1. Data & Reporting Options
COMPASS
Data & Reporting Options
Friday, August 10, 2018
Criser Hall

2. Agenda Overview of schedule
Data capabilities deployed and/or planned for deployment
Contingency plans for data access

3. Schedule
Release 6 deployed August 6th – Tuition Calc, Student Financial Accounts, Transfer Credit
Release 7 on schedule for August 20th – Transcripts, Degree Certification, Student Initiated Drop Add
August 30th – Newly admitted student view of degree audits (other students still using mainframe audits)
September 30th (or sooner) – One.UF optimized degree audit for all students

4. Enterprise Analytics and Reporting
Enterprise Analytics is recommended option for accessing and analyzing data
Provides UF with report authoring, interactive (drag and drop) dash- boarding and data modeling capabilities, and ability to collaborate and share datasets between users and across departments
Access at: myUFL -> Main Menu -> Enterprise Analytics -> Access Enterprise Analytics. A quick “Getting Started” video is at bottom left, and a ‘Getting Started User Guide’ is available on data.ufl.edu Reporting and Analytics page

5. UF’s Enterprise Analytics Platform
Powered by the Cognos Analytics suite – licensed for all of campus
Offers query, reporting and visualization/dashboard capabilities
Units can add their own data and build reports if they have the expertise (training is available)
Enables access to same report from multiple places
Enterprise Anlytics portal in myUFL, directly from some myUFL screens, Lobby Management screens (SalesForce), Canvas, One.UF
LEAD and Universal Tracking

7. Sources for Reports Mainframe reports (over 800)
BOG and other institutional reporting
COMPASS team report specfications
Conversations with colleges, data federation, IT directors
Feedback from training and workshops
We will never finish developing data tools for UF – constantly updating and improving data quality!

8. Reporting and Analytic Access and Security
Primary assumption – Provide access to as much of the data as possible provided someone has a need for student data in their work
Roles in campus solutions and other student systems will auto- generate roles in Cognos for viewing data
additional roles needed for development
Roles can also be specifically requested
All of the data will be available with some exceptions:
Financial Aid data
Admissions data pre-decision
Athlete data, select Student Groups, etc.
Social Security Numbers, etc.

9. Getting Help with Enterprise Analytics
Training – use MyTraining through myUFL
Workshops – available in MyTraining and via direct requests
College specific planning sessions (as needed)
COMPASS support (opening a support case) compass.ufl.edu website
Contact Tammy Aagard or Dave Gruber or

10. Data & Reporting – Data Availability
Mainframe (NERDC) scheduled to be replaced. Most UF systems still on mainframe after Aug. 20, 2018, scheduled to be migrated off, including Registry.
Steps to help with business continuity:
New “CSTAT,” ESODBC: CS.WH_STUDENT_STATUS_TERM, created with new Campus Solutions codes. This will persist long-term.
Uses core content – records, enrollment, universal tracking, matriculation
Transfer credits, class instructor, meeting pattern to be added in mid-August
Old’ version of the VSAM, DB2 and ESODBC CSTAT will be partially populated with mainframe codes translated from CS data. It is intended that these data will be available mid-August and tentatively remain available through June Currently the following fields will be populated:
Reg Code
UF GPA
Matric term and status
Foreign language
Current class, college, major
Current track (only as it relates to CS Sub-Plans and UF Online)
Current Load
Transcript totals
Universal Tracking term

11. Data & Reporting – Mainframe Data Backport
Additional data to be backported includes:
Transcripts (COMREC a.k.a. CREC or Screen 12) (minus transfer work for new admits)
Current enrollments, courses/rooms/sections
Degree audit data (minus new admits)
Information NOT to be updated on the mainframe includes:
New transfer work (new admits)
Holds
Admissions data
Universal Tracking
Hours to degree
Excess Hours

12. Other Data Updates Most feeds will be in place by Aug. 20th
Remaining feeds will be implemented by the end of September (Excludes Person Data/the Registry)
Communications have been going out to the Data Federation and ESOBDC community
Listserv created for Student Data Warehouse questions and updates:
Subscribe Example:
Subject: <leave blank>
Body: SUB STUDENT-DATA-WAREHOUSE-L <FIRSTNAME> <LASTNAME>

13. COMPASS Website: compass.ufl.edu
COMPASS.ufl.edu has links to documentation and resources on data.ufl.edu
Data resources, including an academic structure data dictionary, etc. are available in Supporting Materials
Communications & Support section: COMPASS in Progress and other current and archived articles, FAQ and presentation request form