Introduction to ZipReports
The University of Akron
Table of Contents
Table of Contents ...................................................................................................................................................... 1
Lesson 1: Class Overview ......................................................................................................................................... 2
Discussion ..................................................................................................................................................... 2
Course Objectives ......................................................................................................................................... 3
Lesson 2: Install ZipReports & Security ................................................................................................................. 4
Lesson 3: ZipReports Logon .................................................................................................................................... 6
Lesson 4: Navigation ................................................................................................................................................. 8
Lesson 5: Using and Printing the Query Results ...................................................................................................12
Part A: Print Previewing and Printing of the Reports .................................................................................12
Part B: Export Results to Excel ...................................................................................................................15
Appendix: A: Descriptions & Details for ZipReports Queries .............................................................................17
Query Descriptions ...................................................................................................................................................17
Active Students by Academic Program and Plan Queries ................................................................................17
UGRD New Freshmen and Transfer Applicants ..............................................................................................17
GRAD Applicants .............................................................................................................................................17
Class Information Queries ................................................................................................................................17
Degrees Awarded..............................................................................................................................................18
Currently Enrolled Student Information ...........................................................................................................19
Enrolled Selected Majors with Specific Coursework .......................................................................................19
Enrolled Selected Majors without Specific Coursework ..................................................................................19
Query Details ............................................................................................................................................................20
1. Active Students by Academic Group (College) and Plan (Major) ........................................................20
2. Active Students by Academic Plan (Major) ..........................................................................................23
3. UGRD New Freshmen and Transfer Applicants ...................................................................................26
4. Graduate Application Query.................................................................................................................31
5. Class Enrollment Query (Phase) ..........................................................................................................33
6. Seat Availability Query .........................................................................................................................36
7. Class List ..............................................................................................................................................38
8. Degrees Awarded List ...........................................................................................................................41
9. Degrees Awarded List with GPA, Hrs and Acad Plan ..........................................................................43
10. Degrees/2nd Majors/Minors .................................................................................................................45
11. Enrolled by Program and Plan w/GPA Query......................................................................................48
12. Enrolled by Program Group and Plan .................................................................................................51
13. Enrolled by Program ............................................................................................................................54
14. Enrolled by Plan ...................................................................................................................................57
15. Enrolled by Program Group (No Plan Listed) .....................................................................................60
16. Enrolled by Student Group ...................................................................................................................62
17. Selected Majors by Enrollment Term with Specific Course Information ..............................................65
18. Selected Majors by Enrollment Term without Specific Course Information .........................................67
Appendix B: Setting a Favorite in Internet Explorer............................................................................................70
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Introduction to ZipReports
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Lesson 1: Class Overview
Discussion
This course will introduce you to ZipReports, which is a business intelligence tool that provides
operational reporting to campus units. ZipReports will allow you to access the most frequently
requested student administration data that is stored in PeopleSoft.. As with all PeopleSoft data,
your security level determines the data that you may view. There are two versions of the
standard reports, those containing grades information, and those without depending on
your PeopleSoft access level.
ZipReports presents a collection of pre-defined queries and reports that access data stored using
RDS (PeopleSoft’s Reporting Database Service). Data is extracted from the PeopleSoft
production tables each night, Sunday through Friday, so the data that you are using will be upto-date as of the previous day.
The data will be in a reporting format that can be viewed and printed from within ZipReports or
exported to Excel. Excel allows you to further manipulate the data through sorting, filtering,
formatting and editing. Excel reference guides, for working with large worksheets and using
formulas, are included with this manual.
You are encouraged to use ZipReports for your PeopleSoft query needs, because ZipReports is
easy to use and the query results are received quickly for the following reasons.
 The production data, which is highly utilized by the campus community, is
not accessed. Instead, different resources are used, which are stored on a
different server.
 You do not need to create a query from scratch. The work has been done for
you; the tables are joined, the fields have been located and defined, and the
sub queries have been written. You only need to provide the criteria.
ZipReports query results provide student data in a reporting format for your current,
operational management needs.
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Introduction to ZipReports
The University of Akron
Course Objectives
At the completion of this course, you will be able to:
 Logon to the ZipReports server
 Understand how to obtain security to run ZipReports
 Locate and run the query that contains the data you need
 Understand and respond to prompts within a query in order to set appropriate
criteria
 View and print the query results from ZipReports
 Export the query results to Excel
 Navigate within ZipReports
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Introduction to ZipReports
The University of Akron
Lesson 2: Install ZipReports & Security
ZipReports is a web application and you use Internet Explorer (version 8, 9, or 10) on the
Windows operating system to access it. You must use the standard version of Internet Explorer,
not the 64-bit edition. The University will not support other web browsers, such as Mozilla
FireFox or Google Chrome, for use with ZipReports. To check the version of Internet Explorer
on your PC, start Internet Explorer (Start, All Programs, Internet Explorer). Then, from the
menu, click on HELP, ABOUT INTERNET EXPLORER.
In this example you can see that the IE version is 9. If you see “64-bit Edition” like in this
example, then you need to close Internet Explorer and run the standard edition. (Start, All
Programs, Internet Explorer).
You install the ZipReports web client within Internet Explorer, on your PC. The installation is
done only once. Afterward, ZipReports is available for your use.
There are two methods to install the ZipReports web client:
• Open your first report in ZipReports and the application will automatically be
installed.Complete the online software request form and request ZipReports be pushed to
your computer. The software request form is located at: https://www.uakron.edu/dts/swrequest.dot
• When the web client is installing, you will be prompted to install additional components.
