1. Fordham Connect Train-the-Trainer Training Reports

2. Become an Export on Reports – Make lots of friends Lots of online Help
Hardest thing is understanding relationships between modules

3. Report Types Rows and Columns
In-depth information in row and column format
Summation
Overview of the data, grouped by specific criteria
Display results in groups, based on a particular field value
Include sum, count, max values for each group
Create charts to display the results visually
Summation with Detail
Like Summation and includes columns of data fields from records of selected modules
Matrix
Similar to a Summation report
Overview of the data displays in a grid
Display results in up to 3 group bys

4. Rows and Columns
Title with another opportunity to make this report your favorite.
Action Menu: This is only report type that you will see the Export option. It will export as a .csv file to excel.
(Options: Edit, Duplicate, Schedule, Print as PDF, Export, Delete)
Criteria for building this report. When we create a report you’ll be adding in all this information.
Run-time filter: Allows the user to alter this filter without Editing the entire report. They have the ability to just change this filter based on different scenarios.
Row and Columns Report data in rows and columns (simple report).

5. Summation Reports Chart Types: No Chart Horizontal Bar Vertical Bar
Pie
Funnel
Difference:
Chart
Grid (notice there is a blank value in the first column – why do you think that is?)
Grand Total also subtotals for group-by)

6. Summation Reports with Details
This report has a chart just like a Summation report.
This report is GROUPED by Sales Stage. So, this user’s opportunities are group together by Sales Stage.
Then for each grouping the this report also Displays the Summaries for the Sum of the Opportunity Amount and Count (number of opportunities).
And, at the bottom the grand totals for all groupings.

7. 2X1 1X2 Matrix Report Closed Won Opportunities by User by Lead Source
There’s also a chart with this report.
Three Groups: Assigned User, Month: Expected Close Date, and Lead Source
You determine Chart Layout. In this case it’s a 2X1. Two columns on the left (user name and Month: Expected Close Date) and one row across the top (lead source).
Verse a 1X2 layout – One column on the left (user name) and two rows on top (Month: expected closed date and Lead Source).
The order to place the Grouped by items determines the location on the grid.

8. Rows & Columns Report 3 Steps Main Topic (Module) for Report
Filter Criteria
Columns to Display

9. Report Wizard Wizard to guide you through reports
Storing the criteria, not the data
Report is re-run every time you open it

10. Rows & Columns Report – Step 1
Step 1 – Pick a module
List of modules based on security
Select People

11. Rows & Columns Report – Step 2 Define Filters
Related Modules & Fields – Most difficult concept to understand
Fields are individual values
Related modules – a modules with a 1:M relationship to the main module
Example – Student has multiple
awarded funds
UPN’s
Belongs to multiple organizations
Clicking on a related module, changes the fields that can used for searching
Only data that is stored in Fordham Connect can be used in reports. Data that is retrieved in real-time will not appear as fields or modules. Example, Refund Status, Account Balance, Courses

12. Rows & Columns Report – Step 2 Define Filters
Quickly search for fields in the filter box

13. Rows & Columns Report – Step 2 Define Filters
Operator is different for different types.
Dates have ranges
Numeric values, numeric operators
Text – Begins with, contains
Run Time Filter allows users to change filter criteria without having to create a new report
Multiple and-or combinations allow complex reports
Create 2 report criteria:
Expected Grad Term = Spring 2014
College

14. Rows & Columns Report – Step 4 - Choose Display Columns
There can be 1 sort column per report
Column headers can be changed
Drag and Drop to change order
When criteria is entered, click the Preview Button

15. Rows & Columns Report – Saving
Click on Define Filters or Choose Display Columns after previewing report
Report must be Saved before exporting or scheduling. Click Save & Run

16. Rows & Columns Report – Saving
Click arrow next to Run report to show actions
Click Hide Details, then Show Details
Expand the Filters
Run time allows user to change criteria. Change 2014 to Spring 2015 then Apply
Data is hyperlinked. Can view student right from report.

17. Rows & Columns Report – Report Actions
Click on Schedule – NOTE: Report scheduler not turn on in QA
Click Print as PDF
Click Export
Last 2 options will be covered in the blast section.

18. Lab
Create Rows and Columns Reports

19. Summation Report

20. Summation Report – Group By
Can Group by Any Field
Date Fields can be grouped by:
Day
Month
Quarter
Year

21. Summation Report – Group By
Can Group by Any Field
Date Fields can be grouped by:
Day
Month
Quarter
Year

22. Summation Report – Display Summaries
Value for chart can be:
Count of the number of records
Min, Max, Avg, Sum of any numeric field. Example Propsoals, Avg Dollar Ask Amt, Number of Propsosals

23. Reports – Important Info
Storing definition of Report – not data
Security Enforced
Modules
Data
Runtime Filters cut down on number of Reports
Each time a report is clicked from the report list view, it is re-run. Always storing definition of data.
If a user cannot see Gifts and they try to run a report, they will not see any data. If security only allows users to see specific rows within a module, that’s all they will see
Setting up criteria with run-time filters cuts down on number of reports that need to be created. For each Department, there should be 1 or 2 report gurus.

24. Reports
Labs