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Reporting is a helpful tool for staff tasked with pulling reports and analytics related to student success programs.

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Appointment/Visit Reports

  • Appointments: Appointments - will show any appointment created by a user within the platform. To clarify, in Navigate an 'appointment' can be either a scheduled or drop-in interaction with a student. Without Appointments - will show any student without an appointment with the specified criteria.

  • Appointment summaries: This report will show any appointment summary created by a user within the platform.

  • Check-ins: This report will show any check-in for a visit. This includes appointments, track time, and record visit check-ins.

Intervention Reports

  • Referrals: This report includes any Referral created by a user within the platform along with associated details regarding that Referral. The report includes all referrals, regardless of how they were created (i.e., through a campaign or ad hoc).

  • Cases: This report will show any Case created by a user within the platform and associated details regarding that Case.

Student Data Reports

  • Notes: This report will show any Note created by a user with the platform.

  • Student Enrollments: This report will show any Enrollments a student has within the selected term.

  • Student Info (students active for term): This report will show general information for Students in the platform.

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