Please UNCHECK all additional components
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Introduction to ZipReports
•
•
The University of Akron
For additional information on installing ZipReports visit:
http://www.uakron.edu/ir/zipreports.dot or
http://support.uakron.edu/wiki/index.php/ZipReports
Security Access
The following requirements must be met in order to be granted ZipReports security access:
• Complete the ZipReports online training course
• Pass the quiz at the end of the course with a score of 80% or higher
• Complete the survey
Upon completion of the survey, a request will automatically be generated for your ZipReports
security access. You will be notified once the access has been granted – it should take no longer
than one week for the access to be granted.
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Lesson 3: ZipReports Logon
In the future when you want to access ZipReports, you will follow the logon instructions in this
lesson. To access ZipReports, follow the logon instructions in this lesson.
Path/Panel
Action to be Taken/Comments
1. Open Internet Explorer by clicking on its
shortcut icon on your taskbar or by selecting
it at Start, All Programs, Internet Explorer.
The Internet Explorer window is returned.
2. Type the URL https://zipreports.uakron.edu
and press the ENTER key
OR
Select ZipReports from your list of
favorites.
The ZipReports login web page is returned.
Type your UAnet ID and Password.
Click on the Log On button.
Note: To avoid repetitive typing of the URL
in step 2, set the URL as a favorite.
Appendix A of this manual has instructions
on setting a favorite in Internet Explorer.
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Path/Panel
The University of Akron
Action to be Taken/Comments
3. The ZipReports Document List is displayed.
*If you do not see the document list, click
the Explore icon, and then select the Student
Administration Quick Reports folder
You are ready to select a category and run
the query of your choice.
The list on the right is a group list. Each choice
accesses a group of queries:
 ACT001 Active Students by Academic
Program and Plan
 APP001 UGRD New Freshmen and
Transfer Applicants
 APP002 GRAD Applicants
 CLS001 Class Information
 DEG001 Degrees Awarded
 ENR001 Currently Enrolled Student
Information
 ENR002 Enrolled Selected Majors with
Specific Coursework
 ENR003 Enrolled Selected Majors
Without Specific Courses
Each group in the list has a description of the
queries/data available in that group.
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Lesson 4: Navigation
Path/Panel
Action to be Taken/Comments
1. Double-click on CLS001 Class
Information.
A second tab is opened.
On the left side of the screen is a list of
available Class Information queries is
displayed:
 Seat Availability Query
 Class Enrollment Query (Phase)
 Class List
2. Click on Class Enrollment Query
(Phase).
Two changes occur on the screen:
a) The list in the left pane of the
window is expanded to list any
reports that are available after the
query is run.
Note: In the list in the left pane of the
window, queries are named with the last
word as ‘Query’ and reports are named
with the last word as ‘Report’.
b) The EIS for the selected query, in
this step, Class Enrollment query,
is displayed.
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3. The Executive Information Screen for
each query is setup similar to the screen
that you see below. Note the screen’s
major components.
The name of the
query is given.
Query
description.
Click on the Submit
Data Request button and
the questions to set your
criteria are asked.
This is the preview area. After
the query results are returned,
the number of returned rows is
listed and the results are shown.
4. Click on the
button.
The first prompt is returned.
5. In this example, for the Class
Enrollment Figures (Phase), you are
prompted for the Term.
ZipReports is used for current
reporting, so select the current term.
You may need to scroll.
6. Click on OK.
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7. In this example, you are prompted for
the Campus. Click to select your
campus.
Note: To select multiple campuses,
hold down the CTRL key as you click
on each choice. To select multiple
campuses that are listed contiguously,
click on the first college; hold down the
SHIFT key as you click on the last
campus.
8. Click on OK.
9. In this example, for the Class
Enrollment Figures, you are prompted
for the Academic (College) Group.
In class, click to select your college. It
will be highlighted. You may select
multiple colleges as noted in step 8.
10. Click on OK.
The next prompt is returned.
11. In this example, you are prompted for
the Subject Cd (Code).
Click to select a single Code.
Click on OK.
OR
Use CTRL + click to select multiple
codes. Click on OK.
OR
Click on
if you want all the
listed subject codes (which will be
those for the colleges that you selected
previously).
Note: Do not choose the Select All button.
That will be a lengthier process than
choosing Ignore.
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12. In this example, you are prompted for
the Academic Career.
Click to select UGRD. It will be
highlighted.
Use CTRL + click to select multiple
codes.
13. Click on OK.
This is the last prompt, so the query is
run.
14. After the query is run, note the number
of rows in your query results. The
results can be previewed at the bottom
of the EIS.
In the next lesson, you review using
and printing the query results.
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Lesson 5: Using and Printing the Query Results
After clicking on the Submit Data Request button and a brief waiting period while the data is
gathered, the results of the query are available. The results may be previewed in detail, printed
in hard copy, or exported to Excel.
The pivot reports and detail reports, if available, may be printed within ZipReports. There is
also an option to export the detailed results to an Excel worksheet.
This lesson reviews the three basic outputs (formats) for the query results:
1. Print previewing of the reports
2. Printing a hard copy of the reports
3. Exporting to Excel
Part A: Print Previewing and Printing of the Reports
Path/Panel
Action to be Taken/Comments
1. Note that in the left pane of the Executive
Information Screen, the available reports are
listed under the current query’s name.
In this example, you ran the Class
Enrollment Query (Phase), which has two
reports listed:
By Course Enrollment Report
By Instructor Enrollment Report
2. To print preview a report, click on its listing
in the left pane of the EIS window.
