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:

  • PS Query

  • Equation Engine

  • File Upload

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.