TracCloudReportsManagement07: Difference between revisions

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<big><b>Group Rosters</b></big><br>
<big><b>Group Rosters</b></big>
The Group Rosters report allows you to run a report for group appointments.<br>
What this report will show is the center and consultant who had the appointment block. It will also show the max students for the appointment block in addition to how many student scheduled an appointment in that block.<br>
This report will also display the students name and the status of that appointment (Attended or canceled)<br><br>


<i>Reports>Management> Group Rosters</i><br>
This report allows you to view group rosters/availabilities. The data is grouped by center, then consultant. Each availability block also shows the individual appointment, including whether they were attended or cancelled.<br>


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<b><big>HTML</b></big><br>
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<b><big>CSV</b></big><br>
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Latest revision as of 17:47, 12 December 2023

Group Rosters

This report allows you to view group rosters/availabilities. The data is grouped by center, then consultant. Each availability block also shows the individual appointment, including whether they were attended or cancelled.

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  • 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.


  • Page Break for Center, Consultant, Class/Group
Check the relevant box to add a page break for each of the related records. This only applies when printing the report.


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


  • 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.


  • 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 (example@example.edu;sample@example.edu).



HTML
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CSV
2914721.png