TracCloud: Reports: Difference between revisions
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==TracCloud Reports== | ==TracCloud Reports== | ||
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If you have a question about any of these reports, feel free to reach out to us at [mailto:helpdesk@go-redrock.com helpdesk@go-redrock.com] or by [https://helpdesk.go-redrock.com submitting a ticket.] | If you have a question about any of these reports, feel free to reach out to us at [mailto:helpdesk@go-redrock.com helpdesk@go-redrock.com] or by [https://helpdesk.go-redrock.com submitting a ticket.] | ||
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{{TracCloudReportsManagementTOC}} <br>{{TracCloudReportsPayrollTOC}} <br>{{TracCloudReportsRegistrationsTOC}} <br>{{TracCloudReportsScheduleTOC}} <br>{{TracCloudReportsSecurityTOC}} <br>{{TracCloudReportsStudentsTOC}} <br>{{TracCloudReportsModulesTOC}} | |||
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<section begin="SavingFavorites" /> | |||
==Saving a Report as a Favorite== | ==Saving a Report as a Favorite== | ||
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*<b>Allow Group Access</b> will make this report visible to other staff members in your Permission Group.<br><br> | *<b>Allow Group Access</b> will make this report visible to other staff members in your Permission Group.<br><br> | ||
[[File:2736191.png| | [[File:2736191.png|340px]] [[File:333086.png|290px]]<br><br> | ||
This report can then be found from your dashboard under <i>Reports > Favorites</i> at any time.<br> | This report can then be found from your dashboard under <i>Reports > Favorites</i> at any time. The {{#fas:copy}} button can be used to duplicate the favorite report.<br> | ||
[[File:1344177.png| | [[File:1344177.png|600px]]<br> | ||
[[File: | [[File:3008644.png|600px]] | ||
<section end="SavingFavorites" /> | |||
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<section begin="AutomatingReports" /> | |||
==Automating a Favorite Report== | ==Automating a Favorite Report== | ||
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Start by going to <i>Reports > Favorites > Edit Favorites</i>. This will bring you to the following screen. Click on the Pencil icon of the report you want to automate.<br> | Start by going to <i>Reports > Favorites > Edit Favorites</i>. This will bring you to the following screen. Click on the Pencil icon of the report you want to automate.<br> | ||
[[File:4811883.png| | [[File:4811883.png|600px]]<br><br> | ||
*<b>Deliver to:</b> should be set to <b>Email</b> in this case. | *<b>Deliver to:</b> should be set to <b>Email</b> in this case. | ||
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Click save to apply your changes.<br><br> | Click save to apply your changes.<br><br> | ||
[[File:1239451.png| | [[File:1239451.png|600px]] | ||
<section end="AutomatingReports" /> | |||
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==Reports Management== | |||
This utility (<i>found in Other > Other Options > Preferences > Reports Management</i>) allows you to manage and reassign Favorite reports. This can be used if you want to create a report for someone else or to recover existing favorite reports from inactive (or even deleted) accounts. Within this menu, you'll find the name of the report, the current owner, and a {{#fas:trash-can}} icon to delete the report. The <i>owner</i> drop-down will allow you to change ownership to another staff member. Changes are saved immediately.<br><br> | |||
Any favorite report belonging to the currently-logged-in sysadmin or an account without a known permission group (i.e., deleted accounts) can be reassigned to any active staff. Favorite reports belonging to staff as well as <i>group</i> favorite reports belonging to deleted staff can only be assigned to those also in the permission group of the original staff account.<br><br> | |||
In any case, reassigning favorite reports does not bypass report security in TracCloud. For example, it's not possible to give a regular staff account access to payroll reports by reassigning a payroll report to them in this menu. Reassigning ownership of a favorite report also does not change group access. Further modifications to the report must be made by editing the favorite report from the new owner's account. | |||
[[File: | [[File:2170180.png|600px]]<br><br> | ||
< | * <b>Email reports with the report file attached in a single email</b> | ||
::Rather than sending emailed reports as a link and a passcode in two separate emails, enabling this will instead send emailed reports as an attachment. This setting will be ignored if a generated report is greater than 10MB. | |||
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==Search Operators== | ==Search Operators== | ||
When using the 'Additional Search' utility in your report settings, you have additional operators available to better narrow down your results. Operators can be combined as needed to perform a more specific search. | When using the 'Additional Search' utility in your report settings, you have additional operators available to better narrow down your results. Operators can be combined as needed to perform a more specific search. | ||
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::[[File:2257446.png|400px]] | ::[[File:2257446.png|400px]] | ||
* && ('and' operator; typically used alongside 'not' to exclude multiple items at once) | |||
::[[File:3500435.png|400px]] | |||
* blankornull (this keyword specifically finds records where the chosen field is blank) | |||
[[Category:TracCloud Manual]] [[Category:TracCloud Reports]] | |||
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Latest revision as of 11:55, 25 November 2024
TracCloud Reports
This portion of our wiki covers the individual reports available in the system, with descriptions and example screenshots showing what you can expect when you run the report on your own data. The list below on the left contains links to all of our available reports. You can also click the report category in the tabs above to begin.
