TracCloudReportsManagement06: Difference between revisions

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<big><b>Consultant Specialties</b></big><br>
<b><big>Consultant Specialties</big></b>


Consultant Specialties Report allows you to run a report that will quickly show you all the section specialties that are assigned to what consultants. You are also able to run this report by the current term.<br><br>
This report will display all specialties that are assigned to your consultants, for both reasons and sections.<br><br>


<i>Reports>Management> Consultant Specialties</i><br>
[[File:7960048.png|600px]]<br>


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{{#lst:Template:TracCloudReportsDescriptions|Centers}}


The first screenshot below is for the reason specialties.
{{#lst:Template:TracCloudReportsDescriptions|SelectTerm}}
The screenshot below specialties by subject<br><br>


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{{#lst:Template:TracCloudReportsDescriptions|ShowWhichSpecialties}}
[[File:2351384.png|thumb|none|850px]]<br><br>


* <b>Show Unassigned Specialties</b><br>
{{#lst:Template:TracCloudReportsDescriptions|ShowOnlyActiveSections}}
This will show the specialties that have NOT been assigned to any consultant (reason or subject). <br>


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{{#lst:Template:TracCloudReportsDescriptions|IgnoreCenterCourseListSubject}}
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* <b>Show Only Active Sections</b><br>
{{#lst:Template:TracCloudReportsDescriptions|IgnoreCenterStaffReason}}
Will only show the active sections for this term.<br>


[[File:5150694.png|thumb|none|850px]]<br>
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* <b>Show Email and Show Phone</b><br>
{{#lst:Template:TracCloudReportsDescriptions|ShowPhone}}
If these boxes are checked then it will display the email and/or phone that is on the consultant profile.<br>


[[File:7387165.png|thumb|none|850px]]<br>
{{#lst:Template:TracCloudReportsDescriptions|IgnoreSectionForSubj}}
[[File:1894700.png|thumb|none|850px]]<br>


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{{#lst:Template:TracCloudReportsDescriptions|OnlyActiveReg_Specialties}}


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{{#lst:Template:TracCloudReportsDescriptions|SubjectSearch}}
 
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<b><big>HTML</b></big><br>
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<br><br>
<b><big>CSV</b></big><br>
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[[Category:TracCloud]]
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Latest revision as of 14:59, 18 July 2024

Management

• Appointment Slot Utilization Date Comparison

• Appointments/Availabilities by Hour by Day of Week

• Appointments/Visits Utilization

• Average Wait Time

• Center Schedule

• Consultant Certifications

• Consultant Max Hours and Non-Duplicated Appointment Time

• Consultant Non-Duplicated Visit Time

• Consultant Specialties

• Documents

• Group Rosters

• Logins by Hour by Day of Week

• Optional: In-Person vs Online Appointments

• Outstanding Appointment Requests

• Resources

• Resources Listing

• Students Visits Cleanup Data

• Tasks

• Usage Snapshot

• Visits by Faculty and Subject

• Visits by Assigned Advisor and Student

• Work Plans


Consultant Specialties

This report will display all specialties that are assigned to your consultants, for both reasons and sections.

7960048.png


  • 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.


  • Select Term
Only show records for the selected term.


  • Show Which Specialties
Only show sections that have already been Assigned to a consultant, or view Sections that are still Unassigned. Defaults to 'All'.


  • Show Only Active Sections
Only include active sections in this report.


  • Ignore Center Course Lists for Subjects
Ignore the selected centers and show all specialties regardless of center for subject.


  • Ignore Center Staff Link for Reasons
Ignore the selected centers and show all specialties regardless of center for reason.


  • Show Email
Include email address in results.


  • Show Phone
Include phone number in results.


  • Ignore Section for Subjects
Only view specialties by subject, rather than subject + section.


  • Show Faculty Name and Email
Include Faculty Name and Email address in report results.


  • Only Active Registrations
Only include section specialties for currently active enrollments.


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


  • Reason
Only show results for the specific Reason.


  • Subject/Course/Section
Only show results for the specific Subject, Course, or Section.


  • 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.


  • 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).


HTML
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CSV
4940677.png

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