Meeting Summary & Appointment Details

Overview

The Meeting Summary Report is available within the Reports feature of the Student Success & Engagement platform.

  • The report indicates what types of meetings have been tracked and how often they are occurring.
  • The report can also be further segmented by Campus Location, Department, Service Offerings, Tags and Date Range.

Appointments Report Source

Users can also build a custom meeting report with more detailed information using the Appointments report source.

On the Appointments report source, users can choose to include data from the following data categories:

  • Appointments - Details about the appointment (available fields shown in the screenshot below)
  • Advisor - Details about the Student's Primary Advisor
  • Coach  - Details about the Student's Primary Coach
  • Created By 
  • Modified By
  • Staff - Details about the staff person a student "met with"
  • Student - Details about the student associated with the appointment

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Meeting Summary Report Examples

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By clicking "Run Report" all of the data that falls within the defined parameters will be shown.

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The information produced can also be exported into an Excel Spreadsheet by clicking:Pic39.png

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