Page Comparison

Intelligent Communication Reports

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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.
• Department: Select a department to view appointment data for a department within a college.
• 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 bars 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. 

Data Panel

The right panel on the right of the dashboard is the main workspace and consists of five seven sections. These sections are described in detail below.

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• 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 displaya section, click the section segment of the pie or bar chart. To return to the full display, click the section segment again.
• To view the data in a table rather than a in addition to the pie or bar chart, for example, right-click the section title and select show Show data.

Section 1: Capacity Planning:

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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.

• Drill downImage Addedto show appointments on particular dates days in the month.
• Drill upImage Addedto show appointments by year.

Using an additional feature in this section, you can drill down to see the appointments by dates for a particular month. To use this feature, click

1. Click the down arrow at the top

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1. right Image Added of the section to turn on Drill Down (Tool Tip: Click to turn on Drill Down). 
2. Click the month you wish to view the appointment distribution.
3. To exit Drill Down mode, click the down arrow again.
4. Drill upImage Addedto return to the monthly display.

Section 3: Appointment Status

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• Canceled
• Completed
• Confirmed
• Scheduled
• Walk-inIn

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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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.or selection to adjust the numbers in the other sections for that appointment reason. For example, if you select Holds, the Appointment Status 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 selement again to return to the full display. 

Section 5: Student Appointments # Distribution

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 of the selected college. For example, Jane Advisor in the Engineering college has seen seven students in Engineering, but also two students in Arts and Sciences and one student in Science & Mathematics.

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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 mode” icon Image Added at the top right of this section. 

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You can view average appointments by advisor for a selected college by viewing the table in the Appointments by Advisor sectiontable. Note that you can also narrow this down to averages by month in one of two ways: 

1. 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. Note that the Appointments by Advisor table adjusts the number of appointments.
2. 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 mode icon at the top right of the table.

Advisor Appointment Statuses

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1. Once a college is selected, view the data in the Data Panel.
2. In the table, select an advisor to see that advisor’s appointment statuses relative to the department totals.
3. Hover over individual segments of the pie chart. The chart displays highlighted numbers in a darker shade but retains the numbers for the department.
4. Note that the numbers also adjust for this advisor in the Total Appointments, Reasons for Appointments, and Student Appointments # Distribution sections.
5. Click the advisor name again to return to the original display.

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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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The report on this tab lists all students who do not have a record of an appointment with an advisor in a table format with the Report Elements shown below. You can sort by selecting a column label in the Header row of the table.

Filters 

None

Report Elements

Student UID

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