The Success Plan Roster report lists students for the selected Plan, with options to include Advisor, Counselor and include students on the basis of their status in the plan – Watchlist and/or Focus. The report may be exported to Excel for more detailed information.
While details specific to this report will follow, users can find general information about reports within the Reports documentation.
Success Plan Roster Report is located within Reports in the Analysis menu in Q.
- Title - The report title defaults to ‘Success Plan Roster Report’, but this can be edited, and a user-defined title can be entered.
- Success Plan - Select the desired plan for the report. Choosing a Success Plan is required.
- Options:
- Print Advisor – Check this box to include the student’s Advisor. It defaults to ‘On’.
- Print Counselor - Check this box to include the student’s Advisor. It defaults to ‘On’.
- Student Selection: Only one of the following student selection options may be chosen.
- Include Both – This box is checked on by default. When on, the report will include students with both Focus and Watchlist status.
- Only Include Focus Students - Check this box to ONLY include students Focus status.
- Only Include Watchlist Students - Check this box to ONLY include students with Watchlist status.
Create Report
Clicking the Create Report button produces a PDF of the Success Plan Roster report in a new window. The PDF version of the report has fewer columns than the Excel version produced by clicking Export Report.
Sample report, default sort by student
Export Report
Clicking the Export Report button downloads an Excel version of the Success Plan Roster report. The Excel version of the report includes several columns that are not included in the PDF version produced by clicking Create Report.
For more information about Plans and their configuration details, see the Plans section in the Success Plan Manager documentation.
