Intelligent Communication Reports
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This report provides a summary of academic advisor appointments. The 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:
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Contact Method: displays how contact is made with the student. Options include:
- Walk-In
- Phone
- Office
- Skype
- Microsoft Teams
- Other
- Not Available
Appointment Outcome: displays the result of the appointment (includes "In Progress" if yet to occur. Options include:
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Contact Method: displays how contact is made with the student. Options include:
- Walk-inIn
- Phone
- Office
- Skype
- Microsoft Teams
- Other
- Not Available
Appointment Outcome: displays the result of the appointment (includes "In Progress" if yet to occur. Options include:
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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
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| Element | Source (System->Table->Column) | Description | Frequency of Update | ||||||
|---|---|---|---|---|---|---|---|---|---|
Advisor Appointments
| appiandb.AS_appointment ->appointmentid Calculated | The number of appointments for the advisor in the selected date range. | Daily | ||||||
| appiandb.AS_unitBookingTreeLogic->levelOneDesc | The advisor's home college. | Daily | ||||||
| Advisor Email | (SID.HUB_CIMS_CURR_ID_V_Staging -> NETID) + "@usf.edu" | The email address of the advisor. | Daily | ||||||
Advisor Name
| Crete.FIF_SPRIDEN_Staging -> SPRIDEN_LAST_NAME] + Crete.FIF_SPRIDEN_Staging -> SPRIDEN_FIRST_NAME | The name of the advisor. | Daily | ||||||
Advisor UID | appiandb.AS_attendee -> attendeeUId where attendeeTypeRefId = 17 | The advisor's university identification number. | Daily | ||||||
Appointment Outcome
| appiandb.AS_reference -> displayValue in (20,21,22,23,24Select DISTINCT outcomeRefId) | The result of the advisor appointment. Available values for this field are:
| Daily | ||||||
Appointment Reason OR Drop In Reason
| appiandb.AS_reference -> displayValue in (6,7,8,9,10,11,12,13,14,15Select Distinct reasonRefID) | The reason the student requested the appointment. Available values for this field are:
| Daily | ||||||
Appointment Status
| appiandb.AS_reference -> displayValue in (18,19,25,26,28,29Select DISTINCT statusID) | The status of the appointment. Available values for this field are:
The Appointment Status pie chart displays numbers for each of the above appointment statuses based on the filters selected. | Daily | ||||||
Appointment Type
| appiandb.AS_reference -> displayValue in (typeRefId=1) | Need values (displays in table) | Daily | ||||||
# Appts
| Count of (appiandb.AS_appointment -> appointmentId) where attendeeTypeRefId = 17 | The total number of appointments for this advisor. | Daily | ||||||
Attendee UID
| appiandb.AS_attendee -> attendeeUId where attendeeTypeRefId = 16 | The appointment attendee is the student attending the appointment with the advisor. | Daily | ||||||
Average Wait Time
| Calculated | The average wait time for the filtered results show in minutes. | Daily | ||||||
Avg Daily Appts for Advisor
| Calculated: AVERAGE(DISTINCTCOUNT (appiandb.AS_appointment -> appointmentId)) per day | The average number of appointments for all advisors per advisor working day in the selected time period. | Daily | ||||||
Avg Daily Appts for College
| Calculated: | The average number of appointments for advisors within the college. The calculation averages the number of appointments per advisor divided by that advisor's number of working days. | Daily | ||||||
Campus | SID.IC_StudentList_Vw -> CampusTitle | The student's or advisor's home campus. | Daily | ||||||
Capacity
| Calculated | Calculated as a percentage, this value represents the average number of appointments divided by the selected Daily Appointment Capacity target. The Daily Appointment Capacity is set by the user with a maximum of 200. | Daily | ||||||
College
| SID. IC_StudentList_Vw -> CollegeTitle | The student's home college. | Daily | ||||||
Contact Method
| appiandb.AS_appointment ->formatRefId in (2,3,4,5select DISTINCT formatRefId) | The method used to set up the appointment, such as Phone or Office. | Daily | ||||||
Count of Appts | Calculated: DISTINCTCOUNT(appiandb.AS_appointment -> appointmentId) where attendeeTypeRefId = 16 | The number of appointment records for this student. This includes all appointment statuses: Confirmed, Scheduled, Walk-In, Completed, and Canceled. | Daily | ||||||
