mistar report writer

MISTAR Report WriterAn Introduction

What’s it for?Not a replacement for RESA

ReportsNot a replacement for Views

Remember this?

Report Writer is the web version of Query Writer

But it’s a bit different:Setting up a new report in Report

Writer has different layers than setting up a new query in Query Writer.◦View / Stored Procedure / “Data

Designer”◦Data Source◦Report

Report Writer reports must be shared with users – each report has its own permissions.

Goals for today:Demonstrate how to find and run

a Report Writer report.Demonstrate how to share a

Report Writer report to other users.

Briefly touch on how reports are created.

How to find and run a Report Writer reportIn Q, select “Reports” from any of

the sub-menus

You will see a list of reports that have been shared with you in that track. Click the report you wish to run.

Running the report can be as simple as clicking “Create Report” or “Export Report”

Clicking “Create Report” will give you a printable PDF. Clicking “Export Report” will give you an Excel file that can be used for further analysis or saved as a .CSV or .TXT for import into another software tool.

On many reports, you will want to configure options before running the report.

Many reports also have Sort Options:

Printable PDF (“Create Report”)

Excel Export (“Export Report”)

Questions about running reports?

How to share a Report Writer report with other usersAll of what we just saw will be

useless if you can’t see the reportYou won’t be able to share reports

with other MISTAR users unless you have permission to

So, in order to benefit from this portion of the presentation, you need 1) Permission to see the report2) Permission to share the report

Sharing a report requires going into “Report Writer” mode

After clicking “Report Writer,” you will see the list of reports you can share or edit. Click the report you want.

The “Share Report” button provides you with five methods for sharing.

Share Type: Not SharedThe default setting. You are the

only person that can view the report.

Share Type: Schools

Ctrl+Click to select multiples.

Share Type: Faculty

Ctrl+Click to select multiples.

Share Type: Share with My Role

Ctrl+Click to select multiples.

Share Type: Share with Any Role

Ctrl+Click to select multiples.

After selecting whom to share a report with, be sure to click “Submit” on the report, then “Exit Report Writer”

Now that you’ve shared the report, what will the faculty you’ve shared it with be ableto do?

That depends on their role permissions in MISTARIf they don’t have special Report

Writer permissions, they will only be able to run the report.

If they have all of the “Q – Report Writer …” permissions, they will be able to copy the report, create reports, and share reports they “own” with other faculty.

If user has some of the “Q – Report Writer …” permissions, see handout.

Decisions, decisions…Each district will have to think

through who should have permission to manage reports (besides the MISTAR System Administrator).

Many districts may want one or two designated “Report Managers” who can modify and share reports to other users.

Questions about sharing reports?

How reports are created

Backward DesignThe problem: You need to know what

you want on the Report before you can work backwards to the View and Data Source.

Picture the Report you want Choose a View / Procedure / Data Designer Setup Data Source Setup Report Share Report

What do you need on the report?

Choose or Create a Data SourceLook for an existing Data Source

that has what you need. There are three types of Data

Sources:◦Views - designed by WCRESA /

Oakland Schools◦Procedures - designed by WCRESA /

Oakland Schools◦Data Designers - more flexible; easily

customized by report creator

Data Sources tab of Report Writer

Data Designers as a starting point…

Once you have a Data Source,Create a New Report

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