1. MISTAR Report Writer An Introduction

2. What’s it for? Not a replacement for RESA Reports Not a replacement for Views

3. Remember this?

4. Report Writer is the web version of Query Writer

5. But it’s a bit different: Setting up a new report in Report Writer has different layers than setting up a new query in Query Writer. ◦ View / Stored Procedure / “Data Designer” ◦ Data Source ◦ Report Report Writer reports must be shared with users – each report has its own permissions.

6. Goals for today: Demonstrate how to find and run a Report Writer report. Demonstrate how to share a Report Writer report to other users. Briefly touch on how reports are created.

7. How to find and run a Report Writer report In Q, select “Reports” from any of the sub-menus

8. You will see a list of reports that have been shared with you in that track. Click the report you wish to run.

9. Running the report can be as simple as clicking “Create Report” or “Export Report” Clicking “Create Report” will give you a printable PDF. Clicking “Export Report” will give you an Excel file that can be used for further analysis or saved as a.CSV or.TXT for import into another software tool.

10. On many reports, you will want to configure options before running the report.

11. Many reports also have Sort Options:

12. Printable PDF (“Create Report”)

13. Excel Export (“Export Report”)

14. Questions about running reports?

15. How to share a Report Writer report with other users All of what we just saw will be useless if you can’t see the report You won’t be able to share reports with other MISTAR users unless you have permission to So, in order to benefit from this portion of the presentation, you need 1) Permission to see the report 2) Permission to share the report

16. Sharing a report requires going into “Report Writer” mode

17. After clicking “Report Writer,” you will see the list of reports you can share or edit. Click the report you want.

18. The “Share Report” button provides you with five methods for sharing.

19. Share Type: Not Shared The default setting. You are the only person that can view the report.

20. Share Type: Schools Ctrl+Click to select multiples.

21. Share Type: Faculty Ctrl+Click to select multiples.

22. Share Type: Share with My Role Ctrl+Click to select multiples.

23. Share Type: Share with Any Role Ctrl+Click to select multiples.

24. After selecting whom to share a report with, be sure to click “Submit” on the report, then “Exit Report Writer”

25. Now that you’ve shared the report, what will the faculty you’ve shared it with be able to do?

26. That depends on their role permissions in MISTAR If they don’t have special Report Writer permissions, they will only be able to run the report. If they have all of the “Q – Report Writer …” permissions, they will be able to copy the report, create reports, and share reports they “own” with other faculty. If user has some of the “Q – Report Writer …” permissions, see handout.

27. Decisions, decisions… Each district will have to think through who should have permission to manage reports (besides the MISTAR System Administrator). Many districts may want one or two designated “Report Managers” who can modify and share reports to other users.

28. Questions about sharing reports?

29. How reports are created

30. Backward Design The problem: You need to know what you want on the Report before you can work backwards to the View and Data Source. Picture the Report you want  Choose a View / Procedure / Data Designer  Setup Data Source  Setup Report  Share Report

31. What do you need on the report?

32. Choose or Create a Data Source Look for an existing Data Source that has what you need. There are three types of Data Sources: ◦ Views - designed by WCRESA / Oakland Schools ◦ Procedures - designed by WCRESA / Oakland Schools ◦ Data Designers - more flexible; easily customized by report creator

33. Data Sources tab of Report Writer

34. Data Designers as a starting point…

35. Once you have a Data Source, Create a New Report

36. Q Login