TracCloudReportsQ201

Contents

Management

Payroll

Registrations

Scheduling

Security

Students

Other

Q2 Tables

• Q2 Visits by ??

SAGE

• Referrals by Student and Appointments/Visits

• SAGE Referral Snapshot

• SAGE Referrals by ??

SurveyTrac

• Survey Response Rate Comparison

• Survey Responses

• Survey Snapshot

Success Plans

• Success Plans

Work Plans

• Work Plans

Workshops

• Students Workshops Attendance

• Workshops Overview

• Workshops Roster

Q2 Visits by ??

This report provides an overview of visits that took place in your center, along with the contact time(s) for each center visit. More information on Q2 can be found here.

• 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 Only Table Visits

Only show Q2 Table visits specifically, exclude center visit records.

• 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').

• 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.

• Decimal Accuracy

This determines the decimal accuracy of duration data. Defaults to 2, showing a 1-hour session as "1.00".

• 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).

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HTML


CSV