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Round 1 on Reporting for the Beginner User

Round 1 on Reporting for the Beginner User . Raul and Chelsey. Session starters. Please silence all cell phones Please hold questions for question breaks Please state your name and organization when asking a question

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Round 1 on Reporting for the Beginner User

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  1. Round 1 on Reporting for the Beginner User Raul and Chelsey

  2. Session starters Please silence all cell phones Please hold questions for question breaks Please state your name and organizationwhen asking a question PowerPoints and handouts are available at www.csoresearch.com/csoconference Sit back, relax and let’s have some fun!

  3. What we’re covering: • Reporting Basics • People Reports • Record Reports • Activity Reports • Reports from Search screens

  4. Reporting Basics How to get there:

  5. Reporting Basics Selecting report type:

  6. Reporting Basics Field selection:

  7. Reporting Basics Criteria Selection:

  8. Reporting Basics Generating/Saving Reports:

  9. People Reports Student, Employer, Employer Contacts, Faculty, Mentors, Administrators EXAMPLE: Employer Contacts whose industry is Education related with an Inactive status

  10. Record Reports Jobs, Schedules, Career Events EXAMPLE: Jobs with post date from 8/1/2013 to 5/1/2014

  11. Activity Record Reports Observation, Referral, Placement, Appointment, Student-Mentor, Student-Document EXAMPLE: Appointments for 2013-14 school year, listed by Admin

  12. Reports from Search Screens DEMO

  13. Q&A

  14. Thank you for attending! If you have any additional questions, please contact the Support Team or your CRM. What’s next? Join us for a complimentary lunch downstairs from 12:00pm – 1:30pm 12:30 pm – 1:00 pm | CareerSpots presentation 1:00 pm – 1:30 pm | CPP presentation If you’re planning on attending one of the partner sessions during lunch, feel free to grab a plate and bring it with you to the session room!

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