Remaining requirements report

Overview

Export a CSV showing which requirements students still need to complete. This report maps each student to their outstanding requirements. You can pull the report for either official or planned audits.

Good to know: The report reflects whichever audit version you select.

• In the official audit, remaining means requirements that are neither taken nor registered.

• In the planned audit, remaining means requirements that are neither taken, registered, nor planned.

What's in the report

Each row represents one remaining requirement per student. Columns include:

• Student user ID, name, and email

• Expected graduation term

• Program name and assigned advisors

• Audit last computed - when requirements were last refreshed

• Up to date audit - whether the data reflects current program requirements (shows "no" if requirements were still being published when you ran the report)

• The report will nest down to a few levels of sub-requirements, meaning levels of audit categories or courses that are required.

Students with no remaining requirements still appear in the report - they'll have all the metadata columns above, but no requirement details.

What is a remaining requirement?

In order for a category or course to display as its own line item in the report, that audit category or course must be required by the audit. The easiest way to think of this is that the report will display categories and courses that sit under "fulfill all" constraints. If a student has choices, such as selecting from an audit category that has a primary constraint that is "fulfill any" or "take at least x courses from the following course set," then the children of that category are not required.

Example 1: Individual courses are required

Audit structure:

Math Courses
└── Fulfill all
    ├── ECON 120
    └── STAT 100

Because the constraint is "fulfill all," each course is individually required. The report produces a separate row for each:

Remaining Requirement
ECON 120
STAT 100

Example 2: Individual courses are not required

Audit structure:

Math Courses
└── Fulfill any
    ├── ECON 120
    └── STAT 100

Because the constraint is "fulfill any," the student only needs to complete one option - neither specific course is required. The report shows only the parent category:

Remaining Requirement
Math Courses

How to run the report

1. From the student search dashboard, use filters to find the students you want to include. You can also select from the Quick Filters view.

2. Click the select all checkbox from the filtered view to select all students.

   
3. Click Actions and select Generate Report for (x) students. A Generate Report window opens.

4. Under Progress Reports, click Remaining Requirements.

   
5. From the Remaining Requirements window, select what items you want included in the report.

6. For Remaining requirements specifically, expand the Progress section.

7. Select Remaining requirements with metadata.

   1. Choose whether to pull from the Official or Planned audit.

8. Select any additional data elements you want to include (Student Basic, Demographics, Programs, etc.).

9. Click Download CSV.