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FA Reports via informer

FA Reports via informer. Daniel Boyette, Technical SME, NCCCS Jodi Dyson, CIS System Analyst, Forsyth Tech. First things first. What is the purpose of the report/query? What data needs to be returned? What is the criteria, or filter, to be used, if any?

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FA Reports via informer

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  1. FA Reports via informer Daniel Boyette, Technical SME, NCCCS Jodi Dyson, CIS System Analyst, Forsyth Tech

  2. First things first • What is the purpose of the report/query? • What data needs to be returned? • What is the criteria, or filter, to be used, if any? • What fields will be used in the results? • How will the data be sorted, if at all? • Has a similar report already been created?

  3. Informer Home Page Search feature

  4. Creating a new report

  5. Report Overview

  6. Edit mapping

  7. Filter criteria

  8. Adding columns

  9. Sort and/or Group

  10. Normalizations

  11. Sharing

  12. Report Actions • Delete : Deletes the report and all associated custom user views of the report • Permissions : Launches the permissions dialog allowing you to modify which principals have what type of access to the report • Lock / Unlock : Locking a report prevents other users from modifying the base report. In this way you can protect the integrity of the base report select statement, sorts, groups, etc. Users are free to customize the report, but they cannot change the base defaults. • Live Excel : Creates and makes available for download a Live Excel Spreadsheet. • Copy : Creates a copy of the report and redirects you to the newly created report.

  13. Awarded for year with transmit

  14. Executing a Report Using the mapping suite and prompting for year means this report does not have to be re-created every year.

  15. Exporting report results • Excel Comma-Separated Values (CSV) • Adobe PDF • Webpage (HTML) • Customized Delimiter • Tab-Delimited • XML • Fixed Length Columns • Live Excel • Saved-List

  16. Linking files The files listed under COURSE.SECTIONS are linked to COURSE.SECTIONS.

  17. Sa Considerations • Allowing inquiry access to RFEI, RDEL, and RFSP. • Allowing access to SLED, SAAL, and SLCR. • Central group of report writers or will everyone be a report writer? • Create a Mapping Suite for all ACYR files or just the most commonly used ACYR files? • How many years back should the Mapping Suites pull information?

  18. Thanks for coming!!

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