Reports
with Appropriate permissions:
Reporting is a helpful tool for pulling reports and analytics related to student success programs.
V3 reports have advanced filtering options and new grid styling and functionality. These V3 reports will produce the same results as our previous reports, which are still accessible
Types of Reports:
V3 reports: There are 25 reports with permissions to view:
Appointment Feedback Metrics
Appointment Feedback Responses
Appointment Campaigns
Appointment Requests
Appointment Summaries
Appointments
Check-Ins
Alerts
Cases
Progress Report Campaigns
Progress Reports
Course Section Capacity
Survey Campaigns
Surveys
Academic Plan Utilization
Student Compliance to Advisor Plan
Notes
students Enrollments
Students Active for Term
Building a report in v3:
Add a Data Filter
To generate a report, begin with creating your search parameters. Use Data Filters to define report-specific behavior or objects. Select a field, condition, and value for each row. Filters can be mixed and matched for more precision in your report.
Tips and tricks:
Fields are specific to your report type. V3 data fields dictionary is linked below for each report.
Conditions vary by data type. For example, if a field contains dates, you can filter by a date range.
Values are specific to each field.
Want all available data? Filter by a required field and select the "is not empty" condition.
Additional Checkboxes
Many of the reports include extra checkboxes and most will include the checkboxes Include Inactive Users and Include My Students Only (both unchecked) by default. These help further narrow your report results.
Appointments Report
This report shows any appointment created in Navigate.
A single row in the Appointments Report represents a single appointment instance with the Appointment Date within the date range chosen.
If the appointment instance is a group appointment, you see a single row per student in the appointment. Students who are active in Navigate will show in the date range chosen.
The data in the Appointments report is Care Unit-specific.
V3: View the Appointment Report Data Fields Article in Help Center
Appointment Summaries Report
This report shows any Appointment Summary created in Navigate.
A single row in the report represents a single Appointment Summary with a Created Date in the date range chosen.
If the Appointment Summary was created for multiple students, you find one row per student with the summary report data.
If no terms are selected, you retrieve all students active in any term with any appointment summaries in the date range chosen.
The data in the Appointments report is Care Unit-specific.
V3: View the Appointment Summary Report Data Fields article in the Help Center.
Student Enrollments Report
This report shows any course enrollments a student has in the selected term. This report can be used to find Midterm and Final grades.
A single row represents a single enrollment instance within the selected term.
There will be a row per student per course enrollment with the associated data. This means if a student is enrolled in five classes, you see five lines for that particular student.
V3: View the Student Enrollments Report Data Fields article in the Help Center
V2: Guide - Downloading a report of student Midterm/Final Grades
Appointment Campaigns Report
This report shows any Appointment Summary created in Navigate.
This report shows all Appointment Campaign requests and response information for a Care Unit.
A single row represents a single appointment campaign request per student.
V3: View the Appointment Campaign Report Data Fields article in the Help Center
Check-Ins Report
The Check-Ins report shows any check-in for a visit in Navigate. Check-ins are mainly used with Kiosks.
A single row represents a single check-in within the date range chosen.
This includes Appointments, Track Time, and Record Visit check-ins.
If you have selected an enrollment term or terms, the student must be active in the terms selected to be returned in the results.
V3: View the Check-Ins Report Data Fields article in the Help Center
Saving A report:
Saved Reports give the ability to save student and activity filters for a particular report to which they have access, much like a Saved Search.
This allows you to re-run the search quickly and efficiently without having to reselect the filters each time they access the report.
To save a report, run your report as usual and then click the Save button on the results page.
V3
V2
Sharing Data Filters with v3
Users can share the filters they select for a report by choosing the Share These Filters button.
Clicking the button copies a URL to the user’s clipboard. The user can then paste the URL and send it to another user. If the user has the correct permissions to see the report AND filters chosen, clicking the URL opens the Report page with pre-filled filters. If they do not have the correct permissions, users receive a Permission Denied notification.
Scheduled reports:
Once you save a report, you can then schedule it to be rerun. This functionality is on the Lists & Searches tab. When you navigate to the Saved Reports table, you can click Configure Schedule to schedule a report.
V3 reports can not yet be scheduled - This is coming soon.
Reports can be scheduled to be delivered daily, weekly, or monthly. You can only create one schedule per Saved Report; for example, you cannot create a schedule that sends notifications on Monday and Wednesday weekly.
