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- Navigate to the Reports tab.
- Click New Report.
- 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
