1. Data Reporting Tools for Academic Advisors
Jose Lema – Student Success Systems Analyst
Ravi Alladi – Data Warehouse ETL/BI Developer
Ravi Pisupati – Tech Lead, Student Data Warehouse
Scott Heil – Director, Institutional Effectiveness and Analytics

2. Overview
Access to Student Data Warehouse – Visit for link to request form.
Understanding The PeopleSoft  Report Model and the distinction between a transactional and reporting application
An itemized review of advisor tasks and resources currently in use
Discussion and sample report generation specific to your projects
Data Tools available : CSU Student Success Dashboard, Student Data Warehouse, SAMI Gateway, Spartan Connect, PeopleSoft Queries/Student Records Page navigation, MyPlanner, Ad Hoc Reports (i.e. MS Excel)

3. Accessing Student Records Data
Student Records Transactions Data Access For Reports
Student Data Warehouse
PeopleSoft
Spartan Connect (EAB)
SAMI
Student Data Warehouse – Historical Data for Planning and Administration
Spartan Connect EAB – Strategic Analytics including graduation rate predictions to identify at-risk students
SAMI – Admission review, enrollment and graduation rosters
Filemaker
CSU Student Success
Dashboard

4. Quick guide to data resources
Student Data Warehouse (SDW)
SAMI
Standing reports and contact lists on variety of student attributes
Easiest place to add new content on request, download to Excel
Commonly used admission and graduation process reports
Allows Download To Excel
Spartan Connect (EAB)
PeopleSoft Query (MySJSU)
Advanced Search allows for complex criteria to define student lists
User-defined tags and campaigns can help manage student populations of interest
Some standing queries like major extracts can be useful
Limited usability

5. Advisor Tasks Individual Student Data - PeopleSoft
Academic Standing Report – SDW
Graduation Application Roster and Worksheet – SAMI
Student Degree Progress with demographics, Pell eligibility – SDW
Change of Major Analysis – Spartan Connect
Comprehensive student record review - Program/Plan, class enrollments, unofficial transcript – SDW
Generating student contact lists - SDW
Enrollment Requests – PeopleSoft
Student Groups – SDW Advising Campaigns Dashboard
University level statistics – CSU Student Success Dashboard

6. Accessing Student Data in SDW
Sample Video

7. Academic Standing - SDW
Course Grade Distribution Dashboard

8. Academic Standing - SDW
Course Grade Distribution Dashboard –reorder, include/exclude columns

9. Degree Progress Metrics – SDW
Student Success Dashboard – Student Search

10. Student Degree Progress - SDW
Student Profile Dashboard: Student Profile and Unofficial Transcript Reports

11. Individual Student Degree Progress - SDW
Student Profile Dashboard: Student Profile and Unofficial Transcript Reports

12. Aggregate Student Degree Progress - SDW
Student Profile Dashboard: Course Grade Distribution – Grades by Section, Faculty View, High Failure Rate Courses Reports

13. Graduation Rosters – SAMI(GRAD)

14. SAMI
Graduation Roster Search

15. Spartan Connect
Student Search

16. Spartan Connect – Advanced Search
Course Rosters

17. Spartan Connect – Advanced Search

18. Questions?
Jose Lema – Student Success Systems Analyst
Ravi Alladi – Data Warehouse ETL/BI Developer
Ravi Pisupati – Tech Lead, Student Data Warehouse
Scott Heil – Director, Institutional Effectiveness and Analytics