There are several standard V3 reports that users can run by customizing their search parameters. To save a report for future use, click save from the report results.

With V3 Reports,the AI Filter Assistant works to quickly suggest and apply report filters. When enabled, the AI Filter Assistant button shows in the Data Filters panel in all V3 reports the user has access to and can suggest filters needed to find the information you require.

V3 Navigate Reports now appear when users select the Reporting icon. However, users can still access the legacy reports until they are sunset. The date for the legacy reports sunset will be announced in the future. These reports include versions of all existing legacy reports.

This article will provide step by step instructions on how to generate reports within Navigate and some of the actions a user can perform once a report has been generated.

Automated Actions allow staff users with the appropriate permissions to regularly take certain actions on students matching criteria from a Saved Search. Automated Actions can be used by faculty, staff, and administrators with access to Saved Searches to issue Alerts or send Messages on an automated schedule.

Navigate360 for Student Success has added a new feature that allows staff to create Events. Events allow users to invite students to those Events, collect RSVPs from students, and track student attendance. Events are best used by staff members seeking to encourage students to attend an upcoming event. Student engagement via events will be available via a new Events Report; see the Reporting & Analytics release notes for more information.

EAB Navigate provides the ability for Faculty to generate a Progress Report for a student outside the window of an active Progress Report Campaign. This provides Faculty with the ability to report on students anytime that may be "at risk".

Alerts are a way to draw attention to a student. Alerts can be positive or negative in nature. Alert reasons are customized by your institution. Learn how to issue alerts as well as report on students with issued alerts.

This article provides an overview of the Early Alert process using Navigate.

The Enrollment Census campaign will provide information about which students attended class and the date of their last attendance. The information collected here can be very helpful as Administrators seek to compile and quantify your institution’s attendance at the end of a semester or school year. If you have created a progress report campaign before, this process is very similar.

Target hours allow users to set a limit to the number of hours they are available for appointments in a given week. Once those hours are scheduled, the advisor will no longer be available for advisees in the given week.

Users sending communications using the system have the ability to set up an email signature that would be automatically inserted into a communication when sent from the system. This article will walk users through the process of setting up their Email Signature.

Messaging Campaigns allow your institution to email or text a group of students on specified dates about things they need to do or activities they need to attend. This type of campaign has no objective, unlike Appointment or Enrollment Campaigns,

This article will focus on editing appointment details after it has been created. This may include changing a location, changing an advisor or time slot.

This article will outline the steps an advisor would provide to students in order for the students to walk through the process of scheduling an advising appointment using Navigate.