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Pennsylvania Banner Users Group 2008 Fall Conference. Value-Added Reporting Through Argos Patrick Kelly – Director, Administrative Computing – Immaculata University. General Announcements:. Please turn off all cell phones/pagers

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pennsylvania banner users group 2008 fall conference

Pennsylvania Banner Users Group 2008 Fall Conference

Value-Added Reporting

Through Argos

Patrick Kelly – Director, Administrative Computing – Immaculata University

general announcements
General Announcements:
  • Please turn off all cell phones/pagers
  • If you must leave the session early, please do so as discreetly as possible
  • Please avoid side conversations during the session
  • Questions will be answered …..

Thank you for your cooperation

immaculata university
Immaculata University
  • A private, liberal arts, co-educational Catholic University founded in 1920
  • 375+ acres overlooking the Great Valley in historic Chester County, Pennsylvania;
  • Approx. 20 miles west of downtown Philadelphia, PA
  • Fall 2005 - 1st Undergraduate co-educational class

http://www.immaculata.edu

immaculata university1
Immaculata University
  • Approx. 4,200 students in 3 Colleges offering associate, bachelor's, master's and doctoral degrees:
    • College of Undergraduate Studies – 906 students (Fall 2008)
    • College of Graduate Studies – 1137 students(Fall 2008)
    • College of Lifelong Learning – 2064 students (Fall 2008)
  • Completed Banner Implementation in 2007
    • All modules except Human Resources (includes Self-Serve)
    • Reporting – greatest challenge following implementation
overview
Overview
  • Our Goal
    • Sustainable, Value-Added Reporting Model
      • Value-Added:Where the value of the solution/report exceeds the costs/effort to implement/produce the solution/report.
  • Solution / Examples:
    • Argos (from Evisions)
      • Transcript Archive
      • Inventory of Reports
      • Account Look-Up
      • Admission Award Letters
      • Admissions Query
      • Labels
      • Web Registration Statistics
our goal
Our Goal
  • Sustainable, Value-Added Reporting Model
      • Centralized Report Repository
        • Deploy / Support One Reporting Solution

…versus multiple reporting solutions such as:

          • Microsoft Access
          • Self-Serve Banner
          • Adhoc SQL Scripts
      • Ease of Deployment / Accessibility
        • Web-Based; Zero Client Footprint
      • Improved Security Management
        • Simple yet Granular
        • Replace “Default Role” Security (as is needed in MS Access) with “Proxy User” Security
our goal cont
Our Goal cont…
  • Sustainable, Value-Added Reporting Model cont…
      • Capture & Report “Meta-Data”
        • Report descriptions & notes - for end-users
        • Audit trails – for developers
      • On-Demand Schedule & Delivery
      • Room for “Growth”
        • Graphing & Executive Dashboards
        • “Slice & Dice” data, OLAP
        • Integration with other systems / applications
          • Active Directory
          • Luminis Portal
      • Avoid Reinventing the Wheel
our solution
Our Solution
  • Argos Reporting Solution (from Evisions)

http://www.evisions.com/products/argos/

http://hope.immaculata.edu:9095/

examples
Examples
  • Transcript Archive:
      • Custom solution developed in conjunction with Evisions
      • Features:
        • Search for a student
        • Add/Update a transcript memo
        • Retrieve/View the associated student transcript files in Adobe Acrobat
      • Implementation Steps:
        • Extract Transcripts from Legacy Systems
        • Use Formfusion product (from Evisions) to:
          • Convert transcripts to *.pdf format
          • Load transcript index information into custom table
        • Develop Argos report to search and retrieve transcripts
examples cont
Examples cont…
  • Inventory of Reports:
      • Developed by IU; Available in Argos COOP
      • Accesses Argos “MAPS” database (MSAccess)
      • Provides information about each Argos available in report to the end-users
      • Ability to search by:
        • Production vs. Development reports
        • Argos “Folders”
        • “Key Words”
      • A formatted (“Banded”) report is available for hardcopy printing & distribution
examples cont1
Examples cont…
  • Account Look-Up:
      • Developed by IU
      • Report supports multiple areas of the University:
        • Help Desk Services
        • Portal Services
        • OneCard (Campus Card) Services
        • Campus Security Services
        • Library Services
      • Ability to search by:
        • ID, Username, Name, Birth Date, Term Code & Course Number (CRN), Employee Type
      • Displays image associated with user’s account

(if available)

examples cont2
Examples cont…
  • Admissions Award Letters:
      • Alternative to producing letters through Banner Letter Generation Or Microsoft Word “Mail Merge”
      • Steps to produce Letter in Argos:
        • Select & Review Population
          • Loads recipients into the Banner Population Selection table (GLAEXTR Form; GLBEXTR Table)
        • Confirm & Print Letters
          • Populates the “Print Date” for the letter (SUAMAIL Form; GURMAIL Table)
        • A formatted (“Banded”) report is used to produce a the hardcopy, personalized letter
examples cont3
Examples cont…
  • Admissions Query:
      • Many Report Parameters – allow end-users to answer many questions
      • Results can be further manipulated in a spreadsheet, etc…
  • Labels:
      • Formatted & Personalized Mailing Labels for a specified population
  • Web Registration Statistics:
          • Graph & Totals display on the “Quick View” screen
          • Argos “Dashboard” module required
questions comments
Questions / Comments ?

Thank you !

Patrick Kelly

Director, Administrative Computing – Immaculata University

pkelly@immaculata.edu

610.647.4400 ext. 3845