can personalize system messages, upcoming appointment lists, emails, and more based on the users who are viewing/receiving them. From simple changes like greeting the user by name to completely changing an email based on if the related appointment was in-person or online, in a certain center, for a certain reason, even if a certain custom field in the student's profile has a specific value. This extends to the log listing and kiosks as well, where you can add or remove fields, rearrange the data that's displayed, and add custom formatting with HTML and Twig.

1670850.png

Faster
Rewritten from the ground up hosted on AWS, using a MySQL database, TracCloud is faster in every way. This performance increase compared to Trac 4.0 can be noticed throughout the entire system, with reports being especially improved. Even the biggest reports in TracCloud load within a few seconds.

3881667.png

Migrate Existing Data
Migrate your existing data from Trac 4.0, allowing you to pick up right where you left off. We'll work with you to plan out your migration, coordinating with your IT, and training your system administrators to get you started in TracCloud.

7254776.png

Click here to schedule a TracCloud demo!



How to Add a Favorite Report


To add a specific report in the Favorites Category click on Reports from the TutorTrac Main Menu. On the Reports Chooser, select the report that will be added in the Favorites Category. After selecting the Report, click on the option "Save new favorite with name:" then change the title to identify the report in the Favorites Category. Then click on the Generate Report button to save the Favorite Report.

AddFavoriteReport.png

AddFavoriteReport2.png


How to Edit a Favorite Report


To edit/update the report in the Favorites Category, click on Reports from the Trac System Main Menu. On the Reports Chooser, select the report in the Favorites Category that will be modifying. Make the required changes, then click on the option "Save over existing favorite with name:." and change the title to identify the report in the Favorites Category. Finally, click on the Generate Report button to save all changes.

EditReport.png


How to Remove a Favorite Report


To remove the report in the Favorites Category click on Reports from the TutorTrac Main Menu. On the Reports Chooser, select the report in the Favorites Category that will be deleted. After selecting the Report, click on the option Remove to delete the report from the Favorites Category.


RemovingReports.png


There are two steps to automate your reports.

First, you will need to create the Automated Event. Go to Trac Navigation > Trac Man icon > Utilities and Prefs > Auto Reports tab. Next, click on the NEW button, enter the Name, check "is Pending", select the schedule and time, then finally click save.


NightlyReport.png

AutomateFavReport2.png


Step two is to add the report to the auto-event. Open the reports chooser (Trac Nav. > Trac Man > Reports). In the Reports Chooser, select your report from the Favorites category. After selecting the Report, click on the option “Auto Run…” and select the event to link the report to. Next, check the box "Save over existing favorite", and finally, click Generate to save the changes.


AutoRun.jpg


How to Automate a Favorite Report


There are two steps to automate your reports.

First, you will need to create the Automated Event. Go to Trac Navigation > Trac Man icon > Utilities and Prefs > Auto Reports tab. Next, click on the NEW button, enter the Name, check "is Pending", select the schedule and time, then finally click save.

NightlyReport.png

AutomateFavReport2.png

Step two is to add the report to the auto-event. Open the reports chooser (Trac Nav. > Trac Man > Reports). In the Reports Chooser, select your report from the Favorites category. After selecting the Report, click on the option “Auto Run…” and select the event to link the report to. Next, check the box "Save over existing favorite", and finally, click Generate to save the changes.

AutoRun.jpg


Sending Reports to Email Addresses


To send a report to your email rather than displaying it on screen, simply change the "Delivery" option to "Email" and add your email address in the box below.

Rbebetetbe4.png


To include multiple email addresses, separate them with a semicolon. For example:

dave@email.org; joe@email.org; jane@email.org

34r546k5.png