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© 2012 Entrinsik, Inc. Informer Reporting I need a report that… PRESENTER: Tim Nicholson| Director of Customer Services | March 5-6, 2012.

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Presentation on theme: "© 2012 Entrinsik, Inc. Informer Reporting I need a report that… PRESENTER: Tim Nicholson| Director of Customer Services | March 5-6, 2012."— Presentation transcript:

1 © 2012 Entrinsik, Inc. Informer Reporting I need a report that… PRESENTER: Tim Nicholson| Director of Customer Services | March 5-6, 2012

2 © 2012 Entrinsik, Inc. New Features and Fixes (4.2.7+) Native SQL Reports (4.2.8) Control HTML format using templates (4.2.8) http://www.entrinsik.com/support_resources/4.x.AddedFeatures.txt http://www.entrinsik.com/support_resources/4.x.AddedFeatures.txt

3 © 2012 Entrinsik, Inc. Topics Basic Reporting SQL Block Output Manipulation Analysis Customizing Reports Scheduling

4 © 2012 Entrinsik, Inc. Basic Reporting Starting a Report – Statement “I need a report of all tuition charges for a given semester.” – Determine where you are starting TUITION – Identify the criteria Term – Identify the output Student ID Name City, St and Zip Tuition Due Tuition Paid

5 © 2012 Entrinsik, Inc. Basic Reporting Multiple Criteria – “I need a report of all tuition charges over $500 for a given semester.” – Order matters for performance – Place most restrictive condition first

6 © 2012 Entrinsik, Inc. Basic Reporting Compound Conditions – Combines ‘and’ and ‘or’ conjunctions – Parenthetical grouping X and (Y or Z) – “I need a report of tuition charges over $500 or tuition payments under $300 for a given semester.”

7 © 2012 Entrinsik, Inc. Basic Reporting Nested Compound Conditions – “I need a report of all tuition charges over $500 for NC students or $1000 for TX students for a given semester.”

8 © 2012 Entrinsik, Inc. Basic Reporting Select/Returning – Criteria is from a detail file – Cannot link directly from the summary file – Need detail summarized (unduplicated) – Need a savelist of summary file ID’s – “I need a report of students with tuition balances.”

9 © 2012 Entrinsik, Inc. Basic Reporting Additional formatting – Sorting – Grouping – Normalizing (U2 only) Filtered vs. Non-filtered “I need a report of all students receiving PELL financial aid.”

10 © 2012 Entrinsik, Inc. SQL Block Got SQL? – Run native SQL select’s to generate output – No need for mappings – Any valid SQL select statement – Can prompt for input > – Prompt text – any text (e.g. Enter start date) – Data type » Text » Numeric » Date » Datetime » Time » Boolean

11 © 2012 Entrinsik, Inc. Output Manipulation Adjusting Report Results – Move columns – Sort columns – Group Export Report Results

12 © 2012 Entrinsik, Inc. Analytics and Charting Create Summary from Report Output – Basic pivot table Simple charts – Will be updating with dashboard charts

13 © 2012 Entrinsik, Inc. Customizing Reports User Settings – Becomes independent version – Only YOU see your custom version Add/remove fields Add/remove sorting Add/remove grouping Add/remove normalization – Must clear settings to see template

14 © 2012 Entrinsik, Inc. Scheduling Run It When You Need It – Determine the schedule When? (Start/End Date & Time) How often? (Recurrence) – Determine the parameters (if any) – Determine what to do with the results Archive Email Export – File – Savelist (U2 only)

15 © 2012 Entrinsik, Inc. Thank you! Any questions?


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