Reporting 1-2-3:
2010 Edition
or
Bio
• Jim Bondi
Assistant Director
Rochester Institute of Technology
Office of Co-op and Career Services
• Chris Jansmann
Manager, Information Technology
The University of Arizona
Career Services
Agenda
• Quick Definitions
• Understanding the Report System
Model
• Report Writing (Where To Start?)
• Write-A-Report-A-Rama
• Crystal Ball (Extending &
Enhancements)
• Q&A
QUICK POLL
Non-Scientific Polling
Most Common Need
Need
Most Common Audience
Audience
Student
Employer/
Contact
Info
Sessions
Couns'ng
Jobs
OCR
External
Divisional
Dept
Some Things To Know
• Primary Key
– The big kahuna
• Schema
– You don’t need a crème for this
• Relations
– Try inviting these to dinner
• Attributes
– I’ll take some of that… and that… and that…
• Class
– Pull out the yearbooks
• Filters
– Cream and sugar?
SO…
WHERE DO YOU START?
Report Writer Extraordinaire
Resume
CSM
Nationwide
http://symplicityapi.wik.is or http://groups.google.com/group/symplicity-api
OBJECTIVE
I need to create a report for____________________________________________
EDUCATION
Patience University
Always learning or retiring soon
Major: non-technical
Know what you are looking for and what needs to be on your report.
Step 1:Determine the base class to start report
Step 2:Pick the items for a filter
Step 3:Pick the fields for my report
Step 4 Save in Excel
Let’s check out what’s under the
hood!
COMPUTER SKILLS:
Basic: Web Browser, Excel, Access, FileMaker
Advanced: SQL server, MS Studio, C#, PHP
WORK EXPERIENCE Career Services
1900 to present
Created a report for students
Designed the report for student data for my customers
Used Student base class to report student data/activity including jobs, workshops, OCR, resumes
Planned which additional options to choose (join) from but did NOT choose them all
Promoted using typical options for Student data with one other section
Created a report for employers
Designed the report for employer data for my customers
Used Employer base class to focus on companies data and what they did or used
Planned which additional options to choose (join) from but do NOT choose them all
Promoted using typical options for Employers with one or two other sections.
Created a report for events
Designed the report for event data for my customers through the kiosk swipe log
Used kiosk base class to focus on user data
Planned which additional options to choose (join) from but do NOT choose them all
Promoted using typical options for Employers with one or two other sections.
Created a report for career fair
Designed the report for career fair data for my customers
Used reporting tool to see attendees by major not in search tool
Used Career Fair base class under this module to focus on data such as registration, jobs, majors
Planned which additional options to choose (join) from but do NOT choose them all
Promoted using typical options for Career Fair with one or two other sections.
INTERESTS:
Getting these (freaking) reports to work
REFERENCES: SYMPLICITY Issue Tracker Documentation -- http://manager.symplicity.com
REPORTING SYSTEM MODELS
Step 1: Choose The Correct Base Class
• Which base class you start with determines
the output
• Each base class comes with a series of
related sub classes
– Every “Job” has an “Employer”
– Every “Student” has an “Address”
• An incorrect choice can lead to surprising
results; a correct choice can still create some
surprises
• It’s important to understand the relationships!
Student Base Class - Simplified View
Student
ProNet
Profile
Invoices
Charges
Payments
Address
Permanent
Counseling
Local
OCR
Interview
Typical “base” class screen
for Students
What Does “Include Archives” Mean?
• Much of the data in CSM is automatically filed
away after a period of time
– System Setting
– Varies with module (OCR, Jobs, Students)
• This data is not automatically included in
reports
• Gone… but not forgotten
• Check the box “Include Archives” if your date
range includes items that are likely archived
Step 2: Choose Your Fields
• Available fields depend on which base class
you started with.
• Pay attention to the options that appear with
each field.
– Collapse Values Into Single Row: avoid duplicates
– Summarize
– Count
• You may need to pull from multiple sub
classes to get all of the fields you want
– Student: Email; Student Profile: Degree
– Employer: Name; Employer Profile: Web Address
Example: List of Current Students
WHOOPS!
Step 3: Filter the Results
• Available fields depend on which base class
you started with.
• Pay attention to the options that appear with
each field.
– Collapse Values Into Single Row: avoid duplicates
– Summarize
– Count
• You may need to pull from multiple sub
classes to get all of the fields you want
– Student: Email; Student Profile: Degree
– Employer: Name; Employer Profile: Web Address
Filter To Get Current Students
We’ll define “current” as logging in
at least once in the last half of May
Further Filtering To Narrow Results
déjà vu: Employer/Job Simplified View
Job
Employer
Profile
Address
Contact
Invoices
OCR
Interview
OCR
Schedule
Data
Review: The Basic Steps
• Determine your base class
– Remember to think about what the final results need to include
• Pick the fields to display
– The “headings” for your report
– Some field selections in “related” classes can create zombie reports
• Pick the items for a filter
– More filters = less data output
– Start small
WRITE-A-REPORT-A-RAMA
Live Examples
• From Survey
– Unique Employers/Schedules Per Semester
– Unique Students by Class/Major
• Counseling
• Events
• Access *
– Newly Created Accounts
• Kiosks
– Event Attendance
Extending
• All reports may be downloaded to Excel
– Use Excel to reformat the data as needed
– Perform additional analysis on data
• Data may also be accessed using
Reporting API
– Check out our earlier presentation on this topic
Future Enhancements
• New Dashboard Reports with Graphs
• Filtering by Year in School, Major, Grad Date for all
report types
• Date Range Criteria: Year to Date, Last 5 Years,
Custom
• Other Changes to Criteria
–
–
–
–
–
–
Recruiting Reports
MBA Survey Data
System Usage
Student RSVPs
Student Attendance (Kiosk Module)
Campaign Reporting
Q&A
For More Information
• This presentation and more
http://www.career.arizona.edu/presentations/?2010_naceli
nk
• Documentation within the Issue Tracker
http://manager.symplicity.com
• Join the Discussion: Symplicity Wiki
http://symplicityapi.wik.is/