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 regenerate the report with the same settings in the future.

Prerequisites

Authorizations:

Common - Reports - View

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 Export to Excel, your institution must have configured Export to Excel Timeout in Seconds Enter the Timeout Value in seconds (0-900) for all the SSRS Export to Excel. The timeout duration for PDF export has been extended from 15 minutes. The timeout duration for the SSRS Report Timeout has been extended from 20 minutes. under Settings > System > General.

Access

Reports > Contact Manager > Task Detail

Generate the Report

Specify the data selection criteria.

Campuses The campus where the student or students were enrolled.

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

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

Date Completed The class section start and end dates. From and To

Due Date 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, use the format MM/DD/YYYY or select Calendar and select the date. From and To

Employers The name of the contact within the organization. The list 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 Start 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 Types 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 Comments Include any comments specified in the Note field for the document.

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

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

Job Title The title for the job. Job titles are configured by your institution.

Previous Owner The previous owner of the task.

Priority The priority of the task. The options are Low, Normal (default), and High.

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

Prospect Types The type of prospect. The values are configured by your institution to classify your prospects according to any grouping your institution might find useful. For example, you can classify prospect sources to analyze market effectiveness and determine the category of prospect sources that generates the most prospects. In the Task Schedule, this field only appears when you select Applicant/Enrollment, Document Lists, Documents, Prospective Student, or Task in the "Schedule Task For" list.

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

Staff Groups 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.

Statuses The status of the item specified in the record.

Student Groups The name of the student group. If your institution has configured Anthology Student to limit groups to campuses, you can only select groups for the campus to which you are assigned. The list 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 Print 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 Statuses The prospect or student status at your institution is configurable and may differ by school. When you change a student's status, you must confirm the update in a dialog box, and if there are pending tasks from the previous status, another dialog lets you choose which tasks to keep or close as canceled. A student's current status (like Active) depends on their history and activation units; simply entering a Version Start Date does not automatically activate them without proper status progression. Status values help filter student records in lists, processes, and reports. Alumni statuses include "complete" or "graduated."

Task The task that must be performed. It is the name given to the task template when it was configured by your institution. Task Templates can now be searched by Name or Code.

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

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

Task Templates 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	Select View Report. Anthology Student displays the generated report.
Export the report	Select Export to Excel. Anthology Student displays the Export Report Data dialog. Review, specify, or change the Export File Name. Select Export. 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, Ellucian suggests using find and replace on the characters only if necessary to restore original values.
Save the selection criteria	Select Save Criteria. Anthology Student displays the Save Criteria dialog. Specify the name to save the criteria. Save your changes. Anthology Student saves the selection criteria.
Delete the selection criteria	Select Delete Saved Criteria. Anthology Student displays the Delete Criteria dialog. Select Delete. Anthology Student deletes the selected saved criteria.

You can also save to a student group. 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. Refer to Access a Profile from a Report.