How to Maximize Your Use of the
Custom Report Builder
2013 User’s Conference
Jason Baumgartner, IU
Ned Hummel, IUPUI
Overview
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How to Get to It
Understanding Tables and Views
Setting Your Criteria
Managing Your Custom Reports
Questions?/Suggestions?
Custom Report Builder
Refresh, Open, Add,
Delete, New Window
Standard “Tree”
structure layout
Campus-> Report
Group->Report Title
My First Custom Report
Case Sensitive
Understanding
Tables and Views
Understanding
Tables and Views
• No longer shows everything & the kitchen sink
– We’ve limited things down to tables and views in
the system that make sense
• Basically, any table or view that you normally see in the
system or other reports the system uses (e.g., Open
Doors)
• In 3.0.2 – Help text about the table or view has been
added – matches what you see when viewing that table
on a person’s record
Setting Your Criteria
• Selectable fields to use in a report, and thus
potentially removing duplicates
• No longer requires all the fields in a selected
table
• Additional filter options, i.e., date ranges
• No longer requires a person to be in every
table selected (i.e., allows for left joins)
Use ‘%’ as a
wildcard
Select fields to
include
Specify
parameters to
filter on
Use < and > for
dates
Specify date
ranges
Multi-select
“Required” means that
on this table/view
meeting all the
parameters defined
“Not Required” means
that if information exists
then it includes those
selected fields of data
that meets the
parameters as additional
fields to the required
population set
Setting Your Criteria
• For each table or view marked as required,
this will limit the resulting population to those
who meet all the defined parameters on all
those required tables/views.
Managing Your
Custom Reports
• Making sure you understand your data
• Managing your custom reports so you don’t
have to keep re-inventing the wheel
• Dealing with “set” reports and changing
parameters
Questions?/Suggestions?