Intelligent Communication Reports
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- Once a college is selected, view the data in the Data Panel.
- In the table, select an advisor to see that advisor’s appointment statuses relative to the department totals.
- Hover over individual segments of the pie chart. The chart displays highlighted numbers in a darker shade but retains the numbers for the department.
- Note that the numbers also adjust for this advisor in the Total Appointments, Reasons for Appointments, and Student Appointments # Distribution sections.
- Click the advisor name again to return to the original display.
Filters
Report Elements
Student Appointment Distribution
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Tab 2: Supervisor Details |
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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
Report Elements
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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 Email | The email address of the advisor. | ||||||||
Advisor Name
| [SID].[dbo].[FIF_SGRADVR] →Adviser_LAST_NAME, Adviser_FIRST_NAME | Name of the advisor. | 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 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 | |||||||
# Appts
| The total number of appointments for this advisor. | 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 | ||||||||
| this 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 to which the student or advisor belongs. | 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 Email
| The student's email address. | Daily | |||||||
Student UID | The student's university identification number. | Daily | |||||||
Total Appts
| appiandb.AS_appointment ->appointmentid | The total number of advisor appointments for the selected | |||||||
| date range. When selecting more than one advisor on the Supervisor Summary report, this represents a sum of the selected advisors' appointments. | 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 |