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Intelligent Communication Reports

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Section 1: Number of appointments

This section (shaded green above) displays the number of advisor appointments and provides comparisons with the advisor’s college. You can select a college in the Filter Panel if the advisor works in more than one college. The statistics show the following: (YES we want calculations here – get with developer)

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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 Image Addedto view the days of a selected the month to show appointments on particular dates in the month. (VERIFY) 
  • Drill down again to show appointments by hours of the day, such as 7 am or 2 pm. (VERIFY) 
  • Drill up Image Addedto show appointments by year.

You can also drill down to select a specific month and show the distribution among the dates. To do this: 

  1. Click the down arrow to the right Image Added to turn on Drill Down (Tool Tip: Click to turn on Drill Down). 
  2. Click the month you wish to view appointment distribution among dates.
  3. Optionally click a day of the month to view distribution among hours in the day.
  4. To exit Drill Down mode, click the down arrow again.
  5. Drill up to return to the monthly display.

Section 3: Appointment Status

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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 

Campus

College

Department

Appointments Outcome

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