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

2. New! New Features and Fixes (4.2.7+) Native SQL Reports (4.2.8)
Control HTML format using templates (4.2.8)
New!

3. Topics Basic Reporting SQL Block Output Manipulation Analysis
Customizing Reports
Scheduling

4. 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. 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. 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. 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. 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. 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. 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[Data type]multi-input indicator>>
Prompt text – any text (e.g. Enter start date)
Data type
Text
Numeric
Date
Datetime
Time
Boolean

11. Output Manipulation Adjusting Report Results Export Report Results
Move columns
Sort columns
Group
Export Report Results

12. Analytics and Charting
Create Summary from Report Output
Basic pivot table
Simple charts
Will be updating with dashboard charts

13. 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. 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
Export
File
Savelist (U2 only)

15. Thank you! Any questions?