TracCloudReportsManagement13

Contents

Management

Payroll

Registrations

Security

Students

Modules

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

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• Work Plans

Usage Snapshot

This report provides a snapshot of your recent visits by different fields. Each field added will display the name of the fields, number of students, total visits, total hours, and a pie-chart for the data within the specified range. You can also generate this report as a Date Comparison, allowing you to view two columns of snapshot data for different date ranges.

• 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.

• Report Option

Usage Snapshot will display visit data for all Snapshot Fields in the date range specified and includes a pie chart view for each field. Date Comparison does the same, but for both of your selected date ranges, allowing to compare traffic from two periods in a single report.

• 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.

• Secondary Time Frame

An additional date range for data comparison.

• Sort by

Choose how the selected data is sorted.

• Chart by

Choose how the selected data is sorted in charts.

• Chart Type

This allows you to select the format of the chart. Pie, bar, or line.

• In-Person/Online

Filter the data in this report to only include In-Person or Online records. Defaults to All.

• Show online locations specifically

If unchecked, the 'Location' for online Appts/Visits will be displayed as simply 'Online.' If this option is checked, it will display the specific online location (e.g., 'https://zoom.us/123456789').

• 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.

• Snapshot Fields

Use this to add fields to your report. Add Location to see location usage, consultants to see who has met with the most students, etc.

• 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).

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HTML


CSV