| Note |
|---|
Warning. EAB Navigate plans on keeping V2 reports for now. Please take some time to explore the V3 Reports. |
Reporting is a helpful tool for staff tasked with pulling reports and analytics related to student success programs.
Appointment/Visit Reports
Appointments: Appointments - will show any appointment created by a user within the platform. To clarify, in Bulldog Connect 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.
Appointment Campaigns: This report will show any appointment campaign invitation sent 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 Enrollment a student has within the selected term.
Student Info (students active for term): This report will show general information for Students on the platform.
Staff Reports
Availabilities: This report will show any appointment, campaign, or drop-in availability created by a user within the platform that have start and end dates within the date range chosen. Users with certain permissions may use this report to create and edit availability for other users.
Generating a Report
Open Reports by clicking the icon in the sidebar.
Select a report from the list on the main screen and click on its title. Note that you only see Reports you have permission to use.
Set the Activity filters. This is typically a timeframe and conditions on the entire data set, like Include Enrolled Students Only or Care Unit. The timeframe's actual date range shows once you set it unless you are creating a custom timeframe.
Set the Student filters. These filters parallel the filters in the Advanced Search; see the Advanced Search article for more information about these filters.
Set any final conditions (e.g. the Include Inactive checkbox) and click
Searchto generate.
Actions
Users can take action on any report by opening the Actions menu in the report results. Below is an example of the Actions menu for the Appointments report. While most reports have some unique actions, all reports have some similar actions.
Send a Message to Student: Sends a bcc message to the students selected by email.
Create Ad-hoc Appointment Summary: Opens an Appointment Summary Report for the students selected.
Appointment Campaign: Creates an Appointment Campaign using the selected students.
Schedule Appointment: Creates an Appointment between the students and the person who ran the report.
Note: Adds a note to the students selected.
Issue Referral: Creates a referral to the selected students.
Add to Student List: Adds the selected students to a Student List.
Show/Hide Columns: Let the user choose the columns to show in the report results and export.
Export Results: Exports the report results to a CSV file. If you have hidden columns, the export maintains those choices.
| Tip |
|---|
Best Practice. User the Show/Hide Columns to choose the columns to show in the report results and export. |
Report Export
| Info |
|---|
Important. In an effort to minimize requirements for certain versions of Excel or other possible issues, all exports in these new reports are in CSV format. This standardizes the export and allows any version of Excel to open the file. |
All reports can be exported.
To export, generate a report. Select Export Results from the Actions menu after taking any other actions (e.g., showing/hiding columns) you want to do before creating an export file.
The CSV file downloads.
We removed all rows from the top of the file that produced the school name, date ranges, and other added information. The information remains at the top of the file; however, it is stored only in the first line.