Reports
NEW v3 reports
We are working on getting materials, for now you can explore and use these tools, EAB's Spotlight Session on New Reports and Help Center Article on V3 Reports.
Continue to have access to V2 (old reports) by using the link in the message box pictured below.
with Appropriate permissions:
Reporting is a helpful tool for pulling reports and analytics related to student success programs.
Types of Reports:
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.
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.
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.
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.
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.
Scheduling A repeating Report:
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.
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.
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.
