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How to Maximize Your Use of the Custom Report Builder

How to Maximize Your Use of the Custom Report Builder. 2013 User’s Conference Jason Baumgartner, IU Ned Hummel, IUPUI. Overview. How to G et to It Understanding Tables and Views Setting Your Criteria Managing Your Custom Reports Questions?/Suggestions?. Custom Report Builder.

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How to Maximize Your Use of the Custom Report Builder

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  1. How to Maximize Your Use of the Custom Report Builder 2013 User’s Conference Jason Baumgartner, IU Ned Hummel, IUPUI

  2. Overview • How to Get to It • Understanding Tables and Views • Setting Your Criteria • Managing Your Custom Reports • Questions?/Suggestions?

  3. Custom Report Builder

  4. Refresh, Open, Add, Delete, New Window Standard “Tree” structure layout Campus-> Report Group->Report Title

  5. My First Custom Report Case Sensitive

  6. Understanding Tables and Views

  7. Understanding Tables and Views • No longer shows everything & the kitchen sink • We’ve limited things down to tables and views in the system that make sense • Basically, any table or view that you normally see in the system or other reports the system uses (e.g., Open Doors) • In 3.0.2 – Help text about the table or view has been added – matches what you see when viewing that table on a person’s record

  8. Setting Your Criteria • Selectable fields to use in a report, and thus potentially removing duplicates • No longer requires all the fields in a selected table • Additional filter options, i.e., date ranges • No longer requires a person to be in every table selected (i.e., allows for left joins)

  9. Use ‘%’ as a wildcard Select fields to include Specify parameters to filter on

  10. Use < and > for dates Specify date ranges Multi-select

  11. “Required” means that on this table/view meeting all the parameters defined “Not Required” means that if information exists then it includes those selected fields of data that meets the parameters as additional fields to the required population set

  12. Setting Your Criteria • For each table or view marked as required, this will limit the resulting population to those who meet all the defined parameters on all those required tables/views.

  13. Managing Your Custom Reports • Making sure you understand your data • Managing your custom reports so you don’t have to keep re-inventing the wheel • Dealing with “set” reports and changing parameters

  14. Questions?/Suggestions?

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