Wonderful World of Data Cleanup. Keenan & Mona. 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
Keenan & Mona
Please silence all cell phones
Please hold questions for question breaks
Please state your name and organizationwhen asking a question
PowerPoints and handouts are available at www.csoresearch.com/csoconference
Sit back, relax and let’s have some fun!
User Source (Subject) -> Action Performed (Verb) -> Action Target (Direct Object)
You have your report data.. Now what?
Easy way to change information for a large amount of records at once!
- Select Mass Change Query Type
What type of change do you need to perform?
- Select Database of Change
What database will you be making the changes from?
Step 2: Select Field to Change
Step 3: Select Criteria to narrow down your audience
Step 4: Review List
Step 5: Confirm Selection
Easy way to purge records in bulk!
- Select Query Type
What database do you want to delete from?
- Select Database Records to Delete
What information do you want to delete?
Step 2: Select Criteria to narrow down your audience
Step 3: Review List
Step 4: Confirm Selection
Common Fields to Update:
Important things to note about uploads
Contact your CRM for more information and assistance
Visit the Custom Student Upload Instructions page:
Rundown on common Tools/Setup items that require maintenance
Keep your field lists up-to-date!
Removes term from list when user is reporting a new
If you have any additional questions, please contact the Support Team or your CRM.
Safe journey home!