Reports are the flagship feature of the Virtually Student Relationship Manager (SRM).
Reports enable you to get a pulse on student progress by allowing you pull lists of students that meet specific risk criteria. This risk criteria is based off of data that your organization chooses to port into Virtually (i.e. custom LMS data), in addition to attendance and Slack engagement data.
Check out this video or read the steps below to create your first report!
How to Create a Report
1. Import your data
Reports pull from data that you have in Virtually.
If you use the Virtual Event Manager (VEM), your attendance data will already live right in Virtually.
If you use Slack, just integrate with Slack so we can pull in Slack engagement data. More on how to do this here.
If you'd like to pull custom data (from your Learning Management System (LMS), for example), you'll need to work with our team during onboarding to get all your desired data ported into Virtually.
Note: The Virtually SRM can port data in from any tool that has an open API!
2. Head to the Insights Tab
In your Virtually Student Relationship Manager (SRM) account, head to the Insights tab and click the 'Create a Report' button on the top right.
3. Fill in your desired report details:
In the report drawer you'll be prompted to choose a report name and select your desired risk criteria:
Activity: the activity data is based on the data you choose to import into Virtually. You can set up reports prior to porting in data.
Operator & Quantity: This is where you choose what you'd like the system to search for with regard to your selected Activity. While the Operator is a drop down, you can directly type in your desired Quantity.
Date Range: This is where you select the range of time that this criteria was met. For example, if you selected the criteria below, you'd be searching for any learners that missed 3 classes within a 7 day period.
It's important to note that the system checks for students that have met this criteria multiple times per day. So even if someone hasn't missed 3 classes in a row just yet, their name might appear in the report if they meet that criteria a few weeks from now (as long as your report is still live).
Add tag filter: If you have multiple groups of learners, you can create reports for those specific groups by leveraging tags. You can learn more about tags here.
4. Add additional criteria.
If you'd like to add additional criteria for your report, click the 'add criteria' button. This enables you to aggregate and view multiple data types. Note - all criteria leverage the AND function. That said, students will need to meet all specified criteria to appear in the report.
That said, if you'd like to, for example, pull students that have missed 3 classes AND haven't posted on slack for 2 weeks, you can certainly do that with this feature. :)
5. Click 'Create report
From there, you'll see any created reports in the Insights tab:
6. View your Data
A preview of members that meet your criteria will appear. You can click in to the report to get a full list.
You can use the 3 dots on the top right to download your report to CSV or delete your report. These reports will continuously update based on your specified criteria.
Moving forward, you'll be able to leverage the data in these reports to set up automations to reach out to at-risk students. Stay tuned!