TracCloud Report: Cases Listing

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Other Feature Topics

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Career Center

• Jobs by ??

Case Management

• Cases Listing

Q2 Tables

• Q2 Visits by ??

Resources

• Resource Checkouts per Visit

• Resource Inventory

• Resources

• Resources Listing

Retention

• Assessments Summary

• Custom Form Responses

• Custom Form Summary

• Custom Form Snapshot

• Heatmap Generator

SAGE

• Faculty Referral Activity

• Referrals by Student and Appointments/Visits

• SAGE Referral Snapshot

• SAGE Referrals by ??

SurveyTrac

• Survey Response Rate Comparison

• Survey Responses

• Survey Snapshot

• Unanswered Staff/Faculty Surveys

Success Plans

• Success Plan Steps

• Success Plans

Work Plans

• Work Plan Steps

• Work Plans

Workshops

• Students Workshops Attendance

• Workshops Overview

• Workshops Roster

Cases Listing

This report allows you to export a list of cases from the Case Management feature. By default, the report will show you basic information such as the case type, subtype, and status, but additional fields can be added as needed.

• 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.

• Sort by

Choose how the selected data is sorted.

• Apply Date Range to

Choose what your selected date range is in reference to. Defaults to any matching date range.

• Category, Case Type, and Status

Filter by any of these fields as needed.

• 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 ([email protected];[email protected]).

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HTML


CSV