In class, click on By Course Enrollment
Report.
The query results are returned in a report
format. Use the scroll bars to view the data.
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Path/Panel
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Action to be Taken/Comments
3. To print the report:
a. Click on the Back arrow
located at
the top of the window on the right side. The
EIS is returned.
b. Click on the report’s print button
. The print buttons are
located on the right side of the EIS.
c. In the print dialog box, make any changes
that you want and click on OK.
Note: The printing is done through your
computer’s operating system (such as
Windows).
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Note: Some of the queries may not have a report available. For those queries, export the results
to Excel and print the results as an Excel worksheet. The export process is reviewed on the next
page.
One example of a query without a report available is the Seat Availability Query. The query
results are returned as a pivot table. A pivot table is used to obtain aggregate data. The number
of rows of data in the query results are counted and summarized based on the major criteria
chosen in the particular query.
In this example, the pivot table counts the total number of enrolled students for a particular
term, subject area and catalog number. The enrollment capacity minus the total enrolled equals
the seats available.
When the results are exported as an Excel worksheet and some formatting changes are made
(widen the columns and format the numbers), the results are displayed as shown below.
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Part B: Export Results to Excel
Path/Panel
Action to be Taken/Comments
1. To export the results to Excel, click on the
Export tool
in the toolbar.
This opens the Export Section dialog box.
Note: The query results must be displayed
in the EIS before the Export tool is selected.
There must be data to export.
2. In the Save in list box, navigate to the
appropriate drive and folder.
In class, stay in the Libraries folder.
3. In the Save as type box, select Comma
Separated Value (*.CSV) from the list at the
down arrow.
4. In the File name edit box, type a name for
the exported results. In class, name the file
Enrollment Class Figures-(your initials)
5. In the dialog box, click on the Save button
in the lower right corner.
The query results are saved as an Excel file.
The Export Section dialog box is closed.
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Path/Panel
Action to be Taken/Comments
6. To open the Excel file:
a. Start Excel.
b. In the standard toolbar in Excel, click on
the Open tool
.
c. In the Open dialog box, navigate to the
disk and folder where you saved the file.
d. Double click on the appropriate file name
to open the file.
The query results are displayed as an Excel
file.
Use your Excel skills to sort, modify, filter,
format and print the data.
7. Close the file by choosing File, Close from
the menu.
8. Close Excel by clicking on it’s X.
The work window, that displayed the query
results as an Excel file, is closed. The
application window for Excel is closed.
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Appendix: A: Descriptions & Details for ZipReports Queries
Query Descriptions
Active Students by Academic Program and Plan
These queries generate lists of "active" students for an indicated term, academic group (college),
and academic plan (major). Active students are not necessarily enrolled or eligible to enroll but
are active in an academic program.
Active Students by Academic Program and Plan Queries
1. Active Students by Academic Group (College) and Plan (Major)
2. Active Students by Academic Plan (Major)
UGRD New Freshmen and Transfer Applicants
This query provides users the opportunity to run a list of new freshmen and transfer applicants
by admission term, application center, and academic plan. This query takes approximately 3
minutes to run.
UGRD New Freshmen and Transfer Applicants
3. Applicants by Plan (Major)
GRAD Applicants
This query provides users the opportunity to run a list of graduate applicants by admission term
and academic plan.
.
GRAD Applicants
4. Graduate Applicaton Query
Class Information Queries
These queries generate class enrollment capacities and totals, instructor information by
academic college group, and seat availability by course.
Class Information Queries
5. Class Enrollment Query (Phase)
6. Seat Availability Query
7. Class List
Degrees Awarded
These reports will generate lists of degrees awarded for an indicated term. The first query
indicates only the actual degree(s) awarded. The second query will include all degrees, second
majors and minors earned. These queries will not produce accurate data until the Office of the
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Registrar has completed its end of term degree awarding processes. You must confirm these
processes are complete before running these queries.
Degrees Awarded
8. Degrees Awarded List
9. Degrees Awarded List w/GPA, Hrs and Acad Plan
10. Degrees/2nd Majors/Minors
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Currently Enrolled Student Information Queries
These queries generate data for students currently enrolled in the term you indicate. You are
given the opportunity to select from a variety of criteria to specify an academic career(s), an
academic (college) group(s), an academic (major) plan(s) and/or allows selection of GPA
requirements. As well, you are able to query for students in a student group(s). See page 47.
Currently Enrolled Student Information
11. Enrolled by Program and Plan w/GPA
12. Enrolled by Program Group and Plan
13. Enrolled by Program Group
14. Enrolled by Plan
15. Enrolled by Program Group (No Plan Listed)
16. Enrolled by Student Group
Enrolled Selected Majors with Specific Coursework
This query enables the user to request specific coursework history for a selected group of
majors. For example, this query could answer the question, “For all currently enrolled
psychology majors, how many have taken 3750:100 Intro to Psychology? See page 64.”
Enrolled Selected Majors with Specific Coursework
17. Selected Majors by Enrollment Term with Specific Course Information
Enrolled Selected Majors without Specific Courses
This query extracts specific course information about specific majors of any given enrollment
term. The user is first asked to select which career (UGRD, GRAD, or LAW), what majors they
want, and what enrollment term. Once this population is selected, then the user can select a
specific course or courses to search this population for the purpose of identifying those who
have NOT completed the course specified.
Enrolled Selected Majors without Specific Coursework
18. Selected Majors by Enrollment Term without Specific Course Information
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Query Details
1.
Active Students by Academic Group (College) and Plan (Major)
Executive Information Screen
Prompts Received
Click once in the list of terms and
type a 2 rather than scrolling.
