Texas Regional Ad Astra Summit Getting the Information You Need: Reporting in Astra Schedule Presented by: Hannah King, Office Manager, Baylor University.

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Presentation transcript:

Texas Regional Ad Astra Summit Getting the Information You Need: Reporting in Astra Schedule Presented by: Hannah King, Office Manager, Baylor University

Texas Regional Ad Astra Summit Session Overview Prewritten reports in Crystal Reports 2008 User can create, customize, upload Security enhanced reports Report server allows report subscriptions New “conflict free” report view Report Examples Customized reports at Baylor

Texas Regional Ad Astra Summit Delivered Reports Approximately 100 reports delivered o Sections, Events, Rooms, Utilization Report Key and Definitions Export to Excel option o Now more customizable with 7.4 interface

Texas Regional Ad Astra Summit User Created Reporting Developers version of CR 2008 included Prewritten reporting views Edit existing reports Create new reports Get Crystal Reports 2008 training!

Texas Regional Ad Astra Summit Crystal Reports Components Tables and fields Parameters Filters Groups Formulas Graphs and Charts

Texas Regional Ad Astra Summit Security Enhanced Reporting Report access defined by security o Report groups by user role Report content defined by security o Building, room, activity Report subscriptions defined by security User filters saved from last run

Texas Regional Ad Astra Summit Report Subscriptions User can subscribe to individual reports Security based (by creator) Schedulable o Time(s), day of week, date range Delivered by in various formats o HTML, Excel, PDF, Text, etc. Parameters can be set for subscription o Current date parameters should be used

Texas Regional Ad Astra Summit New Reports in Post room optimization reports Invalid Crosslisted Sections Report Low Seat Fill Sections by Subject for Selected Term Events by Date and Time with Notes (without a subreport) Events by Date and Time with Setup and Teardown

Texas Regional Ad Astra Summit Room Optimization Reports

Texas Regional Ad Astra Summit Space Utilization by Room Type and Size with Primetime

Texas Regional Ad Astra Summit Percent of Rooms in Use

Texas Regional Ad Astra Summit Instructor Summary Grid

Texas Regional Ad Astra Summit Dashboard Reports

Texas Regional Ad Astra Summit Customized reports at Baylor

Texas Regional Ad Astra Summit Weekly Room Grid Purpose: To show the weekly schedule for a room. Customization: What activities are pulled, information displayed Use: Schedule postings, booking information

Texas Regional Ad Astra Summit Feature Report Purpose: To help with room Inventory updates. What it pulls: -Rooms in a selected Building or Region -Capacity -Room Type -Feature Quantity by room Limitation: Only lists features used by selected Building or Region

Texas Regional Ad Astra Summit Verifying the Import SIS Report - BannerAstra Report Purpose: To verify that the import is working correctly What it pulls: -Subject -Course -Section -Days -Campus -Building -Room Limitations: Due to database field types, some fields cannot be compared

Texas Regional Ad Astra Summit Verifying the Import Steps: -Export both reports into Excel -Merge the two reports (copy/paste) -Sort both sets of information separately by all fields (i.e. Subject, Course, Section, Days, Building, Room) -Write an IF statement to compare the two sets of information: -=IF(Subject=Subject,””,”E”) -Drag the formula across to compare all other fields and then drag down. -Identify Sections with issues

Texas Regional Ad Astra Summit Summary Prewritten reports in Crystal Reports 2008 User can create, customize, upload Security enhanced reports Report server allows report subscriptions Report Examples Customized reports at Baylor Get Crystal Reports 2008 training!

Texas Regional Ad Astra Summit Contact Information Hannah King, Office Manager, Baylor University o Phone number: o address: