Reporting

Stellic reports are beneficial for capturing a wide range of student data to assist in advising as well as analyzing course demand for departments and programs. 

Quick links to training topics:

Creating Saved and Tracked Reports Automated Reports Viewing Tracked Report Changes

Sharing Reports & Editing Reports

Generating a Report Progress Report Types

Student Reports

Report Actions Stellic Knowledge Base For More Details


Creating Saved and Tracked Reports

Advisors can save any set of search criteria into a saved report. The search criteria is based on the many search filters available. Once the desired search filters (demographics, Program, GPA, courses planned, etc.) have been selected, click on the "save as report" button to create a custom report or update an existing report.

Example, Undergraduate students that are currently enrolled in the BS in Political Science program.

Screenshot example showing filter chips and options, with BS in Political Science and Undergraduate enrollment level selected.

Select New Report or Update existing report.Screenshot example of Save report, dialog with options for New report or Update existing report and a Continue button.

Provide a title for your report. Reports can be accessed from your Home and within the Students tab. 

Screenshot example of report saving, Save as new report form with title field, automated or manual type options, notification checkbox, and Save Report button.

Select which type of report to create. Stellic supports both Automated and Manual types of Saved reports.

An Automated report is dynamic meaning students will be added or dropped from the report as data updates in Stellic and or Myblue. For example advisor changes or courses a student adds or drops.

A Manual report is static. Meaning that it creates a snapshot of students frozen in time that you want to refer back to in the future. It is also possible to modify a Manual type of Saved Report by editing it to add students to the existing Saved Report.

Click Save Report and this will save the search parameters to create a one-click search. The next time you need to perform that search, you can click on your Saved Report instead of repeating the filtering process.

After saving a search, you’ll see it in the main Student tab under ‘Saved Reports’. Reports can also be "Pinned" or saved to your dashboard in the advisor Home.  You can always rename, edit, or delete the saved search by clicking into the Saved Report

Saved Reports from Students tab

Advisor dashboard showing saved reports for all students, non-declared political science students (6), and BS political science students (85), with an option to add a new manual report.

Saved reports can also be pinned and saved to the advisor Home dashboard.

Dropdown menu from a report card with options Share report, Pin report highlighted, and Delete.


Automated Reports

With Automated Report, you can create it as a Tracked Report by selecting Track and notify. When a student is added or dropped off the report you will receive a notification about the change. Notifications are summarized in the Stellic Inbox and emailed to you. Advisors can update notification settings within the user settings in the upper right-hand corner.

Screenshot example of Report editing, settings screen showing Automated selected and the “Track and notify you when students are added or removed from the report” checkbox checked.

You can then choose to enable in-app notifications and emails about those changes. To do that click on the notification icon Notification Icon of a bell in the top right corner of the page. Select Settings, in the Notification section, choose from the drop down box how you would like to be notified of changes in the reports. Alert events lists the reports you have selected for automatic notifications. 

Screenshot of Notifications settings page showing email notification frequency and student alert preferences with dropdown options.


Viewing Tracked Changes

To view students that have been added or removed from an Automated tracked report, click on the New or Removed buttons. Once you have viewed the changes to the report, you can refresh the tracked report by clicking on the Reset link. This action cannot be undone and the report will then track new and removed students starting from the time you clicked “reset.”

Screenshot of a saved report titled “Non Declared Political Science Students,” showing tabs for New (2), Removed (3), and All (6) highlighted with a yellow outline.


Sharing Reports & Editing Reports

Reports can be shared with other faculty and staff advisors that have Stellic access. To do this click on the Share button in the report heading, and a Report URL will be created.

Screenshot example of share report dialog showing a report URL field and a “Copy report URL to clipboard” button.

To edit report settings, click on the three dots next to the share button, this will allow you to change report types.


Generating a Report

Report data can be exported into a spreadsheet. When a student search is completed click on the check box to select all of the students to include in the report and click on the Actions button to select what action to take next.

Selected checkbox showing 85 / 85 students, with Actions button and Enrollment dropdown in the toolbar.

Screenshot of report actions, Dropdown menu under Actions with Generate Report For 85 Students highlighted.

Student Reports

When generating a report, select the Student Information button, here you will have many options of what specific student information to include in the report.Generate Report panel showing “Report for 85 students” with the “Student Information” report option highlighted.

In most cases the Student Basic and Demographic information provides the necessary information needed. Additional data elements such as Support Staff (advisors), Programs, Graduation information, Performance (GPA) Plan, Progress, Stellic Usage, Tags, and Notes can be included in a generated report.

Screenshot of report options to include Student information report builder screen showing selected data elements under Student Basic and Demographics.
Once all the additional student information options have been selected, scroll to the bottom of the list and click on the Download CSV button. The spreadsheet will then be downloaded to your device.

Generate Report

Export Notes

Advisors can export any notes that have been made on a student's profile into a spreadsheet. Select the students from the report to be included, click the Actions button, Generate report, Notes. Then make any further specific selections of student information to include. Finish by clicking on the Download CSV button.

Progress Report Types

Advisors can generate four types of Progress Reports:

Remaining Requirements Export a list of remaining requirements for students including program, requirement and sub-requirement names.

Unmatched Course Details Export a list of a student's unmatched courses, including details on grades and number of repeat attempts.

Taken Credits Towards Process Export a list of student's total number of taken credits and credits counting toward their progress

Registered Credits by Term Export a list of student's registered credits broken down by term and program.

Each progress report type, after being selected, a window will appear with optional additional specific student information that you can choose to include in the report.

Example of optional additional student data for the Remaining Requirements Report

Screenshot of reporting settings panel labeled “Remaining” showing options for remaining requirements and credits, with Official and Planned radio buttons and several checkboxes.

Tip: Advisors can pull the report for either official or planned audits.


Report Actions

There are several additional actions that can be made when generating a report:

  • Print Audit Report
  • Generate Report
  • Send Message
  • Leave Note
  • Leave Note Using Template
  • Create/Update Manual Report

Actions dropdown menu expanded, showing options like Print Audit Report, Generate Report, Send Message, and Leave Note for 12 students.

Print Audit Report Export student audit information into a PDF file. Select all the students from a saved report that you would like to include in the audit report. Audit report printing options:

  • Audit Format, standard or compact audit view
  • Print Option, aggregate file which includes all selected audits into one PDF or One File Per Student
  • Audit Version, Official or Planned
  • Options, include grades, exception details, show hidden courses, specific program level

Screenshot of the “Audit Report Printing Options” page for 45 students, with format set to Standard, aggregate file selected, Official version selected, and an option checked to include grades.

Send Message to ... Students Send bulk messages to the students included a report by selecting this action item. This can be beneficial when making announcements for advising or program level communications.

Messaging interface titled “Send a message to 45 students,” with tags for a saved report and advisor, a large text editor box, and a “Send message” button.

Leave Note for ... Students Advisors can leave a note on student profiles in bulk by selecting this option. The Note format and process is the same as it would be on an individual student, but in this case it can be applied to all students in the saved report.

Form titled “Leave Note for 45 Students” with note type buttons (General, Meeting, Kudos, Concern, Referral), a rich-text note field, links to add courses/tags/attachments, visibility info, and a Save

Leave Note Using Template Advisors can leave a note on student profiles in bulk. This option allows the use of created templates. Advisors and or departments can create templates best suited for their specific needs by clicking on the Create New Template link.

Template selection screen with the Official tab selected, a search bar, and a list of academic alert templates like Danger of Failing, Attendance, and Missing Assignments.