Reports:Add Favorite: Difference between revisions

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==How to Add a Favorite Report==
<HR>
To add a specific report in the Favorites Category click on Reports from the TutorTrac Main Menu. On the Reports Chooser, select the report that will be added in the Favorites Category. After selecting the Report, click on the option "Save new favorite with name:" then change the title to identify the report in the Favorites Category. Then click on the Generate Report button to save the Favorite Report.
[[File:AddFavoriteReport.png|border|700px]]
[[File:AddFavoriteReport2.png|border|700px]]
<hr>
==How to Edit a Favorite Report==
<HR>
To edit/update the report in the Favorites Category, click on Reports from the Trac System Main Menu. On the Reports Chooser, select the report in the Favorites Category that will be modifying. Make the required changes, then click on the option "Save over existing favorite with name:." and change the title to identify the report in the Favorites Category. Finally, click on the Generate Report button to save all changes.
[[File:EditReport.png|border|600px]]
<hr>
==How to Remove a Favorite Report==
<HR>
To remove the report in the Favorites Category click on Reports from the TutorTrac Main Menu. On the Reports Chooser, select the report in the Favorites Category that will be deleted. After selecting the Report, click on the option Remove to delete the report from the Favorites Category.
[[File:RemovingReports.png|border|700px]]
<hr>
There are two steps to automate your reports.
First, you will need to create the Automated Event. Go to Trac Navigation > Trac Man icon > Utilities and Prefs > Auto Reports tab. Next, click on the NEW button, enter the Name, check "is Pending", select the schedule and time, then finally click save.
[[File:NightlyReport.png|border|700px]]
[[File:AutomateFavReport2.png|border|700px]]


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Step two is to add the report to the auto-event. Open the reports chooser (Trac Nav. > Trac Man > Reports). In the Reports Chooser, select your report from the Favorites category. After selecting the Report, click on the option “Auto Run…” and select the event to link the report to. Next, check the box "Save over existing favorite", and finally, click Generate to save the changes.
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| style="vertical-align:top; font-size:160%; color:#7c1911; " | '''How to Add a Favorite Report''' <HR>
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| style="vertical-align:top; font-size:120%; " | <BR />To add a specific report in the Favorites Category click on Reports from the TutorTrac Main Menu. On the Reports Chooser, select the report that will be added in the Favorites Category. After selecting the Report, click on the option "Save new favorite with name:" then change the title to identify the report in the Favorites Category. Then click on the Generate Report button to save the Favorite Report.


[[File:AutoRun.jpg|border|700px]]
<hr>
==How to Automate a Favorite Report==
<HR>
There are two steps to automate your reports.


[[File:AddFavoriteReport.png|border|700px]]
First, you will need to create the Automated Event. Go to Trac Navigation > Trac Man icon > Utilities and Prefs > Auto Reports tab. Next, click on the NEW button, enter the Name, check "is Pending", select the schedule and time, then finally click save.


[[File:NightlyReport.png|border|700px]]


[[File:AddFavoriteReport2.png|border|700px]]
[[File:AutomateFavReport2.png|border|700px]]


Step two is to add the report to the auto-event. Open the reports chooser (Trac Nav. > Trac Man > Reports). In the Reports Chooser, select your report from the Favorites category. After selecting the Report, click on the option “Auto Run…” and select the event to link the report to. Next, check the box "Save over existing favorite", and finally, click Generate to save the changes.


[[File:AutoRun.jpg|border|700px]]


<hr>
==Sending Reports to Email Addresses==
<HR>


To send a report to your email rather than displaying it on screen, simply change the "Delivery" option to "Email" and add your email address in the box below.


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To include multiple email addresses, separate them with a semicolon. For example:
dave@email.org; joe@email.org; jane@email.org


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{{DISPLAYTITLE:<span>Reports Guide</span>}}
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[[Category:Trac 4]]

Latest revision as of 10:11, 26 March 2024

    The legacy Trac 4.0 version of TutorTrac/AdvisorTrac/FitnessTrac is no longer receiving updates and will be end-of-life in 2025. Click here to schedule a TracCloud demo or reach out to sales@go-redrock.com for migration pricing or contract details.



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Customizable
With Twig support, you can personalize system messages, upcoming appointment lists, emails, and more based on the users who are viewing/receiving them. From simple changes like greeting the user by name to completely changing an email based on if the related appointment was in-person or online, in a certain center, for a certain reason, even if a certain custom field in the student's profile has a specific value. This extends to the log listing and kiosks as well, where you can add or remove fields, rearrange the data that's displayed, and add custom formatting with HTML and Twig.

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Reports Guide Contents

• Favorites

• Scheduling

• Payroll

• Materials/Resources

• Center Usage and Demographics

• Students By

• Students Listed

• Registrations

• Other

• Security

• SAGE

• Q2:Tables


How to Add a Favorite Report

To add a specific report in the Favorites Category click on Reports from the TutorTrac Main Menu. On the Reports Chooser, select the report that will be added in the Favorites Category. After selecting the Report, click on the option "Save new favorite with name:" then change the title to identify the report in the Favorites Category. Then click on the Generate Report button to save the Favorite Report.

AddFavoriteReport.png

AddFavoriteReport2.png

How to Edit a Favorite Report

To edit/update the report in the Favorites Category, click on Reports from the Trac System Main Menu. On the Reports Chooser, select the report in the Favorites Category that will be modifying. Make the required changes, then click on the option "Save over existing favorite with name:." and change the title to identify the report in the Favorites Category. Finally, click on the Generate Report button to save all changes.

EditReport.png

How to Remove a Favorite Report

To remove the report in the Favorites Category click on Reports from the TutorTrac Main Menu. On the Reports Chooser, select the report in the Favorites Category that will be deleted. After selecting the Report, click on the option Remove to delete the report from the Favorites Category.


RemovingReports.png

There are two steps to automate your reports.

First, you will need to create the Automated Event. Go to Trac Navigation > Trac Man icon > Utilities and Prefs > Auto Reports tab. Next, click on the NEW button, enter the Name, check "is Pending", select the schedule and time, then finally click save.


NightlyReport.png

AutomateFavReport2.png


Step two is to add the report to the auto-event. Open the reports chooser (Trac Nav. > Trac Man > Reports). In the Reports Chooser, select your report from the Favorites category. After selecting the Report, click on the option “Auto Run…” and select the event to link the report to. Next, check the box "Save over existing favorite", and finally, click Generate to save the changes.


AutoRun.jpg

How to Automate a Favorite Report

There are two steps to automate your reports.

First, you will need to create the Automated Event. Go to Trac Navigation > Trac Man icon > Utilities and Prefs > Auto Reports tab. Next, click on the NEW button, enter the Name, check "is Pending", select the schedule and time, then finally click save.

NightlyReport.png

AutomateFavReport2.png

Step two is to add the report to the auto-event. Open the reports chooser (Trac Nav. > Trac Man > Reports). In the Reports Chooser, select your report from the Favorites category. After selecting the Report, click on the option “Auto Run…” and select the event to link the report to. Next, check the box "Save over existing favorite", and finally, click Generate to save the changes.

AutoRun.jpg

Sending Reports to Email Addresses

To send a report to your email rather than displaying it on screen, simply change the "Delivery" option to "Email" and add your email address in the box below.

Rbebetetbe4.png


To include multiple email addresses, separate them with a semicolon. For example: 

dave@email.org; joe@email.org; jane@email.org

34r546k5.png


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