Return to Navigation

Understanding Batch Academic Advisement Reports

Your institution has several ways to generate report requests in batch. The Population Selection process provides a configurable selection tool that enables users to create groups of people or organizations. The following tools are available for use in the Population Selection process:

Your institution can use the report identifier to group individual requests and process them as a group. The batch process consists of these steps:

  1. Request advisement reports.

  2. Process the requests (that is, generate the reports).

  3. Print the reports in batch. Printing the reports generates results and creates a .pdf of the reports.

  4. Purge reports and report requests.

You can generate what-if reports in batch for both students and prematriculated students (for example, prospective students), provided the prematriculated students have an EMPLID. Note that you can generate advisement reports without the what-if parameters (degree audit based on current academic structure) for active students only.

These topics also include information about purging the advisement transcript data from the analysis database tables.

Before you can process advisement reports, you must:

  • Select the Academic Advisement option on the Installation Student Administration page.

  • Set up advisement report types.

  • Define additional report identifiers, as needed.

See the product documentation for Understanding Installation Setup and System Defaults

See the product documentation for Setting Up Advisement Report Types