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
Appointments Outcome
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Appointment Outcome
Appointment Status
Appointment Date
Student Campus
Student College
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- Currently Enrolled Students With No Appointments: Students on this table do not have a record of an appointment with any advisor.
- Currently Enrolled Students With No Appointments With Home College Advisor: Students listed on this table have a record of an appointment with an advisor in a college other than his/her home college.
The report filters the data based on the selections made in the other tabs. You can sort by selecting a column label in the Header row of the table.
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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 selected advisor compared to the average of all advisor appointments. | Daily | ||||||
Advisor Name
| [SID].[dbo].[FIF_SGRADVR] →Adviser_LAST_NAME, Adviser_FIRST_NAME | Name of the advisor displayed as: Last Name, First Name. | Daily | ||||||
| Advisor UID | |||||||||
| The advisor's university identification number. | Daily | ||||||||
Appointment Outcome
| appiandb.AS_appointment ->outcomeRefId in (20,21,22,23,24) | ||||||||
The result of | 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 | Appointment Type | Appts for Advisor|||
| Anchor | Appts for Advisor | Appts for Advisor | appiandb.AS_appointment ->appointmentid | The total number of appointments for the advisor. When an advisor is not selected, this value is null. | Daily | Attendee UID | Average Appointments|||
| Anchor | Average Appointments | Average Appointments | Calculated | Average number of appointments per day. | Daily | ||||
| 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 period | Daily | Avg Daily Appts for Advisor||||
| Anchor | 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->levelOneDesc | College served by advisor. | Daily | Contact Method||||
| Anchor | 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 | 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->levelTwoDesc | Department served by advisor. | Daily | FIF Cohort | First Name | Full Name | Last Name | Major | Major 2 | Number of Appts
| Anchor | Number of Appts | Number of Appts | appiandb.AS_appointment ->appointmentid | Number of appointments for the advisor||||||
the advisor appointment. Available values for this field are:
| Daily | ||||||||
| Appointment Reason | The reason the student requested the appointment. Available values for this field are:
| Daily | |||||||
Appointment Status
| appiandb.AS_appointment ->statusId in (18,19,25,26,28,29) | 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 | Need values (displays in table) | Daily | |||||||
| Attendee UID | The appointment attendee is the student attending the appointment with the advisor. | Daily | |||||||
Avg Daily Appts for Advisor
| Calculated: Number of appointments/Total number of working days in the selected time period | 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 | 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
| appiandb.AS_unitBookingTreeLogic->levelOneDesc | The student's or advisor's home college. | Daily | ||||||
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 | ||||||
| Count of Appts | The number of appointment records for this student. This includes all appointment statuses: Confirmed, Scheduled, Walk-In, Completed, and Canceled. | 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 | The date of the student's advisor appointment. | Daily | |||||||
| Date Recent Appt | This date represents the most recent appointment recorded for the student. | Daily | |||||||
Department | appiandb.AS_unitBookingTreeLogic->levelTwoDesc | Department served by advisor. | Daily | ||||||
| Student Email | The student's email address. | Daily | |||||||
| FIF Cohort | The Finish in Four (FIF) cohort to which the student belongs. | Daily | |||||||
| First Name | The first name of the student. | Daily | |||||||
| Full Name | The full name (first name, last name) of the student. | Daily | |||||||
| Last Name | The last name of the student. | Daily | |||||||
| Major 1 | The student's major or primary major if double-majoring. | Daily | |||||||
| Major 2 | The student's second major, if any. | Daily | |||||||
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 | The SRKALL cohort to which a student belongs. | Daily | |||||||
| Student | |||||||||
| Appointments # Distribution | The distribution of advisor appointments across colleges. | Daily | |||||||
Student UID | The student's university identification number. | Daily | |||||||
Total | |||||||||
Appts
| Calculated | ||||||||
| appiandb.AS_appointment ->appointmentid | The total number of appointments for the selected advisor(s). | Daily | |||||||
Total Appts for College | |||||||||
| appiandb.AS_appointment ->appointmentid | The total number of appointments for all advisors in the selected college. | Daily | ||||||
# Working Days
| appiandb.AS_appointment ->startDateTime | Number of days the advisor held advisor | |||||||
| appointments. | Daily |