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Generating What If Report

Business Process: Generating What If Report

Module: Academic Advisement

Navigation:

Log-in to the Faculty Portal. From the Faculty Portal click on the Counselor Center tab. This will land you on the Student Success search page.

Instructions:

This Job Aid will go over the process necessary to generate a What-If report. 

StepAction
1.

From the Faculty Portal, under the Faculty Quicklinks, click on the Counselor Center tab.

This will land you on the

The Student Success search page will appear.

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StepAction
2.

To find the student, use “Find an Existing Value” and use the search criteria provided.  Enter the Student’s ID.

NoteOn the Student Success search page, enter the Student ID number.

Click Search. 


NOTE: If you do not know the Student’s ID, you can search using the first and last name fields.

3.

Click on Search.

...

Include History box should default as checked. If it is not, make sure to check the box.

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StepAction
4.

You have landed on the Student Success Page.

Click on the Student Center tab.

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StepAction
5.

Under the Academics area section, click on the drop-down menu arrow and select What-If Report, next click the GO Image Removed button.

...

.

Click the Go button. 

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Step
6.

Click on the Create New Report button.

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StepAction
7.You will not need to change the defaults under Leave the Career Scenario defaults as is.   

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StepAction
8.

Select the appropriate defaults for each highlighted column shown below, using the drop-down

arrow

menu to populate the field. 

Line one is information populated from the student’s Program/Plan

stack. You can use

Stack.  Use this line to make changes for the

“What If”

What If report.

You can also add up

  Up to three

“What If” reports

What If reports can be added at one time.


Click Submit Request to run the What If report.

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StepAction
9.
At

To return to the Student Center, click Cancel at the bottom of the

“What If”

What If report.  

To generate a new What If report,

Click Cancel to

return to

the Student Center page. Go to

Step 5

to create another “What If” report

.


NOTE:

Only the last “What If report” is saved. If the report does not show up, check your pop-up blocker.

  What If reports are not saved.

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StepAction
10. End of
Job Aid.
Procedure