Intelligent Communication Reports
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The panel on the right is the main workspace and consists of five sections. These sections are described in detail below.
Notes:
- The displays for these sections are interactive; that is, if you select a component in one display, the numbers in the other sections adjust accordingly.
- To select an item in the display, click the segment of the pie or bar chart. To return to the full display, click the that same segment again.
Section 1: Number of Appointments
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For example, Jane Advisor has 74 appointments in March and has nine days on which she holds appointments. Her average daily appointment measure is eight. The advisors in her college have a total of 808 appointments for the month. Based on the calculations using the actual days each of those advisors holds these appointments, the average daily appointment count for the college is 11.
Section 2:
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Appointment Metrics
This section displays the number of appointments for the advisor by month. If you filter by a date range in the Filter Panel, it displays numbers only for that time period. You can drill down using the “drill” buttons at the top left of this section. The default selection displays numbers of appointments by month.
- Drill down
to view the days of the month to show appointments on particular dates in the month. - Drill down again to show appointments by hours of the day, such as 7 am or 2 pm.
- Drill up
to show appointments by year.
You can also drill down to select a specific month and show the distribution among the dates for that month. To do this:
- Click the down arrow to the right
to turn on Drill Down (Tool Tip: Click to turn on Drill Down). - Click the month you wish to view the appointment distribution.
- Optionally click a day to view distribution among hours in the day.
- To exit Drill Down mode, click the down arrow again.
- Drill upto return to the monthly display.
Section 3: Appointment Status
This section displays the status of appointment. Each advisor appointment has one status based on these selections:
- Canceled
- Completed
- Confirmed
- Scheduled
- Walk-in
You can click on any segment of the pie chart to adjust the display of data in other sections for that appointment type.
For example, if you select “Canceled” in the pie chart, the other sections display actual numbers for the canceled appointments. This can be helpful, for example, in determining the reasons for the canceled appointments or to see if these appointments fell on particular days of the month. Select “Canceled” again to return to all statusesthree pie charts showing metrics on the advisor/student contact. You can click on any segment of each pie chart to adjust the display of the remaining visuals. For example, if you select “Canceled” in the Appointment Status pie chart, the other visuals display numbers for just the canceled appointments. This can be helpful, for example, in determining the reasons for the canceled appointments or to see if these appointments fell on particular days of the month. Select “Canceled” again to return to all statuses.
Appointment Status: displays the current status for past and future appointments. Options include:
- Canceled
- Completed
- Confirmed
- Scheduled
- Walk-in
Contact Method: displays how contact is made with the student. Options include:
- Walk-In
- Phone
- Office
- Other
- Not Available
Appointment Outcome: displays the result of the appointment (includes "In Progress" if yet to occur. Options include:
- Walk-In
- In Progress
- Cancelled (Student or SSP)
- Attended
Section 3: Appointments
This section displays the number of appointments for the advisor by month. If you filter by a date range in the Filter Panel, it displays numbers only for that time period. You can drill down using the “drill” buttons at the top left of this section. Depending on your view, the default selection may display numbers by month.
- Drill down to view the days of the month to show appointments on particular dates in the month.
- Drill down again to show appointments by hours of the day, such as 7 am or 2 pm.
- Drill up to show appointments by year.
You can also drill down to select a specific month and show the distribution among the dates for that month. To do this:
- Click the down arrow to the right to turn on Drill Down (Tool Tip: Click to turn on Drill Down).
- Click the month you wish to view the appointment distribution.
- Optionally click a day to view distribution among hours in the day.
- To exit Drill Down mode, click the down arrow again.
- Drill upto return to the monthly display.
Section 4: Reasons for Appointments
This section lists reasons for the appointments in a bar graph. Each advisor appointment has one reason ties to a single reason, based on these selections:
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As with the other sections, you can click on one component or selection to adjust the data in the other sections for that appointment reason.For For example, if you select “Holds,” the other displays adjust to show numbers for appointments set up to discuss registration holds.
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You can expand the student listing to a full screen by clicking the “Focus mode” icon. To see select this icon, hover over the Appointments by Student section and select click the icon on the far right. Your screen changes to display a full list of the appointments. You can sort by any of the columns in the table by clicking the column label in the Header. To return to the previous display, click “Back to Report.”
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You can view a list of students for any of the specific metrics in the Appointments, Appointment StatusMetrics, or Reasons for Appointments sections. For example:
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- Select “Student Canceled – Fault” in the Appointment Outcome field in Filter panel pie chart in the Appointment Metrics section to view the appointments canceled by students.
- View the calendar concentration for the times of the year and times of the month when these cancellations occurred.
- View the reasons the appointments were made to see if there are trends in the types of appointments.
- Finally, open the Appointments by Student listing (click the Focus mode icon) to view a list of these students and identify any students with multiple cancellations.
- To return to the full display, select Back to report, then click the "Student Canceled – Fault" again in the Appointment Outcome field to deselect this option and display all appointments.
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The right panel of the dashboard is the main workspace and consists of seven sections. These sections are described in detail below.
Notes:
- The displays for these sections are interactive; that is, if you select a component in one display, the numbers in the other sections adjust accordingly.
- To select an item in a section, click the segment of the pie or bar chart. To return to the full display, click the segment again.
- To view the data in a table in addition to the pie or bar chart, right-click the section title and select Show data.
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- Each advisor's average daily appointments is calculated (number of appointments / number of working days holding appointments).
- The average for the college is then calculated for all advisors in the college (sum of advisor averages / number of advisors).
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Section 2: Appointment Metrics
This section displays the status of appointment. Each advisor appointment has one status based on these selections:
- Canceled
- Completed
- Confirmed
- Scheduled
- Walk-In
You can click on any segment of the pie chart to display the data in other sections for that appointment type.
For example, if you select “Completed” in the pie chart, the other sections display actual numbers for the completed appointments. Select “Completed” again to return to all statuses.
Section 3: Total Appointments
This section displays the number of appointments for the selected filters by month. If you filter by a date range in the Filter Panel, it displays numbers only for that time period. You can drill up and down using the “drill” buttons at the top left of this section. The default selection displays numbers of appointments by month.
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- Click the down arrow at the top right of the section to turn on Drill Down (Tool Tip: Click to turn on Drill Down).
- Click the month you wish to view the appointment distribution.
- To exit Drill Down mode, click the down arrow again.
- Drill upto return to the monthly display.
Section 3: Appointment Status
This section displays the status of appointment. Each advisor appointment has one status based on these selections:
- Canceled
- Completed
- Confirmed
- Scheduled
- Walk-In
You can click on any segment of the pie chart to display the data in other sections for that appointment type.
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- Tip: Click to turn on Drill Down).
- Click the month you wish to view the appointment distribution.
- To exit Drill Down mode, click the down arrow again.
- Drill upto return to the monthly display.
Section 4: Reasons for Appointments
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The report on this tab lists all students in a table format with the Report Elements shown below. You can change the results by selecting filters in the Filter Panel, and you can sort by selecting a column label in the Header row of the table.
Filters
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