Instructions:

Reports and Descriptions

There are 16 reports in Navigate Reports: Appointment Summaries, Appointments, Availabilities, Appointment Requests, Check Ins, Alerts/Referrals, Cases, Student Info, Assignment, Notes, Attendance, Students Enrollments, Enrollment Census, Progress Reports, Study Hall, and Calendar Stats.

When you access a report, you can use the drop-down carrot in the upper right to get additional information about the report.

Appointment/Visit Reports

All Appointment/Visits reports and the data within the reports are Care Unit Specific. To view and access the data, users must have a role with access to a given Care Unit and the ability to view appointments within that Care Unit.  A single row in the report represents a single appointment request within the date range chosen. For a student to be returned in the report, the student must be active in the term(s) selected. If no terms are selected, you will retrieve all students active in any term with any appointment requests in the date range chosen.

• Appointments Report – This report will show any appointment created by a user.  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 will see a single row per student in the appointment.
• Appointment Summaries Report – This report will show any appointment summary created by a user within the platform. Note that an appointment can be either a scheduled or drop-in interaction with a student.  A single row in the report represents a single appointment summary with the Created Date within the date range chosen. If the appointment summary was created for multiple students, you will find one row per student with the summary report data.
• Appointment Requests Report – This report will show any appointment request created by a user within the platform.  To use this report, a user will need the View and Delete Appointment Requests for Other Users (per Care Unit) and View Appointment Requests Report permissions.
• Check-Ins Report – The Check-Ins report shows any check-in for a visit in Navigate. 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.

Intervention Reports

A single row represents a single case instance within the date range.  If you have selected an enrollment term or terms, the student must be active in the term(s) selected, otherwise it will retrieve all students active in any term with a case in the selected date range. The data returned in reports are Care Unit-specific.

• Alerts/Referrals Report – The Alerts/Referrals report includes any user-created alert/referral associated with the Navigate platform, along with associated details. This covers alerts/referrals created by campaigns or ad-hoc alerts. If you do not filter by enrollment term(s), you will retrieve all students active in any term with any Alert instances in the date range chosen. 
• Progress Reports Report – This report will show any Progress Reports and Progress Report responses created by a user within the platform. You will retrieve all students active in any term with any Progress Reports in the date range chosen.
• Enrollment Census Campaigns Report – This report will show any Enrollment Census response created by a user within the platform.  If no terms are selected, you will retrieve all students active in any term with any Enrollment Census responses in the date range chosen.

Student Data Reports

For a student to be returned in reports, the student must be active in the term(s) selected. If no terms are selected, you will retrieve all students active in any term with any information in the date range chosen.  A single row represents a single assignment that has a due date within the date range chosen.  If the information was created for multiple students, you will find one row per student with the information data.

• Notes Report – This report will show any note created by a user within the platform. The Notes report allows partners to see how information outside appointments is being recorded by staff who have access to Navigate.
• Assignments Report – This report will show any assignment for a course created by a user within the platform. If no terms are selected, you will retrieve all students active in any term with any assignments in the date range chosen. 
• Attendance Report – This report will show any attendance entry created by a user within the platform.
• Study Hall Report – This report will show any study hall check-ins and hours created by a user within the platform.
• Student Enrollments Report – This report will show any course enrollments a student has within the selected term. This report includes one row for every currently or previously enrolled course per student.
• Student Info Report – This report will show general information for students in the platform. It will also show if the student can receive SMS communications from the Navigate short-code or a telephone number from the pool. This report can be used to confirm that student data is coming into the system properly.

Staff Reports

• Availabilities Report – This report will show any appointment, campaign, or drop-in availability created by a user within the platform. Users with certain permissions may use this report to create and edit availability for other users. To create Availabilities, users will need that permission. In addition to this, to edit Availabilities within this report, the user will need access to edit Availabilities within a given Care Unit. Users will also need the View Availabilities Report permission.  A single row in this report represents a single availability instance within the date range chosen. The "active" field will show whether the availability is active or inactive on the day that you run this report.  The Availabilities report allows you to learn who or how many staff are available for particular services, care units, locations, or courses.
  • Note: When using 'Export to Excel' for this report, the export will contain one line per availability set by the staff. As a result, some staff members and courses will be listed multiple times. This allows for better data manipulation within Excel.
• Calendar Statistics Report – This report will show staff Outlook and OAuth calendar sync status, NOT calendar sync status in general. No Google Calendar statistics are included in this report. A single row represents a single staff user and the status of their Outlook/OAuth calendar sync. It was introduced with the Navigate Strategic Care 19.1.1 release to allow institutions to track sync status in advance of Microsoft deprecating Service Accounts.

Outcome:

Users should understand the different kinds of reports available in EAB Navigate and what information each kind returns.

Further reading:

EAB Navigate: Reports – Scheduling a Report

Need additional help?

Please fill out the EAB (Navigate) web form with as much information as possible, or contact the Technology Help Desk on your local campus.

For additional training opportunities, visit the TLT Training Calendar.