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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