Fordham Connect Train-the-Trainer Training Reports

Become an Export on Reports – Make lots of friends Lots of online Help Hardest thing is understanding relationships between modules

Report Types Rows and Columns In-depth information in row and column format Summation Overview of the data, grouped by specific criteria Display results in groups, based on a particular field value Include sum, count, max values for each group Create charts to display the results visually Summation with Detail Like Summation and includes columns of data fields from records of selected modules Matrix Similar to a Summation report Overview of the data displays in a grid Display results in up to 3 group bys

Rows and Columns Title with another opportunity to make this report your favorite. Action Menu: This is only report type that you will see the Export option. It will export as a .csv file to excel. (Options: Edit, Duplicate, Schedule, Print as PDF, Export, Delete) Criteria for building this report. When we create a report you’ll be adding in all this information. Run-time filter: Allows the user to alter this filter without Editing the entire report. They have the ability to just change this filter based on different scenarios. Row and Columns Report data in rows and columns (simple report).

Summation Reports Chart Types: No Chart Horizontal Bar Vertical Bar Pie Funnel Difference: Chart Grid (notice there is a blank value in the first column – why do you think that is?) Grand Total also subtotals for group-by)

Summation Reports with Details This report has a chart just like a Summation report. This report is GROUPED by Sales Stage. So, this user’s opportunities are group together by Sales Stage. Then for each grouping the this report also Displays the Summaries for the Sum of the Opportunity Amount and Count (number of opportunities). And, at the bottom the grand totals for all groupings.

2X1 1X2 Matrix Report Closed Won Opportunities by User by Lead Source There’s also a chart with this report. Three Groups: Assigned User, Month: Expected Close Date, and Lead Source You determine Chart Layout. In this case it’s a 2X1. Two columns on the left (user name and Month: Expected Close Date) and one row across the top (lead source). Verse a 1X2 layout – One column on the left (user name) and two rows on top (Month: expected closed date and Lead Source). The order to place the Grouped by items determines the location on the grid.

Rows & Columns Report 3 Steps Main Topic (Module) for Report Filter Criteria Columns to Display

Report Wizard Wizard to guide you through reports Storing the criteria, not the data Report is re-run every time you open it

Rows & Columns Report – Step 1 Step 1 – Pick a module List of modules based on security Select People

Rows & Columns Report – Step 2 Define Filters Related Modules & Fields – Most difficult concept to understand Fields are individual values Related modules – a modules with a 1:M relationship to the main module Example – Student has multiple awarded funds UPN’s Belongs to multiple organizations Clicking on a related module, changes the fields that can used for searching Only data that is stored in Fordham Connect can be used in reports. Data that is retrieved in real-time will not appear as fields or modules. Example, Refund Status, Account Balance, Courses

Rows & Columns Report – Step 2 Define Filters Quickly search for fields in the filter box

Rows & Columns Report – Step 2 Define Filters Operator is different for different types. Dates have ranges Numeric values, numeric operators Text – Begins with, contains Run Time Filter allows users to change filter criteria without having to create a new report Multiple and-or combinations allow complex reports Create 2 report criteria: Expected Grad Term = Spring 2014 College

Rows & Columns Report – Step 4 - Choose Display Columns There can be 1 sort column per report Column headers can be changed Drag and Drop to change order When criteria is entered, click the Preview Button

Rows & Columns Report – Saving Click on Define Filters or Choose Display Columns after previewing report Report must be Saved before exporting or scheduling. Click Save & Run

Rows & Columns Report – Saving Click arrow next to Run report to show actions Click Hide Details, then Show Details Expand the Filters Run time allows user to change criteria. Change 2014 to Spring 2015 then Apply Data is hyperlinked. Can view student right from report.

Rows & Columns Report – Report Actions Click on Schedule – NOTE: Report scheduler not turn on in QA Click Print as PDF Click Export Last 2 options will be covered in the email blast section.

Lab Create Rows and Columns Reports

Summation Report

Summation Report – Group By Can Group by Any Field Date Fields can be grouped by: Day Month Quarter Year

Summation Report – Group By Can Group by Any Field Date Fields can be grouped by: Day Month Quarter Year

Summation Report – Display Summaries Value for chart can be: Count of the number of records Min, Max, Avg, Sum of any numeric field. Example Propsoals, Avg Dollar Ask Amt, Number of Propsosals

Reports – Important Info Storing definition of Report – not data Security Enforced Modules Data Runtime Filters cut down on number of Reports Each time a report is clicked from the report list view, it is re-run. Always storing definition of data. If a user cannot see Gifts and they try to run a report, they will not see any data. If security only allows users to see specific rows within a module, that’s all they will see Setting up criteria with run-time filters cuts down on number of reports that need to be created. For each Department, there should be 1 or 2 report gurus.

Reports Labs