Intelligent Communication Reports
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The information below describes each of the IC dashboardsreports, provides tips on navigation, and identifies common tasks you can use to view the data.
Click here → IC Advisor QRG for a guide showing tips on using and navigating and using the IC reports.
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The IC – Advisor Summary provides a dashboard for individual advisors displaying diagrams and charts of appointment data. Note that security permissions are set to enable viewing of this data according to permission level; that is, each advisor sees only the data pertaining to his or her appointments.
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This report provides a summary dashboard of academic advisor appointments. The dashboard report consists of two panels: the left panel allows you to filter the data by elements, such as appointment outcome or date range; the right panel displays the appointment data in different visual formats with charts, graphs, and tables.
Filter Panel
The left panel allows you to filter the data that displays in the data panel. Select to filter by one or more of the following options:
- Advisor Name: The advisor name displays at the top of the filter panel. If a supervisor with permissions views this report, the Advisor Name shows a drop-down selection of advisors to choose from. You can select more than one advisor by holding the Ctrl key as you click advisor names.
- Advisor College: Select a college to view appointment data for that college; the list is filtered for to show only the colleges associated with the advisor.
- Appointment Outcome: Select an appointment outcome among the following choices:
- Attended
- No Show
- 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.
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For example, Jane Advisor has 74 appointments in March and has nine days on which she holds held 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 held these appointments, the average daily appointment count for the college is 11.
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This section displays three 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. by "graying out" the remaining selections. 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.
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- Walk-In
- In Progress
- Cancelled (Student Canceled - Fault, Student Canceled - No Fault, or SSP Canceled)
- 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.
- Hover over the visual, then click
to turn on Drill Down. - 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.
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You can expand the student listing to a full screen by clicking the “Focus mode” icon. To select this icon, hover over the Appointments by Student section and 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.”Report” at the top of the screen.
Sample Tasks
The following are a few examples of ways you can view the data as well as explore the interactivity among the elements in the display.
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- Right-click on the Holds bar in the Reasons for Appointments section.
- Select See Records Show data point as a table. The report displays the students requesting advisor appointments for registration holds in table format.
- Select Back to report to return to the dashboard.
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- Right click on the June bar in the Appointments bar graph.
- Select See Records Show data point as a table. The report displays a list of students having advisor appointments in June.
- Select Back to report to return to the dashboard.
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You can view appointment data through a month to see if appointment reasons are concentrated on particular days. Note that the default view of the Appointments section shows appointments by month; however, if you save your view of the Appointments section shows appointments by monthreport, your default setting may be different.
- If desired, select a date range in the Select Date filter.
- Drill the data to the day level by clicking the button in the header of the Appointments (calendar) section.
- Select a particular day of the month to view the reasons for the appointments that day. For example, selecting the 1st of the month may indicate a concentration of scheduling changes. . Note that you may have to scroll to view all days.
- Select the day again to return to all appointments.
- Select an appointment reason, such as Holds, in the Reasons for Appointments section to view how concentrated or spread out those appointments are for the month.
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You can view metrics based on selected appointment reasons, such as students changing majors, to view appointment statuses, contact methods, or calendar concentrations.
- For example, select “Change of Major/Major Reselection” in the Reasons for Appointments section.
- View the appointment statuses, the contact methods, and the concentration of this appointment type by month or day.
- Right click the bar for “Change of Major/Major Reselection,” then click See Records click Show data point as a table to view the list of the students looking for advisor help in changing majors.
- Select Back to report to return to the dashboard.
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- 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.
- Appointment Major: Select the 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 using the Ctrl key.
Data Panel
The right panel of the dashboard is the main workspace and consists of seven sections. These sections are described in detail below.
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Contact Method: displays how contact is made with the student. Options include:
- Walk-Inin
- Phone
- Office
- Other
- Not Available
Appointment Outcome: displays the result of the appointment (includes "In Progress" if yet to occur. Options include:
- Walk-Inin
- In Progress
- Cancelled (Student or SSP)
- Attended
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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 from the College of Engineering, but also two students from Arts and Sciences and one student from Science & Mathematics.
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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 page of the report.
Sample Tasks:
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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 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 hovering over the table, then clicking the Focus mode icon at the top right of the table.
Advisor Appointment Metrics
You can view appointments for a selected college and work with the data to view various metrics for the different advisors within that college:
- Once a college College is selected, view the data in the Data Panel.
- In the table, select an advisor to see that advisor’s appointment metrics relative to the college totals.
- Hover over individual segments of the pie charts. The 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.
Filters
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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
Report Elements
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Page 3: Students With No Appts Details |
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The report provides counts for the number of students in the queue, the number of students who left the queue, and the average wait time for students to connect with an advisor. These counts update when you select filters, such as one or more queues or a specific date range.
To export filtered results to Excel:
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Report Elements
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