Generating Reports In Coyote Connections

Issue/Question

How do I generate and use reports in Coyote Connections?

Need to create ad hoc reports and accessing common report types

Environment

• Coyote Connections

Resolution

Generating a Report

1. Click the desired Report Name from the reports area
2. Use the available search drawers and fields to narrow the report criteria
3. Click Run Report to generate the report
4. Select the check box next to one or more names and click Actions to send a message, create an appointment campaign, create a to-do, issue an alert, or add records to a watch list
5. Click the button containing three horizontal bars to export the report to Microsoft Excel or load a pivot table

Creating an Ad Hoc Report

1. Open the Standard Reports area
2. Build a custom report using the available data filters
3. Click Save As after creating the report
4. Open the My Saved Reports tab to access the saved report in the future

Common Reports

Student Enrollments Report

Note: This report can be used to identify students based on enrollment, academic performance, and program information

• Find students in a particular major who have not taken a specific course by filtering on Major and Enrollment Course
• Search for students who earned a particular grade in a course using Enrollment Course, Final Grade, and Enrollment Term
• View midterm or final grades by filtering on Final Grade and Enrollment Term
• Identify advisees who should have completed a degree audit using Credits Earned
• Review course enrollment by filtering on Enrollment Term and Course Number
• Identify students who have dropped a course using Enrollment Term, Enrollment Course, and Dropped Date
• Search students within a specific major or concentration using Major and Concentration
• Search students using Tags or categories, such as Academic Probation, International, or program-specific groups
• Search students by grade point average using Cumulative GPA

Appointment Summaries Report

Note: This report provides appointment details for appointments scheduled through Coyote Connections and notes that have been created

Common filters include:

• Appointment Created By Last Name
• Appointment Created At Date date ranges

Appointments Report

Note: This report provides information about appointments, including the number of appointments scheduled, attended, and canceled

Common filters include:

• Care Unit
• Scheduled Start Date date ranges

Check-Ins Report

Note: This report provides a log of check-in activity and kiosk usage

Common filters include:

• Care Unit
• Check In Date date ranges

Study Hall Report

Note: This report provides attendance information and tracked time for study hall visits

Common filters include:

• Completed Time (In Min)
• Remaining Time Per Week (In Min)
• Term for Required Study Hall Time
• Relationship Type
• Assigned Staff

Cases Report

Note: This report displays open cases

Common filters include:

• Opened At Date date ranges
• Status
• My Students Only