1. I Want My Data © 2008 Infinite Campus. All Rights Reserved. DL1305-1, DL1305-2 Angel Lindsey Support Specialist K-12 Solutions Group

2. DL1305-1, DL1305-2 Designing filters Designing reports Building reports Exporting data Agenda

3. DL1305-1, DL1305-2 Navigation Ad Hoc Reporting Filter Designer

4. DL1305-1, DL1305-2 Three data types  Student  Census/Staff (person)  Course/Section (curriculum) Campus Ad Hoc Filter Designer

5. DL1305-1, DL1305-2 Three filtering methods  Query Wizard  Selection Editor  Pass-through SQL Query All filters can be saved and reused Filters can be made by you and shared Campus Ad Hoc Filter Designer

6. DL1305-1, DL1305-2 Query Wizard  Creates a dynamic filter, updates automatically  Uses Campus field names, not plain language  Requires knowledge of search operators – Examples  =, <>, etc  NULL  SOUNDS LIKE Selection Editor  Only works on student data  Creates a static filter, must be updated manually Pass-through SQL Query  Most powerful and flexible  Best way to build cohort-based, longitudinal filters  Requires knowledge of SQL programming language Filtering Methods

7. DL1305-1, DL1305-2 What is Selection Editor good for?  Athletic rosters  Activity rosters  Your ideas? Remember  Selection Editor filters are static – If a student adds or drops from the activity, the filter must be updated manually Filter Designer: Selection Editor

8. DL1305-1, DL1305-2 Filter Designer: Selection Editor

9. DL1305-1, DL1305-2 Filter Designer: Selection Editor Click on a student in All Students, use right arrow to move them to Selected Students. Use left arrow to remove them from Selected Students Give selection a meaningful name Choose to save to your user account or your user group Save

10. DL1305-1, DL1305-2 Query Wizard allows the creation of dynamic custom searches on any of the three data types What is Query Wizard good at finding?  Persons with information that shouldn’t be there  Persons who are missing information – Ex: Parent/guardians without phone numbers  Persons who meet search criteria – Ex: Students with course grades of D or F – Ex.: Students with GPA above 3.5  Your ideas? Filter Designer: Query Wizard

11. DL1305-1, DL1305-2 Filter Designer: Query Wizard

12. DL1305-1, DL1305-2 Filter Designer: Query Wizard Click any field that will be used as filter criteria or will be displayed on the output Give query a meaningful name Next Fields in the All Fields list expand, making thousands of possible filter combinations To remove a field from Selected Fields, select it and click the arrow button To filter All Fields list, enter criteria and click Search To return to All Fields list, click Clear

13. DL1305-1, DL1305-2 Filter Designer: Query Wizard Use Organized To droplist to save the filter to your user account or share it with other user groups you belong to Use operators to narrow your search Enter filter criteria here SaveClick Test to view popup window with search results using the filter [Note: be sure your browser has popups enabled for Campus] For export: Set options

14. DL1305-1, DL1305-2 For text values  Equal or Not Equal (=, <>)  IN, NOT IN  LIKE  SOUNDS LIKE  IS NULL, IS NOT NULL For numeric values  >, >=, <, <= For dates  IS TODAY, IS YESTERDAY Query Filter Search Options

15. DL1305-1, DL1305-2 Finding Fields in Query Wizard

16. DL1305-1, DL1305-2 Tip: The LIKE Option Uses Wildcards % matches a string of zero or more characters student.lastNameLIKEMc% will find all names that begins with “Mc” student.lastNameLIKE%en% will find all names that includes the letters “en” (Bennet, Green, McBadden) _ matches one character student.lastNameLIKEAnders_n will find “Anderson” and “Andersen” but not “Andersohn” [ ] matches each single character enclosed in the brackets student.lastNameLIKE[ABCD]% will find every name beginning with A, B, C or D student.lastNameLIKE[CKL]ars[eo]n will find “Carsen”, “Karsen”, “Larsen”, “Carson”, “Karson” and “Larson” ^ when used with square brackets, it means NOT student.lastNameLIKEM[^c]% will find all names beginning with M that do not have c as the second letter

17. DL1305-1, DL1305-2 Required Knowledge  Campus database schema  SQL, a database programming language These filters are covered in another Interchange session Filter Designer: Pass-through SQL Query

18. DL1305-1, DL1305-2 Report Designer allows custom letters to be created using a WYSIWYG editor Report Designer

19. DL1305-1, DL1305-2 Using Report Designer Use Organized To droplist to save the filter to your user account or share with user groups you belong to Name the design Compose letter using: Formatting tools Links Graphics Campus fields Campus subreports Save

20. DL1305-1, DL1305-2 Brings filters and report designs together to create PDF output Users select from filters and designs created by themselves and/or others in their user group Report Builder

21. DL1305-1, DL1305-2 Using Report Builder Select filter(s)Select report design Choose sort order Build report With multiple filters selected, set the operation

22. DL1305-1, DL1305-2 Tip: Report Builder Set Operations X X X X X X X X X X X X X X X X X X X X X X X X X X Union Example: All dodgeball team members And All 10th grade boys Intersection Example: All dodgeball team members Who are 10th grade boys

23. DL1305-1, DL1305-2 Build a report  Choose a filter you’ve made  Choose a report design you’ve made  Build the report  Report will appear in a popup window  Report will be a PDF Try It: Report Builder

24. DL1305-1, DL1305-2 Use Query Wizard filters to filter data Export formats  HTML (opens a browser pop-up window)  XML (a Web language used by computer programs)  Comma Separated Values (CSV) (used by Excel)  Tab delimited values (used by Excel)  PDF report can be saved and printed but not edited Data Export

25. DL1305-1, DL1305-2 Using Ad Hoc Data Export Select filter(s)Select export format Export (Optional) Check to be prompted to save the file

26. DL1305-1, DL1305-2 Export some data  Choose a filter you’ve made  Choose a file format  Export the data  If naming a file – Save to desktop – Name file “Campus data export” Check your work  Did you get the data you intended? Try It: Data Export

27. DL1305-1, DL1305-2 Mailing Labels  Navigation: Census>Reports>Mailing Labels  Ad Hoc Filter dropdown list contains saved filters Advanced Search  Search tab  Search for a student  Choose advanced search  Select a filter from the list More Uses for Ad Hoc Filters

28. DL1305-1, DL1305-2 Check box or Yes/No values are recorded in Campus as 1 or 0  Example: To select active students use “student.activeToday” with a value of 1 Some fields store data as code numbers, not words  Example: For non-white students use “student.raceEthnicity” with a value <> 5 Tips

29. DL1305-1, DL1305-2 How would you design a filter in the Query Wizard that will allow us to search or build a report for all ethnic minorities? How would you build the list of students in Debate? Name one way you could benefit from using the Ad Hoc Report module. Questions

30. DL1305-1, DL1305-2 Ask, we’re ready! Questions & Answers

31. DL1305-1, DL1305-2 Additional training is available from Campus U  Professional, certified trainers  Just-in-time offerings  Online  In person – In your district – At Infinite Campus Learn More!