Building / Saving Custom Reports

Building / Saving Custom Reports

The Custom Reports function is available under every major tool bar...

Development, Admissions, Registrar, Finance and Library

A: Under Navigation go to "Recruitment/Admissions"

B: Click on "Customs Reports"

C: Click on "build new report"

D: Click on buttons to indicate which data will be pulled for the report

- Green = included - White = not included

E: Click on drop down box to select search category

F: Click on one of the following:

- "LIKE" ... similar to, can use wild card (%) - "=" ... Equal or the same

- "NOT LIKE" ... Does not include - "<" ... Less than

- "IS NULL" ... No information given, blank - "<=" ... Less than or equal to

- "HAS BIT" ... For searching for statuses - ">" ... Greater than

- ">=" ... Greater than or equal to

G: Type in specification of the search category (E)

H: Click on one of the following:

- "STOP" ... End of the search criteria - "AND" ... A and B

- "OR" ... option A or B - "NOT" ... anything but A

I: Click on "Run Report"

J: The report will come up

K: Click on "Save report" to save the report

L: Type in the title for the report

M: Click on "Add Report"

N: Report is successfully saved

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