1. Navigating Reports

2. Our Flight Plan Today ! Navigation tips, tricks and techniques
Strategies for getting reports
Special ad-hoc reporting tools
Managing reports
Difference between reports and queries
Taking an inventory of your reports
Setting up favorite reports for you (& others)
Sharing reports
Other resources including custom report services and Report Wizard
Top Reports Guide

3. Student Manager Resources
Finding your Report

4. Reporting Tools Main Reports Menu Quick Reports (from various screens)
1-Key Reports (Function Keys)
Exporting Raw Data
Report Wizard (Optional Module)

5. Reporting Tools Main Reports Menu
84 Reporting areas (grouped by function)
Each report area includes a specific group of data files and data elements

6. Files that are in the report
Report Area Guide
In on line help / in Reports Section
Files that are in the report
Report area

7. ( Names, Course, Register & Instructor)
Quick reports
Quick Reports – no query needed
Just look for the
“Quick Reports”
Button
( Names, Course, Register & Instructor)
Many “Bread & Butter reports (name tags, certificates, Rosters, transcripts, etc.) are located on the data screens

8. Special reporting tools
Function Key reports
My personal favorite!
And there is a great webinar on how to use these!!
“Functional Function Keys”
( Reporting Tab )

9. Exporting Files Best areas for exporting Names Registrations Courses
( to get 1 name/reg/course per Row)
Names
Mailing labels
Registrations
Deadbeat report
Courses
CEU report

10. Managing Reports Importing/Exporting Reports IMPORTING
Navigate to the report file you want to import
Select the report file (you'll only see the .dbf file--this is normal).
Click the Import button.   (Confirmation message should appear)

11. Managing Reports Importing/Exporting Reports Exporting
Select the report you want to export
Select where you want it to go
Click the Select button.  (Confirmation message should appear).

12. Managing Reports
Don’t forget about the two other Report Management tools:

13. Example of a Report Share
Lee College Report . Year to year monthly comparison

14. Lee College Year to year monthly comparison
NOTE: This template WILL be in the Reports Templates area (by next week)

15. Managing Reports Deleting Reports
Select Tools > Reports > Delete Additional Report.  
Select the Sort Option:
View-Natural Order - sorts reports Chronologically (most recent at bottom).
(use to delete a report recently created).  
View-Name Order - sorts reports by Report Name (or Report Area).  
Check the Del box on all reports you want to delete.
Click the Done button.

16. Difference between Query & Report
Query – a request for information.
Report – A template which displays the information you’ve requested in a certain manner.
It determines
WHAT goes In
The “Box”

17. Queries
Query Screen

18. from one report area to another
Running Reports
Options may vary
from one report area to another

19. If you want to include Cancelled Records
Running Reports
VERY IMPORTANT
If you want to include Cancelled Records

20. Reporting on Reports! New – All Reports w/Memo
* Reports by A rea/Frequency
* Reports by Frequency

21. Reporting on Reports “Deadbeat” area (registration 1 Reg/1 line)
Select Additional Reports
Query don’t matter!
(suggest using “Course Begins With” and pick a course with registrations)
(If asked) Click No on Show Me the $$.  
For General “Inventory” by report area:
Select NEW – All Reports w/Memo
For Report Listing by Frequency (most ran)
Select *Reports by Area/Frequency
There are two other reports:
*Reports by Frequency (across ALL areas)
*Reports by Last Ran (recency)

22. Report Reporting BUT, what if I can’t FIND those reports??
Check to see if it was
Deactivated
Go to your (recent) SM Demo
and Export them
your tech
(and s/he’ll send them)

23. Now where is that ?? Report
Can’t remember where you put a report???

24. Setting up favorite reports
Reports > Favorites or use the keyboard shortcut Ctrl+F1
Click the Set Report button.
On the Favorite Report Chooser window, select the desired options .

25. Setting up favorite reports
The Note in “Report Name” defaults to the Report Name.
REMEMBER.. You CAN edit the description!

26. Set Favorite Reports for Others
As an Administrator, you can create “Favs” for your users (YOUR administrators)

27. Exporting Files Check the Export to File box.
Select any other applicable options,  Then click OK.
Select desired query.

28. Exporting Files Dialog
Choose Fields you want
In order you want
Sorted how you want
Preview your data
Export in format you want

29. Exporting Files Best areas for exporting Names Registrations Courses
( to get 1 name/reg/course per Row)
Names
Mailing labels
Registrations
Deadbeat report
Courses
CEU report

30. Use the COPY2XLS() function
Exporting Files (tip)
Need to export selected fields on a recurring basis??
Use the COPY2XLS() function
( with a JUSTAFTER() )

31. Other Resources Custom report resources # 1 resource = your TECH
3 Free Custom Reports with Purchase (after that a charge may apply)
May Ask Questions How can I, How do I, Where did I mess up on my effort?
Special requests - I need a report built that = $$$ per hour cost)
Providing a mock up of how you want the report to look saves you time & $$
Allow time for completion

32. Other Resources Report Wizard Benefits
$ 1,695
Report Wizard
Not a replacement for SM report writer
Benefits
Easy Charts and Graphs and dashboards
Scheduled (automatically delivered via ) Reports
Uses real words for field names and symbols
Build real time (dynamic) dash board
Built in common Avery label sizes
Easy grouping of data (with filtering options)
Column widths auto adjust (on the fly)
Output to Excel, Word and PDF
Import and Export reports (shareable)
One click reports (for the report challenged)
Shorter learning curve

33. Report Area Guide
Report Area Guide

34. Top Report Guide Top Report Guide
top 54 reports used most often by your peers, our Student Manager customers.
organized into a variety of categories
provided the path(s) for accessing the report, and the typical query to use

35. Report Templates Student Manager Resources/Report Templates
26 Reports that are available for download.

36. Over 20 Hours of Report Help
Resources
Webinar Archives
Archives of all past webinars
Over 20 Hours of Report Help

37. Resources Online Reference Guide
Online help for all things Student Manager & Aceweb

38. Resources
Online Reference Guide
Reports area – all things reports

39. Chuck’s Top Ten Report Tips
Call your Tech!
Spend quality time with the Report Guide (in Help)
Use those F-Key Reports (small but mighty)
When Exporting (same stuff, often) use copy2xls()
For “Mature” users, consider updating Reports (From Demo)
Make the most frequent report the default one.
The Help Guide is your friend USE IT
Webinar Archive (Reports Tab) is chock full o’goodies!
To prioritize Additional Reports, prefix title w/ *
Use the heck out of “Favorite Reports”

40. Questions ?

41. 21st Annual Users' Conference June 20-23, 2017 Hotel Valley Ho Scottsdale, Arizona      

42. SMARKETING Next Webinar June 15 1:30 pm Smarter Marketing With
Student Manager
SMARKETING

43. Find us Online! Search for “ACEware Systems Special Deals
Event Updates
Tutorials
Student Manager Help
Software Updates
CE Current Events
Social Media Help
Interesting Help