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Detail Reports
There are no detail reports for this query. Export the results to Excel.
Pivot Reports
Click on the link named “Print Pivot Report” to print the available pivot report.
The pivot report will go directly to the printer and will look similar to this.
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Excel Worksheet Fields
Field
Activity Status Term
FERPA
Eligible to Enroll
EmplID
Last Name
First Name
Address1
Address2
City
State
Postal
Country
Campus of Academic Program
Academic Career
Academic Program
Academic Program Descr
Acad Plan
Acad Plan Descr
Total Cumulative Units
Cumulative GPA
Gender
Ethnicity
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In a Report?
Blank=Yes, X=in Excel only
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
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2.
The University of Akron
Active Students by Academic Plan (Major)
Executive Information Screen
Prompts Received
Click once in the list of terms and
type a 2 rather than scrolling.
Detail Reports
There are no detail reports. Export the results to Excel.
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Pivot Reports
Click on the link named “Print Pivot Report” to print the available pivot report.
The pivot report will go directly to the printer and will look similar to this.
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Excel Worksheet Fields
Field
Activity Status Term
FERPA
Eligible to Enroll
EmplID
Last Name
First Name
Address1
Address2
City
State
Postal
Country
Campus of Academic Program
Academic Program
Academic Career
Acad Plan
Acad Plan Descr
Total Cumulative Units
Cumulative GPA
Gender
Ethnicity
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In a Report?
Blank=Yes, X=In Excel only
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
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3.
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UGRD New Freshmen and Transfer Applicants
This query provides users the opportunity to run a list of new freshmen and transfer applicants
by admission term, application center, and academic plan. This query takes approximately
three minutes to run.
Executive Information Screen
For your reference, these are the directions that are presented on the Executive Information
Screen.
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Prompts Received
At the first prompt for Application Creation Dates, you use the operator between and type in a
beginning date and an ending date. You are asking for the applications created between the
two dates. Follow these directions:
Step 1
If any previous dates appear in
the list box for this first prompt,
select the dates and click on the
Remove button. The list box will
be empty.
Step 2
Step 3
Select Between at the down
arrow. Type the first date
(beginning date) in the edit box,
using this format 2004-01-01
(yyyy-mm-dd). Click on the
green checkmark. The date that
you typed will be added to the
list in the list box.
Type the second date (ending
date) in the edit box. Click on the
green checkmark. Be sure that
both dates are selected as shown
here. Click on OK.
The remaining prompts:
You will be prompted twice for
the Admit Term(s).
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Detail Reports
There are no detail reports for this query. Export the results to Excel.
Pivot Reports
Two pivot reports are available. You may print the reports within ZipReports by clicking on the
printer tool
when the pivot report is displayed or use the export tool
results to Excel.
to export the
Applicants by Plan Group and Plan Pivot
Applicants by Plan Group and Admit Status Pivot
Excel Worksheet Fields
Field
Admit Term Long Desc
Application Center Short Desc
Emplid
Applied (This column is used for counting.)
Last Name
First Name
Home Address 1
Home Address 2
Address County
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In a Report?
Blank=Yes, X=in Excel only
X
X
X
X
X
X
X
X
X
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Field
Home City
Home State
Home Postal
Home Phone Number
Personal E-mail
Gender
Birthdate
Ethnicity
Admit Type Code
Admit Type Short Desc
Application Academic Program Short Desc
Campus
Admission Status
Appl Program Action
College of Academic Plan
Appl Academic Plan
Appl Academic Plan Long Desc
Class Size
Emergency Contact Name
Contact Address 1
Contact Address 2
Contact City
Contact State
Contact Postal
Contact Phone
Emergency Contact Descr
Last School Long Desc
Graduation Date
Class Rank
Ext GPA
Exts Ext Transcript Type
Pers Date of Death
Enrollment Term
ACT Test Date
ACT Test Source
ACT Comp Score
ACT ENG Score
ACT MATH Score
ACT SCI Score
ACT READ Score
SAT l Verbal Score
SAT l Math Score
Ver. 2014.09.15
In a Report?
Blank=Yes, X=in Excel only
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
Page 29
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without the express written permission of
The University of Akron © 2010.
[email protected]
Introduction to ZipReports
The University of Akron
Field
In a Report?
Blank=Yes, X=in Excel only
X
X
Total SAT l COMP
SAT l Test Date
Ver. 2014.09.15
Page 30
These materials may not be reproduced in whole or in part
without the express written permission of
The University of Akron © 2010.
[email protected]
Introduction to ZipReports
4.
The University of Akron
Graduate Application Query
Executive Information Screen
For your reference, these are the directions that are presented on the Executive Information
Screen.
Prompts Received
Ver. 2014.09.15
Page 31
These materials may not be reproduced in whole or in part
without the express written permission of
The University of Akron © 2010.
[email protected]
Introduction to ZipReports
The University of Akron
Detail Reports
There are no detail reports for this query. Export the results to Excel.
Excel Worksheet Fields
Field
Admit Term Ldesc
EmplID
Pers Primary First Name
Pers Primary Last Name
Aap Appl Center Cd
Admit Type Cd
Admit Type LDesc
Acad Prog Sdesc
Prog Status
Prog Reason Sdesc
Prog Action
Prog Action Sdesc
Acad Plan
Acad Plan Ldesc
Acad Prog
Address1
Address2
Address3
Address4
City
County
State
Postal
Applied
Applied2
Pers Gender Ldesc
Pers Birthdate
Country Descr
Pers Ethnicity Ipeds
Ver. 2014.09.15
In a Report?
