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Comprehensive Guide to SQL Reporting and Tuition Charge Analysis

Join Tim Nicholson, Director of Customer Services, as he presents essential features and fixes in the latest INFO suite (4.2.8). This session covers creating detailed reports for tuition charges, enabling users to manipulate SQL block output, customize reports, and automate scheduling. Learn how to efficiently formulate multiple criteria and compound conditions to extract meaningful data from tuition records. This guide also explores user settings, export options, and the latest enhancements in analytics and charting for better data interpretation. Perfect for anyone involved in report generation and data analysis.

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Comprehensive Guide to SQL Reporting and Tuition Charge Analysis

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  1. Informer Reporting I need a report that… PRESENTER: Tim Nicholson| Director of Customer Services | March 5-6, 2012

  2. New Features and Fixes (4.2.7+) Native SQL Reports (4.2.8) Control HTML format using templates (4.2.8) http://www.entrinsik.com/support_resources/4.x.AddedFeatures.txt New!

  3. Topics Basic Reporting SQL Block Output Manipulation Analysis Customizing Reports Scheduling

  4. Basic Reporting Starting a Report • Statement • “I need a report of all tuition charges for a given semester.” • Determine where you are starting • TUITION • Identify the criteria • Term • Identify the output • Student ID • Name • City, St and Zip • Tuition Due • Tuition Paid

  5. Basic Reporting Multiple Criteria • “I need a report of all tuition charges over $500 for a given semester.” • Order matters for performance • Place most restrictive condition first

  6. Basic Reporting Compound Conditions • Combines ‘and’ and ‘or’ conjunctions • Parenthetical grouping • X and (Y or Z) • “I need a report of tuition charges over $500 or tuition payments under $300 for a given semester.”

  7. Basic Reporting Nested Compound Conditions • “I need a report of all tuition charges over $500 for NC students or $1000 for TX students for a given semester.”

  8. Basic Reporting Select/Returning • Criteria is from a detail file • Cannot link directly from the summary file • Need detail summarized (unduplicated) • Need a savelist of summary file ID’s • “I need a report of students with tuition balances.”

  9. Basic Reporting Additional formatting • Sorting • Grouping • Normalizing (U2 only) • Filtered vs. Non-filtered • “I need a report of all students receiving PELL financial aid.”

  10. SQL Block Got SQL? • Run native SQL select’s to generate output • No need for mappings • Any valid SQL select statement • Can prompt for input • <<Prompt text[Data type]multi-input indicator>> • Prompt text – any text (e.g. Enter start date) • Data type • Text • Numeric • Date • Datetime • Time • Boolean

  11. Output Manipulation Adjusting Report Results • Move columns • Sort columns • Group Export Report Results

  12. Analytics and Charting Create Summary from Report Output • Basic pivot table Simple charts • Will be updating with dashboard charts

  13. Customizing Reports User Settings • Becomes independent version • Only YOU see your custom version • Add/remove fields • Add/remove sorting • Add/remove grouping • Add/remove normalization • Must clear settings to see template

  14. Scheduling Run It When You Need It • Determine the schedule • When? (Start/End Date & Time) • How often? (Recurrence) • Determine the parameters (if any) • Determine what to do with the results • Archive • Email • Export • File • Savelist (U2 only)

  15. Thank you! Any questions?

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