Accudemia: How do I create a report that shares session comments to users?

Accudemia: How do I create a report that shares session comments to users?

Introduction

In Accudemia, administrators and tutors can place comments and attachments to Session Logs. A report can be created to send these comments and attachments to chosen users. This article will explain how to create this report.

Only Students' or Tutors’ information stored in the session logs can be reported.

Step-by-Step

1. Click "Reports" on the home page.



2. Scroll down and select "Session Comments" from the list.



3. Select the filters, then click Schedule Report.


 Filters Explained:
Filter Results:
  • Date Range - Choose a specific date or a dynamic range like "Last Week" to pull data from. Dynamic ranges are usually for scheduled reports that automatically collect data once a week or longer.
  • Locations and Services - Report on specific locations/services.
  • Students - Report on specific students.
  • Tutors - Report on specific tutors.
  • Instructors - Report on specific instructors.
  • Subject Area - Report on a specific Course.
  • Groups - Report on students that belong to specific groups.
  • Report Visit - Reports on students that visited specific places.
Output Options
  • Choose an output format file type, like PDG, XLS, or CSV.
  • Enable Show User ID to include it in the report.
  • Enable Create Group to form a new group based on the Students in this new report.


4. Write a name for the report, then click Next.



5. Set a schedule for the report, then click Next.


  1. Set the frequency to be daily, weekly, or monthly.
  2. Set  how many times the report will update in that period.
  3. Set what time of day the report will generate

6. Choose who will receive this report, then click Next.



7. Choose whether reports will be personalized to each instructor/tutor/student, then click Next.


Some options like, "My primary email address" won't allow these options to be chosen.


8. Review the report, then click Finish.


TIP: Test this schedule report by sending it to a test account. This will ensure that the correct data is being sent to real users in the future.

    • Related Articles

    • Accudemia: How do I send individual email messages including the session comments?

      Introduction In Accudemia, Tutors and Instructors can add information about specific sessions from the Session Logs and the Session Comments feature. This article explains how to add those comments, how to retrieve information in a report, and the ...

    • Accudemia: How do I use the Schedule Report feature?

      Introduction Accudemia allows for the easy implementation of automated reports. Specific users or entire groups can be selected to receive specific reports on a daily, weekly, or monthly basis. This article will explain how to select these users and ...

    • Accudemia: How do I create a report of Appointment notes?

      Introduction In Accudemia, Students and Tutors can place notes and attachments in the Appointments Management screen. A report can be created which sends individualized data to each user from this note. This article explains how to do this. NOTE: ...

    • Accudemia: How do I complete a Tutoring Assessment and/or add comments to a session?

      Introduction Accudemia has a feature that allows tutors to follow up on a previous session with a student. Here, tutors can describe what the student worked on, whether they were prepared for the session, and whether they need more help in the ...

    • Accudemia: How do I create surveys?

      Introduction Administrators can create surveys in Accudemia to take feedback from both students and staff about Centers, services, tutors, or subject areas. This article will explain how to create a survey. Step-By-Step 1. Navigate to Administration ...