FA REPORTS VIA INFORMER

Daniel Boyette, Technical SME, NCCCS

Jodi Dyson, CIS System Analyst, Forsyth Tech

FIRST THINGS FIRST

What is the purpose of the report/query? What data needs to be returned? What is the criteria, or filter, to be used,

if any? What fields will be used in the results? How will the data be sorted, if at all? Has a similar report already been

created?

INFORMER HOME PAGE

Search feature

CREATING A NEW REPORT

REPORT OVERVIEW

EDIT MAPPING

FILTER CRITERIA

ADDING COLUMNS

SORT AND/OR GROUP

NORMALIZATIONS

SHARING

REPORT ACTIONS

Delete : Deletes the report and all associated custom user views of the report

Permissions : Launches the permissions dialog allowing you to modify which principals have what type of access to the report

Lock / Unlock : Locking a report prevents other users from modifying the base report. In this way you can protect the integrity of the base report select statement, sorts, groups, etc. Users are free to customize the report, but they cannot change the base defaults.

Live Excel : Creates and makes available for download a Live Excel Spreadsheet.

Copy : Creates a copy of the report and redirects you to the newly created report.

AWARDED FOR YEAR WITH TRANSMIT

EXECUTING A REPORT

Using the mapping suite and prompting for year means this report does not have to be re-created every year.

EXPORTING REPORT RESULTS

Excel Comma-Separated Values (CSV) Adobe PDF Webpage (HTML) Customized Delimiter Tab-Delimited XML Fixed Length Columns Live Excel Saved-List

LINKING FILES

The files listed under COURSE.SECTIONS are linked to COURSE.SECTIONS.

SA CONSIDERATIONS Allowing inquiry access to RFEI, RDEL,

and RFSP. Allowing access to SLED, SAAL, and

SLCR. Central group of report writers or will

everyone be a report writer? Create a Mapping Suite for all ACYR files

or just the most commonly used ACYR files?

How many years back should the Mapping Suites pull information?

THANKS FOR COMING!!