TracCloud Report: SAGE Referrals by ??

This report provides a list of referrals submitted in the date range specified. The data is grouped by Referral Type by default, showing the student's name, referral date, the staff member who submitted the referral, and the reasons/recommendations 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.

Show Summary

Only show data totals, excluding details of individual records.

Show Totals Bar Chart

Adds a visual bar chart of totals to your report data.

Referral Type

Only show referrals of a specific type.

Processed

Filter referrals based on status, Processed or Not Processed. Defaults to 'All.'

Reason/Recommendation/QA Delimiter

If multiple Reasons/Recommendations are chosen for a single referral, you can decide how to separate them with this option. E.g., Comma delimited, Pipe delimited, etc.

Assigned Consultant

Filter referrals based on the assigned consultant/advisor.

Group by

Group records by the selected field. Some reports allow you to add secondary and tertiary groupings as well.

Search Group

Filter results based on your search in this group. For example, if you're grouping by Student Major, you can put 'Mathematics' in this field to only show students assigned to that Major.

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).

Email Each Assigned Consultant

If your referral report is configured to group by assigned consultant and output as HTML, a new option will become available to Email Each Assigned Consultant. This allows you to send referrals to the consultants they're assigned to. Send Consultant Emails Now will immediately send consultants the referrals when you generate the report, and you can write a custom email subject and body if needed. After generating the report, you can save it as a favorite and automate it to have these emails sent to consultants on a daily/weekly/monthly basis. More information on saving favorites and automating reports can be found here.

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TracCloud Report: SAGE Referrals by ??

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