1. Session 6: Reports

2. Agenda
Welcome and Administration
Lesson 1: Standard Reports
Lesson 2: Culminating Exercise 1 – Standard Reports
Lesson 3: Ad Hoc Reports
Lesson 4: Culminating Exercise 2 – Ad Hoc Reports
Closing

3. Welcome and Administration
Session 6: Reports
Welcome and Administration

4. Interactive features:
Using Adobe Connect
Interactive features:
Chat pod
Q&A
Emoticons and feedback tools
File sharing
Visual Quick Start Guide
Contact your ICIS User Support at or by phone at (202) 

5. Administrative Reminders
Please mute your phone when not speaking
Use the ‘Raise your hand’ feature if you have questions or comments
Prior to your questions or comments, please state your Name and Affiliation
Please provide questions and comments specific to Air Facility System (AFS) modernization
Participation is expected; if needed, use the ‘Step Away’ emoticon

6. By the end of this course, you will be able to:
Course Objectives
By the end of this course, you will be able to:
Describe how ICIS-Air provides environmental program oversight information (Session 1: Introduction and Overview)
Perform tasks relating to Facility records with ICIS-Air (Session 2: Facilities)
Monitor compliance activities, including Compliance Monitoring Strategy (CMS) plans, with ICIS-Air (Session 3: Compliance Monitoring and Compliance Monitoring Strategy)
Manage Case Files in ICIS-Air (Session 4: Case Files)

7. Course Objectives (cont.)
Perform tasks relating to Enforcement Actions (EAs) with ICIS-Air (Session 5: Enforcement Actions)
Recognize the Minimum Data Requirements (MDRs) as they relate to ICIS-Air (Sessions 2-5)
Prepare Standard and Ad Hoc Reports in support of the Air program (Session 6: Reports)

8. By the end of this session, you will be able to:
Session 6 Objectives
By the end of this session, you will be able to:
Recognize functionality of the Air Data Warehouse
Retrieve data using pre-defined Standard Reports
Complete user Prompts on Standard Reports
Define parameters and format basic Ad-Hoc Reports

9. Air Data Warehouse
It is optimized for reporting
Data entered into ICIS will not be available immediately
The Extract Transform Load (ETL) process will run incrementally (minimally overnight)

10. Lesson 1: Standard Reports
Session 6: Reports
Lesson 1: Standard Reports

11. Business Intelligence
What is it
Off The Shelf Software purchased for our reporting tool
Standard Reports
Air
Batch Processing
Other Programs
Training Folder
Ad Hoc Design your own report
Powerful tool
Crosstabs, graphs, flexibility on formatting for reports, sectioning, counts, schedule a report, sharing reports with others, save report as .pdf or Excel, also to to another person, can show tables, pie charts, counts, etc on same page, alerters, create variables, can group data, prompts, sort, etc.
Training Available
Quarterly Trainings
Training Folder w/ex on line
BI also provides training

12. Setting Your Preferences

13. Setting Your Preferences (cont.)

14. Logging into The Reporting Tool

15. Reporting Tool HomePage

16. Reporting Tool Homepage

17. Documents Tab
From the Documents tab, users can access their Reports folder, Inbox, and Public Folders.
Click The “My Documents” drawer houses all of your Reports. Your Inbox is also located here.
Click The “Folders” drawer houses the Public Folders, which contains the Standard Reports.

18. Viewing Standard Reports

19. Viewing Standard Reports (cont.)

20. Using Standard Reports

21. Standard Reports Prompts

22. Standard Reports Prompts (cont.)

23. Using Standard Reports (cont.)

24. Using Standard Reports (Cont.)

25. Additional Standard Reports Features

26. Lesson 2: Culminating Exercise 1 (Standard Reports)
Session 6: Reports
Lesson 2: Culminating Exercise 1 (Standard Reports)

27. Exercise 1
Sign into the Reporting Tool
Change your View and Modify preferences for Web Intelligence to Applet
Read along in the scenario on page 3 of your Exercise Guide
Individually complete the exercise by locating and running the appropriate Report using the Reporting Tool
You will have 15 minutes to complete the exercise; please select the Green ‘Agree’ Check Mark when you are done

28. Exercise Wrap-Up
The Reporting Tool should be used in the Applet View/Modify setting
Standard Reports are accessible via the Documents tab
Standard Reports may have Prompts that you must enter values for before running the report
Reports can be pinned to your task bar to be used in the future or can be accessed from the ‘My Recently Run Documents’ panel

29. Break
Please be back in 10 minutes

30. Session 6: Reports
Lesson 3: Ad Hoc Reports

31. When developing an Ad Hoc Report
Think about…
Fields you will need to use
Any counts you need or Filters
Layout of your report

32. Accessing Web Intelligence

33. Accessing Ad Hoc Reports

34. Creating Ad Hoc Reports

35. Creating Ad Hoc Reports (cont.)

36. Creating Ad Hoc Reports (cont.)
Changed

37. Objects

38. Objects (cont.)

39. Prompts and Filters

40. Query Filters

41. Query Filters (cont.)

42. Query Prompts

43. Query Prompts (cont.)

44. Counts

45. Running Ad Hoc Reports

46. Formatting Ad Hoc Reports

47. Saving Reports

48. Saving Reports (cont.)

49. ing Reports

50. Editing Reports

51. Editing Reports (cont.)

52. Editing Reports (cont.)

53. Scheduling Reports

54. Scheduling Reports (cont.)

55. Scheduling Reports (cont.)

56. Scheduling Reports (cont.)

57. Scheduling Reports (cont.)

58. Scheduling Reports (cont.)

59. Guidelines For Scheduling Reports
Reports should be scheduled if user needs meet any of the following criteria:
You anticipate that the Report will run for more than 5 minutes or will generate many pages
The Report is complex, i.e., if the information is retrieved from various subject areas, or if the Report has complex formatting
If you want the Report to run on a recurring basis
If you wish to see updated data without having to wait for Reports to re-run (the Air Data Warehouse ETL does not run in real time)

60. Lesson 4: Culminating Exercise 2 (Ad Hoc Reports)
Session 6: Reports
Lesson 4: Culminating Exercise 2 (Ad Hoc Reports)

61. Exercise 2
Sign into the Reporting Tool
Read along in the scenario on page 4 of your Exercise Guide
Individually complete the exercise by creating and running the appropriate Report using the Reporting Tool
You will have 15 minutes to complete the exercise; please select the Green ‘Agree’ Check Mark when you are done

62. Exercise Wrap-Up
Ad Hoc Reports are accessible via the Web Intelligence application on the Home tab
Users always should select the Universe option for Ad Hoc Reports
Classes house Objects related to the Class category
Users can create their own Prompts and Filters using the Query Filters box on the Query Panel
Counts are found in the Metrics Class
Reports can be scheduled for reoccurrence

63. Session 6: Reports
Closing

64. Recap
The Reporting Tool should be used in Applet mode
Remaining idle for too long will cause the session to expire and the system will log out users (save early and save often!)
Standard Reports are accessed via the Documents tab and Ad Hoc Reports are accessed via the Web Intelligence application
Objects (indicated by the blue icon) mirror the field names in ICIS

65. Recap (Cont.)
Ad Hoc Reports can be saved in your Favorites folders and Standard Reports can be pinned to your task bar
Users can edit Reports and preview the data before re-running the query in the Data Preview
Reports can be sent to ICIS and non-ICIS users

66. Questions
You can unmute yourself to ask a question or type it in the chat pod