Navigate users may need to create a list of students for a Student list from an external source. The application allows users to import a list of student IDs from a .csv file directly to an existing or new watch list.

In the EAB Navigate Release 21.2.8 users now have the ability to use merge tags within email messages being sent from Navigate.

This article will discuss saving advanced search criteria that you can use over and over again.

This article will cover the different areas of the student profile and define the information contained within.

Student Profile Agent is a new AI feature that gives staff and faculty the ability to ask questions about their students and can be used to prepare for appointments, synthesize key student information, or gain updates about a student. Student Profile Agent summarizes key data points about the student with data accessible in V3 reports.

Message Content Creator is a feature for partners with Navigate360 AI Capabilities. It allows users to enhance email and text message content in Navigate360. For example, it works with Send a Message actions as well as when creating any sort of content (e.g. nudges, welcome messages, success messages) for a campaign.

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.

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 will outline the standard time expectations for users that are experiencing issues or need added functionality within the system.

Users of Microsoft Office365 can now create busy blocks in Outlook that do not sync to Navigate360 by adding the category nosync to the event. This much requested enhancement gives faculty and staff more control over their calendars by allowing them to hold time on their Outlook schedules without impacting appointment availability in Navigate360.

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.