1. Pennsylvania BANNER Users Group 2007
Getting Started with Self-Service Reporting

2. General Announcements:
Please turn off all cell phones/pagers
If you must leave the session early, please do so as discreetly as possible
Please avoid side conversations during the session
Questions will be answered at the end of the session
Thank you for your cooperation

3. Immaculata University
A private, liberal arts, coeducational Catholic University
375+ acres on a hill overlooking historic Chester County, Pennsylvania; about 20 miles west of downtown Philadelphia

4. Immaculata University
Three (3) Colleges offering associate, bachelor's, master's and doctoral degrees:
College of Undergraduate Studies – 861 students (for Fall 2007)
College of Graduate Studies – 1120 students (for Fall 2007)
College of Lifelong Learning – 1991 students (for Fall 2007)
Fall st Undergraduate coeducational class

5. Definition of the Problem
Challenges with Baseline Banner reports
Student Attributes
Primary Attributes & Secondary Attributes
Challenges with MS Access reports
Complex Development Requirements
Need for Subqueries  Max Effective Term
Role-Level Security Required
Client Install Required; Version & PC Idiosyncrasies
Uncertain Needs/Requirements

6. Multi-Faceted Solution
Information Layer
Custom Views & Functions
Presentation Layer
Self-Service Banner

7. Information Layer Core, Custom Views
Consolidates information around common areas of business
Simplifies retrieval of data
Provides for consistent results
Common “Joins”
Use of functions that contain IU “Business Logic”
Simplifies Security
Banner Role-Level Security – as needed for MSAccess
Flexible to be used by multiple applications
Banner Self-Serve, Banner Population Selections, MSAccess, or any other reporting application
Supports All IU Reports (whenever possible)

8. Information Layer… Examples: Core, Custom Views Custom Functions
Encapsulates Immaculata University business logic
f_iu_get_primary_attribute()
Returns the primary attribute for the specified Student & Term from the Student Attribute Table (SGRSATT)
General Person View (GZVCGEN)
Student View (SZVSTUD)
Enrollment View (SZVENRL)
Degree/Academic History (SZVDEGR)
Course Catalog View (SZVCRSE)
IPEDS View (SZVIPED)
Recruit View (SZVRECR)
Admission View (SZVADMS)
Accounts Receivable (TZVBURS)
Institutional Advancement (AZVCONS)

9. Presentation Layer ** Self-Service Reporting ** (“Matrix”)
Core technical competencies
Banner/Oracle Web Development using PL/SQL
Familiar, easily accessible user-interface
Robust, standardized reporting solution
12 “Matrix” Reports serve:
10 Departments (approximate)
50 Key Users (approximate)

10. Presentation Layer…
Ctrl-Click to Select
Multiple Parameters

11. additional, detail information
Presentation Layer…
Information in BLUE
hyperlinks to
additional, detail information

12. Detail Information Page
Presentation Layer…
Drill-Through to
Detail Information Page
Option to “Download”
to a
Spreadsheet

13. Benefits of our Self-Service Reporting Solution…
Runtime Parameters
One report serves multiple needs
Drill-Through Capability
Option to navigate from high-level to detail-level
Option to Save to Spreadsheet
Option to download the report information into a MSExcel spreadsheet (*.csv file)
Accessible from any location (with internet connection)

14. Technical Overview Quick Tips BEFORE developing Self-Service Reports
Don’t “Ready, Shoot, Aim” !
A little planning goes a long way…
“Banner Web Development” Training (from SunGardHE)
Joseph Langevin, SunGardHE Sr. Technical Consultant
Adhere to Development Methodologies
Define, Design, Code, Test, Implement, Feedback…
Adhere to Standards & Naming Conventions

15. Self-Service Report Development Steps
Adopt “Modular Reporting” Model
Develop one (1) “Package” Per Report
Example: BZSKCANL = Course Analysis Report
Utilize “Information Layer”

16. Self-Service Report Development Steps
Create “Download to Spreadsheet” Procedure
Create Procedure as “csv” – bzskcanl.csv
Format Web Browser – Add BEFORE print logic
owa_util.showpage;
owa_util.mime_header('text/comma-separated-values');
Print Comma-Delimited Information – htp.print()

17. Self-Service Report Development Steps
Compile Report as Banner User = “baninst1”
CREATE OR REPLACE PACKAGE baninst1.bzskcanl AS …
Grant privileges to run report in Banner Self-Service
WWW_USER is the proxy user for Banner Self-Service
GRANT EXECUTE ON bzskcanl TO www_user;

18. Self-Service Report Development Steps…
Add new, custom report to WebTailor
Add ALL Procedures in your new Report Package

19. Self-Service Report Development Steps…
Secure Reports
Create custom “WebTailor Role”
Create one (1) “WebTailor Role” Per Report
INSERT INTO TWTVROLE (TWTVROLE_CODE,
TWTVROLE_DESC,TWTVROLE_ACTIVITY_DATE,TWTVROLE_USER_DEFINED_IND)
VALUES ('IU_CRSE_ANALYSIS','IU Course Catalog Reporting',trunc(SYSDATE),'Y');
Add Users to custom “WebTailor Role”
INSERT INTO TWGRROLE (TWGRROLE_PIDM,TWGRROLE_ROLE,TWGRROLE_ACTIVITY_DATE)
VALUES (12345,'IU_CRSE_ANALYSIS', trunc(SYSDATE));

20. Self-Service Report Development Steps…

21. Organize your Custom Reports
Add custom Report to a custom Menu
Create new Menu to “WebTailor” – bmenu.IU_Reports
Click “Customize Menu Items” to add custom report to custom menu – bzskcanl.P_Display_Canl_Choices

22. Organize your New, Custom Reports…
Add custom Menu as a custom Tab
Add to “standalone_role_nav_bar”

23. Future Direction
Expand & Enhance Banner Self-Service “Matrix” Reports with Key University Reports
Capture Usage & Performance Statistics
Self-Service “Matrix” Usage Report
Improve Reporting Architecture
Move toward a dedicated reporting architecture…
…away from a production, transactional reporting architecture (Banner)

24. Future Direction… Additional Reporting Tools  Argos (from eVisions)
Batch, Burst Nightly Reports to Users
Longitudinal (Year-Over) Analysis
Dynamic Charts, Graphs, & Data
Argos Co-Op

25. Thank You ! Patrick Kelly – Director, Administrative Computing
Fred Lukens – Systems/Reporting Analyst

26. Managing Access to Reports
Create a spreadsheet to collect and maintain a comprehensive list of who has access to what.
select spriden_id ID,
spriden_first_name || ' ' || spriden_last_name Name,
twgrrole_role,
twgrrole_activity_date
from wtailor.twgrrole, spriden
where twgrrole_pidm = spriden_pidm(+)
and spriden_change_ind(+) is null
and twgrrole_role like 'IU%'
order by 3, 4;