Progress Reports Report

Owned by Michelle Loker
Last updated: Sept 20, 2024
3 min read

The progress report will allow you to pull data related to students with progress reports.

Pull a List of your Assigned at Risk Students

  1. Select the Reporting icon Report.png in the Navigation at the left.

  2. Select the Standard Reports tab.

  3. Type Progress in the search field and hit enter.

  4. You should see a list of reports that meet that criteria.

  5. Select the Progress Reports Report.

    Progress Reports.png

  6. The report Data Filters window will show.

  7. Click in field one, type in date

  8. Select the field of Date Submitted.

  9. Condition = date range

  10. Start Date = First day of the Progress Report campaign (which is the date the email was sent to instructors to submit Progress Reports).

  11. End Date = Day after progress reports close.

  12. Select the check box for Include My Students Only.

  13. 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.)
    AND

  • If 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.

  1. Click the Add Filter button.

Add Filter.png

  1. Click blank field next to row 2.

  2. Type Relationship

  3. From the dropdown fields select “Relationship Type (then choose assigned to)”

  4. Condition = Is

  5. Value = Team Lead

Run Report

  1. Be sure you have all of your filters set correctly.

  2. Select the Run Report button

  3. Report Results will show below based on your filters.

Create a List from your Report Results

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.

  1. Under your Report Results, select the check box at the very top of your student list to select all of the students showing in the results for which you want to add to your list (the very top check box will select all students in your results).

  2. Click the Actions button above.

  3. Scroll to choose the option for Add to Student List.

  1. Select Create new list…

  2. Type in a meaningful name so that you know what the list is for (i.e. F24 7wk 1 PR At Risk Outreach).

  3. Select Save.

  1. 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.