Navigate: Check-In Reports

How to run check-in reports in Navigate.

1) Log in to Navigate Navigate: Accessing the Navigate Platform

2) Along the left tool bar, locate the Reporting Icon

REportsMenu

3) Select "Check-ins" under the reports menu
ReportsSelect

4) This will bring you to the New Check-ins report where you can make selections to narrow your search.
NewCheckinsReport

5) Narrow your search with the following options:

Timeframe and dates: There are several ways in which to search for certain timeframes, here are a few examples:

Customdaterange

Lastdays


Sincedate

Care Units: Select the care unit you wish to see check-ins for. The available locations and services will narrow by the care unit selected.
CareUnits

Filter by location: Select the location you wish to see check-ins for
Location

Filter by service: Select the service you wish to see check-ins for
Services

For the tutoring care unit, you can also select the  course associated with that check-in
course

6) Select Search
Search

7) Your search results will be displayed.
SearchExample

8) You can then choose several actions to take within the report from the Actions Menu, including exporting the results to an Excel file.
Actions





Keywords:Navigate Tutoring Appointment Check-in   Doc ID:116931
Owner:Jamie S.Group:UW-La Crosse
Created:2022-02-22 14:20 CDTUpdated:2022-02-22 14:58 CDT
Sites:UW-La Crosse
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