Communication and Checklist Reports

Overview

This document provides information about the reports used to manage the communications and checklist processes.

Navigations

Communication reports: NavBar > Navigator > Campus Community > Communications > Communication Reports

Checklist reports: NavBar > Navigator > Campus Community > Checklists > Checklist Reports

Communication Reports

The following chart provides information about each communication report and when to use it. Report Descriptions are based on the M-Reports Report Library.

Name of Report Report Description Run this report to…
Comm Speedkey By Category Provides a list of all Communication Speedkey setup values within a specified Communication Category
  • Display Communication Codes for a specific Communication Category
  • Display the Communication Code(s) for your unit/department

    • Note: To determine Speed Keys, type the first three characters of a category (unit designation) and % or use the categories to run the report.
Communications Detail Report Provides detailed communications data for IDs within a specified communication Context and date range Display a list of communications that have been assigned, which can be used for:
  • a small number of individuals
  • a short date range
Incomplete Communications Provides a count of incomplete communications by communication Context and date, and shows:
  • number of assigned letters for which an extract file has not been completed within a certain time period
  • Letter Codes for which extract files need to be created
  • Determine the Letter Codes and dates for which extract files need to be created before executing the Letter Generation process
  • Determine the size of an extract file in order to know when:
    • to create the extract file
    • to perform the mail merge process

    Note: The larger the extract file, the more time required to perform the mail merge.
Letter Code Count Provides a count of all communications (complete and incomplete) within a specified Letter Code by communication date
  • Determine the number of communications assigned for a specific Letter Code
  • Determine the size of an extract file in order to know when:
    • to create the extract file
    • to perform the mail merge process

    Note: The larger the extract file, the more time required to perform the mail merge.
Unsuccessful Communications Provides the ID and communications details for all IDs with unsuccessful communications within a specific communication Context and date range
  • Determine which assigned communications are unsuccessful after the data has been extracted via the Letter Generation process
  • Identify the individuals for whom data was not extracted to resolve errors

Checklist Reports

The following chart provides information about each checklist report and when to use it.

Name of Report Report Description Run this report to…
Checklist Status Provides ID, name, and overall checklist status for IDs within a specified Checklist Code, Checklist Status, and date range
  • Identify all checklists that exist for a particular Checklist Code with a certain Status
  • Determine:
    • All checklists assigned for a particular day/week
    • Individuals with completed checklists
Incomplt Chklst Detail Provides ID, name, and Checklist Item details for all IDs within a specified Checklist Code and date range with an overall status of incomplete
  • Determine all checklists created from a particular Checklist Code that have an Initiated status due to incomplete Checklist Items
  • Monitor which Checklist Items prevent the overall status of a checklist from being completed
Checklist Item Detail Provides ID and Checklist Item details for IDs within a specified Checklist Code, Checklist Item, and Item Status date range Identify all of the individuals who share the same checklist Item from a particular Checklist Code; for example, an admitting office can use this report to determine all applicants with a Checklist Item code for test scores with the Requirements Checklist code to determine applicants with missing test scores

Additional Information