How to Maximize Your Use of the Custom Report Builder

2013 User’s ConferenceJason Baumgartner, IU

Ned Hummel, IUPUI

Overview

• 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

Case Sensitive

My First Custom Report

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)

Select fields to include

Specify parameters to

filter on

Use ‘%’ as a wildcard

Specify date ranges

Use < and > for dates

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?