Fidelis provides built-in Bulk Reports to help staff export and review detailed information about students, mentors, and platform usage. These reports are particularly useful for tracking engagement, identifying trends, and supporting data-driven decision-making. They are emailed directly to the user as downloadable links, ensuring secure access and flexibility.

📊 Types of Bulk Reports Available

🔹 1. User Report

Available in all Sherpa modules (Coach, Instructor, Mentor Coach), the User Report provides a comprehensive snapshot of user activity and engagement.

Key data fields include:

• Serial Number

• First Name, Last Name

• Username

• Assigned Coach (First & Last Name)

• Number of Mentors / Mentees

• Number of Communities

• Last Login, Last Check-in, Last Session

• Goal Completion %

• Goals Set / Missed

• Time Spent on Platform

• Proactive Score

• Unread Messages / SMS / Notifications

• Green Flags / Red Flags

📥 Access Method:
Click on the report download icon in the top-right corner of the Sherpa table view. Select "User Report" and an email will be sent with the download link in CSV format.

🔹 2. Connections Report (Mentor Coach Module Only)

Exclusively available for Mentor Coaches, this report focuses on mentoring relationships and connection status.

📧 When triggered, it sends an email with links to three separate CSV files:

• Current Mentor Connections Report:
  Lists active mentor-mentee connections.

• Past Mentor Connections Report:
  Shows previously ended mentoring relationships.

• Flat Mentor Connections Report:
  A consolidated table of all mentor-mentee pairs with relevant details.

Sample Fields:

• Serial Number

• Mentor Name / Username / Email

• Mentee Name / Username / Email

• Connection Status

• Start Date

• End Date

📥 Access Method:
From the Mentor Coach dashboard, open the Users tab and click the “Connections Report” icon.

✅ Delivery & Format

• All bulk reports are delivered via email.

• Format: CSV file with tabular structure for easy analysis.

• These reports are compatible with Excel, Google Sheets, and most BI tools.

💡 Tips for Usage:

• Combine reports with saved search filters to narrow your focus (e.g., only students with low proactive scores).

• Schedule periodic downloads to track trends over time.

• Share reports with academic teams or advisors to support at-risk students.