Tables and Reports (Milestones, Requirements, Funding, Employment)

Prograds has spreadsheet-like tables for Student Milestones, Student Requirements, Funding/Employment, and Prograds Usage.

You get to these tables from the tables icon in the header bar.

Note that Milestones and Requirements are in separate tables and at this point cannot be combined. You can export from both and then combine them in a spreadsheet program.

These tables are most powerful for seeing the following:

Items needing your approval

Use the toggle just under the “Approved” heading to show only those not approved, but do so in combination with the toggle at the top of the Complete column to show only those that are complete.

Milestones and Requirements that have have been overdue the longest

Toggle the box at the top of the Complete column to see only the not complete items and then click the carat beside “Deadline Date” to sort with the least recent at the top.

One student’s milestones and requirements so that you can approve a bunch of them quickly

See an example below with a video.

Sorting, Search, and Filtering

Columns can be sorted with the little arrow beside the column name.

You can search and filter using the Filter bar at the top.

Use the “like” operator to filter on approximate dates or partial words and names.

Use the < and > operators with dates to find overdue or coming due milestones and requirements.

For the Complete, Approved, and Exempt columns you can filter with the little boxed minus signs under the column name.

🐢

When you type in the filter search box the table updates instantaneously. Unfortunately, this slows down the response of the interface. We’re working to make this smoother.

Editing

Some of the columns are editable. Click to the column and change the value. The Milestone or Requirement is nearly-instantly changed and it will be reflected on the student’s progress page. Use with care: there is no undo; but, of course, you can always change it back instantly.

Download / Export

The buttons at top right can be used to export the table in various formats. If you have filtered the table, the export will include only that data.

You can use the Excel/CSV export to achieve custom reporting and queries. We’ll be adding more of this natively within Prograds in the coming months.

Example: Overdue Milestones within a Program

To find overdue milestones within a program,

From the Milestones table, first go to the Filter by Program over on the right, where you can select one or multiple Programs.

Then use the Filter By at the top left of the table and select Due date, choose the < operator, and typ in todays date as YYYY-MM-DD (e.g. 2024-08-31).

Then click the little square at the top of the Complete column to toggle it so it is empty (incomplete).

Once those entries are showing, you can export from the top right.

You can then edit the complete, approved, or exempt status right here in the table, which should be more efficient than clicking into each student’s page and then clicking into each milestone. Just make sure you click to change from incomplete to complete, pausing a second to make sure it ‘sticks’. Don’t click it again if it doesn’t respond immediately. It should be under one second for the change to be registered in the database.