Reporting

The following built-in reports are available in SS&E: Each individual report permission is role-based, assigned in Reports Administration. Built-in report criteria and/or filters cannot be modified. If needed, multiple reports can be exported and merged in Excel. Click here for information about custom reports using report builder/report sources. Note: Replace yourIn...

Overview To run reports in the Student Success & Engagement platform, click on the Reports icon displayed on the top right side of the screen. Once you are in the Reports area, you will have multiple reporting options to choose from.  Reports can be run either from system-wide pre-designed built-in reports or from report sources that allow users to create custom repor...

Overview Report Builder allows each user to create their own custom reports based upon the main sources of content used in Student Success & Engagement. Built-in reports will be listed on the Reports page along with any new reports created by users. Custom reports are user specific. If a report needs to be shared, the same criteria (displayed on the Report Edit page) c...

The following steps explain how to delete a report in Student Success & Engagement Reports:1. From the Reports menu, select a report.2. Select to Edit. 3. Click on Delete from the top menu bar. 4. A pop-up will display asking "Are you sure you want to delete this report? It cannot be undone. Delete or Close" 5. Select delete from the pop-up message.6. A message displays...

Q: Why do I see a 53rd week on my week based reports? A: The ISO date standards dictate that weeks start on their Mondays and the year that they belong to is given by the year in which their Thursday falls. As a result, there are certain years that have a 53rd week. For example, since 2020 was a leap year and started on a Wednesday, there are 53 weeks in 2020. 2015 was ...

The Achievement Detail Report is available within this Reports feature of the Student Success & Engagement platform. The report indicates students who have received any type of Achievement on their record. The report can also be further segmented by Student Tag, Achievement Type and Date Range.  By clicking "Run Report" all of the data that falls within the defined par...

The Alert Detail Report is available within this Reports feature of the Student Success & Engagement platform. The report indicates students who have received any type of Alert on their record. The report can also be further segmented by Campus Location, Student Tag, Alert Type and Date Range. By clicking "Run Report" all of the data that falls within the defined param...

Overview The Assigned Tags Report is available within this Reports feature of the Student Success & Engagement platform. This report can be used to identify students who are tagged as a certain sub-population by selecting an individual or multiple tags: To view tags associated with a specific student(s), the Detailed Students Report Source can be used to create a cust...

Overview The Attendance and Registration Detail report is available within the Reports feature of the Student Success & Engagement platform. The report provides an aggregate view of the attendance and grade information for students. By default, this report is run for the current term. The report can also be further segmented by Staff, Locations, Courses, Course Deliver...

The Available Staff Report is available within this Reports feature of the Student Success & Engagement platform. The report provides a quick and easy way to see what staff members are currently marking themselves available to meet with students. The report can also be further segmented by Campus and Department.  By clicking "Run Report" all of the data that falls with...

The Current Waitlist Report is available within this Reports feature of the Student Success & Engagement platform. The report allows users to see which students are waiting for assistance and what department they are waiting in. In addition to department, this report can be further segmented out to different campuses within an institution.  By clicking "Run Report" all...

The Current Waitlist Report is available within this Reports feature of the Student Success & Engagement platform. The report allows users to see which students are waiting for assistance and what staff member they are waiting for. In addition to department, this report can be further segmented out to different campuses within an institution and date. By clicking "Run ...

Overview The Enrollment Report is available within this Reports feature of the Student Success & Engagement platform under the Enrollment Management section. By design, the Enrollment Report only checks for students with courses in the filtered terms that have a "registered" status, e.g. students that are enrolled at the institution in the selected terms. All other stu...

The Current Waitlist Report is available within this Reports feature of the Student Success & Engagement platform. The report allows users to see how many meetings are being requested at a given time and how many of those requests are being accepted, pending or canceled. This can be further segmented out be location, department and timeframe.  By clicking "Run Report" ...

The Usage report provides a view into the usage of Student Success & Engagement by students and staff.  In addition, allows users to narrow down options by success staff and tags.  To run a Usage report, do the following: Go to the “Reports” tab and select “Usage” from the drop-down menu You can further select specific staff utilizing the “Success Staff” drop-down menu...

Overview The Total Walk-in Visits report provides a view into student walk-in visit activity throughout campus, capturing total wait and meeting times.  Built-In Report Attributes Narrow down options by location, service delivery location and service offering.  To run a Total Walk-in Visits report, do the following: Go to the “Reports” tab and select “Total Walk-In Vis...

The Total Visits report provides a view into student activity throughout campus.  Narrow down options by location, department and service offering.  To run a Total Visits report, do the following: Go to the “Reports” tab and select “Total Visits” from the report drop-down menu Utilize the “Locations” drop-down menu to narrow down to a specific location, or leave blank ...

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 al...

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 pe...

Overview The LMS Activity Report is available within the Reports feature of the Student Success & Engagement platform. The report indicates a student's level of interaction within the campus LMS system. Through LMS integration, Student Success & Engagement captures the date & time when each student in an online course accesses their courses in the LMS. When not filteri...

The Orientation Complete Report is available within this Reports feature of the Student Success & Engagement platform. The report indicates what students have successfully completed online orientation at the institution.  (Only active for those institutions who have the online orientation from their LMS configured as a course to pull into SS&E).  The report can also be ...

The Percent on Plan Report is available within this Reports feature of the Student Success & Engagement platform. The report indicates the percentage of students who are on target for the Guided Pathway or Academic Plan that was mapped out for them based on curriculum requirements. The report can also be further segmented by Success Staff and Student Tag. By clicking "...

The Plan Status report provides a view into the rate at which student academic plans are approved or pending approval.  To run a Plan Status report, do the following: Go to the “Reports” tab and select “Plan Status” under Activity Management from the report drop down menu The “Select Staff” drop down menu allows you to narrow down who you want to run the report for. Se...

The Registration Activity report provides a view into the registration status for each student in each course.  To run a Registration Activity report, do the following: Go to the “Reports” tab and select “Registration Activity” from the report drop down menu The “Select Staff” drop down menu allows you to narrow down who you want to run the report for. Select “All Succ...

One of the options in the Reports feature is the Person Role Report. This report allows users to see what roles within Student Success & Engagement are being used for what faculty and/or staff members. By choosing a specific Role and clicking Run Report a list of all the faculty or staff members that hold that role within SS&E will be provided. This list can be exported...