Explore sample support staff 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 staff see trends around student needs and offer insight into their 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 |
|
Dashboards folder |
SSH Support Staff Dashboard |
Contains the sample dashboard. |
Higher ed, K-12 |
|
Sample dashboard |
SSH Sample Support Staff Dashboard |
See how effectively support staff reach students and how students are performing across key indicators. |
Higher ed, K-12 |
|
Reports folder |
SSH Sample Support Staff Reports |
Contains sample reports on appointments, Success Plans, Alerts, Cases, courses, and attendance. |
Higher ed, K-12 |
|
Sample report |
My Appointments over Time |
The number of appointments I've had with students during a date range. |
Higher ed |
|
Sample report |
My Appointments Averaged over Time |
The number of appointments I've had with students, averaged by week. |
Higher ed |
|
Sample report |
My Upcoming Appointments |
The number of appointments scheduled with me in the next 7 days. |
Higher ed |
|
Sample report |
My Appointment Totals Across Date Ranges |
The number of appointments I've had with students this year compared to last year. |
Higher ed |
|
Sample report |
My Appointment Topics |
The topics I've discussed with students during appointments. |
Higher ed |
|
Sample report |
Students Who Missed Appointments |
Students who were no-shows or who cancelled appointments with members of my team. |
Higher ed |
|
Sample report |
Students with No Current Appointments |
Students supported by my team who don't have any Appointment records in the current calendar quarter. |
Higher ed |
|
Sample report |
My Upcoming Appointment Topics |
The topics I will discuss with students during appointments in the next 7 days. |
Higher ed |
|
Sample report |
My Team's Upcoming Appointments |
Appointments scheduled between students and my team in the next 7 days. |
Higher ed |
|
Sample report |
My Open and Overdue Success Plan Tasks |
Sums of all open and overdue Tasks in open Success Plans in my caseload, grouped by Success Plan. |
Higher ed, K-12 |
|
Sample report |
Overdue Tasks in My Success Plans |
Overdue Tasks in all open Success Plans in my caseload, grouped by student. |
Higher ed, K-12 |
|
Sample report |
Open vs. Overdue Success Plan Tasks |
Sums of all, open, and overdue Tasks in open Success Plans, grouped by Success Plan owner. |
Higher ed, K-12 |
|
Sample report |
Average Time to Close My Alerts |
The average number of days it takes for Alerts that I own to close, by record type. |
Higher ed, K-12 |
|
Sample report |
My Alerts over Time |
The total number of Alerts that I own by month, based on Created Date. |
Higher ed, K-12 |
|
Sample report |
Students with Open Alerts |
Students supported by my team who have open Alerts. |
Higher ed, K-12 |
|
Sample report |
Open Alerts Older Than 14 Days |
The number of open Alerts that were created more than 14 days ago, grouped by record type. |
Higher ed, K-12 |
|
Sample report |
Average Time to Close Queue Cases |
The average number of days it takes for my team's Support Queue Cases to close, by Case owner. |
Higher ed |
|
Sample report |
My Students' Open Cases by Type |
The statuses of open Cases related to my students, grouped by Case record type. |
Higher ed, K-12 |
|
Sample report |
My Students with Open Cases |
The details of open Cases for students in my caseload, grouped by student. |
Higher ed, K-12 |
|
Sample report |
My Students Not Enrolled Next Term |
Students in my caseload who don't have any Course Connection records for the next term. |
Higher ed |
|
Sample report |
Students with Excessive Absences |
Students who have more than 3 absences in the last 7 days. |
Higher ed, K-12 |