daniel boyette, technical sme, ncccs jodi dyson, cis system analyst, forsyth tech
TRANSCRIPT
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FA REPORTS VIA INFORMER
Daniel Boyette, Technical SME, NCCCS
Jodi Dyson, CIS System Analyst, Forsyth Tech
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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?
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INFORMER HOME PAGE
Search feature
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CREATING A NEW REPORT
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REPORT OVERVIEW
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EDIT MAPPING
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FILTER CRITERIA
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ADDING COLUMNS
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SORT AND/OR GROUP
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NORMALIZATIONS
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SHARING
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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.
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AWARDED FOR YEAR WITH TRANSMIT
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EXECUTING A REPORT
Using the mapping suite and prompting for year means this report does not have to be re-created every year.
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EXPORTING REPORT RESULTS
Excel Comma-Separated Values (CSV) Adobe PDF Webpage (HTML) Customized Delimiter Tab-Delimited XML Fixed Length Columns Live Excel Saved-List
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LINKING FILES
The files listed under COURSE.SECTIONS are linked to COURSE.SECTIONS.
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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?
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THANKS FOR COMING!!