Session 6: Reports

Agenda Welcome and Administration Lesson 1: Standard Reports Lesson 2: Culminating Exercise 1 – Standard Reports Lesson 3: Ad Hoc Reports Lesson 4: Culminating Exercise 2 – Ad Hoc Reports Closing

Welcome and Administration Session 6: Reports Welcome and Administration

Interactive features: Using Adobe Connect Interactive features: Chat pod Q&A Emoticons and feedback tools File sharing Visual Quick Start Guide Contact your ICIS User Support at ICIS@epa.gov or by phone at (202) 564-7756

Administrative Reminders Please mute your phone when not speaking Use the ‘Raise your hand’ feature if you have questions or comments Prior to your questions or comments, please state your Name and Affiliation Please provide questions and comments specific to Air Facility System (AFS) modernization Participation is expected; if needed, use the ‘Step Away’ emoticon

By the end of this course, you will be able to: Course Objectives By the end of this course, you will be able to: Describe how ICIS-Air provides environmental program oversight information (Session 1: Introduction and Overview) Perform tasks relating to Facility records with ICIS-Air (Session 2: Facilities) Monitor compliance activities, including Compliance Monitoring Strategy (CMS) plans, with ICIS-Air (Session 3: Compliance Monitoring and Compliance Monitoring Strategy) Manage Case Files in ICIS-Air (Session 4: Case Files)

Course Objectives (cont.) Perform tasks relating to Enforcement Actions (EAs) with ICIS-Air (Session 5: Enforcement Actions) Recognize the Minimum Data Requirements (MDRs) as they relate to ICIS-Air (Sessions 2-5) Prepare Standard and Ad Hoc Reports in support of the Air program (Session 6: Reports)

By the end of this session, you will be able to: Session 6 Objectives By the end of this session, you will be able to: Recognize functionality of the Air Data Warehouse Retrieve data using pre-defined Standard Reports Complete user Prompts on Standard Reports Define parameters and format basic Ad-Hoc Reports

Air Data Warehouse It is optimized for reporting Data entered into ICIS will not be available immediately The Extract Transform Load (ETL) process will run incrementally (minimally overnight)

Lesson 1: Standard Reports Session 6: Reports Lesson 1: Standard Reports

Business Intelligence What is it Off The Shelf Software purchased for our reporting tool Standard Reports Air Batch Processing Other Programs Training Folder Ad Hoc Design your own report Powerful tool Crosstabs, graphs, flexibility on formatting for reports, sectioning, counts, schedule a report, sharing reports with others, save report as .pdf or Excel, also to email to another person, can show tables, pie charts, counts, etc on same page, alerters, create variables, can group data, prompts, sort, etc. Training Available Quarterly Trainings Training Folder w/ex on line BI also provides training

Setting Your Preferences

Setting Your Preferences (cont.)

Logging into The Reporting Tool

Reporting Tool HomePage

Reporting Tool Homepage

Documents Tab From the Documents tab, users can access their Reports folder, Inbox, and Public Folders. Click The “My Documents” drawer houses all of your Reports. Your Inbox is also located here. Click The “Folders” drawer houses the Public Folders, which contains the Standard Reports.

Viewing Standard Reports

Viewing Standard Reports (cont.)

Using Standard Reports

Standard Reports Prompts

Standard Reports Prompts (cont.)

Using Standard Reports (cont.)

Using Standard Reports (Cont.)

Additional Standard Reports Features

Lesson 2: Culminating Exercise 1 (Standard Reports) Session 6: Reports Lesson 2: Culminating Exercise 1 (Standard Reports)

Exercise 1 Sign into the Reporting Tool https://icisairtest.epa.gov/icis/ Change your View and Modify preferences for Web Intelligence to Applet Read along in the scenario on page 3 of your Exercise Guide Individually complete the exercise by locating and running the appropriate Report using the Reporting Tool You will have 15 minutes to complete the exercise; please select the Green ‘Agree’ Check Mark when you are done

Exercise Wrap-Up The Reporting Tool should be used in the Applet View/Modify setting Standard Reports are accessible via the Documents tab Standard Reports may have Prompts that you must enter values for before running the report Reports can be pinned to your task bar to be used in the future or can be accessed from the ‘My Recently Run Documents’ panel

Break Please be back in 10 minutes

Session 6: Reports Lesson 3: Ad Hoc Reports

When developing an Ad Hoc Report Think about… Fields you will need to use Any counts you need or Filters Layout of your report

Accessing Web Intelligence

Accessing Ad Hoc Reports

Creating Ad Hoc Reports

Creating Ad Hoc Reports (cont.)

Creating Ad Hoc Reports (cont.) Changed

Objects

Objects (cont.)

Prompts and Filters

Query Filters

Query Filters (cont.)

Query Prompts

Query Prompts (cont.)

Counts

Running Ad Hoc Reports

Formatting Ad Hoc Reports

Saving Reports

Saving Reports (cont.)

Emailing Reports

Editing Reports

Editing Reports (cont.)

Editing Reports (cont.)

Scheduling Reports

Scheduling Reports (cont.)

Scheduling Reports (cont.)

Scheduling Reports (cont.)

Scheduling Reports (cont.)

Scheduling Reports (cont.)

Guidelines For Scheduling Reports Reports should be scheduled if user needs meet any of the following criteria: You anticipate that the Report will run for more than 5 minutes or will generate many pages The Report is complex, i.e., if the information is retrieved from various subject areas, or if the Report has complex formatting If you want the Report to run on a recurring basis If you wish to see updated data without having to wait for Reports to re-run (the Air Data Warehouse ETL does not run in real time)

Lesson 4: Culminating Exercise 2 (Ad Hoc Reports) Session 6: Reports Lesson 4: Culminating Exercise 2 (Ad Hoc Reports)

Exercise 2 Sign into the Reporting Tool Read along in the scenario on page 4 of your Exercise Guide Individually complete the exercise by creating and running the appropriate Report using the Reporting Tool You will have 15 minutes to complete the exercise; please select the Green ‘Agree’ Check Mark when you are done

Exercise Wrap-Up Ad Hoc Reports are accessible via the Web Intelligence application on the Home tab Users always should select the Universe option for Ad Hoc Reports Classes house Objects related to the Class category Users can create their own Prompts and Filters using the Query Filters box on the Query Panel Counts are found in the Metrics Class Reports can be scheduled for reoccurrence

Session 6: Reports Closing

Recap The Reporting Tool should be used in Applet mode Remaining idle for too long will cause the session to expire and the system will log out users (save early and save often!) Standard Reports are accessed via the Documents tab and Ad Hoc Reports are accessed via the Web Intelligence application Objects (indicated by the blue icon) mirror the field names in ICIS

Recap (Cont.) Ad Hoc Reports can be saved in your Favorites folders and Standard Reports can be pinned to your task bar Users can edit Reports and preview the data before re-running the query in the Data Preview Reports can be sent to ICIS and non-ICIS users

Questions You can unmute yourself to ask a question or type it in the chat pod