Currently Enrolled Students With No Appointments (count)
| count(SID. IC_StudentList_Vw->UID ) + Count(appiandb.AS_attendee -> attendeeUId where attendeeTypeRefId = 16) where Adviser College != Student college | The number of students who are currently enrolled who do not have a record of an advisor appointment. | Daily | ||||||
Daily Appointment Capacity
| Calculated | The targeted capacity for the number of appointments an advisor holds per day, established by the department and college. The default appointment capacity is set to 100 and can be adjusted by using the slider or by typing in a different value in the field. An upper limit of 200 is hard-coded. | Daily | ||||||
Date
| Data Refreshed on this date | The date on which data has been loaded. | Daily | ||||||
Date Recent Appt | appiandb.AS_appointment -> startDate | This date represents the most recent appointment recorded for the student. | Daily | ||||||
Department | appiandb.AS_unitBookingTreeLogic->levelTwoDesc SID. IC_StudentList_Vw -> DepartmentTitle | Department to which the student or advisor belongs. | Daily | ||||||
Drop-In
| appiandb.AS_v_dropInQueueDetails -> Drop_In | The date and time the student entered the queue. | Daily | ||||||
FIF Cohort | Crete.IC_StudentList_Vw.FIFCohort -> | The Finish in Four (FIF) cohort to which the student belongs. | Daily | ||||||
First Name
| SID.IC_StudentList_VwNAME_FIRST | The first name of the student. | Daily | ||||||
Full Name
| SID.IC_StudentList_Vw.NAME_LAST + SID.IC_StudentList_VwNAME_FIRST | The full name (first name, last name) of the student. | Daily | ||||||
Last Name
| SID.IC_StudentList_Vw.NAME_LAST | The last name of the student. | Daily | ||||||
Major 1 | SID.IC_StudentList_Vw -> MAJORTITLE | The student's major or primary major if double-majoring. | Daily | ||||||
Major 2
| SID.IC_StudentList_Vw -> MAJOR2 | The student's second major, if any. | Daily | ||||||
Queue Name
| appiandb.AS_v_dropInQueueDetails -> queue_name | The name of the queue the student chose for his or her advisor drop-in appointment. | Daily | ||||||
Pick Up
| appiandb.AS_v_dropInQueueDetails -> Pick up | The date and time the advisor made the connection with the student for the appointment. | Daily | ||||||
Relative Date Options
| appiandb.AS_appointment->startDate | Optional method for selecting date ranges in the report. This filter lets you select relative dates, such as Next 2 Months, or Last 1 Year. The filter has three select fields:
| |||||||
Select Date
| appiandb.AS_appointment->startDate | The date range of appointments, used to filter the number of appointments to display in the data panel. | Daily | ||||||
SRKALL Cohort | SID. IC_StudentList_Vw -> SRKALLCohort | The SRKALL cohort to which a student belongs. | Daily | ||||||
Student Appointments # Distribution | DISTINCTCOUNT(IC[appointmentId]) | The distribution of advisor appointments across colleges. | Daily | ||||||
Student College
| appiandb.AS_v_dropInQueueDetails -> collegedesc | The student's home college | Daily | ||||||
Student Email
| SID. IC_StudentList_Vw -> GOREMAL_EMAIL_ADDRESS | The student's email address. | Daily | ||||||
Student Phone #
| appiandb.AS_v_dropInQueueDetails -> phoneNumber | The student's phone number | Daily | ||||||
Student UID | appiandb.AS_attendee -> attendeeUId where attendeeTypeRefId = 16 | The student's university identification number. | Daily | ||||||
Students in Queue
| Calculated | Indicates the number of students who selected a queue to receive a connection with an advisor via Teams or phone. | Daily | ||||||
Students Left Queue
| Calculated | Indicates the number of students who removed themselves from the queue and did not wait for a connection with the advisor. | Daily | ||||||
Total Appts
| Calculated: DISTINCTCOUNT(appiandb.AS_appointment -> appointmentId) where attendeeTypeRefId = 17 | The total number of advisor appointments for the selected date range. When selecting more than one advisor on the Supervisor Summary report, this represents a sum of the selected advisors' appointments. | Daily | ||||||
Total Appts for College
| Calculated: | The total number of appointments for all advisors in the selected college. | Daily | ||||||
Wait Time
| Calculated | The number of minutes between the time the student entered the queue to the time the advisor made the connection for the appointment. | Daily | ||||||
# Working Days
| appiandb.AS_appointment ->startDateTime | Number of days the advisor held advisor appointments. | Daily |
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