education process management. reproduction or quotation, in whole or in part, is strictly...

Education Process Management.REPRODUCTION OR QUOTATION, IN WHOLE OR IN PART, IS STRICTLY PROHIBITED.

Copyright ® 2006 Computer Information Concepts, Inc.

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Infinite CampusInfinite CampusBeginning Ad Hoc Reporting

Presented By:Laura Johnson, [email protected]



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All Fields Table

Ad-Hoc Queries using the Query Wizard will provide data elements listed by category. For Example: Student demographic information (first name, last name, etc.) are found in the ‘Demographics’ group.



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Objectives

• Filter Designer• Report Designer• Report Builder• Data Export



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Filter Designer Types

• Query Wizard– Uses specific data fields within IC. May be used with pre-defined reports,

as well as reports created with the Report Designer.

• Selection Editor– This filter allows the user to randomly select students from a listing of all

students or from a list created previously in a saved filter. May be used with pre-defined reports, as well as reports created with the Report Designer.

• SQL Query– This Query allows the user to further customize data for searches and

reports. To use this Query you need to reference the schema and have a basic understanding of SQL.



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Query Wizard Commands• Equal to (=)

– Will only pull students that are equal to the data entered. If only seniors are wanted on the report, in the student.grade level field, the operandi would be set to = 12.

• Not equal to (<>)– Will pull any student that does not have the data entered. If ninth grade through eleventh

grade are wanted on the report, in the student.grade level field, the operandi would be set to <>12.

• IN/Not In– Selecting this option will allow the user to enter commas separating the values. For

example, the report is looking for students in grades KG, 05, 07; the operandi for the grade level field would be set to IN KG, 05, 07.

• Like– This is a wildcard search. If the firstName of students was needed where the last letters

were ‘%ean’, use this option and the system will return students with the name of Dean, Sean, etc.

• Sounds Like– This option will find similar sounding words or other data elements. This option would be

used to find students with the firstName that sounds like Ann. It will find An, Ann or Anne.

• Is Null/Is Not Null– These settings are database terms, and can be used for finding entries that are blank (is

null) or fields that have data in them but the user is unsure of what that entry might be.



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Student BirthdatesCreate a list of student names whose birthdays are today:

Select data fields

Select ‘IS TODAY’ from the

student.birthdate



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Students with Health Flags (Programs)

Select ‘Is True’ from the

spProgram.medical

Select ‘Medical’ and ‘UserWarning’ to see the

description

TIP: For all students with allergies, select ‘SOUNDS LIKE’ and type ‘allergy’ in the spProgram.userWarning



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Ethnic Minorities

Select activeToday to show only active

students

Select ‘IN’ to return several ethnic types

TIP: Use for data verification. Select ‘IS NULL’ to find students an empty ethnic field. Then double-

click the query name to show students in the ‘Search’ column.



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Selection Editor

Allows users to group students manually. Does not require students to have a specific data element to designate their group.

• Sports Teams• After-School Activities• At-Risk students• Other groups



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Selection Editor

Name the Query

Select Students



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Report Designer• Create custom reports or letters using a

WYSIWYG editor. These reports can be used in conjunction with the student filters that have been created and saved.

• Data Elements: Insert specific fields (first name, last name, contact information)

• Sub-Reports: Insert ‘clusters’ of data (Student schedules, Attendance summary, Fee information)



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Report Designer

• Font type, size, and color

• Bold, Italics, Underline

• Left justify, center, right justify

• Tab right, tab left

Name the Report / Letter



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Report Designer – Welcome Letter

Data Elements: Single data fields, highlighted in blue

Sub Reports:

Data ‘clusters’, highlighted in red

SAVE! If you do not select ‘Save’ you will lose your work.



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Report Builder

• Run reports created with the Report Designer

• Incorporate filters from the Query Wizard or Selection Editor (You may choose more than 1 filter)



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Options

• Union: Combines two tables by performing the equivalent of appending one table onto the other. For example, a report needs to include Teacher A AND Teacher B students.

• Intersection: Is used to find what data may be the same in multiple filters. For example, a report needs to include any students who Teacher A OR Teacher B have in common.

• Sorting– Alpha: Sorts by Student Last Name– Grade / Alpha: Sorts first by grade, then by Student Last

Name– Zip– Teacher



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Report Builder

Choose ‘Build Report’ to show the report in

Adobe Acrobat

You may choose more than 1 Saved Filter



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Data Export

• The Data Export tool is used to display the filters that were created in the Filter Designer

• Users can display the reports in different formats, depending on what needs to be done with them



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Data Export Format Options

• HTML list report (new Web window)• XML (shows HTML coding values)• Comma Separate Values (csv) (Excel

spreadsheet)• Tab delimited Values (Excel spreadsheet) • PDF Report

– Field Name Only: Includes SQL field name as column headers

– Table Name and Field Name: Includes SQL table name, as well as SQL field name



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Questions?

education process management. reproduction or quotation, in whole or in part, is strictly...

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