1. search Staff's name in Navigate
  2. choose 'relationship type in "Assigned Students" area -  "All Relationship Types," "Primary Academic Advisor" or "Academic Advising Contact" are options for advisors
  3. this will show all of their assigned students
  4. click dropdown arrow next to "Actions" and export results to create a .csv file you can open in Excel and filter
  5. choose data fields you want to export when window pops up - major, college, etc.
  6. then you have a report for another advisor/staff person's caseload

There is a good handout on advanced searches on our FAQ page at https://advising.colostate.edu/frequently-asked-questions/


or visit this link to open PDF of handout: https://advising.colostate.edu/wp-content/uploads/sites/35/2022/09/Advanced-Search-User-Guide_1.pdf