1. SI Ad hoc report builder overview
Jim Spence, DBA, SWOCA

2. What is the SI Ad Hoc Report Builder?
SI Ad Hoc Report Builder is a comprehensive, server-based solution that enables the creation, management, and delivery of reports from multiple different categories or views.
Reports can be stored in My Reports and the different folders created by SSST like for example the Student folder.

3. How Does the SI Ad Hoc Report Builder Work?
The Ad Hoc Report Builder interfaces with the Student Information system using views created by SSST to pull data.
A view is a virtual table based on the result set of SQL statements.

4. WHO IS THE si Ad Hoc Report builder for?
There are two types of users who will use the Ad Hoc Report Builder: 1. Report Creators – Users who want to create reports, An example is users who are responsible for data. 2. Report Consumers – Users who would like to just run a report.

5. Security roles SSST provides a base set of security roles that can be used by ITCs and districts to grant access to the various folders available. All roles created by the SSST Team begin with AH-

6. Security roles
There are two main types of roles: Viewer and Admin Viewer. A base viewer role grants access to the main Ad Hoc folder type but not to its admin folder. For example, if a user is granted AH-Attendance Viewer role, they will have access to any report within the Attendance Folder of Ad Hoc Reporting but nothing within the Admin folder below it. If a user is granted the AH-Attendance Admin Viewer role, then they will have access to both the Attendance folder and the nested Admin folder underneath. Only the AH-Viewer has access to schedule reports for the viewer roles.
The SSST roles were designed so that a user could have multiple folder type combos. For example, a user may need access to all Discipline reports including the Admin folder but only basic Student folder reports. The security administrator will be able to grant AH-Discipline Admin Viewer and AH-Student Viewer without there being a security conflict elsewhere.

7. MORE ABOUT SECURITY ROLES
There are two writer roles, a manager role and ITC Role
AH-ITC Report Manager – meant for ITC support personnel to create and manage reports for districts. This role can delete and change existing district reports. Only ITC personnel can see this folder.
AH-Full Admin Report Manager – meant for ITC support personnel to create and manage reports for districts. This role can delete and change existing district reports.
AH-Full Report Writer – meant for district report writers. This role has the ability to create reports but not change or delete and has access to ALL folder types except for the nested Admin folders.
AH-Full Report Admin Writer – meant for district report admin writers. This role has the ability to create reports but not change or delete and has access to ALL folder types including all Admin folders.

8. Security role access example for discipline non admin only, this security blocks the admin folder

9. SECURITY ACCESS IN SI Go to Management-Security-View Users, put in name and then CLICK SEARCH

10. SECURITY ACCESS edit the RECORD OF THE user.

11. SECURITY ACCESS CLICK ON USER ROLES AND SELECT A SCHOOL AND THEN AN AD HOC ROLE AND THEN CLICK ADD.

12. More security information
All users get their own “My Reports” folder. “My Reports” is a writable folder where users can copy existing reports to or create their own reports.
Users with write access to at least one of the “system-level” report folders will get access to a district level “Pending Reports” folder. The “Pending Reports” folder is a special district-level folder to be used for working on new reports.
Once a report is ready to be released, a district report admin can move the report to the appropriate system-level folder (e.g. Student, EMIS, Marks, etc.) thus making it available for other users to run.
Users with only read access to the system-level folders will not see the “Pending Reports” folder

13. How to access the SI ad Hoc Report Builder
Login to Student Information: After you are logged into SI click on the menu bar next to the right of Progress Book and the down arrow, then select Local and then Ad Hoc Reports.

14. execution of ad hoc reports
Option 1:Report Widget The easiest way to run an Ad Hoc report is clicking the report widget. It can be found on the StudentInformation toolbar on the right side of the screen or within different application screens. The report widget looks like a piece of paper.

15. EXECUTION OF AD HOC REPORTS
Option 2: Expanding the Report Folder type > Highlighting the Report > Clicking on the
extract type icon dropdown to choose how you would like the report to run.

16. execution of ad hoc reports
Option 3:Expanding the Report Folder type > Right clicking the Report name you want to run, selecting Execute as and then choosing an extract type icon.

17. execution of ad hoc reports
Option 4:From the report designer toolbar you can execute the report.

18. Filtering reports – SIMPLE WITH OPERATOR
When a report requires parameters the window below will be displayed to the user.
The user can change the conditions below and will select values from the filter dropdowns.

19. Filtering reports – simple with operator
Below is an example of the condition ‘Is One Of’ which means the user can select multiple grade levels. The condition is the same as the condition or.

20. Filtering reports – SIMPLE WITH out an OPERATOR
When a report requires parameters the window below will be displayed to the user.
The user will only select values from the filter dropdowns and can not change the conditions.

