TracCloud Report: Tasks

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Management

• Appointments by Assigned Advisor and Student

• Class Attendance

• Class Attendance Summary

• Consultant Certifications

• Consultant Non-Duplicated Visit Time

• Consultant Specialties

• Documents

• Logins by Hour by Day of Week

• Mentorship Activity

• Resource Checkouts per Visit

• Resources

• Resources Listing

• Students Visits Cleanup Data

• Tasks

• Usage Snapshot

• Visits by Faculty and Subject

• Visits by Assigned Advisor and Student

Tasks

The Tasks report, found in Reports > Management, allows you to review submitted tasks and their status. This includes the task type, due date, created date, whether or not it has been completed, and more.

• 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.

• Select Task Type

Select the specific task type/category that you want to include in this report.

• Apply Date Range to

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

• Show Notes

Include the contents of the Notes field in report results.

• Task Name, Assigned to Name, Student Name, Created by Name

These fields allow you to further filter report results to view the specific tasks you're looking for.

• 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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