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Intelligent Communication Reports



Report Elements Glossary Table



Report : Intelligent Communication


Tab 1: Intelligent Communication


This report provides a summary view of the appointments of all advisors in the department/college and can be filtered.

Filters

College

Department

Select Date

Daily Appointment Capacity

Advisor Name

Report Elements

Future Appointments

Total future Appointments

Average Future Appointments

Future Daily Appointment Capacity

Appointments by Day of Week

Appointments by Hour

Total Appointments

Average Appointments

Daily Appointment Capacity All

Contact Method

Appointment Status

Appointments by Outcome


Tab 1: Advisors


This report provides the ability to compare one advisor's appointment activity against others in the department/college

Filters 

College

Department

Select Date

Daily Appointment Capacity

Advisor Name

Report Elements

Advisor Appointments

Appts for Advisor

All Appointments

Avg Appointments for Advisor

Average Appointments

Daily Appointment Capacity

Daily Appointment Capacity All 

Appointments by Outcome

Appointment Status

Advisor Name

Number of Appointments

Working Days

Average Appointments


The table below lists all the elements used in the Reports. 

 

 

Element

Source

(System->Table->Column)

DescriptionFrequency of Update

College

appiandb.AS_unitBookingTreeLogic->levelOneDescCollege served by advisor.Daily

Department

appiandb.AS_unitBookingTreeLogic->levelTwoDescDepartment served by advisor.Daily

Select Date

appiandb.AS_appointment->startDateTime range of appointments.Daily

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

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

Future Appointments

CalculatedNumber of future appointments by day.Daily

Total Future Appointments The o

CalculatedTotal number of future appointments.Daily

Average Future Appointments

CalculatedAverage of the number of future appointments.Daily

Future Daily Appointment Capacity

CalculatedOperating Capacity (Future)Daily

Appointments by Day of Week

CalculatedCalculated number of appointments by day of the week.Daily

Appointments by Hour

Calculated

appiandb.AS_appointment ->startDateTime

Calculated number of appointments by hour of the dayDaily

Total Appointments

CalculatedTotal number of appointments (Historic).Daily

Average Appointments

CalculatedAverage number of appointments per day (Historic).Daily

Daily Appointment Capacity All

CalculatedOperating Capacity (historically)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

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

Appointments by Outcome

appiandb.AS_appointment ->outcomeRefId in (20,21,22,23,24)The outcome of the appointment.Daily

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

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

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

CalculatedOperating capacity of the selected filters.Daily

All Appointments

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

Average Appointments

CalculatedThe average number of appointments for all advisors per working day in the selected time periodDaily

Daily Appointment Capacity All

CalculatedOperating capacity of all advisors.Daily

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

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

Advisor Name

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

Number of Appts

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

Working days

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

Average Appointments

Number of Appts/Total number of Working days in the selected time periodAverage appointments per working day for the advisor.Daily

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

  

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