Dynamics Reports

Dynamics Reports

Work in progress....

Table of Contents

 

Overview: Dynamics 365

The reports below are created for the Office of Admissions to aid in their recruiting efforts. Data from Dynamics 365 is extracted using the APIs and grouped.

 

Data Refresh

Reports are refreshed daily

 

 


Read below for information on working with the reports, or click on the Report Elements Glossary link in the Table of Contents above to view definitions for the report filters and display elements.

Report : Dynamics 365-Contacts and Activities

Report : Dynamics 365-Contacts and Activities

Tab 1: Activities

Filters

 

Visualizations: 

Table

The table displays the following values for each record:

Activity Type Code

USF ID

Name Email

Count of Activities

Earliest Activity

Created Latest

Activity modified

Activity Type Code

USF ID

Name Email

Count of Activities

Earliest Activity

Created Latest

Activity modified


Tab 2: Activity Details

Filters

 

Visualizations: 

Table

The table displays the following values for each record:

Activity Type Code

USF ID

Full Name

Email Mailer Title

Subject

Activity Status

Status Reason

Created/Send date time

Sender

To Recipients

Activity Type Code

USF ID

Full Name

Email Mailer Title

Subject

Activity Status

Status Reason

Created/Send date time

Sender

To Recipients

 

 


Report : Dynamics 365-Contacts, Opportunities and Attributes

Report : Dynamics 365-Contacts, Opportunities and Attributes

Tab 1: Dynamics 365-Contacts, Opportunities and Attributes

Filters

 

Visualizations: 

Table

The table displays the following values for each record:

USF ID

Talisma Contact ID

Email Name

College Code

College Description

Major Code

Major Description

Opportunity id

USF Term

Attribute Code

Attribute Description

Attribute Source

USF ID

Talisma Contact ID

Email Name

College Code

College Description

Major Code

Major Description

Opportunity id

USF Term

Attribute Code

Attribute Description

Attribute Source

 

 


Report : Dynamics 365-Opportunities and School History

Report : Dynamics 365-Opportunities and School History

Tab 1: Dynamics 365-Opportunities and School History

Filters


Visualizations: 

Table

The table displays the following values for each record:

Name

USF ID

Opportunitiy ID

Term

School Code

School Name

Source GPA

Graduation Date

Name

USF ID

Opportunitiy ID

Term

School Code

School Name

Source GPA

Graduation Date

 

 


Report : Dynamics 365-Exception Report- Duplicate Records

Report : Dynamics 365-Exception Report- Duplicate Records

Dynamics 365-Exception Report- Duplicate Records

Visualizations: 

Contacts with USF ID duplicates

This bar graph displays the count of USFID duplicates in the Dynamics 365 Admissions platform.

 

Contacts with USF Email duplicates

This bar graph displays the count of USF Email duplicates in the Dynamics 365 Admissions platform.

 

Contacts with personal email duplicates

This bar graph displays the count of duplicates in the Dynamics 365 Admissions platform based on personal email

 

Contacts with opportunity duplicates

This bar graph displays the count of opportunity duplicates in the Dynamics 365 Admissions platform.

 

Contacts with mobile phone duplicates

This bar graph displays the count of mobile phone duplicates in the Dynamics 365 Admissions platform.

 

Contacts with home phone duplicates

This bar graph displays the count of home phone duplicates in the Dynamics 365 Admissions platform.

 

Contacts with permanent zipcode duplicates

This bar graph displays the count of permanent postal code duplicates in the Dynamics 365 Admissions platform.

 

Contacts with mailing zipcode duplicates

This bar graph displays the count of mailing address postal code duplicates in the Dynamics 365 Admissions platform.