round 2 on reporting for the intermediate user
DESCRIPTION
Round 2 on Reporting for the Intermediate User. Anderson Garcia and Kevin Landolt. Session starters. Please silence all cell phones Please hold questions for question breaks Please state your name and organization when asking a question - PowerPoint PPT PresentationTRANSCRIPT
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CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Round 2 on Reporting for the Intermediate User
Anderson Garcia and Kevin Landolt
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CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
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!
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CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
What You’ll Learn
• Introduction to the different types of reporting
• Maximizing your reporting criteria
• Creating documents from reporting function-Mail Merge
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CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Reporting Types
• Records• Activity• System Stats• One-Click
Reporting
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CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Reporting Types Cont.
Record reporting from Databases:• Database > Student > Search• Database > Contact > Search • Database> Job > Search• Database > Employer > Search
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CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Reporting Types Cont.
Activity Reporting Includes:
• Audit Log
• Delete Log
• Email Log
• Email Queue
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CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Reporting Types Cont.
One-Click Reports:• Administrators can run standard pre-set
reports from the left hand navigational bar.
• These reports are hard-coded but some do have the ability to customize elements such as # of days, views or to narrow results
• One-click Reports can be generated online or exported to Excel as a .csv file.
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CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Maximizing Reporting Criteria
• And / Or Statements
• Wildcards %• Is Like, Empty• Dates: “today”,
“yesterday”
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CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Maximizing Reporting Criteria Cont.
“And” Criteria Statements• “And” is indicating that all of your added criteria
must match to be included in the results• Example:
– Active Co-op students with a current resume
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CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Maximizing Reporting Criteria Cont.
“Or” Criteria Statements• Example:
– Observation report with a subject of Resume Review and two different administrators
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CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Comparators
COMPARATOR DESCRIPTION EXAMPLE= Equals Usually text or numbers< Less than Usually number or date> Greater than Usually number or date
< = Less than or equal to Usually number or date> = Greater than or equal
toUsually number or date
< > Not equal to Usually number or date or text
LIKE Contains % as a wildcard
Usually text: Perm city like Aus%
IS EMPTY Contains no null value or empty value
Querying to pull fields with a null OR empty value
IS NOT EMPTY
Contains a value Querying to pull fields with a non-null OR non-empty value
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CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Maximizing Reporting Criteria Cont.
“Wildcards” /“Is Like”• The wildcard is used in conjunction with the
comparator “Like”/“Not like” and is represented by the % sign, used to substitute for any other character or characters in a string.
• Example: - Searching for all employers with the word “school” in
the organization name
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CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Maximizing Reporting Criteria Cont.
“Is Empty” • This is used when there is a null value
associated with the data in question• Example:
- Student records missing a primary email account
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CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Maximizing Reporting Criteria Cont.
“Today/Yesterday”• This is used to target date formatted
fields within the various record of the databases
• Example: -All jobs created “Today” with an active
status.
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CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Creating documents from reporting function-Mail Merge
Reference Examples:• Employer Guidebook for Career Fair• Student Registration Event
Attendance Sheet• Internship Timeline Overview
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CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Questions/Comments/Scenarios
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CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Thank you for attending!
If you have any additional questions, please contact the Support Team or your CRM.
What’s next?
The next session will
begin at
11am