How to find Students that are Missing a Primary Advisor/Coach

Reported Issue

How to find students that are missing a primary advisor or coach?

Solution

To view students that are missing a primary advisor or coach, you may create a report using the Enrollments report source, filtering by ID [Coach] or ID [Advisor] is empty.

For example:

Use the following screenshot to create a similar report with fields (eg. Columns) that you wish to see on the report results, and fields (eg. Filters) that you wish to use for the report criteria and filter upon:

2023-09-12 10_07_30-Settings.png

In our test system, the above report criteria returns the following results:

2023-09-12 10_07_04-Settings.png

 

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