TracCloud Report: Success Plan Steps

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Other Feature Topics

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Career Center

• Jobs by ??

Q2 Tables

• Q2 Visits by ??

Retention

• Assessments Summary

• Custom Form Responses

• Custom Form Summary

• Custom Form Snapshot

• Heatmap Generator

SAGE

• Faculty Referral Activity

• Referrals by Student and Appointments/Visits

• SAGE Referral Snapshot

• SAGE Referrals by ??

SurveyTrac

• Survey Response Rate Comparison

• Survey Responses

• Survey Snapshot

• Unanswered Staff/Faculty Surveys

Success Plans

• Success Plan Steps

• Success Plans

Work Plans

• Work Plan Steps

• Work Plans

Workshops

• Students Workshops Attendance

• Workshops Overview

• Workshops Roster

Success Plan Steps

The Steps Report report found in Reports > Success Plans allows you to view a list of Next Steps or Past Due steps from student success plans. Which steps are shown depends on which option you choose at the bottom of the report settings shown below.

• 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".

• Step

Optionally search for specific steps, using the same text that appears in the step column of the report.

• 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).

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CSV