Running Reports based on Lists: Difference between revisions

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{{DISPLAYTITLE:<span>User Manual</span>}}
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Revision as of 14:44, 30 November 2021

User Manual Contents

• Introduction

• SysAdmin Preferences

• Center Profile Prefs

• Group Settings

• Sections

• Reasons

• Consultants

• Student Records

• Availabilities

• Appointment Scheduling

• Visits

• Resources

• List Management

   • List Management Prefs

   • Creating Lists

   • Watchlist Indicators

   • Limit Logins based on List

   • Running Reports on Lists

• Kiosk

• Customize My Trac


List Management: Running Reports based on Lists
If a user has the appropriate privileges, reports can be run based on student lists. Let’s navigate to the Report Chooser to go through an example. Click on the TracMan icon > Reports.


In the Student by category is a report click on Visits / Students By ??.


ReportOnList1.png


Click on the blue Student Search hyperlink to expand the field.


ReportOnList2.png


Select a student list using the “On List” field.


ReportOnList3.png


This process can be used in many different reports to run reports based on a student list.


Here are some other reports that allow the utilization of lists:


Scheduling

  • Appointments / Students by ??


Center Usage / Demographics

  • Center Usage & Demographics By


Students By

  • Visits for Students
  • Visits / Students by ??
  • Appointments / Students by ??
  • Students by Center Grid
  • Students / Visits by ??
  • Students Visits Cleanup Data
  • Students by Appointment Status


Registrations By

  • Registrations by ??
  • Progress Report Listing
  • Progress Report & Visit Info
  • Progress Report Listing by Subject
  • Progress Report & Visit Info by Subject
  • Progress Report Detail by Student
  • Visits by Instructor & Subject
  • SI Comparison
  • SI Session Listing


Other

  • Visits for Students
  • Visits Export
  • Center Usage & Demographics by
  • Students Document Followup List
  • Students Document Post List



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