Blank=Yes, X=in Excel only
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
Page 32
These materials may not be reproduced in whole or in part
without the express written permission of
The University of Akron © 2010.
[email protected]
Introduction to ZipReports
5.
The University of Akron
Class Enrollment Query (Phase)
Executive Information Screen
Prompts Received
Ver. 2014.09.15
Page 33
These materials may not be reproduced in whole or in part
without the express written permission of
The University of Akron © 2010.
[email protected]
Introduction to ZipReports
The University of Akron
Detail Reports
By Course Enrollment Report
By Instructor Enrollment Report
Pivot Reports
There are no pivot reports available for this query.
Ver. 2014.09.15
Page 34
These materials may not be reproduced in whole or in part
without the express written permission of
The University of Akron © 2010.
[email protected]
Introduction to ZipReports
The University of Akron
Excel Worksheet Fields
Field
Term
Consent
Class Nbr
Course ID
Subject
Catalog Nbr
Class Section
Class Campus
Course Title
Session Code
Component
Credits
Enrollment Capacity
Total Enrolled
Facility Descr
Facility Room
Start Date
End Date
Class Start Time
Class End Time
Class Campus Cd
Class Monday Mtg
Class Tuesday Mtg
Class Wednesday Mtg
Class Thursday Mtg
Class Friday Mtg
Class Saturday Mtg
Class Sunday Mtg
Instructor Name
Ver. 2014.09.15
In a Report?
Blank=Yes, X=in Excel only
X
X
X
X
X
X
X
X
X
X
X
X
Page 35
These materials may not be reproduced in whole or in part
without the express written permission of
The University of Akron © 2010.
[email protected]
Introduction to ZipReports
6.
The University of Akron
Seat Availability Query
Executive Information Screen
Prompts Received
You may want to change
=Equal to Begins With and
type the first digit of the
Class Subject Codes that you
need.
Detail Reports
There are no detail reports for this query.
Ver. 2014.09.15
Page 36
These materials may not be reproduced in whole or in part
without the express written permission of
The University of Akron © 2010.
[email protected]
Introduction to ZipReports
The University of Akron
Pivot Reports
The pivot table can be previewed in the EIS, as shown here, but the results must be exported to
Excel to print.
Excel Worksheet Fields
Field
Term
Campus
Subject
Catalog Nbr
Course Title
Date (report date)
Enrollment Capacity
Enrollment Total
Seats Available
Ver. 2014.09.15
In a Report?
Blank=Yes, X=in Excel only
X
X
X
X
X
X
X
X
X
Page 37
These materials may not be reproduced in whole or in part
without the express written permission of
The University of Akron © 2010.
[email protected]
Introduction to ZipReports
7.
The University of Akron
Class List
This query returns a list of students, who enrolled in particular classes. Students who enrolled
and then dropped are included in the list. To determine the particular classes, the user selects the
enrollment term(s), campus(es), subject(s), catalog number(s) and class section(s).
The list is sorted in order by Class Subject, Catalog Number, Class Section, (student’s) Last
Name, (student’s) First Name.
Executive Information Screen
Prompts Received
Ver. 2014.09.15
Page 38
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without the express written permission of
The University of Akron © 2010.
[email protected]
Introduction to ZipReports
If you want all catalog
numbers, click on the Ignore
button in the Class Catalog
Nbr prompt.
The University of Akron
If you want all class sections,
click on the Ignore button in
the Class Section prompt.
Detail Reports
There are no detail reports for this query. Export the results to Excel.
Pivot Reports
There are no pivot reports for this query.
Ver. 2014.09.15
Page 39
These materials may not be reproduced in whole or in part
without the express written permission of
The University of Akron © 2010.
[email protected]
Introduction to ZipReports
The University of Akron
Excel Worksheet Fields
To print each class list on a separate page, insert a page break in the row after the name of the
last student listed for a class.
1. In Excel with the query results displayed, click on the row number for the row after the
name of the last student listed for the class. For example, if the last student in the class is
listed in row 32, click on the row number 33. The row will be highlighted.
2. From the menu, click on Insert, Page Break. A dashed line will appear above the row.
The dashed line represents the page break.
3. Follow this procedure for every page break that you wish to make.
To remove a page break:
1. Click on the row number where the dashed line appears directly above it.
2. From the menu, click on Insert, Remove Page Break.
Field
In a Report?
Blank=Yes, X=in Excel only
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
EmplID
National Id
Primary Last Name
Primary First Name
Class Rank Beg of Term
Class Campus
Academic Group
Class Subject Cd
Class Catalog Nbr
Class Section
Class Descr
Class Instructor Name
Class Academic Org
Class Instructor EmplID
Class Academic Org Short Desc
Enrollment Status
Enrollment Drop Date
Personal Home Phone Number
Email ID
Class Nbr
Consent
Instructor’s E-mail Address
Ver. 2014.09.15
Page 40
These materials may not be reproduced in whole or in part
without the express written permission of
The University of Akron © 2010.
[email protected]
Introduction to ZipReports
8.
The University of Akron
Degrees Awarded List
Executive Information Screen
Prompts Received
Click once in the list of Terms and
type a 2 before scrolling.
Click once in the list of Academic
Plans and type the first number of
the plan before scrolling.
You can change the =Equal to
Begins with and type the first digit
of a group of plan codes in the edit
box above the list of plan codes.
Detail Reports
There are no detail reports available. Export the results to Excel.
