How to Run a Navigate Report to Identify Majors and Minors in Your Department

By following these steps, you can easily gather information on students who are majors or minors in your department using the Reports functionality in Navigate.

Step 1: Log into Navigate

  1. Open your web browser and go to your WCU’s Navigate portal.
  2. Enter your WCU login credentials to access the system.

Step 2: Access the Reporting Section

  1. Once logged in, navigate to the left-hand side of the dashboard and click on the Reporting tab How to Run a Navigate Report to Identify Majors and Minors in Your Department 1.
  2. Under this tab, select the Standard Reports tab to access the reports page.

Step 3: Select Report Type

  1. On the Standard Reports page, you’ll see a list of available report options. Choose the appropriate report for Student Information or Student Enrollment that will allow you to track students' majors and minors.

Step 4: Apply Filters

  1. Using the Student Enrollment Report:
    • Under the Activity filter– you can set the Enrollment Term
    • Under the Student Area of Study filter, you can set parameters for your report:
      • College (list of departments) - Select your Department.
      • Major/Minor: You can specify whether you want to see students who are majors, minors, or both.
    • Under the Student Term Data:
      • Classification: This can be used if you need to further refine your list (e.g., sophomore, junior).

This will allow you to pull a list of students in your department based on their declared major or minor.

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Step 5: Review Filters

  1. Double-check your selected filters to make sure you have accurately defined your department, major, minor, and any other relevant data points.
  2. Ensure you’ve selected the correct academic term or date range, if applicable.

Step 6: Run the Report

  1. Once you’ve applied all the necessary filters, click the Run Report button to generate the list of students.
  2. Wait a few moments while the system processes your request.

Step 7: Review the Report

  1. Once the report is generated, review the list of students. You will see their names and the information based on the filters you applied.
  2. If needed, adjust the filters by returning to the report setup and modifying any criteria.

Step 8: Export the Report (Optional)

  1. If you need to share the report or analyze it further, you can export the data.
    • Click the Export icon How to Run a Navigate Report to Identify Majors and Minors in Your Department 3 (top row near the end of the page) and choose your preferred format (Excel, PDF, CSV).
  2. Save the exported file to your computer.

Step 9: Save the Report (Optional)

  1. If you will need this report in the future, click Save As at the top of the page.
  2. Provide a descriptive name for the report, such as "Majors and Minors in [Department] – [Term]" to make it easy to find later.
  3. Saved reports can be accessed under the Saved Reports section in the Reporting tab.

Step 10: Schedule a Report (Optional)

  1. If you need this report to run regularly, you can schedule it by selecting the report and scrolling to Configure Schedule.

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  2. Set the frequency (e.g., daily, weekly, monthly), start/end date, and time.
  3. Save the schedule and Navigate will automatically generate and send the report to your WCU Inbox at your chosen intervals.