Navigate: Using Advanced Search
How to use the advanced search tool in Navigate.
The Advanced Search function within Navigate allows you to create unique cohorts or groups of students by searching based on various attributes or parameters, the results of which can be used to create Student Lists, build appointment campaigns, or track student progress. Queries will pull lists of current students that fit the parameters of the search.
The Advanced Search uses different logic statements to build queries. Most search filters create AND statements. As you build a search by laying on various filters within or across drawers, the query will identify students that satisfy all the listed requirements.
There are some filters that create OR statements, where you can make multiple selections within a given field to increase the scope of your search. These search fields are indicated by the presence of an 'In any of these' identifier in the title.
You can also create logic statements within a given field. These filters are identified via plus sign icon, which expands the field when selected. While 'ANY' statements allow for the creation of more inclusive searches, selections made in "In All of these' or in 'In None of these' fields serve to limit the scope of a search.
1) Locate the Advanced Search feature on the menu bar
2) Enter your search criteria. Each drawer contains a collection of filters that can be used alone or in conjunction with other filters. Some fields will require that you enter free text, while others will provide options in a drop-down menu:
File Drawers Overview
Student Information: Use this group of filters to search for students by personal identifying information, such as name, student ID, category, tag, or transfer status.
Enrollment History: Create logic statements to search for students by their enrollment status in a variety of terms
Area of Study: Combine elements of this filter to search for students based on areas of study, including college affiliation, degree, concentration, or major.
Performance Data: Search using these filters to segment student groups by GPA, credits earned, and hours attempted.
Term Data: Select conditions within this group of filters to run a search for students using information associated with a specific term.
Course Data: Utilize this group of filters to query students based on courses, section, and status.
Assigned To: Enter information into fields in this bucket to pull lists of students assigned to specific team members. Note that users have hte User Type of who have had a relationship in the past WILL NOT appear if they don't currently have that relationship with a student. For example, an advisor who has no students assigned to them will not appear. This is also the drawer that allows users to search for students WITHOUT a certain relationship type, e.g. students without advisors.
Goals & Interests: Make selections in this drawer to identify a cohort of students based on academic interest data reported by students via the My Major feature in Navigate Student.
Surveys: Select a question in this drawer to find aggregate data on student responses to Quick Polls as reported in Navigate Student.
Success Indicators: Run a search using these filters to identify students based on a predicted risk level or success marker completion status.
3) If you would like to further narrow your search, you can one of the options at the bottom
My Student Only will limit the possible results to only your assigned students
Include inactive will expand the possible results to include both active and inactive students
3) Once you have selected all of your search criteria, click Search at the bottom of the screen.
4) Your results will generate and you will have a student list that you can take actions on within Navigate, or export the results to Excel.
Save these search parameters as a Saved Search (KB Saved Search Link) by clicking the Save button above the search results.
A new window will pop up, give your Saved Search a name that will help you to identify its purpose later.
Select from other options within the actions menu: