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            Module 14 - Reports in AccuCampus

            Module 14: Reports in AccuCampus

            Topic: Reports

            1. Canned Reports 
            2. Memorizing Reports
            3. Scheduling Reports
            4. Using Reports to Add/Remove Tags
            5. Using Reports to Create User Groups
            6. Ad Hoc Queries
            7. Ad Hoc Reports

            Reports

            AccuCampus offers over 30 canned reports as well as ad hoc queries and ad hoc reports to ensure that you can access the information you need. All reports can be filtered and most can be memorized, scheduled, and downloaded as CSV, Excel or PDF. From the individual report, you may also be able to create a User Group or assign/unassign tags to users. Your ability to access reports, ad hoc queries and ad hoc reports depends on your permissions.


            Canned Reports

            Canned reports can be accessed from most options on the main sidebar. These links will take you to the reports page, which is divided up by topic, and specifically to the reports on the page for the topic you’re looking for based on the navigation you used. 


            To run a report, click on the desired report.


            Set the reporting period. This could be a specific semester or a custom date range.


            Set the filters as desired. The filters available depend on the report.


            Choose to show the report (meaning it will display in the browser), or to download it as PDF, Excel or CSV files. The options available depend on the report.



            Memorized Reports

            Once a report has been run, you are able to memorize the report. This allows you to easily re-run the report without having to edit the filters again.

            Memorizing Reports

            To memorize a report, click on the desired report.


            Set the reporting period. This could be a specific semester or a custom date range.


            Set the filters as desired. The filters available depend on the report.


            Click Save Report.


            A pop-up box will appear. The name of the original report will display.


            Select the default format that the report should run in.


            Enter a custom name for the report. This will help you identify the report when you run it again.


            Enter a custom description for the report. This will help you identify the report if you save several similar reports.


            Click Save.

            My Memorized Reports

            From this page, you are able to run any reports you have previously memorized.

            From the Main Sidebar, hover over Advanced Options.


            Click My Memorized Reports.
             

            Locate the report that you wish to run, and either click on the report name or click Run next to it. Clicking the report name will take you to the original reports page with your filters set – this allows you to modify them if you wish. Clicking run causes the report to run with the memorized filters and populate using the default format you chose.



            Scheduling Reports

            Once you have memorized reports, you are able to schedule a previously memorized report to run on a specific schedule. This can also include sending the report to specific users.

            From the Main Sidebar, hover over Advanced Options.


            Click My Scheduled Reports.
             

            Click Create New.


            Enter a Name for the report. We recommend being specific so that you and any users who will receive the report will know what it contains.


            Enter Details for the report. We recommend being specific in your description of the report so that you and any other users will know what it contains.


            Click Active.


            Enter a Start Date for the schedule to begin.


            Enter an End Date for the schedule to end.


            Enter a Time of day for the report to run.


            Enter the Frequency that you’d like the report to run. This could be daily, weekly, bi-weekly, monthly or quarterly.


            Enter the Date Range for the reporting period to be covered each time the report is run.


            Search for and add the Report that you would like to schedule. You can choose more than one report to run on this schedule.


            If desired, you can e-mail the report to yourself or other users. To do so, follow these steps:
            If sending to other users, enter the Recipient(s).


            Enter the Send to Address for the recipient(s).


            If desired, click Send to Me to have the report e-mailed to yourself.


            Enter the From Name.


            Enter the Reply To e-mail address.


            If desired, enter a Password for Attachments. The user or users will need this password to open the report.


            Enter a Subject and Body for the e-mail.


            Click Save.



            Using Reports to Add/Remove Tags

            Within AccuCampus, you are able to add or remove tags from users from reports. Tags can be used to enforce attendance restrictions, assign action items, or track specific student groups. For more information about tags, see Module 15.

            On the reports page, click on a desired report.


            Set the reporting period. This could be a specific semester or a custom date range.


            Set the filters as desired. The filters available depend on the report.


            Click Assign/Unassign Tags.
             

            A pop-up box will appear.


            Choose to either Assign Tag(s) or Unassign Tag(s).


            Choose the Tag(s) to add or remove from the users.


            Click Run. This will run the report and subsequently assign or unassign the tags based on the results of the report.



             Using Reports to Create User Groups

            Within AccuCampus, you can use reports to create user groups. User groups can be used to enforce attendance restrictions (by adding tags), assign action items or follow a specific student population. For more information about user groups, see Module 16.

            On the reports page, click on a desired report.


            Set the reporting period. This could be a specific semester or a custom date range.


            Set the filters as desired. The filters available depend on the report.


            Click Create User Group.
             

            A pop-up box will appear.


            Select an already created user group from the drop down menu, or select create new.


            If creating a new user group, enter a group name.


            Click Create Group. This will run the report and subsequently create the group based on the results of the report.



            Ad-Hoc Queries

            AccuCampus offers users with permissions the ability to create Ad Hoc Queries. Ad Hoq Queries allow you to design your own reports using data within AccuCampus. The Ad Hoc Query only pulls data from AccuCampus, and produces the results as a CSV file. Basic knowledge of SQL language is required to create an Ad Hoq Query. 

            From the Main Sidebar, hover over Institutional Research.


            Click Ad Hoc Queries.
             

            Click New Query.


            A pop-up box will appear. Select new blank query, or select a common query that you would like to modify.


            Design your query using the tokens located on the right-hand side of the screen.



            If desired, save your query to run it again later. Enter the name of the query, and then click either Save and Execute or Save.


             
            If desired, click Execute to run the query without saving.
             

            The results of your query will display below.


            If desired, download the results as a CSV.



            Ad-Hoc Reports

            Ad Hoq Reports allow for customizable graphical interfaces, and can connect AccuCampus data with data from other silos, such as an Oracle database. Basic knowledge of Amazon Quicksight is required to build Ad Hoq Reports. For more information about Amazon Quicksight, see their website at https://aws.amazon.com/quicksight/%20or%C2%A0https://docs.aws.amazon.com/quicksight/latest/user/welcome.html






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