UNC’s Reporting Portal

1. UNC’s Reporting Portal 1

2. Agenda • What is Insight • How to get access • Demonstration • Reports available now • Future plans • How to request additional reports 2

3. What is Insight? It is UNC’s single destination reporting portal. • Reports are created by IT, OBIA, and designated report writers from the Operation Data Store (ODS) which is an extension of Banner using a tool called Web Focus. • Optimizes system without slowing down productivity • ODS is updated nightly (prior day data) • Some critical timing reports will have real time data (e.g. seat counts) • Get more information here: http://www.unco.edu/aboutinsight 3

4. What does it Provide/Replace? • Providesdata for planning and data driven decision making • Access to budget data • Course information • Student data (class roles, email and addresses) • Advising easier (major & minor info, GPA’s, enrollment and class cap information) • Easy to retrieve data without formal request • Information at your desktop • Replaces existing reporting portals • E-Print reports • Sharepoint/SRT reports • MY UNC reports • XDB requested reports • Nightly batch reports • Does not replace Faculty Dashboard • Used for interactive classes, communication and grades 4

5. Access??? • All employees with Ursa will have access to the “University“ view reports • Summary level reports with no Personal Identity Information (PII) • High Level Informational reports • All Faculty will have access to the “Academic” view reports • Contains PII data • Operational type reports • Decision making reports • Other views will require a security form • Will require Data Steward signature • See list of views on Insight website • Gives end users access to relevant information while ensuring information security • Security Form • http://www.unco.edu/aboutinsight/pdf/Insight%20Security%20Form%20NEW.pdf • Faxed to Tech Support 5

6. Security/Encryption • Off-campus access must utilize Secure Access SSL VPN which builds a secure connection . https://remote.unco.edu/dana-na/auth/url_default/welcome.cgi • If you need to store reports on laptops or flash drives computers must have encryption software URL. http://www.unco.edu/it/Policies/Sensitive&ProtectedDataManagement.pdf • Help us to protect Personal Identifiable Information (PII) and follow FERPA rules 6

7. Structure 7

8. Additional Reports Process? 8

9. Insight’s Life Cycle Operational Reports Future Strategic Reports “Insight” Reporting Portal Future: EDW Point In Time 9

10. Cycle of Continuous Improvement • Control • Shared responsibility for controlling data accuracy and access • Conversation • Help participants use system more effectively and get feedback on needs • Continuity • Vital to cycle of assessment and improvement planning as a loop not a straight line.

11. What Now? • Encryption for computer • Determine report needed • Plan, Act, Evaluate • Access Insight • Change view other than University default • Run Report • Save at secure location (if needed)

12. Summary • Quick/easy way to get real time data for decision making • Secure and non secure views • Summary and PII data • Report problems to Tech Support Center • Keep info safe (FERPA, individual’s responsibility) 12

13. Contact Info • Mark Gonzales Supervisor Banner/Insight Team • Banner/Insight System questions • 351-1468 • Technical Support Center • Security problems, reports not working correctly • 351-4357 • Office of Institutional Research • Status of new report requests, development • 351-2190 13

14. Questions??