Stock reports offer free, at-a-glance reporting to organize data and save time when specific information is quickly needed. With the Application Itineraries stock report, an admin can export application itinerary information into Excel.
For specific details on how to access (or remove) a stock report from the "My Queries and Reports" panel of the Admin Home page, see the Getting Started with Stock Reports article.
This article covers the following topics related to the Application Itineraries stock report:
Important Note: This is a stock report, and the data columns included in the report are pre-defined. If you require changes to these data columns in the report, contact our professional services team at info@terradotta.com for options.
Permissions & Access
Follow the steps in the Getting Started with Stock Reports article to import your desired stock report. After completing this action, the stock report is considered "installed" on your site. Once installed, a report will be available in the "Stock Reports" section and accessible by administrators with the permissions of Profile Admin: Stock Reports and Applicant Admin: Stock Reports. In addition, these permissions are needed in order for an admin to access the Application Itineraries report (rpt_AppItinerariesExport):
- Applicant Admin: Stock Reports
- Applicant Admin: Itinerary
When adding permissions for new staff, they may also need the relevant saved and/or shared queries permissions.
- Application ID
- First Name
- Middle Name
- Last Name
- Program Name
- Term
- Year
- Status or Status Alias
- Start Date
- End Date
- City
- Country
- Region
All applications in the saved query will be included in the report. Information is sorted first by applicant last name and then by application ID.
Each itinerary is exported into a separate row in the Excel file.
For applications with no itineraries, information in the report will be populated as follows:
- Start Date: This field will display "No Itinerary".
- End Date: Blank
- City: Blank
- Country: Blank
- Region: Blank
Example:
Application ID | First Name | Middle Name | Last Name | Program Name | Term | Year | Status or Status Alias | Start Date | End Date | City | Country | Region | |
224026 | Oliver | Dunn | Oliver.Dunn@terradotta.com | Global Summer Program: Japan | Summer | 2021 | Pending | No Itinerary | |||||
224663 | Ralph | Henry | Fox | ralph.fox@terradotta.com | Global Summer Program: France | Summer | 2021 | Pending | 5/30/2021 | 7/30/2021 | Paris | France | Europe |
224663 | Ralph | Henry | Fox | ralph.fox@terradotta.com | Global Summer Program: France | Summer | 2021 | Pending | 7/19/2021 | 7/23/2021 | Angers | France | Europe |
224083 | Colette | Little | Colette.Little@terradotta.com | Global Summer Program: France | Summer | 2021 | Pending | 5/30/2021 | 7/30/2021 | Paris | France | Europe | |
224083 | Colette | Little | Colette.Little@terradotta.com | Global Summer Program: France | Summer | 2021 | Pending | 7/19/2021 | 7/23/2021 | Angers | France | Europe |