TracCloud Report: Appointments/Visits Utilization: Difference between revisions

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This report shows consultants' total appointment hours, drop-in hours, and availability hours to compare utilization.<br><br>
This report shows consultants' total appointment hours, drop-in hours, and availability hours to compare utilization.<br><br>


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Revision as of 22:06, 4 August 2023

Management

• Appointments by Assigned Advisor and Student

• Class Attendance

• Class Attendance Summary

• Consultant Certifications

• Consultant Non-Duplicated Visit Time

• Consultant Specialties

• Documents

• Logins by Hour by Day of Week

• Mentorship Activity

• Resources

• Resources Listing

• Students Visits Cleanup Data

• Tasks

• Usage Snapshot

• Visits by Faculty and Subject

• Visits by Assigned Advisor and Student


Appointments/Visits Utilization

This report shows consultants' total appointment hours, drop-in hours, and availability hours to compare utilization.



  • 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.


  • Show Canceled Appointments
Include appointments that have been canceled in your report results.


  • Show Availabilities
Include availability times in the report results.


  • ShowReserved
Include blocked or reserved schedule time in the report results.


  • 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 Work Visits
Include consultant work visits in report results.


  • Show Location
Include Location in report results.


  • Calculate Totals
Include data totals in report results.


  • Show Totals Bar Chart
Adds a visual bar chart of totals to your report data.


  • Subject/Course/Section
Only show results for the specific Subject, Course, or Section.


  • 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.


  • 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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