In the Select Report Type search bar, enter Activities with Contacts.
Click Create.
Select the following Columns:
Status
Subject
First Name
Last Name
Total Wait Time (recorded in seconds)
Duration (minutes)
Advisor
Engage Room
Engage Meeting Reason
No show Time
Activity Date (the date the contact entered the queue)
Update/Add filters (Suggested filters):
Show Me = All Activities: for every engage meeting, regardless of the advisor
Activity Date = <your preference>
Show
Tasks and Events: shows all activities/tasks and event records
Events: only shows event records (Engage meetings are entered as Events on the Activity Timeline)
Subject CONTAINS Advising Session (Engage meetings all have a subject of either “Walk-In Advising Session” (pre-October 2020 release) or “Advising Session” (October 2020 and later))
Advisor EQUALS
null: to see students who entered a queue but were not picked up by an advisor
<Advisor Name>: to see meetings held by a specific advisor
No Show Time NOT EQUAL TO null to see all students marked as no-shows
(Optional) Add Groupings (Suggested groupings):
Group Rows by Date, then cluster date by week or month to show the number of meetings in a specific date range
Group by Advisor to see how many meetings a specific advisor took in a specific date range
