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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

...

College served by advisor

Department served by Select Date appointment->startDateDaily Appointment Capacity Advisor Name Total Appointments Average Appointments Contact Method Advisor Appointments The compared to of all advisor appointments>appointmentid nullAvg Daily Appts for Advisor

Calculated

the advisor . CollegeDaily Appointment Capacity

Total Appts for College

All Appointmentsappointment >appointmentidDaily Appointment Capacity All Operating capacity of all advisorsAppointment Status Appointment Status>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

The status of Completed 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.
Appointment Outcome >appointmentidDailyWorking daysappointment >startDateTimeNumber days advisor had Average Average Average The average per working day in the selected time period#Working Days
Element

Source

(System->Table->Column)

DescriptionFrequency of Update

College Advisor Appointments

Anchor
CollegeAdvisor Appointments College
Advisor Appointments

appiandb.AS_

unitBookingTreeLogic

appointment -

>levelOneDesc

>appointmentid

Calculated

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

Department Advisor Name

Anchor
Department
Advisor Name
Departmentappiandb.AS_unitBookingTreeLogic->levelTwoDesc

Advisor Name

[SID].[dbo].[FIF_SGRADVR] →Adviser_LAST_NAME, Adviser_FIRST_NAME Name of advisor.Daily
Select Date Advisor UID


Appointment Outcome

Anchor

Select Date

Appointments by Outcome
Appointments by Outcome

appiandb.AS_
Time range of appointments.Daily
Anchor
Daily Appointment CapacityDaily Appointment CapacityCalculated
Upper limit is hard coded to 200
Capacity for the number of appointments targeted per day, established by department and college.Daily
Anchor
Advisor NameAdvisor Name[SID].[dbo].[FIF_SGRADVR] →Adviser_LAST_NAME, Adviser_FIRST_NAME Name of advisor.Daily
Anchor
Appointments by HourAppointments by HourCalculatedTotal number of appointments.DailyTotal Appts for College
Anchor
Average AppointmentsAverage AppointmentsCalculatedAverage number of appointments per day (Historic).Daily

FIF Cohort

SRKALL Cohort
Anchor
Contact MethodContact Methodappiandb.AS_appointment ->formatRefId in (2,3,4,5)The method used to set up the appointment, such as Phone or Office.Daily
Anchor
Advisor Appointments Advisor Appointments

appiandb.AS_appointment ->appointmentid

Calculated

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
Appointment Reason


Appointment Status

Anchor
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

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

Appts for Advisor

Anchor
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

Average Appointments

Anchor
Average Appointments
Average Appointments

CalculatedAverage number of appointments per day.Daily

Average Appointments

Anchor
Avg Appts for AdvisorAvg Appts for Advisor
Average Appointments
Average Appointments
Number of Appts/Total number of Working days in the selected time periodThe average number of appointments for
all advisors per working day in the selected time period
Daily

Avg Daily Appts for

Advisor

Anchor

Daily Appointment CapacityDaily Appointment CapacityCalculatedOperating capacity of the selected filters.DailyCapacity
Anchor
All Appointments

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
Avg Daily Appts for College


Campus


Capacity


College

Anchor
College
College

appiandb.AS_
unitBookingTreeLogic-
The total number of appointments for all advisors.Daily

Appointment Reason

Anchor
Daily Appointment Capacity AllDaily Appointment Capacity AllCalculated
>levelOneDescCollege served by advisor.Daily

Contact Method

Anchor

Appointment Status

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
Daily
Anchor
Appointments by OutcomeAppointments by Outcomeappiandb.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
Number of Appts
Office.Daily
Count of Appts


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.

Operating capacity of all advisors.

Daily

Daily Appointment Capacity All

Anchor
Daily Appointment Capacity All
Daily Appointment Capacity All

Calculated

Date Recent Appt


Department

Anchor
Department
Department

appiandb.AS_unitBookingTreeLogic->levelTwoDescDepartment served by advisor.Daily
Email


FIF Cohort


Full Name


Major


Number of Appts

Anchor
Number of Appts
Number of Appts

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

Select Date

Anchor

Working days

Select Date
Select Date

appiandb.AS_
appointment-
>startDate
Time range of
appointments.Daily

SRKALL Cohort




Student Appointment Distribution


Student UID




Total Appointments

Anchor

Appointments by Hour

Appointments

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

by Hour

CalculatedTotal number of appointments.Daily
Total Appts for College


Total Appts for College

Anchor
All Appointments
All Appointments

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

Student UID

Count of ApptsDate Recent ApptCampusMajorFull NameEmailStudent Appointment DistributionAdvisor UID

# Working Days

Anchor
Working days
Working days

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

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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