TracCloud Report: Visits by Assigned Advisor and Student

Contents

Management

Payroll

Registrations

Scheduling

Security

Students

Other

Management

• Consultant Certifications

• Consultant Non-Duplicated Visit Time

• Consultant Specialties

• Documents

• Logins by Hour by Day of Week

• Resources

• Resources Listing

• Students Visits Cleanup Data

• Tasks

• Usage Snapshot

• Visits by Faculty and Subject

• Visits by Assigned Advisor and Student

Visits by Assigned Advisor and Student

This report will display your visits grouped by Advisor, then Subject, then Student (ID). Each visit record is also listed, containing the date, time, total hours, center, and consultant.

• 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.

• 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.

• Link to Advisor's Email (Required) and Name (Optional)

Select the student custom field that contains the advisor email address. Optionally, you can also specify which student field contains the advisor name if it has been set up.

• Time Format

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

• Decimal Accuracy

This determines the decimal accuracy of duration data. Defaults to 2, showing a 1-hour session as "1.00".

• In-Person/Online

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

• Include Students without Visits

Include all students in report results, even if they don't have any visit records.

• 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.

• 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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• Send Advisor Emails

This report can be used to automatically send emails to your advisors regarding each of their visits. After generating this report, save it as a favorite, and automate that favorite report to have advisor emails sent automatically on a daily/weekly/monthly basis. More information on saving a report as a favorite as well as automating a favorite report can be found on the Reports main page.

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