21. Changing filters on a report
If a user would like to duplicate a report to the folder My Reports and modify the filters they would open the report and in report designer click on the icon below and select filters.

22. Changing filters on a report
In this filtering window the user can add a filter field by highlighting the field and then click add or double click on the field. An existing filter field can be removed by clicking on the X. The order of the filter fields
can be moved by selecting the down or up arrow.

23. Changing filters on a report
The user can click on the down arrow on one of the filter dropdown boxes and options will be available for the user to select a value. The filter condition can also be changed for example to ‘Not Equal To’ or ‘Is One Of’.

24. Scheduling Reports:
Any existing Ad Hoc Report Builder Report can be scheduled and ed to users. Sending the report using FTP, SFTP and FTPS is coming soon. Scheduling reports must be completed from the Ad Hoc Report Designer screen.

25. The user can schedule a report by right clicking the report and choosing schedule report or by using the Ad HOC TOOLBAR

26. the Report Scheduler wizard will display ONCE YOU CLICK SCHEDULE REPORT

27. Definition of a through g of the scheduler wizard
a) Schedule Name – Enter the name of the job.
For example, you want to run the Contact Address Standardization Error report every night after the service job runs so you know which addresses need to be corrected the next day. An example schedule name would be “Contact Address Standardization 9 PM Nightly.”
b) Export Type – Select from the drop-down list of Excel, PDF, CSV, or RTF
c) Password (optional) – The password fields can be set so the file can only be opened with a password. You must remember to tell your recipients the password so they can open the file. If you forget the password, you will have to edit your job, change the password, and rerun the scheduled job.
d) Execute Immediately – You can select this checkbox to execute the report immediately but all other scheduling options will become unavailable.
e) Schedule Time – Select or enter the time you would like the report to run. When you click on , a drop-down displays and you can choose an hour or half hour time period. If you want to run the time for something different, you can type in a time or select an option and then edit it.
f) Recurrence Pattern – The default option for the Recurrence Pattern is Once. Other options for recurring patterns include: Daily, Weekly, Monthly and Yearly. Each recurring pattern option has different settings to ensure that the report can be sent as it is needed.
g) Range of Recurrence – Once a recurrence pattern is set, the range of recurrence will become available so you can choose the time period in which the report will run.
3. After you choose all scheduling options and you click Next, you will move on to the filtering tab if any filters are required for
report to run.

28. If any filters are required for the report to run, you will set up the report so it provides the report detail that is needed for your scheduled report and then click next

29. Once all of the filters are selected, click Next and the wizard will move you to the final tab of setting up recipients. Please click finish after entering information. Here you will be able to setup to whom the report is sent on a regular schedule .

30. Please change the subject line to something meaningful to you or the users. Then click finish and a window displays that the report is successfully scheduled

31. To manage your scheduled reports, you must use the Ad Hoc Reporting toolbar available within the Ad Hoc Report Designer screen (StudentInformation > Local > Ad Hoc Reports

32. To edit or delete a scheduled report, click on the icons to the far right within the Ad Hoc Report Designer screen (StudentInformation > Local > Ad Hoc Reports

33. To download a report right click on the report and click on download and Save File. To your PC. You can SHARE THE wr File with your ITC OR ANY DISTRICT USER THAT WOULD NEED A COPY TO RUN THE REPORT.

34. To upload a report right click on A folder AND CLICK UPLOAD
To upload a report right click on A folder AND CLICK UPLOAD. The user will upload the report from wherever it is saved on your pc

35. Edit, Delete, rename or duplicate a report in the ad hoc report designer
Expand a folder and right click on a report and select one of the options below.

36. Edit, Delete, rename or duplicate a report in the ad hoc report designer
Highlight a report and then click on any of the icons below to either edit, duplicate or delete a report.

37. Editing a report in the ad hoc report designer
Expand one of the folders where a report is stored and double click the report and the Ad Hoc Report Designer will open and the user can edit the report by changing the description, categories, sorts, filters, etc. and then click Save Report.

38. CONDITIONAL FORMATTING – RIGHT CLICK ON DATA FIELD AND SELECT FORMAT CELLS

39. Select conditional and then add

40. Click on attribute and select red

41. then click on edit conditional formula

42. Click on the data field marknumeric and then add or double click the field marknumeric and add conditional statement > 85 and click ok and then ok again. This will highlight red any STUDENT mark that is greater than 85.

43. SI Ad hoc report builder overview
That’s all folks, you are done!

44. SI Ad hoc report builder overview
Thank you for attending this session and have a great day!
Any Questions??
Jim Spence, DBA, SWOCA