Note Activity

The Note Activity Report allows you to see note activity by staff members for a certain period of time.  The Note Activity Report allows for you to filter by Success Staff (Advisor or Success Coach), Tags, Note Types and choose a Start and End Date.  

When filtering by Success Staff, this will only include notes for students who are currently assigned to the selected people in the Success Staff filter. To find note activity for staff members who are not assigned to students as an Advisor or a Success Coach, leave the Success Staff field blank, run the report, export the report to Excel and sort or filter by the Created By Column.  This will allow you to see any notes kept within Student Success & Engagement by an institutional staff or faculty member. 

 

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