e-Services Reports List Menu

The Reports List Menu page is a convenient and standard interface to the e-Services Report Engine. This page includes:

• Keyword search function to quickly view specific reports.
  
  
• List of reports that the user has created or has security access to view.
  
  
• Navigational links to other areas within the Reports Engine structure.
  
  
• A New Reports List with Folders that organizes the reports within folders.

Navigating To

The Reports Home page is navigated to from multiple links on the e-Services Home page. Most main department divisions will have a Report link that navigates to the Reports Home page.

 

Keyword Search

The Keyword search function provides for a quick way to view a specific report or reduce the number of reports displayed on the Report Menu. The Keyword search is found on the upper left hand side of the page under Search By.

1. Keyword.  Enter, in the field, a keyword that will distinguish the reports you desire to view. The Keyword search function searches within the Reports' Name and Description fields.
   
   
   • Using Wild Cards.  Wild cards are not necessary when searching keywords.  For instance if you enter "Pay" in the keyword field, the filter will find the events with the three letters "Pay" in the title or description.  (example: Pay, Payment, Payroll).  Entering "roll" in the Keyword field will render words with "roll" (example: Payroll).
     
     Note:  The search is case sensitive.  If the entry was "pay", it would only show those report titles and descriptions with "pay" all in lower case.  In most cases the Reports Names are capitalized.
     
      
     
2. Filter. Click on the Filter button or press the Enter key to begin the Keyword search. The results of the search will be displayed to the right of the page on the Report Menu.

 

New! Reports List with Folders

The New! Reports List with Folders link, located on the left hand side of the page navigates to a new Reports List page. This new page will display the same links that the Reports List Menu page. The Cluster and Snippet links will be across the top of the page. The Keyword Search is located at the middle of the top section of the page. The Add Report and various View links are located exactly like the legacy Reports List menu.

Folders. The listing of the reports under folders is the main difference of the New Reports List with Folders Menu page and the legacy Reports List Menu page. The author of the report will select what folder the report should be listed under.

Suggestion: Clicking on the folder will either expand or collapse the folder.

 

Clusters

The Clusters heading has several navigation links to reports.

• AD Clusters (HTML). This link navigates to a report that displays the SELECT column Clusters for Prospective Student audiences. These Clusters are modular query column definitions to be used in the SELECT portion of a SQL statement.
   
  
• AD Clusters (EXCEL). This link navigates to a report that displays the SELECT column Clusters for Prospective Student audiences that are to be used in generating Microsoft Excel reports.
   
  
• AD Snippets. This link navigates to a report that displays the WHERE column Snippets for Prospective Student audiences. These Snippets are modular query criteria definitions to be used in the WHERE portion of a SQL statement.
   
• CS Clusters. This link navigates to a report that displays the SELECT column Clusters for Current Student audiences. These Clusters are modular query column definitions to be used in the SELECT portion of a SQL statement.
  
  
• CS Snippets. This link navigates to a report that displays the WHERE column Snippets for Current Student audiences. These Snippets are modular query criteria definitions to be used in the WHERE portion of a SQL statement.
  
  
• DV Snippets. This link navigates to a report that displays the WHERE column Snippets for Alumni audiences. These Snippets are modular query criteria definitions to be used in the WHERE portion of a SQL statement.

 

Data Dictionary

The Data Dictionary link navigates to the Data Dictionary Menu page. The Data Dictionary provides the user with the tables and column structures in the database. This column information is used by the user to write their own reports and analyses.

Note: See Data Dictionary.

 

Report Menu

The Report Menu is located on the main section of this page. This Menu will display the Reports that the logged-in user has either authored or has security for viewing. The amount of reports displayed can be reduced by using the Keyword search. A New Reports List will display the reports organized within folders. Both menus provide links to:

• View the selected report in several formats.
  
  
• Email the author of a report.
  
  
• Update the report.
  
  
• Delete the report from the database.
  
  
• View a snapshot of the report.
  
  
  

• Add Report. Clicking on this link will open the SQL Editor Form. This form is used for developing new reports.
  
  Note: See SQL Editor Form.
  
  
  
• Report Name. Clicking on the Report's name will open the report in the Web view (HTML output). The name of the Report's author is in parentheses. Clicking on the author's name will allow the user to e-mail the author.The departments that have access to the report will be listed after the author's name.
  
  
  1. The reports are divided under two headings on the legacy Reports List Menu.
     
     
     • System Reports. These reports were written by an Application Developer.
       
       
     • Ad-Hoc Reports. These reports were written by Application Developers or Power Users.
       
       
       
  2. The New Reports List with Folders Menu will display the reports under the folders selected by the author of the report.
     
     
  
  
• View Reports. The reports can be viewed in several formats. Links next to "View" will open the reports in the selected format:
  
  
  1. Web. Clicking on this link will run the report in an HTML output.
     
     
     
  2. Excel. Clicking on this link will run an Excel version of the report that opens directly in Microsoft Excel.
     
     Note: This is a tab-delimited file. It is a text version of the file where each piece of data is separated by tabs. Excel parses this file and populates the spreadsheet based on the position of the tabs and hard returns within the text.
     
     
     
  3. Word. Clicking on this link will run an RTF version of the report that opens directly in Microsoft Word.
     
     
     
  4. XML. Clicking on this link will run an XML version of the report that opens the data in XML.
     
     Note: XML is a standard text-based data delivery format used to move data from one program to another, much like the tab-delimited file.
     
     
     
• Update. Clicking on this link will open the selected report's SQL Editor Form so that the report's name, SQL statement and/or access can be edited.
  
  Note: See SQL Editor Form.
  
  
  
• Delete. Clicking on this link will remove the report from the database.
  
  Attention: This action cannot be undone.
  
  
  
• SPT. Clicking on this link will open a snapshot view of a report including the following:
  
  
  1. Date
     
     
  2. Author Username
     
     
  3. User Access
     
     
  4. SQL Access
     
     
  5. Report Name
     
     
  6. Report Description
     
     
  7. SQL Statement
     
     
  8. Report Type

Related Items

Report Engine Overview

Excel Tips

SQL Editor Form

Data Dictionary