TracCloud Report: Case Status Summary

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Other Feature Topics

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Career Center

• Jobs by ??

Case Management

• Case Status Summary

• Cases Listing

Q2 Tables

• Q2 Visits by ??

Resources

• Resource Checkouts per Visit

• Resource Inventory

• Resources

• Resources Listing

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

Case Status Summary

This report allows you to tally case statuses by another field, such as case category, case type, caseworker, etc. A totals chart can also be added to display the total cases by status visually.

• 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.

• Group by

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

• Apply Date Range to

Choose what your selected date range is in reference to. Defaults to any matching date range.

• Category, Case Type, and Status

Filter by any of these fields as needed.

• Show Totals Bar Chart

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

• 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 ([email protected];[email protected]).

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HTML


CSV