TracCloud Report: Activity Report Summary
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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 Summary
This report provides data on Case Management activity report custom questions. Charts can be included to visualize answers as pie, bar, or line graphs.
- 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.
- Case Type, Activity Report Type
- Filter by either of these case fields. Both are required.
- Filter by either of these case fields. Both are required.
- Show Charts
- This field allows you to add charts to the report results. Pie, bar, or line.
- This field allows you to add charts to the report results. Pie, bar, or line.
- Include Fill-in Responses
- Choose whether or not you want to include fill-in (typed in) responses in the results. This only applies to single-line entry fields.
- Choose whether or not you want to include fill-in (typed in) responses in the results. This only applies to single-line entry fields.
- Activity Created by, Caseworker
- Optionally filter by either of these fields.
- 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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