TracCloud Report: Activity Report Listing
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Other Feature Topics
Career Center
Case Management
Q2 Tables
Resources
• Resource Checkouts per Visit
SAGE
• Referrals by Student and Appointments/Visits
SurveyTrac
• Survey Response Rate Comparison
• Unanswered Staff/Faculty Surveys
Success Plans
Work Plans
Workshops
Activity Report Listing
This report provides details on Case Management activity reports, grouped by case category and type by default. Additional fields such as persons involved, witnesses, parties notified, etc can be added as needed.
- 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,, Status, Activity Type, Status, Created by, and Caseworker
- Filter by any of these case fields as needed.
- 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 ([email protected];[email protected]).
HTML
CSV
