TracCloud Report: Students Visits/Appointments by ??

Contents

Management

Payroll

Registrations

Scheduling

Security

Students

Other

Students

• Attendance by Hour

• Initial Visit

• Student Fields

• Student Search Availabilities

• Students Visits Center Grid

• Students Visits Summary

• Students Visits/Appointments by ??

• Students and Appointment Status Crosstab

• Students by Appointment Status

• Visits by ??

• Visits by Week by Center

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• Faculty Student Visits

Students Visits/Appointments by ??

This report will display the Visits and/or Appointments in your system that match the criteria you search by. This data can be grouped by different fields if needed.

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• 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.

• 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.

• Show Visit Details

If checked, the Subject, Reason, Consultant, and Center of the visit will be included in the results.

• Show Appointment Details

If checked, the Subject, Reason, Consultant, and Center of the appointment will be included in the results.

• Show Canceled Appointments

Include appointments that have been canceled in your report results.

• Show Auto Canceled Appointments

Include appointments that were automatically canceled in the report results. More information.

• Show Summary

Only show data totals, excluding details of individual records.

• 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').

• Group by Student

This option will group individual records by student name.

• Show Totals Bar Chart

Adds a visual bar chart of totals to your report data.

• Time Format

This determines the format of duration, a 90-minute session could display as 1.50, 01:30:00, or 01:30.

• In-Person/Online

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

• Special Needs / Skills / Accommodations

Only show results for a specific Need/Skill/Accommodation.

• Group by

Group records by the selected field. Some reports allow you to add secondary and tertiary groupings as well.

• Search Group

Filter results based on your search in this group. For example, if you're grouping by Student Major, you can put 'Mathematics' in this field to only show students assigned to that Major.

• 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.

• Additional fields to show

This can be used to add additional data fields to the report results. For example, you could use this to add a student's email address in a visit report.

• 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).

• View by Visits or Appointments

This is one of a few reports in the system that can be generated using different methods. View by Visits will search for Visits first, and can also display information about related Appointments. View by Appointments will do the opposite.

As a real-world example, if Sam Smith has a missed appointment (i.e., no visit record), that information won't display if you View by Visits, but it will if you View by Appointments.

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