The Wonderful World of CSO Reporting

What we will cover: Types of Reports Basic Reporting Steps Maximizing Your Criteria Other Types of Reports

General Reporting Types User Reports –Examples: Student, Employer, Contacts, Faculty Record Reports –Examples: Jobs, Interview Schedules, Events Activity Reports: –Examples: Observations, Referrals, Placements, Appointments

Basic Reporting Steps Tools > Reports > New Report Step 1: Select Your Report Type Step 2: Select Your Fields Step 3: Enter Your Criteria Save/Generate Your Report!

Report Examples Discuss: –What reports does your office generate? –How often do you run reports? –How do you use your report results within your office? –Who has access to run reports in your office?

Questions?

Maximizing Your Criteria And / Or Statements Wildcards % Is Like, Empty Dates: “today”, “yesterday”

“And” Criteria Statements “And” is indicating that all of your added criteria must match to be included in the results Example: Active Co-op students with a current resume

“Or” Criteria Statements Example: Observation report with a subject of Resume Review and two different administrators

“Wildcards” / “Is Like” The wildcard is used in conjunction with the comparator “Like”/“Not like” and is represented by the % sign, used to substitute for any other character or characters in a string. Example: Searching for all employers with the word “school” in the organization name

“Is Empty” This is used when there is a null value associated with the data in question Example: Student records missing a primary account

“Today/Yesterday” This is used to target date formatted fields within the various record of the databases Example: All jobs created “Today” with an active status.

Questions?

Other Types of Reports Search Results Page Reports Activity Logs One Click Reports

Search Results Page Reports A simple way to generate common reports Look for the Excel ( ) icon on your results pages.

Activity Logs Tools > Activity Logs –Audit Log –Delete Log – Log – Queue

One Click Reports Administrators can run standard pre-set reports from the left hand navigational bar. These reports are hard-coded but some do have the ability to customize elements such as # of days, views or to narrow results One-click Reports can be generated online or exported to Excel as a.csv file.

One Click Reports

What we covered: Types of Reports Basic Reporting Steps Maximizing your Criteria Other Types of Reports

Questions?