Template:TracCloudReportsDescriptions

This template is used to provide descriptions throughout the TracCloud Reports guide. If you've ended up here by mistake, click here to return to the Reports wiki.

Every description can potentially be used across multiple Report articles. Do not use specific examples on this page.

Transclude sections like this: {{#lst:Template:TracCloudReportsDescriptions|TimeFrame}}, replacing 'TimeFrame' with the relevant description code below.

Centers

• 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.

TimeFrame

• 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.

SecondTimeFrame

• Secondary Time Frame

An additional date range for data comparison.

Increment

• Increment

Select your preferred time increment. I.e., separate results in increments of 1-hour, 30-minutes, or 15-minutes.

ShowBarChart

• Show bar chart

Adds a visual bar chart to your report data.

ShowTotalsChart

• Show Totals Bar Chart

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

DataTableTotals

• Show data table with totals

Adds a data table to the report, listing out the results separately from a bar chart.

InPersonOnline

• In-Person/Online

Filter the data in this report to only include In-Person or Online records. Defaults to All.

ShowOnlineSpecifically

• 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').

OutputFormat

• 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.

DeliverTo

• 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).

ShowCanceledAppts

• Show Canceled Appointments

Include appointments that have been canceled in your report results.

ShowSummary

• Show Summary

Only show data totals, excluding details of individual records.

ShowWorkVisits

• ShowWorkVisits

Include consultant work visits in report results.

CalculateTotals

• Calculate Totals

Include data totals in report results.

GroupBy

• Group by

Group records by the selected field. Some reports allow you to add secondary and tertiary groupings as well.

SearchGroup

• Search Group

Filter results based on your search in this group. For example, if you're grouping by Student Major, you can put 'Mathematics' in this field to only show students assigned to that Major.

AdditionalSearch

• Additional Search

Filter your results by a selected field.
Use * as a wildcard (Subject: MAT*)
| as "or" (Major: Mathematics|Biology)
# as "Not" (Status: #Inactive)
Multiple fields can be added to further narrow down your results.

AdditionalFieldsToShow

• 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.

ViewBy_StudVisitApptBy

• View by Visits or Appointments

This is one of a few reports in the system that can be generated using different methods. View by Visits will search for Visits first, and can also display information about related Appointments. View by Appointments will do the opposite.

As a real-world example, if Sam Smith has a missed appointment (i.e., no visit record), that information won't display if you View by Visits, but it will if you View by Appointments.

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General 'Show' descriptions

ShowEmail

• Show Email

Include email address in results.

ShowPhone

• Show Phone

Include phone number in results.

ShowVisitDetails

• Show Visit Details

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

ShowApptDetails

• Show Appointment Details

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

ShowAvails

• Show Availabilities

Include availability times in the report results.

ShowReserved

• ShowReserved

Include blocked or reserved schedule time in the report results.

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Rarely used descriptions

IgnoreCenterCourseListSubject

• Ignore Center Course Lists for Subjects

Ignore the selected centers and show all specialties regardless of center.

ShowOnlyActiveSections

• Show Only Active Sections

Only include active sections in this report.

ReasonSearch

• Reason

Only show results for the specific Reason.

SubjectSearch

• Subject/Course/Section

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

SkillsSearch

• Skills / Accommodations

Only show results for a specific Skill/Accommodation.

SelectTerm

• Select Term

Only show records for the selected term.

ShowWhichSpecialties

• Show Which Specialties

Only show sections that have already been Assigned to a consultant, or view Sections that are still Unassigned. Defaults to 'All'.

ShowAttendanceHourDayWk

• Show Attendance by Hour by Day of Week

This will include an additional graph displaying how many visits took place per day of week in addition to the hour-by-hour breakdown.

VisitTimeFormat

• Time Format

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

GroupByStudent

• Group by Student

This option will group individual records by student name.