Task Detail

You can use this report to display the details of Contact Manager tasks.

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

Prerequisites

You must have: 

  • Common - Reports - View authorization

  • Either Reports - Contact Manager - Task Detail or Contact Manager - All Reports authorization (All Reports provides authorization to view all reports for Contact Manager.) 

If policies are enabled, you must have permission in the policy to read the task template.

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 SSRS Export to Excel. under Settings > System > General.

Access Method

Select the Reports tile > locate Contact Manager > select Task Detail.

Procedure to Generate the Report

  1. Specify the data selection criteria.

    CampusesClosed The campus where the student or students were enrolled.

    Completed ByClosed The last and then first name of the staff member who completed the item.

    Date AddedClosed The date when the item or person was added or the status change was entered. From and To

    Date CompletedClosed The class section start and end date. From and To

    Due DateClosed The date when the item is due (such as a task, document, or message). For a new task, the default is today. If you are specifying the value, specify the value in the format MM/DD/YYYY or select the calendar button to select the date. From and To

    EmployersClosed The name of the contact within the organization. If you are selecting a contact in a list, it contains the contacts configured for your institution. If your institution uses the Contact Type/Activities Security to limit access to contacts (Setup > Career Services), the list only contains the contacts you are authorized to select.

    Expected StartClosed This field represents the student's expected first day of attendance. It is used for planning and reporting purposes. The value may differ from the actual start date if the student delays or defers. The field is often auto-populated based on the Version Start Date selected during application entry. It can also be manually adjusted during enrollment setup. From and To

    Event TypesClosed The type of event associated with the task. Events are defined by the system and are selected for task templates when they are configured by your institution.

    Include CommentsClosed Include any comments specified in the Note field for the document.

    Include Details with no Associated Campus or StudentClosed Indicates that you want to include tasks that do not have any associated campus or student.

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

    Job TitleClosed The job title.

    Previous OwnerClosed The previous owner of the task.

    PriorityClosed The priority of the task. The options are Low, Normal, and High. The default is Normal.

    Print Student PhoneClosed Select Yes to print the student's phone number.

    Prospect TypesClosed The type of prospect. The values are configured by your institution. They are categories that classify your prospects according to any grouping your institution might find useful. For example, you can classify prospect sources into groups to analyze market effectiveness and determine the category of prospect sources that generates most prospects.

    StaffClosed The last name and first name of the staff member.

    Staff GroupsClosed Group containing staff members in an institution. Typically, the groups are based on departments and job functions. Administrators can use staff groups to assign or revoke access privileges to all the members in the staff group.

    StatusesClosed The associated Student Status on the student's enrollment.

    Student GroupsClosed The name of the student group. If you are selecting a group and your institution has configured Anthology Student to limit groups to campuses, you can only select groups for the campus that you are assigned to. If you are selecting a group, it can also be filtered to display groups where you are the owner, public groups, and private groups to which you have been given access.

    Student ID to PrintClosed Indicates whether you want to include the Student ID, Social Security Number, Enrollment Number, or None. Note: The ID is printed for each student selected for the report. Most reports have all three student IDs available to print on the report. The SSN is required on some reports. You must be authorized to view social security numbers (SSNs) and to select SSNs in the list. Reports about leads (prospects) do not have an Enrollment ID. The ID selection is not used for reports that do not list individual students.

    Student StatusesClosed Specifies the status of the prospect or student at your institution (school status). Statuses are configured by your institution and vary by 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 tasks to close with the result of canceled. The student’s status (e.g., Active) is determined by their status history and activation units. A populated Version Start Date does not automatically flip a student to Active unless paired with appropriate status progression. You can use the status values to filter student records in lists/grid, processes, and reports.

    TaskClosed The task that must be performed. It is the name given to the task template when it was configured by your institution.

    Task CategoriesClosed Categories your institution can use to organize task types. They are configured by your institution and can be associated with task types.

    Task ResultsClosed The outcome of the task. The list is only displayed for a Status of Closed. It contains results defined by your institution.

    Task TemplatesClosed The task that must be performed. It is the name given to the task template when it was configured by your institution. Anthology Student only displays the task templates based on your configuration for Task Policies on the General page (Settings > Contact Manager > General), on the Staff page (Settings > System > Staff > select a staff member > Contact Manager tab), and on the Staff Policy Assignments page (Settings > Contact Manager > Staff Policy Assignments).

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.

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

    Export File NameClosed The name of the item (e.g., data set, batch, job, process, task, person, organization, entity, 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.

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.

  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.

  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, refer to Create or Update a Student Group Using a Report.

Details for the Report

In the report:

  • Students are displayed and sorted alphabetically by name

  • Related tasks are displayed for each student

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