**Appreciation and gratitude goes to Cherie Dolehanty from IU-East for compiling these instructions to share with the other users. It’s that spirit that keeps us all working smarter**
Tracking Contact using Reports in Decision Support
From One.iu.edu > search for “decision support”
Note: The banner and menu for Decision Support look very similar to One.IU.edu but it is a different resource.
Once in the Decision Support environment
Decision Support > search for “Student Engagement Report” and we suggest making it a Favorite by clicking on the heart icon
This should be the landing page:
Change Campus to the appropriate option, and set Term as appropriate. Use Submitted by to limit the information to particular users.
Be sure to click the “Apply” button for each filter adjustment.
This will now show you headcounts for different types of AdRx and SER entries, with totals. You should see a noticeably shorter list of Student Headcount by Entry Sign list on the left side.
Find the tab at the top of the page, # of Multiple Indicators. It defaults to show only Negative SER indicators. From the top drop-down menu in the upper-right corner, select Positive, Neutral and Negative as Entry Signs to collect all types of SER entries. Remember to click the Apply button.
This tab now reports all AdRx contacts and SER feedback by student, by date and contact type. Note that it’s possible in the criteria dropdown boxes to filter by specific dates, entry types, and entry details.
Downloading the data for any of the SER reports:
Find the Download option at the lower right of the screen (see image below).
“Image” and “PDF” are often available simply by clicking on either option in the pop-up box. However, if you want to download the information to excel, you need to click somewhere in the section of the report you want to see, wait for that section to highlight and then un-click the same area. Something about this step allows the Download option to provide .csv files. This step often “unlocks” the Data and Crosstab options.
For the Data option, a summary screen will pop up to show a preview of what will download. Click the “Download all rows as a text file” link. Sometimes the downloaded report will provide additional info that isn’t part of the preview.