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Informer Reporting I need a report that…

Informer Reporting I need a report that…. PRESENTER: Tim Nicholson | Director of Customer Services | March 5-6, 2012. New Features and Fixes (4.2.7+). Native SQL Reports (4.2.8) Control HTML format using templates (4.2.8)

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Informer Reporting I need a report that…

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  1. Informer Reporting I need a report that… PRESENTER: Tim Nicholson| Director of Customer Services | March 5-6, 2012

  2. New Features and Fixes (4.2.7+) Native SQL Reports (4.2.8) Control HTML format using templates (4.2.8) http://www.entrinsik.com/support_resources/4.x.AddedFeatures.txt New!

  3. Topics Basic Reporting SQL Block Output Manipulation Analysis Customizing Reports Scheduling

  4. Basic Reporting Starting a Report • Statement • “I need a report of all tuition charges for a given semester.” • Determine where you are starting • TUITION • Identify the criteria • Term • Identify the output • Student ID • Name • City, St and Zip • Tuition Due • Tuition Paid

  5. Basic Reporting Multiple Criteria • “I need a report of all tuition charges over $500 for a given semester.” • Order matters for performance • Place most restrictive condition first

  6. Basic Reporting Compound Conditions • Combines ‘and’ and ‘or’ conjunctions • Parenthetical grouping • X and (Y or Z) • “I need a report of tuition charges over $500 or tuition payments under $300 for a given semester.”

  7. Basic Reporting Nested Compound Conditions • “I need a report of all tuition charges over $500 for NC students or $1000 for TX students for a given semester.”

  8. Basic Reporting Select/Returning • Criteria is from a detail file • Cannot link directly from the summary file • Need detail summarized (unduplicated) • Need a savelist of summary file ID’s • “I need a report of students with tuition balances.”

  9. Basic Reporting Additional formatting • Sorting • Grouping • Normalizing (U2 only) • Filtered vs. Non-filtered • “I need a report of all students receiving PELL financial aid.”

  10. SQL Block Got SQL? • Run native SQL select’s to generate output • No need for mappings • Any valid SQL select statement • Can prompt for input • <<Prompt text[Data type]multi-input indicator>> • Prompt text – any text (e.g. Enter start date) • Data type • Text • Numeric • Date • Datetime • Time • Boolean

  11. Output Manipulation Adjusting Report Results • Move columns • Sort columns • Group Export Report Results

  12. Analytics and Charting Create Summary from Report Output • Basic pivot table Simple charts • Will be updating with dashboard charts

  13. Customizing Reports User Settings • Becomes independent version • Only YOU see your custom version • Add/remove fields • Add/remove sorting • Add/remove grouping • Add/remove normalization • Must clear settings to see template

  14. Scheduling Run It When You Need It • Determine the schedule • When? (Start/End Date & Time) • How often? (Recurrence) • Determine the parameters (if any) • Determine what to do with the results • Archive • Email • Export • File • Savelist (U2 only)

  15. Thank you! Any questions?

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