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Intelligent Communication Reports

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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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future Future Future Future of the future Contact Method appiandb.AS_appointment -Appointments by Day of Week Appointments by Hour Total Appointments Average Appointments Daily Appointment Capacity All Appointments by Outcome Appointments by OutcomeAverage Appointments The average appointmentid per working day in the selected time periodAdvisor NameAdvisor NameAverage appointments day for the advisor.
Element

Source

(System->Table->Column)

DescriptionFrequency of Update

College

Anchor
College
College

appiandb.AS_unitBookingTreeLogic->levelOneDescCollege served by advisor.Daily

Department

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Department
Department

appiandb.AS_unitBookingTreeLogic->levelTwoDescDepartment served by advisor.Daily

Select Date

Anchor
Select Date
Select Date

appiandb.AS_appointment->startDateTime range of appointments.Daily

Daily Appointment Capacity

Anchor
Daily Appointment Capacity
Daily Appointment Capacity

Calculated
Upper limit is hard coded to 200
Capacity for the number of appointments targeted per day, established by department and college.Daily

Advisor Name

Anchor
Advisor Name
Advisor Name

[SID].[dbo].[FIF_SGRADVR] →Adviser_LAST_NAME, Adviser_FIRST_NAME Name of advisor.Daily

Future Total Appointments

Anchor
Future Appointments by HourFuture
Appointments

CalculatedNumber of future appointments by day.Daily

Total Future Appointments

by Hour

CalculatedTotal number of
appointments (Historic).Daily

Average

Appointments

Anchor
Average

Appointments
Average

Appointments

CalculatedAverage
number of
appointments per day (Historic).Daily





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Contact MethodContact Method

Future Daily Appointment Capacity Contact Method

Anchor
Future Daily Appointment CapacityFuture Daily Appointment Capacity

CalculatedOperating Capacity (Future)Daily
Anchor
Future Daily Appointment CapacityFuture Daily Appointment CapacityCalculatedCalculated number of appointments by day of the week.Daily
Anchor
Appointments by HourAppointments by Hour

Calculated

appiandb.AS_appointment ->startDateTime

Calculated number of appointments by hour of the dayDaily
Anchor
Appointments by HourAppointments by HourCalculatedTotal number of appointments (Historic).Daily
Anchor
Average AppointmentsAverage AppointmentsCalculatedAverage number of appointments per day (Historic).Daily
Anchor
Daily Appointment Capacity AllDaily Appointment Capacity AllCalculatedOperating Capacity (historically)Daily

Contact Method
Contact Method

appiandb.AS_appointment ->formatRefId in (2,3,4,5)The method used to set up the appointment, such as Phone or Office.Daily

Appointment Status

Anchor
Appointment Status
Appointment Status

appiandb.AS_appointment ->statusId in (18,19,25,26,28,29)The status of the appointment, such as Completed or Canceled. Two calculations display for each status: historic number of appointments for the selected advisor and the average for all advisors in the selected filter.Daily
Anchor
Appointments by Outcomeappiandb.AS_appointment ->outcomeRefId in (20,21,22,23,24)The outcome of the appointment.Daily

Advisor Appointments

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Advisor Appointments
Advisor Appointments

appiandb.AS_appointment ->appointmentid

Calculated

The number of appointments for the selected advisor compared to the average of all advisor appointments.Daily

Appts for Advisor

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Appts for Advisor
Appts for Advisor

appiandb.AS_appointment ->appointmentidThe total number of appointments for the advisor. When an advisor is not selected, this value is null.Daily

Anchor
Avg Appts for Advisor
Avg Appts for Advisor
Avg Appts for Advisor

Calculated

Number of Appts/Total number of Working days in the selected time period

The average number of appointments for the advisor per working day in the selected time period.Daily

Daily Appointment Capacity

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Daily Appointment Capacity
Daily Appointment Capacity

CalculatedOperating capacity of the selected filters.Daily
Anchor
Average AppointmentsAverage AppointmentsCalculated

All Appointments

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All Appointments
All Appointments

appiandb.AS_appointment ->
The total number of appointments for all advisors.Daily
appointmentidThe total number of appointments for all advisors
.Daily





Daily Appointment Capacity All

Anchor
Daily Appointment Capacity All
Daily Appointment Capacity All

CalculatedOperating capacity of all advisors.Daily

Appointment Status

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Appointment Status
Appointment Status

appiandb.AS_appointment ->statusId in (18,19,25,26,28,29)

Appointment status of selected advisor in comparison to average appointment status of dept/college.

Advisor: Number of appointments for the advisor for a particular appointment status

Avg: Total Number of appointments for a particular appointment status/ Total number of advisors

Daily

Appointments by Outcome

Anchor
Appointments by Outcome
Appointments by Outcome

appiandb.AS_appointment ->outcomeRefId in (20,21,22,23,24)

Outcomes appointments of advisor in comparison to all other advisors.

Advisor: Number of appointments for the advisor for a particular outcome

Avg: Total Number of appointments for a particular outcome/ Total number of advisors

Daily

Anchor

Advisor Name

[SID].[dbo].[FIF_SGRADVR] →Adviser_LAST_NAME, Adviser_FIRST_NAME Name of advisor.Daily
Anchor

Number of Appts
Number of Appts
Number of Appts

appiandb.AS_appointment ->appointmentidNumber of appointments for the advisor.Daily

Anchor
Working days
Working days
Working days

appiandb.AS_appointment ->startDateTimeNumber of days advisor had appointments.Daily

Average Appointments

Anchor
Average Appointments
Average Appointments
Number of Appts/Total number of Working days in the selected time period
The average number of appointments for all advisors per working
day in the selected time periodDaily

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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