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How to Maximize Your Use of the Custom Report Builder 2013 Users Conference Jason Baumgartner, IU Ned Hummel, IUPUI.

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Presentation on theme: "How to Maximize Your Use of the Custom Report Builder 2013 Users Conference Jason Baumgartner, IU Ned Hummel, IUPUI."— Presentation transcript:

1 How to Maximize Your Use of the Custom Report Builder 2013 Users Conference Jason Baumgartner, IU Ned Hummel, IUPUI

2 Overview How to Get to It Understanding Tables and Views Setting Your Criteria Managing Your Custom Reports Questions?/Suggestions?

3 Custom Report Builder

4 Refresh, Open, Add, Delete, New Window Standard Tree structure layout Campus-> Report Group->Report Title

5 Case Sensitive My First Custom Report

6 Understanding Tables and Views

7 No longer shows everything & the kitchen sink – Weve limited things down to tables and views in the system that make sense Basically, any table or view that you normally see in the system or other reports the system uses (e.g., Open Doors) In – Help text about the table or view has been added – matches what you see when viewing that table on a persons record

8 Setting Your Criteria Selectable fields to use in a report, and thus potentially removing duplicates No longer requires all the fields in a selected table Additional filter options, i.e., date ranges No longer requires a person to be in every table selected (i.e., allows for left joins)

9 Select fields to include Specify parameters to filter on Use % as a wildcard

10 Specify date ranges Use for dates Multi-select

11 Required means that on this table/view meeting all the parameters defined Not Required means that if information exists then it includes those selected fields of data that meets the parameters as additional fields to the required population set

12 Setting Your Criteria For each table or view marked as required, this will limit the resulting population to those who meet all the defined parameters on all those required tables/views.

13 Managing Your Custom Reports Making sure you understand your data Managing your custom reports so you dont have to keep re-inventing the wheel Dealing with set reports and changing parameters

14 Questions?/Suggestions?


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