1. REPORT WHAT? JTB Jim and Gretchen introductions
Ask Audience about their experience with Reports
Learning objectives: Identify useful data, how to add customized fields, and how to create reports that bring it together. At the end of the session, participants will come away with ideas for how to use the power of data to help promote events, leverage resources, and share results.

2. Rochester Institute of Technology
RIT has 9 Colleges. Enrollment : 15,400 Undergrad and 3,205 Graduate
Career Focused Academic Programs with co-op (4,300 students co-op annually)
Career Services Office – centralized, 30 staff
GEB
Centralized office, lots of staff, lots of traditional events and some “boutique” events.
RIT is a career-focused university.
Known for tech but there is also a strong creative side.
Some efforts focused on our colleges of liberal arts, business or imaging arts and sciences are very much like a smaller university.

3. There are 3 Types of Reports
Scheduled Reports (just part of the job)
Ad Hoc Reports (oh no…)
Proactive (you got this!)
GEB
We are going to focus on being more proactive or planned

4. KEY to Success PLAN > Where, Who, What IMPLEMENT > What, How
REPORT > How, What, When
RESULTS > Who, When, What
JTB

5. PLAN What you want to report
Understand the essential information
JTB
We all may be asked to run reports
Some with Tight Deadlines, Ad Hoc, Scheduled Annual Reports
You will be more successful and less stressed if you can plan

6. PLAN Who gets data
Internally (yourself, colleagues, Director, VP of Division)
Externally (colleges, deans, faculty, Alumni Relations, students)
GEB

7. PLAN How will you gather data
From existing fields
Create new fields
Do you need multiple reports?
GEB

9. PLAN Where to add fields
Form Builder: Manager Interface - Contact Main (Personal) Profile Account
Add fields
JTB
Account Managers, Industry picks, are not specific enough as far as contact in certain fields so we created a new field “Major(s) Interest”

10. EXAMPLE Creative Industry Day
“Career Fair-Hybrid” Event
Target Invitations to Industry Contacts
Promote to students (and faculty)
Report out Results
GEB
Hybrid event, bring creative industry professionals to campus to review portfolios, scout talent, network. Signature event for students not recruited in traditional ways.
Challenge was to get buy-in, awareness

11. HOW TO Creating a Report
Reporting >
Select Base Class: Contact >
Select Field(s) for report
JTB
Planning report/input

12. JTB
HOW TO Creating a Report

13. IMPLEMENT Changes to Contacts
Additions to Contact record in system
Contact type (new picklist items): ex. Portfolio Reviewer, Creative Industry Day Invite
New field: ex. Majors of Interest
Flags (for real-time searches): ex. Participated 2016
GEB
In order to Market to Employers -- Looked at existing contacts and how we could target best creative industry contacts to invite. Industry field, job posting history, weren’t specific enough.
Contact type added : Creative Industry Day Invite, Portfolio Reviewer
Flags added: Participated 20xx, Invited 20xx
(Go to PDF example)

14. IMPLEMENT Changes to Registration
New required field: Actively scouting talent
Added picklist: Areas of Expertise/Interest (functional areas)
Used Job Posting form - short
JTB
Made changes to event registration form
Functional areas were used for us to see if we had inclusivity
Helped promote to students – what companies should they connect with

15. Promote Event Data from reports used to list Companies & Locations
Majors/Areas of expertise, interest
Who is scouting talent/hiring?
GEB
Web Site, Social Media, Multiple s
You can refute:
There isn’t anyone there for me to talk to
No companies have jobs

16. Using data to promote event’s success

17. REPORT Event Summary Report – yearly comparisons
Student Attendance, by major, year level
Participating Companies, total reps, alumni reps
GEB
-PowerPoint presentation for students and faculty
-Paper report -- Create a document report on – year to year attendance, by major, college, year level. Panel attendance, Portfolio Reviews/Career Fair attendance.
-List of companies, number of reps, number of alumni reps

18. GEB
Ways to use data -- infographic

19. HOW TO Report Data Using Excel
Use Pivot Table
Employers attending Creative Industry Day
JTB

20. JTB
HOW TO Report Data Using Excel

21. Our Plans for Next Year?
Continue to use the power of data to help promote events, leverage resources, and share results
Add Analytics?
Use Campaign Manager?
JTB
Ron, Anything we should think about doing?

22. How To
Contact Information
Jim Bondi: Gretchen Burruto:
Training:
Quick View Reports – CSM Cheatsheets And Manuals / Posted: September 17, 2014
Form Builder – CSM Cheatsheets And Manuals / Posted: January 30, 2014
Customized memes and

23. Questions?