Ver. 2014.09.15
Page 41
These materials may not be reproduced in whole or in part
without the express written permission of
The University of Akron © 2010.
[email protected]
Introduction to ZipReports
The University of Akron
Pivot Reports
Excel Worksheet Fields
Field
Completion Term
Degree Conferral Date
Degree
Plan Description
FERPA
Gender
EmplID
Last Name
First Name
Address 1
Address 2
Address 3
Address 4
City
County
Country
State
Postal
Home Phone
Ethnicity
Citizenship Status
Ver. 2014.09.15
In a Report?
Blank=Yes, X=in Excel only
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
Page 42
These materials may not be reproduced in whole or in part
without the express written permission of
The University of Akron © 2010.
[email protected]
Introduction to ZipReports
9.
The University of Akron
Degrees Awarded List with GPA, Hrs and Acad Plan
Executive Information Screen
Prompts Received
Click once in the list of Terms and
type a 2 before scrolling.
Click once in the list of Academic Plans and type the first number of the plan before scrolling.
You can change the =Equal to Begins with and type the first digit of a group of plan codes in
the edit box above the list of plan codes.
Ver. 2014.09.15
Page 43
These materials may not be reproduced in whole or in part
without the express written permission of
The University of Akron © 2010.
[email protected]
Introduction to ZipReports
The University of Akron
Detail Reports
There are no detail reports. Export the results to Excel.
Pivot Reports
There are no Pivot Reports.
Excel Worksheet Fields
Field
EmplID
Last Name
First Name
Completion Term
Degree
Degree Conferral Date
FERPA
Gender
Address 1
Address 2
Address 3
Address 4
City
County
State
Postal
Plan Description
Country
Home Phone
Cumulative GPA
Total Cumulative Credits
Total Transfer Credits
Academic Plan
Academic Plan Desc
Total Akron Credits
Ethnic Group
Citizenship Status
Ver. 2014.09.15
In a Report?
Blank=Yes, X=in Excel only
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
Page 44
These materials may not be reproduced in whole or in part
without the express written permission of
The University of Akron © 2010.
[email protected]
Introduction to ZipReports
The University of Akron
10. Degrees/2nd Majors/Minors
Executive Information Screen
Prompts Received
Click in the list of Terms and
type a 2 before scrolling.
Detail Reports
There are no detail reports. Export the results to Excel.
Ver. 2014.09.15
Page 45
These materials may not be reproduced in whole or in part
without the express written permission of
The University of Akron © 2010.
[email protected]
Introduction to ZipReports
The University of Akron
Pivot Reports
Ver. 2014.09.15
Page 46
These materials may not be reproduced in whole or in part
without the express written permission of
The University of Akron © 2010.
[email protected]
Introduction to ZipReports
The University of Akron
Excel Worksheet Fields
Field
EmplID
Last Name
First Name
Completion Term
Degree
Transcript Desc
Degree Conferral Date
Degree Status Date
Academic Plan
Degree Earned
Indicator
FERPA
Gender
Address 1
Address 2
Address 3
Address 4
City
County
State
Postal
Country
Home Phone
Ethnic Group
Citizenship Status
Ver. 2014.09.15
In a Report?
Blank=Yes, X=in Excel only
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
Page 47
These materials may not be reproduced in whole or in part
without the express written permission of
The University of Akron © 2010.
[email protected]
Introduction to ZipReports
The University of Akron
11. Enrolled by Program and Plan w/GPA Query
Executive Information Screen
Prompts Received
Detail Reports
There are no detail reports available at this writing. Export the results to Excel.
Ver. 2014.09.15
Page 48
These materials may not be reproduced in whole or in part
without the express written permission of
The University of Akron © 2010.
[email protected]
Introduction to ZipReports
The University of Akron
Pivot Reports
ENROLLED BY PROG, GROUP, PLAN W/GPA PIVOT REPORT
Ver. 2014.09.15
Page 49
These materials may not be reproduced in whole or in part
without the express written permission of
The University of Akron © 2010.
[email protected]
Introduction to ZipReports
The University of Akron
Excel Worksheet Fields
Field
Emplid
FERPA
Last Name
First Name
Campus
Academic Career
Academic (College) Group
Group Title
Academic Program
Program Title
Academic Plan
Plan Title
Plan Type
Term
Academic Level (Beginning of Term)
Gender
State
Ethnic Group
Citizenship (Status)
Address Type
Address 1
Address 2
Address 3
Address 4
City
Postal
County
Birthdate
E-mail Address
Current Term Credits Taken for Progress
Current Term GPA
Cumulative GPA
Total Cumulative Credits
Total Transfer Credits
Total Attempted Credits
Total Akron Credits
Country of Citizenship
Ver. 2014.09.15
In a Report?
Blank=Yes, X=in Excel only
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
Page 50
These materials may not be reproduced in whole or in part
without the express written permission of
The University of Akron © 2010.
[email protected]
Introduction to ZipReports
The University of Akron
12. Enrolled by Program Group and Plan
Executive Information Screen
Prompts Received
Detail Reports
There are no detail reports available at this writing. Export the results to Excel.
Ver. 2014.09.15
Page 51
These materials may not be reproduced in whole or in part
without the express written permission of
The University of Akron © 2010.
[email protected]
Introduction to ZipReports
The University of Akron
Pivot Reports
Ver. 2014.09.15
Page 52
These materials may not be reproduced in whole or in part
without the express written permission of
The University of Akron © 2010.
