Configuring Reports
Overview
The Reporting section allows you to create a customized Dashboard, where you can select charts to quickly visualize student data. CSU Transfer Planner comes with a default Dashboard, which you can further customize in this section.
Creating a New Report
- Using the Navigation Menu, click Reporting.
- Click the plus sign, then Create Report.
- Enter the report name and select which program you want to create a report for.
- If desired, select a category to place the report in. You can add a new category via the Create Category option.
- Next, you'll Add a column via the boxes (either half-width or full-width). Half-width columns are displayed side-by-side while full-width columns span the width of the report. Note that:
- You can add multiple columns.
- Columns can include multiple charts.
- You can always remove a column or convert a column to half- or full-width.
- Once you've added a column, enter a Group Label, if desired.
- Now you can add your charts. Click Add Chart, then the type of report you want (e.g., donut chart, heat map, count, etc.).
- Choose Contact Type, then configure the chart settings.
- Some charts allow you to select a secondary data point.
- You can add filters, as needed (
). - A default name appears in the Chart Name field (which you can edit).
- Click Create Report to save your template.
Managing Reports
To manage existing reports:
- Using the Navigation Menu, click Reporting.
- Click the search icon to search for reports.
Editing Reports
Click the name of the report. Then, click the edit icon to update the report. If you edit a report that is used as a Dashboard for other users, their Dashboard will change to match your edits.
Sharing Reports
You can share reports with anyone, including those outside of your program or without a CSU Transfer Planner account.
To share a report:
- Click the name of the report.
- Click the share icon.
- Enter an access code. Your recipients will use this code as a password to view your shared report.
- Click Create Share Link.
- Copy the link and then share it and the access code with your recipients.
To remove a link to a shared report:
- Click the name of the report.
- Click the share icon.
- Click Remove Link.
Taking Snapshots of Reports
Reports are dynamic, so they update to reflect any changes. You can capture a report in its current state by using the Snapshot feature. For example, you can capture weekly or monthly progress of a specific data point.
To create a snapshot:
- Click the name of the report.
- Click the snapshot icon.
- Click the plus sign.
- Enter a name for the snapshot or use the default name.
- Click Create Snapshot.
To view a snapshot:
- Click the name of the report.
- Click the snapshot icon.
- Click the snapshot name. You can compare the snapshot to the live report by clicking Compare with live report.
To share a snapshot:
- Click the name of the report.
- Click the snapshot icon.
- Click the snapshot name.
- Click the share icon.
- Enter an access code. Your recipients will use this code as a password to view your shared report.
- Click Create Share Link.
- Copy the link and then share it and the access code with your recipients.
If you want to track your report throughout a time period, you can schedule snapshots to automate this process instead of manually doing it. To create a recurring schedule for a snapshot:
- Click the name of the report.
- Click the snapshot icon.
- Click Schedule recurring snapshots.
- Select the frequency of the snapshot and time.
- If desired, add additional schedules.
- Click Add to add the schedule or click Cancel to discard the schedule.
To edit a scheduled snapshot:
- Click the name of the report.
- Click the snapshot icon.
- Click the scheduled snapshot name.
Deleting Reports
Click the checkbox next to the report name, then click Delete.