Round 2 on Reporting for the Intermediate User
Anderson Garcia and Kevin Landolt
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Session starters
Please silence all cell phones
Please hold questions for question breaks
Please state your name and organization
when asking a question
PowerPoints and handouts are available at
www.csoresearch.com/csoconference
Sit back, relax and let’s have some fun!
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
What You’ll Learn
• Introduction to the different types of
reporting
• Maximizing your reporting criteria
• Creating documents from reporting
function-Mail Merge
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Reporting Types
•
•
•
•
Records
Activity
System Stats
One-Click
Reporting
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Reporting Types Cont.
Record reporting from Databases:
•
•
•
•
Database > Student > Search
Database > Contact > Search
Database> Job > Search
Database > Employer > Search
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Reporting Types Cont.
Activity Reporting Includes:
• Audit Log
• Delete Log
• Email Log
• Email Queue
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Reporting Types Cont.
One-Click Reports:
• Administrators can run standard pre-set reports
from the left hand navigational bar.
• These reports are hard-coded but some do
have the ability to customize elements such as
# of days, views or to narrow results
• One-click Reports can be generated online or
exported to Excel as a .csv file.
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Maximizing Reporting Criteria
•
•
•
•
And / Or Statements
Wildcards %
Is Like, Empty
Dates: “today”,
“yesterday”
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Maximizing Reporting Criteria Cont.
“And” Criteria Statements
• “And” is indicating that all of your added criteria must
match to be included in the results
• Example:
– Active Co-op students with a current resume
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Maximizing Reporting Criteria Cont.
“Or” Criteria Statements
• Example:
– Observation report with a subject of Resume Review and two
different administrators
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Comparators
COMPARATOR
=
<
>
<=
>=
<>
LIKE
DESCRIPTION
Equals
Less than
Greater than
Less than or equal to
Greater than or equal to
Not equal to
Contains % as a
wildcard
IS EMPTY
Contains no null value
or empty value
IS NOT EMPTY Contains a value
EXAMPLE
Usually text or numbers
Usually number or date
Usually number or date
Usually number or date
Usually number or date
Usually number or date or text
Usually text: Perm city like
Aus%
Querying to pull fields with a
null OR empty value
Querying to pull fields with a
non-null OR non-empty value
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Maximizing Reporting Criteria Cont.
“Wildcards” /“Is Like”
• The wildcard is used in conjunction with the comparator
“Like”/“Not like” and is represented by the % sign, used
to substitute for any other character or characters in a
string.
• Example:
- Searching for all employers with the word “school” in the
organization name
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Maximizing Reporting Criteria Cont.
“Is Empty”
• This is used when there is a null value associated
with the data in question
• Example:
- Student records missing a primary email account
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Maximizing Reporting Criteria Cont.
“Today/Yesterday”
• This is used to target date formatted fields
within the various record of the databases
• Example:
- All jobs created “Today” with an active status.
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Creating documents from reporting
function-Mail Merge
Reference Examples:
• Employer Guidebook for Career Fair
• Student Registration Event Attendance
Sheet
• Internship Timeline Overview
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Questions/Comments/Scenarios
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Thank you for attending!
If you have any additional questions, please
contact the Support Team or your CRM.
What’s next?
The next session
will begin at
11am
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.