TracCloud Report: Success Plans: Difference between revisions

The Success Plans report allows you to view a list of student Success Plans, along with their status, completion percentage, additional student information, and more.

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.

Success Plan

Select the Success Plan type that you want to show results for.

Apply Date Range to

Choose what your selected date range is in reference to. Defaults to any matching date range.

Sort by

Choose how the selected data is sorted.

Faculty Name

Filter by assigned faculty name. Expected format is "Last, First".

Show Step Details

If enabled, student progress on individual steps and a visual timeline of step due dates will be shown.

Show Visit Details

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

Include Inactive Plans

Inactive plans are hidden by default, this option allows you to include them in report results.

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).

HTML

HTML (Show Step Details)

CSV

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 The <b>Success Plans</b> report allows you to view a list of student Success Plans, along with their status, completion percentage, additional student information, and more.
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 {{#lst:Template:TracCloudReportsDescriptions|ShowVisitDetails}}
+{{#lst:Template:TracCloudReportsDescriptions|SuccessPlan_InactivePlans}}
 {{#lst:Template:TracCloudReportsDescriptions|AdditionalSearch}}

TracCloud Report: Success Plans: Difference between revisions

From Redrock Wiki

Revision as of 18:24, 26 June 2023

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