1. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Round 1 on Reporting for the Beginner User Raul and Chelsey

2. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Session starters Please silence all cell phones Please hold questions for question breaks Please state your name and organization when asking a question PowerPoints and handouts are available at www.csoresearch.com/csoconference www.csoresearch.com/csoconference Sit back, relax and let’s have some fun!

3. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. What we’re covering: Reporting Basics People Reports Record Reports Activity Reports Reports from Search screens

4. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Reporting Basics How to get there:

5. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Reporting Basics Selecting report type:

6. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Reporting Basics Field selection:

7. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Reporting Basics Criteria Selection:

8. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Reporting Basics Generating/Saving Reports:

9. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. People Reports Student, Employer, Employer Contacts, Faculty, Mentors, Administrators EXAMPLE: Employer Contacts whose industry is Education related with an Inactive status

10. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Record Reports Jobs, Schedules, Career Events EXAMPLE: Jobs with post date from 8/1/2013 to 5/1/2014

11. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Activity Record Reports Observation, Referral, Placement, Appointment, Student-Mentor, Student- Document EXAMPLE: Appointments for 2013-14 school year, listed by Admin

12. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Reports from Search Screens DEMO

13. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Q&A

14. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Thank you for attending! If you have any additional questions, please contact the Support Team or your CRM. What’s next? Join us for a complimentary lunch downstairs from 12:00pm – 1:30pm 12:30 pm – 1:00 pm | CareerSpots presentation 1:00 pm – 1:30 pm | CPP presentation If you’re planning on attending one of the partner sessions during lunch, feel free to grab a plate and bring it with you to the session room!