Outstanding Transcript Requests

You can use the Outstanding Transcript Requests report to process and track academic transcript requests that your institution has made to other institutions.

If you frequently generate reports with the same selection criteria, you can save the selection criteria under a name. This makes it easier to generate reports in the future with the same selection criteria.

Prerequisites

You must have: 

  • Common - Reports - View authorization

  • Either Reports - Contact Manager - Outstanding Transcript Requests or Contact Manager - All Reports authorization (All Reports provides authorization to view all reports for Contact Manager.) 

To configure the timeout duration for the Export to Excel button, your institution must have configured Export to Excel Timeout in SecondsClosed Enter the Timeout Value in seconds (0-900) for all the SSRS Export to Excel. under Settings > System > General.

Access Method

Select the Reports tile > locate Contact Manager > select Outstanding Transcript Requests.

Procedure to Generate the Report

  1. Specify the data selection criteria.

    CampusesClosed The campus where the student or students were enrolled.

    CollegesClosed The college to which the transcript request was sent.

    Date RequestedClosed The date when an institution, person, or a student requested documents or information to be submitted for evaluation. From and To

    Exp Start DateClosed The date the student is expected to start enrollment at your institution. From and To

    High SchoolsClosed The High School to which the transcript request was sent.

    Load Saved CriteriaClosed Select the required saved criteria that you want to load in the selection criteria fields.

    Request IndicatorClosed Select the condition for Request Indicator output in the report. For example, if you select condition ‘Between’ and enter the range (1 ; 5) in the respective value field, the report displays the Request Indicator values between 1 and 5 only.

    Request Indicator ValueClosed Specify the number of times a transcript request has been made to a particular institution for a specific student for which you want to generate the report. For example, if you have selected the Greater than option in the Request Indicator field and specified 1 in the Request Indicator Value field, Anthology Student displays only those Transcript Requests with a Request Indicator of 2 or greater. The Request Indicator Value allows the requesting institution to determine how many times a request has been made to another institution so that they can pursue further efforts (such as phone calls, emails) to obtain the missing documents.

    StatusesClosed The status of the outstanding transcript request.

    Student ID to PrintClosed Specifies the ID that is printed. The values are Student Number, Enrollment Number, and None.

    Student StatusesClosed Specifies the status of the prospect or student at your institution. Statuses vary by institution. They are configured by your institution. If you change the status for a student, a dialog is displayed so that you can confirm the change. If there are also tasks associated with the previous status, Anthology Student displays a dialog that you can use to select the tasks to keep and the tasks to close with the result of canceled.

    Transcript Req TypeClosed The type of transcript that is either High School or College.

  1. Take the appropriate action.

    Task Action to Take
    View the report

    1.  Select the View Report button. Anthology Student displays the generated report.
    Export the report

    1.  Select the Export to Excel button. Anthology Student displays the Export Report Data dialog box.

    2.  Review, specify, or change the following value.

    Export File NameClosed The name of the exported file.

    3.  Select the Export button.

    Anthology Student exports the generated report as a CSV file which may be viewed in Excel. In some cases, the exported file will contain additional data not displayed in the report on your screen.

    Note: If you entered special characters like *, -, !, (, or ) in the report fields, Anthology Student automatically prepends an apostrophe to those field values upon export to Excel or CSV. The apostrophe is added to reduce vulnerability, as these characters are perceived by Excel as an actionable formula. Once the report is exported to Excel, Anthology suggests using find and replace on the characters only if necessary to restore original values.
    Save the selection criteria

    1.  Select the Save Criteria button. Anthology Student displays the Save Criteria dialog box.

    2.  Specify the name to save the criteria.

    3.  Select the Save button. Anthology Student saves the selection criteria for the report.
    Delete the selection criteria

    1.  Select the Delete Saved Criteria button. Anthology Student displays the Delete Criteria dialog box.

    2.  Select the Delete button. Anthology Student deletes the selected saved criteria for the report.

You can also save to a student group. For more information, see Create or Update a Student Group Using a Report.

Details for the Report

In the report: 

  • Items are displayed in alphabetical order: first by student then by Request Type

  • Student name is linked to the student profile. For more information, see Access a Profile from a Report.