Explore sample support manager reports and a dashboard that come with Student Success Hub.
Student Success Hub provides a sample dashboard and a set of underlying sample reports and custom report types that help support managers see trends around student needs and provide insight into their teams' workloads. Install the reports and dashboard from the Installation Manager and then customize them for your school or institution.
|
Type of Item |
Name |
Description |
Included with |
|---|---|---|---|
|
Custom report type (in the Activities category) |
Appointments |
Identifies Appointment records. |
Higher ed |
|
Custom report type (in the Activities category) |
Appointments with Attendees |
Identifies Appointments with at least one related Appointment Attendees record. |
Higher ed |
|
Custom report type (in the Other Reports category) |
Cases with Alerts for Support |
Identifies Student Record Cases with at least one related support Alert. |
Higher ed, K-12 |
|
Custom report type (in the Activities category) |
Cases with Case Teams |
Identifies Cases with related Case Team Member records. |
Higher ed, K-12 |
|
Custom report type (in the Activities category) |
Cases without Appointments |
Identifies Cases without related Appointment records. |
Higher ed |
|
Custom report type (in the Accounts & Contacts category) |
Contacts with Course Offerings with Course Connect |
Identifies Contacts with related Course Offerings and related Course Connections. |
Higher ed |
|
Custom report type (in the Activities category) |
Success Plans with Activities |
Identifies Success Plans with at least one related Activities record. |
Higher ed, K-12 |
|
Custom report type (in the Administrative Reports category) |
Users with Managers |
Identifies Users with at least one related User (Manager) record. |
Higher ed, K-12 |
|
Dashboards folder |
SSH Support Manager Dashboard |
Contains the sample dashboard. |
Higher ed, K-12 |
|
Sample dashboard |
SSH Sample Support Manager Dashboard |
See how effectively support staff reach students and how your team is performing across key indicators. |
Higher ed, K-12 |
|
Reports folder |
SSH Sample Support Manager Reports |
Contains sample reports on appointments, Success Plans, Alerts, Cases, and Users. |
Higher ed, K-12 |
|
Sample report |
My Team's Upcoming Appointments |
Details about Support Events in the next 7 days for support staff on my team, grouped by start date and location. |
Higher ed |
|
Sample report |
My Team's Appointment Topics |
Appointment topics for support staff on my team, grouped by calendar quarter. |
Higher ed |
|
Sample report |
My Team's Open and Overdue Tasks |
Sums of all open and overdue Tasks in open Success Plans for support staff on my team, grouped by Success Plan. |
Higher ed, K-12 |
|
Sample report |
Overdue Tasks in My Team's Success Plans |
The percentage of Tasks that are overdue in open Success Plans for support staff on my team, grouped by student. |
Higher ed, K-12 |
|
Sample report |
My Team's Student Caseload |
The number of students assigned to each support staff member on my team. |
Higher ed, K-12 |
|
Sample report |
My Team's Open Alerts by Student |
Details about open Alerts for support staff on my team, grouped by student. |
Higher ed, K-12 |
|
Sample report |
My Team's Alerts by Month |
The total number of Alerts owned by support staff on my team by month, based on Created Date. |
Higher ed, K-12 |
|
Sample report |
My Team's Open Alerts by Type |
The number of open Alerts for support staff on my team, grouped by record type. |
Higher ed, K-12 |
|
Sample report |
My Team's Logins |
The date when support staff on my team last logged in to Student Success Hub. |
Higher ed, K-12 |