Using ePortfolio Reports Session Presented by Barbara Deakin

Objective Easily and quickly create reports from the eSite and eFinancial database

Discussion Topics Reporting Functions Components of the Query Definition Form Opening an existing Definition Filter options Sorting Save Excel workbook Summary Report, Favorites Query Templates

What is Vision Vision is an end-user reporting toolset and data model designer that.. –Creates a unified reporting structure that can reflect multiple databases and platforms –Live access across multiple application systems –Allows end-users to create queries using common terminology –Common user interface for reporting and data analysis –Conditional and scheduled report distribution

Discussion Topics Excel Template Workbooks Combining reporting functions Recalculate Functions and Automatic Filter Lookup Adhoc Analysis - Drilldown Adhoc Analysis – Cube Format Tables Macro Builder Query Template View Only Auto Format Report Designer

Link to Data Base

Questions