Navigate Reports FAQ
General Information
What are Navigate Reports?
Navigate Reports provide detailed insights and data analysis, including student performance, engagement metrics, retention rates, and more. Navigate reports are for day-to-day operational data inquiries. If you need a historical or longitudinal data report, complete a ServiceNow ticket for your request.
Who can access Navigate Reports?
Access is restricted to authorized users with active accounts. Permissions vary based on roles (e.g., administrators, managers, staff, instructors).
How frequently is Navigate data updated?
Navigate syncs data from RamPortal twice daily (10 a.m. and midnight). RamPortal data updates in real-time, but changes like withdrawals may not appear in Navigate until the next scheduled sync.
What data sources are used for reporting?
Navigate pulls data from student information systems, engagement tools, and academic performance records.
Is training available for using Navigate Reports?
Yes. Training is available through the F.A.S.T. training schedule or via one-on-one sessions with Dr. Gail Farally-Semerad. Email Navigate@wcupa.edu to schedule a session.
Where can I find additional resources?
Step-by-step documentation is available in the Navigate Report section of the website.
Accessing Navigate Reports
What credentials do I need to log in?
You’ll need your WCU username and password.
How do I access Navigate Reports?
- Open Chrome and go to wcupa.campus.eab.com or find Navigate in the RamPortal's Resources section.
- Once logged in, click the Reporting icon on the left navigation panel (spreadsheet with magnifying glass).
- Choose between “MySaved Reports” or “Standard Reports.”
To create a NEW report, select the Standard Reports tab. Scroll down and select Students Report.
Where can I find department information?
Use the "College" filter and select a department from the dropdown in the Value Field.
What is the Categories filter?
The Categories filter includes over 200 student attributes such as Athletes, First Gen, UG, or GR to target specific student groups. It also includes the filter College of… for all WCU College reports.
Generating and Customizing Reports
Can I customize the data in my report?
Yes. Customize reports by applying filters, adjusting date ranges, and focusing on specific metrics, such as:
- Enrolled students by college, major, advisor, or department.
- Students not enrolled for the next semester.
- Lists by term credit hours, GPA, or course information.
- Students qualifying for the Dean’s List.
Visit the Navigate Report web pages for detailed instructions.
Can I eliminate columns from my report?
Yes. Use the Column Manager to uncheck unwanted columns, re-run the report, and save
the updated version.
Can I save my customized reports?
Yes. Click “Save As,” on the upper right corner of the page, name the report for easy identification, and it will appear in your "My Saved Reports" tab. Naming Suggestion: Start with the semester the information is referencing, then add names of other filters used e.g. FA24, Athletes, 1st Gen, Accounting Majors.
Do all reports need to be saved?
Not necessarily. Some data reports are one-and-done, but if you need to access the data report more than once during the semester, it is best to save the report.
Will saved reports update automatically?
Yes, saved reports reflect the most current data whenever accessed.
Can I message Students from a student list in Navigate reports?
Yes, you can email all or some of the students in your Students Report. To select all students, click on the left uppermost box before the Student Name on your report. This will select the first 100 students. If you have over 100 students, click on them √ at the bottom of the page. You will see the amount change to the total number of students.
Once all the students are chosen, click the Actions button, and scroll to Send a Message to Student. You will have 2 options to choose from – Email or Text. For additional information visit the Navigate Training website for Emailing or Texting instructions.
Sharing and Exporting Reports
Are reports automatically saved after generation?
No, reports must be manually saved or exported.
How do I share a report with others?
There are two options. Option One: Use the “Share These Filters” button to generate a shareable link. Copy the URL created and send it to your colleague. Recipients can run the report and save it under a new name to their personal Navigate account. Option Two: Export the list to a CSV file on your desktop and attach it to an email. The export icon is above the report on the right side .
What formats can I export reports in?
Reports will be exported as CSV files.
Technical Questions
What should I do if a report isn’t loading?
- Check your internet connection.
- Ensure you’re using Chrome (preferred).
- Clear your browser cache and refresh the page.
- Contact Navigate@wcupa.edu if the issue persists.
Can I schedule reports to generate automatically?
Yes. Use the "Schedule" feature to set up recurring reports (daily, weekly, or monthly). Refer to step-by-step instructions on the website.
Support and Troubleshooting
Who do I contact for help?
Email Navigate@wcupa.edu or open a ServiceNow ticket with "Navigate Issue" in the subject line.
What if I find discrepancies in the data?
Report discrepancies to Navigate@wcupa.edu, providing detailed information for an investigation.
Is there training available?
Yes, tutorials, user guides, and one-on-one Zoom sessions are available. Email Navigate@wcupa.edu to request training.