Pennsylvania Banner Users Group 2008 Fall Conference Value-Added Reporting Through Argos Patrick Kelly – Director, Administrative Computing – Immaculata University

General Announcements: Please turn off all cell phones/pagers If you must leave the session early, please do so as discreetly as possible Please avoid side conversations during the session Questions will be answered ….. Thank you for your cooperation

Immaculata University A private, liberal arts, co-educational Catholic University founded in acres overlooking the Great Valley in historic Chester County, Pennsylvania; Approx. 20 miles west of downtown Philadelphia, PA Fall st Undergraduate co-educational class

Immaculata University Approx. 4,200 students in 3 Colleges offering associate, bachelor's, master's and doctoral degrees: College of Undergraduate Studies – 906 students (Fall 2008) College of Graduate Studies – 1137 students (Fall 2008) College of Lifelong Learning – 2064 students (Fall 2008) Completed Banner Implementation in 2007 All modules except Human Resources (includes Self-Serve) Reporting – greatest challenge following implementation

Overview Our Goal Sustainable, Value-Added Reporting Model Value-Added: Where the value of the solution/report exceeds the costs/effort to implement/produce the solution/report. Solution / Examples: Argos (from Evisions) Transcript Archive Inventory of Reports Account Look-Up Admission Award Letters Admissions Query Labels Web Registration Statistics

Our Goal Sustainable, Value-Added Reporting Model Centralized Report Repository Deploy / Support One Reporting Solution …versus multiple reporting solutions such as: Microsoft Access Self-Serve Banner Adhoc SQL Scripts Ease of Deployment / Accessibility Web-Based; Zero Client Footprint Improved Security Management Simple yet Granular Replace Default Role Security (as is needed in MS Access) with Proxy User Security

Our Goal cont… Sustainable, Value-Added Reporting Model cont… Capture & Report Meta-Data Report descriptions & notes - for end-users Audit trails – for developers On-Demand Schedule & Delivery Room for Growth Graphing & Executive Dashboards Slice & Dice data, OLAP Integration with other systems / applications Active Directory Luminis Portal Avoid Reinventing the Wheel

Our Solution Argos Reporting Solution (from Evisions)

Examples Transcript Archive: Custom solution developed in conjunction with Evisions Features: 1.Search for a student 2.Add/Update a transcript memo 3.Retrieve/View the associated student transcript files in Adobe Acrobat Implementation Steps: 1.Extract Transcripts from Legacy Systems 2.Use Formfusion product (from Evisions) to: Convert transcripts to *.pdf format Load transcript index information into custom table 3.Develop Argos report to search and retrieve transcripts

Examples cont… Inventory of Reports: Developed by IU; Available in Argos COOP Accesses Argos MAPS database (MSAccess) Provides information about each Argos available in report to the end-users Ability to search by: Production vs. Development reports Argos Folders Key Words A formatted (Banded) report is available for hardcopy printing & distribution

Examples cont… Account Look-Up: Developed by IU Report supports multiple areas of the University: Help Desk Services Portal Services OneCard (Campus Card) Services Campus Security Services Library Services Ability to search by: ID, Username, Name, Birth Date, Term Code & Course Number (CRN), Employee Type Displays image associated with users account (if available)

Examples cont… Admissions Award Letters: Alternative to producing letters through Banner Letter Generation Or Microsoft Word Mail Merge Steps to produce Letter in Argos: 1.Select & Review Population Loads recipients into the Banner Population Selection table (GLAEXTR Form; GLBEXTR Table) 2.Confirm & Print Letters Populates the Print Date for the letter (SUAMAIL Form; GURMAIL Table) 3.A formatted (Banded) report is used to produce a the hardcopy, personalized letter

Examples cont… Admissions Query: Many Report Parameters – allow end-users to answer many questions Results can be further manipulated in a spreadsheet, etc… Labels: Formatted & Personalized Mailing Labels for a specified population Web Registration Statistics: Graph & Totals display on the Quick View screen Argos Dashboard module required

Questions / Comments ? Thank you ! Patrick Kelly Director, Administrative Computing – Immaculata University ext. 3845