TracCloud Report: Case Status Summary: Difference between revisions
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Created page with "{{TracCloudReportTabs}} <div class="tcWidgetPage"> <div class="categoryDynamic"> {{TracCloudReportsModulesTOC}} </div> <div class="pageTitle">Case Status Summary</div> This report allows you to tally case statuses by another field, such as case category, case type, caseworker, etc. A totals chart can also be added to display the total cases by status visually. 600px<br> {{#lst:Template:TracCloudReportsDescriptions|TimeFrame}} {{#lst:Template:TracC..." |
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Latest revision as of 18:57, 17 June 2026
Other Feature Topics
Career Center
Case Management
Q2 Tables
Resources
• Resource Checkouts per Visit
SAGE
• Referrals by Student and Appointments/Visits
SurveyTrac
• Survey Response Rate Comparison
• Unanswered Staff/Faculty Surveys
Success Plans
Work Plans
Workshops
Case Status Summary
This report allows you to tally case statuses by another field, such as case category, case type, caseworker, etc. A totals chart can also be added to display the total cases by status visually.
- 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.
- Group by
- Group records by the selected field. Some reports allow you to add secondary and tertiary groupings as well.
- Apply Date Range to
- Choose what your selected date range is in reference to. Defaults to any matching date range.
- Category, Case Type, and Status
- Filter by any of these fields as needed.
- Show Totals Bar Chart
- Adds a visual bar chart of totals to your report data.
- 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.
- Filter your results by a selected field.
- 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 ([email protected];[email protected]).
HTML
CSV