[email protected]
Introduction to ZipReports
The University of Akron
Excel Worksheet Fields
Field
Emplid
FERPA
Last Name
First Name
Campus
Academic Career
Academic (College) Group
Group Title
Academic Program
Program Title
Academic Plan
Plan Title
Plan Type
Term
Academic Level (Beginning of Term)
Current Term Credits Taken for Progress
Current GPA
Total Cumulative Credits
Cumulative GPA
Gender
Ethnic Group
Citizenship (Status)
E-mail Address
Address Type
Address 1
Address 2
Address 3
Address 4
City
State
Postal
County
Birthdate
E-mail
County of Citizenship
Ver. 2014.09.15
In a Report?
Blank=Yes, X=in Excel only
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
Page 53
These materials may not be reproduced in whole or in part
without the express written permission of
The University of Akron © 2010.
[email protected]
Introduction to ZipReports
The University of Akron
13. Enrolled by Program
Executive Information Screen
Prompts Received
Detail Reports
There are no detail reports available at this writing. Export the results to Excel.
Ver. 2014.09.15
Page 54
These materials may not be reproduced in whole or in part
without the express written permission of
The University of Akron © 2010.
[email protected]
Introduction to ZipReports
The University of Akron
Pivot Reports
The final page of a report is shown here.
Ver. 2014.09.15
Page 55
These materials may not be reproduced in whole or in part
without the express written permission of
The University of Akron © 2010.
[email protected]
Introduction to ZipReports
The University of Akron
Excel Worksheet Fields
Field
EmplID
FERPA
Last Name
First Name
Campus
Academic Career
Academic (College) Group
Group Title
Academic Program
Program Title
Academic Plan
Plan Title
Plan Type
Term
Academic Level (Beginning of Term)
Current Term Credits Taken for Progress
Current Term GPA
Total Cumulative Credits
Cumulative GPA
Gender
Ethnic Group
Citizenship (Status)
E-mail Address
Address Type
Address 1
Address 2
Address 3
Address 4
City
State
Postal
County
Birthdate
E-mail Address
Country of Citizenship
Ver. 2014.09.15
In a Report?
Blank=Yes, X=in Excel only
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
Page 56
These materials may not be reproduced in whole or in part
without the express written permission of
The University of Akron © 2010.
[email protected]
Introduction to ZipReports
The University of Akron
14. Enrolled by Plan
Executive Information Screen
Prompts Received
Detail Reports
There are no detail reports available at this writing. Export the results to Excel.
Ver. 2014.09.15
Page 57
These materials may not be reproduced in whole or in part
without the express written permission of
The University of Akron © 2010.
[email protected]
Introduction to ZipReports
The University of Akron
Pivot Reports
The final page of a report is shown here.
Ver. 2014.09.15
Page 58
These materials may not be reproduced in whole or in part
without the express written permission of
The University of Akron © 2010.
[email protected]
Introduction to ZipReports
The University of Akron
Excel Worksheet Fields
Field
Emplid
FERPA
Last Name
First Name
Campus
Academic Career
Academic (College) Group
Group Title
Academic Program
Program Title
Academic Plan
Plan Title
Plan Type
Term
Academic Level (Beginning of Term)
Current Term Credits Taken for Progress
Current Term GPA
Total Cumulative Credits
Cumulative GPA
Gender
Ethnic Group
Citizenship (Status)
E-mail Address
Address Type
Address 1
Address 2
Address 3
Address 4
City
State
Postal
County
Birthdate
E-mail Address
Country of Citizenship
Ver. 2014.09.15
Ina Report?
Blank=Yes, X=in Excel only
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
Page 59
These materials may not be reproduced in whole or in part
without the express written permission of
The University of Akron © 2010.
[email protected]
Introduction to ZipReports
The University of Akron
15. Enrolled by Program Group (No Plan Listed)
Executive Information Screen
Prompts Received
Detail Reports
There are no detail reports available at this writing. Export the results to Excel.
Pivot Reports
There are no pivot reports available at this writing.
Ver. 2014.09.15
Page 60
These materials may not be reproduced in whole or in part
without the express written permission of
The University of Akron © 2010.
[email protected]
Introduction to ZipReports
The University of Akron
Excel Worksheet Fields
Field
EmplID
FERPA
Last Name
First Name
Campus
Academic Career
Academic (College) Group
Group Title
Academic Program
Program Title
Term
Academic Level (Beginning of Term)
Current Term Credits Taken for Progress
Current Term GPA
Total Cumulative Credits
Cumulative GPA
Gender
Ethnic Group
Citizenship (Status)
E-mail Address
Address Type
Address 1
Address 2
Address 3
Address 4
City
State
Postal
County
Birthdate
E-mail Address
Country of Citizenship
Ver. 2014.09.15
In a Report?
Blank=Yes, X=in Excel only
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
Page 61
These materials may not be reproduced in whole or in part
without the express written permission of
The University of Akron © 2010.
[email protected]
Introduction to ZipReports
The University of Akron
16. Enrolled by Student Group
Executive Information Screen
Prompts Received
Ver. 2014.09.15
Page 62
These materials may not be reproduced in whole or in part
without the express written permission of
The University of Akron © 2010.
[email protected]
Introduction to ZipReports
The University of Akron
Detail Reports
Enrolled by Student Group Report
(The data for EmplID, Last Name and First Name is hidden in this manual. The data appears in
the printed and viewed report in ZipReports.)
Pivot Reports
Ver. 2014.09.15
Page 63
These materials may not be reproduced in whole or in part
without the express written permission of
The University of Akron © 2010.
[email protected]
Introduction to ZipReports
The University of Akron
Excel Worksheet Fields
Field
In a Report?
