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Success Plans
The Success Plans report found in Reports > Success Plans allows you to view a list of student success plans, along with their status, completion percentage, additional student information, and more.
- 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.
- Select the Success Plan type that you want to show results for.
- Choose what your selected date range is in reference to. Defaults to any matching date range.
- Choose how the selected data is sorted.
- Filter by assigned faculty name. Expected format is "Last, First".
- If enabled, student progress on individual steps and a visual timeline of step due dates will be shown.
- If checked, the Subject, Reason, Consultant, and Center of the visit will be included in the results.
- Inactive plans are hidden by default, this option allows you to include them in report results.
- 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.
- 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.
- 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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