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Work Plans

The Work Plans report found in Reports > Work Plans allows you to view a list of staff work plans, along with their status, completion percentage, additional staff information, and more.


  • 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.

  • Work Plan
Select the Work 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 supervisor name. Expected format is "Last, First".

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

  • Show Visit Details
If checked, the Subject, Reason, Consultant, and Center of the visit will be included in the results.

  • Include Inactive Plans
Inactive plans are hidden by default, this option allows you to include them in report results.

  • 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 (;


HTML (Show Step Details)