The progress report will allow for you to pull data related to students with progress reports.
Pull a List of your Assigned at Risk Students
Select the Reporting icon
in the Navigation at the left.Select the Standard Reports tab.
Type Progress in the search field and hit enter.
You should see a list of reports that meet that criteria.
Select the Progress Reports Report.
The report Data Filters window will show.
Click in field one, type in date
Select the field of Date Submitted.
Condition = date range
Start Date = First day of the Progress Report campaign (which is the date the email was sent to instructors to submit Progress Reports).
End Date = Day after progress reports close.
Select the check box for Include My Students Only.
Select the check box for Progress Reports Marked At-Risk Only.
Filtering by Relationship
This step is only necessary for those staff that are assigned to students with more than one type of relationship (i.e. They are an Advisor and a Team Lead or a Success Navigator and a Team Lead, etc.)
ANDIf you are doing specific outreach to those students based on that relationship (i.e. Team Lead)
For example if you are a Team Lead and an Advisor you may want to do different outreach for students that you Advise vs. students that you are a Team Lead for.
Click the Add Filter button.
Click blank field next to row 2.
Type Relationship
From the dropdown fields select “Relationship Type (then choose assigned to)”
Condition = Is
Value = Team Lead
Run Report
Be sure you have all of your filters set correctly.
Select the Run Report button
Report Results will show below based on your filters.
Create a List
You may want to do outreach to the students that have at risk progress reports through a messaging campaign, survey campaign, appointment campaign, email, etc. .
For the campaign option(s) you would need to create a list that you can select when choosing your recipients.
Select the check box at the very top to select all of the students you want to add to the list (the very top check box will select all students in your list).
Click the Actions button above.
Scroll to choose the option for Add to Student List.
Select Create new list…
Type in a meaningful name so that you know what the list is for (i.e. F24 7wk 1 PR At Risk Outreach).
Select Save.
Your list should now appear under your List and Saved Items - Student Lists area, which will allow you to use this list in a campaign or email, etc.
