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

 

AUnder Navigation go to "Recruitment/Admissions"

B: Click on "Customs Reports"

CClick on "build new report"

 

DClick on buttons to indicate which data will be pulled for the report

       - Green = included                                 - White = not included

EClick on drop down box to select search category

FClick 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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