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CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Round 2 on Reporting for the Intermediate User Anderson.

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Presentation on theme: "CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Round 2 on Reporting for the Intermediate User Anderson."— Presentation transcript:

1 CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Round 2 on Reporting for the Intermediate User Anderson Garcia and Kevin Landolt

2 CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Session starters Please silence all cell phones Please hold questions for question breaks Please state your name and organization when asking a question PowerPoints and handouts are available at Sit back, relax and let’s have some fun!

3 CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. What You’ll Learn Introduction to the different types of reporting Maximizing your reporting criteria Creating documents from reporting function-Mail Merge

4 CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Reporting Types Records Activity System Stats One-Click Reporting

5 CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Reporting Types Cont. Record reporting from Databases: Database > Student > Search Database > Contact > Search Database> Job > Search Database > Employer > Search

6 CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Reporting Types Cont. Activity Reporting Includes: Audit Log Delete Log Log Queue

7 CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. 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 CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Maximizing Reporting Criteria And / Or Statements Wildcards % Is Like, Empty Dates: “today”, “yesterday”

9 CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. 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 CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Maximizing Reporting Criteria Cont. “Or” Criteria Statements Example: – Observation report with a subject of Resume Review and two different administrators

11 CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Comparators COMPARATORDESCRIPTIONEXAMPLE =EqualsUsually text or numbers < Less thanUsually number or date > Greater thanUsually number or date < =Less than or equal toUsually number or date > =Greater than or equal toUsually number or date Not equal toUsually number or date or text LIKEContains % as a wildcard Usually text: Perm city like Aus% IS EMPTYContains no null value or empty value Querying to pull fields with a null OR empty value IS NOT EMPTYContains a valueQuerying to pull fields with a non-null OR non-empty value

12 CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. 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 CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. 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 account

14 CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. 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 CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Creating documents from reporting function-Mail Merge Reference Examples: Employer Guidebook for Career Fair Student Registration Event Attendance Sheet Internship Timeline Overview

16 CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Questions/Comments/Scenarios

17 CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. 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


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