TracCloud Report: Initial Visit

Contents

Management

Payroll

Registrations

Scheduling

Security

Students

Other

Students

• Appointments by Hour by Day of Week

• 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

• Faculty Student Appointments

Initial Visit

This report will provide students' first or last visits in the time range specified. For example, if Sam Smith had a visit on Oct. 3rd, 5th, and 8th, and you run this report on that month, only their visit on the 3rd will be displayed and counted in totals.

• 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. Inactive centers are hidden from this list by default, but can be included by checking "Show Inactive."

• 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.

• 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 Summary

Only show data totals, excluding details of individual records.

• Show Totals Bar Chart

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

• Show Most Recent Visit

If checked, the most recent visit will be shown rather than the first.

• Time Format

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

• Meeting Type

Filter the data in this report to only include records based on meeting type (In-Person, Online, Asynchronous (where applicable), and Phone). Defaults to All.

• 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