Intelligent Communication Reports
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The panel on the left allows you to filter the data in the data panel. Select to filter by one or more of the following options:
- Campus: Select from the list of campuses.
- College: Select a college to view appointment data for that college; the list is filtered if an advisor is selected.Department
- Appointment Major: Select a department to view appointment data for a department within a collegethe appointment major to view student appointments made with students in that major.
- Appointments Outcome: Select an appointment outcome among the following choices:
- Attended
- No Show
- Not Available
- SSP Canceled
- Student Canceled - Fault
- Student Canceled – No Fault
- Walk-in
- FIF Cohort: Select from the list of available FIF cohorts.
- SRKALL Cohort: Select from the list of available SRKALL cohorts.
- Select Date: Move the slider to select a date range or click in each date field to select from a calendar.
- Advisor Name: Select an advisor name to view appointment data for that advisor; the list is filtered if a college is selected. Note that you can select more than one advisor.
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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
three pie charts showing metrics on the advisor/student contact. You can click on any segment of the each pie chart to adjust the display the data in other sections for that appointment type.For of the remaining visuals. For example, if you select “Completed” “Canceled” in the Appointment Status pie chart, the other sections visuals display actual numbers for just the completed appointments. Select “Completed” 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: Total Appointments
This section displays the number of appointments for the selected filters by by year, month, day. 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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As with the other sections, you can click on one component or selection to adjust the numbers in the other sections for that appointment reason. For example, if you select Holds, the Appointment Status pie chart highlights the appointment status of the appointments set up to discuss registration holds, and the Student Appointments # Distribution section highlights the colleges in which the students reside. Click the Holds segment again to return to the full display.
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This section displays the number of appointments by college based on the filters selected. The numbers represent the colleges of the students having appointments with advisors. For example, Jane Advisor in Engineering has seen seven students in Engineering, but also two students from Arts and Sciences and one student from Science & Mathematics.
Section 6: Appointments by Advisor (not labeled above)
This table displays a list of advisors and is , filtered based on your selections in the Filter Panel. This provides information on the number of advisor appointments by advisor as well as the number of working days and averages per working day. You can expand the table by clicking the “Focus mode” icon 
at the top right of this section.
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This section displays the number of students without advisor appointments in the selected college. When you select the Click Here For The Details hyperlink, you move to the Students With No Appts Details tab of the report.
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- Once a college is selected, filter the date range in the Select Date filter of the Filter Panel.
Alternatively, select a month in the Total Appointments section of the Data Panel. You may have to drill down to view appointments by month. Note that the Appointments by Advisor table adjusts the number of appointments. - Click on the Avg Appts column header in the Appointments by Advisor table. The table lists the advisors’ average daily appointments in descending order. You can expand the table to full screen by clicking the Focus mode icon at the top right of the table.
Advisor Appointment
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Metrics
You can view appointments for a selected college and work with the data to view various statuses metrics for the different advisors within that college:
- Once a college is selected, view the data in the Data Panel.
- In the table, select an advisor to see that advisor’s appointment statuses metrics relative to the college totals.
- Hover over individual segments of the pie chartcharts. The chart displays charts display highlighted numbers in a darker shade but retains the numbers for the college.
- Note that the numbers also adjust for this advisor in the Total Appointments, Reasons for Appointments, and Student Appointments # Distribution sections.
- Click the advisor name again to return to the original display.
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Filters
Appointment Major
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Contact Method
Appointment Outcome
Student Appointment Distribution
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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
11885511520Appointments Outcome
Relative Date Options
Report Elements
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Page 3: Students With No Appts Details |
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