round 2 on reporting for the intermediate user

CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.

Round 2 on Reporting for the Intermediate User

Anderson Garcia and Kevin Landolt


Session starters

Please silence all cell phones

Please hold questions for question breaks

Please state your name and organizationwhen asking a question

PowerPoints and handouts are available at www.csoresearch.com/csoconference

Sit back, relax and let’s have some fun!

http://www.csoresearch.com/csoconference


What You’ll Learn

• Introduction to the different types of reporting

• Maximizing your reporting criteria

• Creating documents from reporting function-Mail Merge


Reporting Types

• Records• Activity• System Stats• One-Click

Reporting


Reporting Types Cont.

Record reporting from Databases:• Database > Student > Search• Database > Contact > Search • Database> Job > Search• Database > Employer > Search



Activity Reporting Includes:

• Audit Log

• Delete Log

• Email Log

• Email Queue



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.


Maximizing Reporting Criteria

• And / Or Statements

• Wildcards %• Is Like, Empty• Dates: “today”,

“yesterday”


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



“Or” Criteria Statements• Example:

– Observation report with a subject of Resume Review and two different administrators


Comparators

COMPARATOR DESCRIPTION EXAMPLE= Equals Usually text or numbers< Less than Usually number or date> Greater than Usually number or date

< = Less than or equal to Usually number or date> = Greater than or equal

toUsually number or date

< > Not equal to Usually number or date or text

LIKE Contains % as a wildcard

Usually text: Perm city like Aus%

IS EMPTY Contains no null value or empty value

Querying to pull fields with a null OR empty value

IS NOT EMPTY

Contains a value Querying to pull fields with a non-null OR non-empty value



“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



“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



“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.


Creating documents from reporting function-Mail Merge

Reference Examples:• Employer Guidebook for Career Fair• Student Registration Event

Attendance Sheet• Internship Timeline Overview


Questions/Comments/Scenarios


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

round 2 on reporting for the intermediate user

Documents

tx copyright

cso research

reporting criteria cont

reporting types cont

activity reporting

record reporting

different types of reporting

criteria statementsexample