Classic Functionality: Reporting – Terra Dotta

Classic queries and reports are the basics for accessing the data stored in your Terra Dotta system. Understand these and other methods of finding the data you need with classic functionality.

Study Abroad: Queries and Reports (Classic)

Queries A query is the result you get when looking for a specific group of applications. You can run a query by going to Applicants > Search or Applicants > Advanced Search. Your query can be a... See more

Study Abroad: How shared reports function when shared to Staff and Reviewer admin users (Classic)

Saved reports have the ability to be shared out to other administrative users on your site. However, these shared reports may function differently depending on the admin user type to which they ar... See more

Study Abroad: Progress Audits (Classic)

Important Note: This article refers specifically to the classic Progress Audit functionality which only supports applications in process map-based app cycles. This classic feature should not be use... See more

Study Abroad: Reporting on Program Start/End Dates (Classic)

Important Note: This article is based on classic Terra Dotta functionality. For current query and reporting options, see the Analytics for Terra Dotta Study Abroad article. A common report t... See more

Study Abroad: Stock Reports (Classic)

Important Note: This article discusses classic functionality. For information on the modern applicant experience, refer to the Applicant Experience Knowledgebase article. Stock reports offer free... See more

Study Abroad: Stock Report: STEP Registrations (Classic)

Terra Dotta has developed an interface for generating travel rosters for submission to the U.S. Department of State's Smart Traveler Enrollment Program (STEP) portal. This stock report can be used ... See more

Study Abroad: Stock Report: Reviews and Reviewer Information (Classic)

There is a stock report available free of charge that will allow admin to generate a report to show review information for a select group of applications. Self-service stock reports can be acce... See more

Study Abroad: Stock Report: Program Date Management Utility (classic)

The Program Date Management stock report is no longer available for download. Clients should instead take advantage of the Manage Programs feature in App Cycle Management which allows for the abili... See more

Study Abroad: Stock Report: Program Contacts Information (Classic)

The Program Contacts stock report is a function that allows an admin user to select programs or program groups and execute an export to an Excel document that includes all the program contact infor... See more

Study Abroad: Stock Report: Permissions (Classic)

The Permissions stock report is a function that allows an admin user to select specific site permission groups and then export a report of every user who is included in one (or more) of those group... See more

Study Abroad: Stock Report: Open Doors for Study Abroad (Classic)

Terra Dotta provides assistance with generating the data required to participate in the IIE Open Doors U.S. Study Abroad Survey through a flexible and simplified stock report. While this informatio... See more

Study Abroad: Stock Report: List of Scheduled Staff Appointments (Classic)

There is a stock report available free of charge that will allow an admin to generate a report that shows all staff appointments within a specified date range. Self-service stock reports can be a... See more

Study Abroad: Stock Report: Exchange Balance Information (Classic)

The Exchange Balance Information stock report is a function that allows an admin user to select exchange balances and specific application cycles and execute an export to an Excel document that inc... See more

Study Abroad: Stock Report: Credit Equivalency Request Audit (Classic)

The Credit Equivalency Request Audit stock report is a function that allows an admin user to find credit equivalency requests for applications by either selecting a saved query or selecting the pro... See more

Study Abroad: Stock Report: Budget Sheets (Classic)

Important Note: This article covers classic functionality related to Budget Sheets in Terra Dotta Study Abroad. For the most updated system designed to support admins and applicants with managing p... See more

Study Abroad: Stock Report: Buddy Matching (Classic)

Terra Dotta has developed a stock report to help facilitate international offices that manage ‘buddy programs' designed to match international and domestic students based on similar interests and m... See more

Study Abroad: Stock Report: Brochure Migration (Classic)

The Brochure Migration stock report is a function that allows an admin user to access an overview of the status of their programs’ brochures and migrate them to the Program Wizard in batch.Self-ser... See more

Study Abroad: Stock Report: Application Itineraries (Classic)

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 applic... See more

Study Abroad: Stock Report: Application and profile comments (Classic)

There is a stock report available free of charge that will allow an admin to generate a report that includes all comments posted on applications or profiles for a specific group of applications/pr... See more

Study Abroad: Application/Record Search Results Page Actions- Videos

This article has videos on the following topics: Map Results Progress Audit Full Export Batch Workflow Batch Attach File Batch Material Edit Recs Pending Batch App Tags Batch Info Edit Batch Revie... See more

Study Abroad: Creating Application Cycle Data Imprints for SIS-Mapped Applicant Parameters (Classic)

Study Abroad: Creating a Report with Questionnaire Responses for Questions that are no Longer in a Questionnaire (Classic)

Note: This references Classic functionality. For information on modern reporting see Study Abroad: Analytics The reporting wizard of the software allows you to produce reports and exports of appli... See more