V3 Standard Reports

V3 Reports contain data and analytic insights related to student success programs. The V3 reports will produce the same results as our legacy V2 Reports, which are still available. The legacy Reports will be sunset at a later date. Access the Reports landing page by selecting the Reports icon on the left sidebar.

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

Appointment/Visit Reports

This report shows all Appointment Campaign requests and response information for a Care Unit. A single row represents a single appointment campaign request per student.

This report shows any appointment request created by a user in Bulldog Connect. A single row in the report represents a single appointment request within the date range chosen. For a student to be returned to the report, the student must be active in the terms selected. If no terms are selected, you retrieve all students active in any term with any appointment requests in the date range chosen.

This report shows any Appointment Summary created by a user within the platform.

Note. An appointment can be either a scheduled or drop-in interaction with a student. It can also include canceled appointments and no-shows if the boxes are checked in the Data Filters.

A single row in the report represents a single Appointment Summary with a Created Date in the date range chosen. If the Appointment Summary was created for multiple students, you find one row per student with the summary report data. For a student to be returned in the report, the student must be active in the terms selected. If no terms are selected, you retrieve all students active in any term with any appointment summaries in the date range chosen.

The data returned in the Appointment Summaries report is Care Unit-specific. To access the report’s data, users must have a role with access to a given Care Unit and the ability to view Appointment Summaries within that Care Unit.

This report shows any appointment created by a user in Bulldog Connect. A single row in the Appointments Report represents a single appointment instance with the Appointment Date within the date range chosen. If the appointment instance is a group appointment, you see a single row per student in the appointment. For a student to be returned in the report, the student must be active in the terms selected. If no terms are selected, you retrieve all students active in any term with any appointments in the date range chosen. An appointment must have an attendee in order for it to pull in the Appointments Report.

The Check-Ins report shows any check-in for a visit in Bulldog Connect. This includes appointments, track time, and record visit check-ins. A single row represents a single check-in within the date range chosen. This includes Appointments, Track Time, and Record Visit check-ins. If you have selected an enrollment term or terms, the student must be active in the terms selected to be returned in the results. Otherwise, the report retrieves all students active in any term with a check-in in the selected date range.

Intervention Reports

Staff Reports

Student Data Reports

Building a Report

Add a Data Filter

To generate a report, begin with creating your search parameters. Use Data Filters to define report-specific behavior or objects. Select a field, condition, and value for each row. Filters can be mixed and matched for more precision in your report.

Tips and tricks:

Fields are specific to your report type.
Conditions vary by data type. For example, if a field contains dates, you can filter by a date range.
Values are specific to each field.
Want all available data? Filter by a required field and select the "is not empty" condition.

Filters Logic

Filters Logic options determine how your criteria are interpreted by the platform. By default, Bulldog Connect has the report match all filters.

Option	Description
Match all Filters (AND)	Use the match all filters option to create a logical condition that requires all specified criteria to be true for a record to be included in the report results. AND logic will narrow your results.
Match any Filters (OR)	Use the match any filters option to a logical operator that connects multiple conditions, where at least one condition must be true for a record to be included in the report results. OR logic will broaden your results.
Advanced (AND/OR)	Use Advanced to create more complex logic when creating a report to specify conditions that must be met. "AND" requires all conditions to be true, while "OR" requires at least one condition to be true.

Add Additional Search Criteria

You can add multiple filters to a report. Click +Add Filter to add another filter to the report.

Additional Checkboxes

Many of the reports include extra checkboxes and most will include the checkboxes Include Inactive Users and Include My Students Only (both unchecked) by default. These help further narrow your report results. An example of the filter checkboxes available in the Appointments Report is displayed below.

Run Report

Once your search criteria are set, click Run Report to run the report. Note that any reports with more than 20,000 rows will not display results; instead, you will have to download a CSV of the results.

Users can share the filters they select for a report by choosing the Share These Filters button.

Clicking the button copies a URL to the user’s clipboard. The user can then paste the URL and send it to another user. If the user has the correct permissions to see the report AND filters chosen, clicking the URL opens the Report page with pre-filled filters. If they do not have the correct permissions, users receive a Permission Denied notification.

Working with Report Results

Once you have run your report, the results populate in the table below the data filters. This is called the grid. The grid has a lot of features to help users with the report data, described in the next sections.

Search in Results

When your Data Filter results are shown, you can enter more information to further narrow down your search results. Note that as in V2 reports, you can click the student's name in the report results and it will open the Student Profile.

Icons

Next to the search bar, there are icons, explained in the table.

Export Reports

Important. All exports in these reports are in CSV format. This standardizes the export and allows any version of Excel to open the file. However, View Grid Settings lets users customize the download filename, quote character, and delimiter for convenience.

All reports can be exported. Any report with more than 20,000 lines does not display in the grid and must be exported.

To export, select the Export icon after taking any 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.

Note. Only the first 32000 characters of a Note show in the report or CSV. This applies to the Notes Report only and is due to Excel limitations. To see the full note, go to the Student Profile.

Report 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. Unique actions are listed in the Data Dictionary article for the report.

The actions that every report has are listed below.

Send a Message to Student	Sends a message to the students selected by email or text.
Create Ad-hoc Appointment Summary	Opens an Appointment Summary Report for the students selected.
Create an 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.
Tag	Adds a tag to the students selected.
Note	Adds a note to the students selected.
Issue Alert	Issues an alert for the students selected.
Add to Student List	Adds the selected students to a Student List.

Additionally, by clicking the icon, users can perform actions on an individual student.

Saving a Report

Saved Reports give Navigate staff users the ability to save student and activity filters for a particular report to which they have access, much like a Saved Search. This allows users to re-run the search quickly and efficiently without having to reselect the filters each time they access the report. Downloaded Reports will continue to be available in the Download Center for 7 days.

To save a report, run your report as usual and then click the Save As... button on the results page.

After creating a saved report, the report will appear on the Saved Reports tab.