Intermediate User Reporting Round 2: Maximizing Criteria & Creating Documents

1. Round 2 on Reporting for the Intermediate User Anderson Garcia and Kevin Landolt

2. Session starters 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!

3. What You’ll Learn • Introduction to the different types of reporting • Maximizing your reporting criteria • Creating documents from reporting function-Mail Merge

4. Reporting Types • Records • Activity • System Stats • One-Click Reporting

5. Reporting Types Cont. Record reporting from Databases: • Database > Student > Search • Database > Contact > Search • Database> Job > Search • Database > Employer > Search

6. Reporting Types Cont. Activity Reporting Includes: • Audit Log • Delete Log • Email Log • Email Queue

7. Reporting Types Cont. One-Click Reports: • Administrators can run standard pre-set reports from the left hand navigational bar. • These reports are hard-coded but some do have the ability to customize elements such as # of days, views or to narrow results • One-click Reports can be generated online or exported to Excel as a .csv file.

8. Maximizing Reporting Criteria • And / Or Statements • Wildcards % • Is Like, Empty • Dates: “today”, “yesterday”

9. Maximizing Reporting Criteria Cont. “And” Criteria Statements • “And” is indicating that all of your added criteria must match to be included in the results • Example: • Active Co-op students with a current resume

10. Maximizing Reporting Criteria Cont. “Or” Criteria Statements • Example: • Observation report with a subject of Resume Review and two different administrators

11. Comparators

12. Maximizing Reporting Criteria Cont. “Wildcards” /“Is Like” • The wildcard is used in conjunction with the comparator “Like”/“Not like” and is represented by the % sign, used to substitute for any other character or characters in a string. • Example: • Searching for all employers with the word “school” in the organization name

13. Maximizing Reporting Criteria Cont. “Is Empty” • This is used when there is a null value associated with the data in question • Example: • Student records missing a primary email account

14. Maximizing Reporting Criteria Cont. “Today/Yesterday” • This is used to target date formatted fields within the various record of the databases • Example: • All jobs created “Today” with an active status.

15. Creating documents from reporting function-Mail Merge Reference Examples: • Employer Guidebook for Career Fair • Student Registration Event Attendance Sheet • Internship Timeline Overview

16. Questions/Comments/Scenarios

17. Thank you for attending! If you have any additional questions, please contact the Support Team or your CRM. What’s next? The next session will begin at 11am