TracCloudReportsManagement13

From Redrock Wiki

Usage Snapshot

This report provides a snapshot of your recent visits by different fields. Each field added will display the name of the fields, number of students, total visits, total hours, and a pie-chart for the data within the specified range. You can also generate this report as a Date Comparison, allowing you to view two columns of snapshot data for different date ranges.

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  • Centers
Filter report data by center. You can select all centers or only a specific few to narrow down your results. At least one center must be selected.


  • 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.


  • Secondary Time Frame
An additional date range for data comparison.


  • Chart Type
This allows you to select the format of the chart. Pie, bar, or line.


  • In-Person/Online
Filter the data in this report to only include In-Person or Online records. Defaults to All.


  • Show online locations specifically
If unchecked, the 'Location' for online Appts/Visits will be displayed as simply 'Online.' If this option is checked, it will display the specific online location (e.g., 'https://zoom.us/123456789').


  • 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)
Multiple fields can be added to further narrow down your results.


  • Snapshot Fields
Use this to add fields to your report. Add Location to see location usage, consultants to see who has met with the most students, etc.


  • 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).


  • View Snapshot or Date Comparison
Snapshot will display visit data for all Snapshot Fields in the date range specified and includes a pie chart view for each field. Date Comparison does the same, but for both of your selected date ranges, allowing to compare traffic from two periods in a single report.



HTML
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CSV
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