Blank=Yes, X=in Excel only
Emplid
FERPA
Student Group
Student Group Title
Last Name
First Name
Campus
Academic Career
Academic (College) Group
Group Title
Academic Program
Program Title
Academic Plan
Term
Academic Level (Beginning of Term)
Current Term GPA
Current Term Credits Taken for Progress
Total Cumulative Credits
Cumulative GPA
Gender
Ethnic Group
Citizenship (Status)
Address Type
Address 1
Address 2
Address 3
Address 4
City
State
Postal
County
E-mail Address
Birthdate
Country of Citizenship
Ver. 2014.09.15
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
Page 64
These materials may not be reproduced in whole or in part
without the express written permission of
The University of Akron © 2010.
[email protected]
Introduction to ZipReports
The University of Akron
17. Selected Majors by Enrollment Term with Specific Course Information
Executive Information Screen
Prompts Received
Prompt 1
Prompt 2
Prompt 3
What are the students’ careers?
Are they undergraduate,
graduate or law students?
Prompt 4
Prompt 5
Prompt 6
What is the course’s level? Is it
an undergraduate, graduate or
law course?
Ver. 2014.09.15
Page 65
These materials may not be reproduced in whole or in part
without the express written permission of
The University of Akron © 2010.
[email protected]
Introduction to ZipReports
The University of Akron
Detail Reports
When the query results are displayed in the Executive Information Screen, export the results to
Excel for manipulation and printing.
Pivot Reports
After the query results are displayed in the Executive Information Screen, click on the button
. The pivot reports are displayed.
Export the results to Excel for printing. After you click on the Export tool
, click on the
down arrow
that appears below the tool to
select which pivot report to export. You may export both the reports, but one at a time.
Excel Worksheet Fields
Field
EmplID
National ID
Last Name
First Name
Academic Career
Academic Program
Academic Plan (Major)
Term (Strm)
Subject
Catalog Number
Course Descr
Course Grade-Official
Ver. 2014.09.15
In a Report?
Blank=Yes, X=in Excel only
X
X
X
X
X
X
X
X
X
X
X
X
Page 66
These materials may not be reproduced in whole or in part
without the express written permission of
The University of Akron © 2010.
[email protected]
Introduction to ZipReports
The University of Akron
18. Selected Majors by Enrollment Term without Specific Course
Information
Executive Information Screen
Prompts Received
Prompt 1
Prompt 2
Prompt 3
What are the students’ careers?
Are they undergraduate,
graduate or law students?
Prompt 4
Prompt 5
Prompt 6
What is the course’s level?
Is it an undergraduate,
graduate or law course?
Ver. 2014.09.15
Page 67
These materials may not be reproduced in whole or in part
without the express written permission of
The University of Akron © 2010.
[email protected]
Introduction to ZipReports
The University of Akron
Detail Reports
When the query results are displayed in the Executive Information Screen, export the results to
Excel for manipulation and printing.
Pivot Reports
After the query results are displayed in the Executive Information Screen, click on the
button. The pivot reports are displayed.
Export the results to Excel for printing. After you click on the Export tool
, click on the
down arrow
that appears below the tool to select
which pivot report to export. You may export both the reports, but one at a time.
Ver. 2014.09.15
Page 68
These materials may not be reproduced in whole or in part
without the express written permission of
The University of Akron © 2010.
[email protected]
Introduction to ZipReports
The University of Akron
Excel Worksheet Fields
Field
EmplID
Last Name
First Name
Academic Career
Academic Plan (Major)
Academic Program
Academic Level Beginning of Term
Total Cumulative Hours
Home Address 1
Home Address 2
Home City
Home State
Home Postal
E-mail
Rank
Ver. 2014.09.15
In a Report?
Blank=Yes, X=in Excel only
X
X
X
X
X
X
X
X
X
X
X
X
X
X
Page 69
These materials may not be reproduced in whole or in part
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Introduction to ZipReports
The University of Akron
Appendix B: Setting a Favorite in Internet Explorer
Path/Panel
Action to be Taken/Comments
1. Open the Internet Explorer at Start,
Programs, Internet Explorer or click on
the shortcut icon
.
2. Navigate to the web page that you want to
save as a favorite.
In this example:
a. Type this URL in the Address box:
https://zipreports.uakron.edu
b. Press the ENTER key or click on the Go tool
to the right of the Address box.
3. With the web page to be set as a favorite
displayed, click on Favorites, Add to
Favorites in the menu.
The Add Favorites dialog box is returned.
Ver. 2014.09.15
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These materials may not be reproduced in whole or in part
without the express written permission of
The University of Akron © 2010.
[email protected]
Introduction to ZipReports
Path/Panel
The University of Akron
Action to be Taken/Comments
4. In the Name edit box, type a name for the
favorite. The name that you type will appear
in the Favorites list.
In this example, type ZipReports Login.
5. Click on OK. The Favorite is saved.
6. To use the favorite, click on Favorites in the
menu and select it from the list.
7. To move the Favorite up or down in the
list, place the mouse pointer on the
Favorite's icon.
Drag the icon to the new location in the list.
Release the mouse button when the icon is
in the new location.
NOTE: When moving the icon, you will see
a horizontal black line. The icon will be
placed wherever the black line is when you
release the mouse button.
8. To use the Favorite:
a. Open the Internet Explorer.
b. Click on Favorites in the menu.
c. Click the name of the Favorite in the list.
Ver. 2014.09.15
Page 71
These materials may not be reproduced in whole or in part
without the express written permission of
The University of Akron © 2010.
[email protected]