If you have a question about any of these reports, feel free to reach out to us at helpdesk@go-redrock.com or by submitting a ticket.
Management
• Consultant Non-Duplicated Visit Time
• Logins by Hour by Day of Week
• Students Visits Cleanup Data
Scheduling
• Appointment Slot Utilization Date Comparison
• Appointments/Availabilities by Hour by Day of Week
• Appointments/Visits Utilization
• Consultant Max Hours and Non-Duplicated Appointment Time
Students
• Student Search Availabilities
• Students Visits/Appointments by ??
• Students and Appointment Status Crosstab
• Students by Appointment Status
Q2 Tables
SAGE
• Referrals by Student and Appointments/Visits
SurveyTrac
• Survey Response Rate Comparison
Success Plans
Work Plans
Workshops
Saving a Report as a Favorite
Find a report that you plan on coming back to? Save it as a favorite for quick access later. From the report results window itself, click the star icon in the top-left corner, choose a name for your favorite, and click save.
- Allow Group Access will make this report visible to other staff members in your Permission Group.
This report can then be found from your dashboard under Reports > Favorites at any time. The button can be used to duplicate the favorite report.
Automating a Favorite Report
After saving your report as a favorite, you can automate it to run on a set schedule and be emailed to you or a group of users.
Start by going to Reports > Favorites > Edit Favorites. This will bring you to the following screen. Click on the Pencil icon of the report you want to automate.
- Deliver to: should be set to Email in this case.
- Email Address(es) is where you'll add your recipients' email addresses. Multiple addresses can be entered, delimited by a semicolon.
- Enable Automation will enable automation and make the following options available.
- Message to include in the report email will add in some custom messaging to your emailed report.
- Automated report frequency. Do you want this report to run daily, weekly, monthly, or once on a specific date?
- Time will determine the time that this report will run on your scheduled frequency.
- Overwrite This Favorite Report will overwrite your existing report settings with your new automation rules.
Click save to apply your changes.
Reports Management
This utility (found in Other > Other Options > Preferences > Reports Management) allows you to manage and reassign Favorite reports. This can be used if you want to create a report for someone else or to recover existing favorite reports from inactive (or even deleted) accounts. Within this menu, you'll find the name of the report, the current owner, and a icon to delete the report. The owner drop-down will allow you to change ownership to another staff member. Changes are saved immediately.
Any favorite report belonging to the currently-logged-in sysadmin or an account without a known permission group (i.e., deleted accounts) can be reassigned to any active staff. Favorite reports belonging to staff as well as group favorite reports belonging to deleted staff can only be assigned to those also in the permission group of the original staff account.
In any case, reassigning favorite reports does not bypass report security in TracCloud. For example, it's not possible to give a regular staff account access to payroll reports by reassigning a payroll report to them in this menu. Reassigning ownership of a favorite report also does not change group access. Further modifications to the report must be made by editing the favorite report from the new owner's account.
- Email reports with the report file attached in a single email
- Rather than sending emailed reports as a link and a passcode in two separate emails, enabling this will instead send emailed reports as an attachment. This setting will be ignored if a generated report is greater than 10MB.
Search Operators
When using the 'Additional Search' utility in your report settings, you have additional operators available to better narrow down your results. Operators can be combined as needed to perform a more specific search.
- | ('or' operator; search for multiple unique values)
- * (wildcard; anything that starts with/ends with/contains a specified string)
- # ('not' operator; exclude results that match this search)
- && ('and' operator; typically used alongside 'not' to exclude multiple items at once)
- blankornull (this keyword specifically finds records where the chosen field is blank)