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ReportingatEIU
SincethetransitiontoBanner,reportingatEIUhaschangeddrastically.Fromthetoolsweusetoretrievedata,totheprocessesinstalledtoensureefficiency,thechangeswehavemaderequiresomeeducationtounderstand.Thisdocumentisintendedtohelpeducatetheusercommunityonthereportsthatareavailable,theprocessesthatallowaccesstodataandthetoolsusedtodelivertheinformation.
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TableofContents
GettingStarted ......................................................................................................................................3
ReportingTools .....................................................................................................................................4Argos ....................................................................................................................................................................5CrystalReports .................................................................................................................................................9Reportal ........................................................................................................................................................... 10DataExtraction.............................................................................................................................................. 15
Data/ReportAccess........................................................................................................................... 16ContactInformation ......................................................................................................................... 16
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GettingStarted
Whensearchingforareportthatcontainstheinformationyouneed,startwiththeEIUreportingwebsite(http://www.eiu.edu/~reporting).Here,youwillfindthereportrepository,whichcontainsthedescriptionsofstandardreportsfromacrosscampus.Theremayalreadybeareportoncampusthatcontainstheinformationyouneed.Onthereportingsite,youwillfindthecontactinformationforthearea/personresponsibleforeachreport.
Intheeventareportdoesnotalreadyexistwiththeinformationyouneed,arequestforprogrammingmaybesubmitted.Therequestformsresideonthereportingwebsiteunder“Forms”.Onceyou,theuser,submittherequestonline,theformwillbedeliveredautomaticallytotheappropriateperson.Youmaybecontactedtofurtherdiscussyourneeds.
Toretrieveyourdata,youwillneedtobefamiliarwiththetoolsusedfordisplayingtheinformation.Thefollowingsectionsdescribethereportingtoolsyoumayneedtoretrieveyourreport.
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ReportingTools
Inthepast,EIUutilizedamainframesystemforstoringinformation.SincetheconversiontoBanner,EIUhaschangedthewaydataisstoredandretrieved.Inanefforttodeliverdatamoreefficiently,thereportingtoolsusedatEasternhavealsochanged.
Themainreportingtoolsare:
Argos
RePortal
CrystalReports
Bannerreports
DataExtraction
Thefollowingpageswilltakeacloserlookateachtool.
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Argos
Argosisaweb‐basedreportingtoolusedbyinstitutionsthatalsousetheBannerdatabase.Argosisareportcreationsoftwareandareportdeliverytool.
Itcontainsahierarchicallistofthedifferentmodulesoncampus(Student,HumanResources,Finance,etc…).Differentdepartmentsandentitieshavesubfoldersinsideeachmodulefolder.Insidethesefoldersyouwillfindalistofreportstowhichyouhavebeengrantedaccess.
ThefollowingisastepbystepdemonstrationonhowtoaccessArgosandviewareport:
ArgosReportViewingInstructions
Step1:IfyouhavenotalreadyaskedforaccesstoArgos,youneedtocontactthereportwriterwithwhomyouhavebeenworking.Thereportwriterwillcontactthenecessarypersonneltosetuptheproperaccess.
Step2:OpenInternetExplorer,typehttp://argossrv:8080/intheaddressbarandpressenter.
Step3:ClicktheArgosbuttonformtheleftnavigationbar.
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Step4:ClicktheStartHerebuttonthatappearsonthescreen.
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Step5:IfthisisthefirsttimeyouhaveusedArgos,youmaybepromptedtoinstall“ActiveX”.Clickthroughthepromptstoinstall“ActiveX.”Thisplug‐inisnecessaryforArgostofunctionproperly.
Step6:Next,youwillbepromptedforausernameandpassword.YourusernameandpasswordwillbethesameasyourEIUemailusernameandpassword.Onceyouhaveenteredyourcredentials,clickLogin.
YouhavenowsuccessfullyloggedintoArgos.Yourpermissionswilldeterminewhatreportsyoucansee.Ifthereisareportthatyouknowisavailablethatyoucannotsee,itislikelyyoudonothaveaccesstothereport.Belowisanexample:
Step7:Clicktheplussigninfrontofthefolderyouwouldliketoaccessandtheselectionwillexpandtoshowsubfolders,datablocksandreports.Doubleclickthereportyouwanttoopen.Reportscanbefounddirectlyunderdatablocks.
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Step8:Onceyouhavedoubleclickedtoopenthereportyouneed,simplyfollowthedirectionsonthereport.Inanefforttocustomizetheresults,thereportsmayrequiresomeuserinput.These“inputs”areknownasparameters.(Ifparametersarenotrequired,thereportwillbegintoruntheinstantyouopenthereport.)
Onceyouhavemadeyourselections,click“next”tosubmityourreport.
NOTE:Itwilltakeafewsecondstoprocessyourrequest
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CrystalReports
CrystalReportsisreportcreationsoftware.Typically,auserwillneedtrainingtocreatereportsusingCrystal.TovieworrunanexistingCrystalreport,eithertheuserwillneedtohaveCrystalreportssoftwareinstalledonhis/hermachineoruseaweb‐basedreportdistributiontoolcalledrePortal.WewilldiscussrePortalfurtherinthenextsection.
IfyouwouldlikemoreinformationonhowtogetCrystalreportssoftwareinstalledonyourcomputerorhowtopurchasealicense,pleasecontacttheEIUHelpDeskforassistance.
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Reportal
Reportalisaweb‐basedreportdeliverytoolusedtodistributereportsoncampus.Reportalisnotreportcreationsoftware.Instead,itdisplayspre‐developedreportswrittenthroughanotherproductEIUcurrentlyutilizes(i.e.,CrystalReports).
ThefollowingisastepbystepdemonstrationonhowtoaccessrePortalandviewareport:
ReportalReportViewingInstructions
Step1:IfyouhavenotalreadyaskedforaccesstorePortal,youneedtocontactthereportwriterwithwhomyouhavebeenworking.Theywillcontactthenecessarypersonneltosetuptheproperaccess.
Step2:OpenInternetExplorer,typereportalintheaddressbar,andclickenter.(ITShassetreportalupsothereisnoneedtotypeatypicalwebaddress.)
Step3:Youmaybepromptedtoinstall“ActiveX”.Clickthroughthepromptstoinstall“ActiveX.”Thisplug‐inisnecessaryforReportaltofunctionproperly.
Step4:Yourpermissionswilldeterminewhatreportsyoucansee.Ifthereisareportthatyouknowisavailablethatyoucannotsee,itislikelyyoudonothaveaccesstothereport.
Step5:Onceyouhaveloggedin,clicktheplussigninfrontofthefolderyouwouldliketoaccessandtheselectionwillexpandtoshowallavailablesubfoldersandreports.
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Step6:Clickonthereporttitleinordertorunthereport.
Step7:Inanefforttocustomizetheresults,thereportsmayrequiresomeuserinput.These“inputs”areknowsasparameters.Ifthereportdoesrequireinput,ascreenliketheonepicturedbelowwillappear.Entertheappropriate
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informationinthetextboxandclick“submit”.(Ifparametersarenotrequired,thereportwillbegintoruntheinstantyouclickitsname.)
NOTE:Itwilltakeafewsecondstoprocessyourrequest
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Step8:Thereportisdisplayedonyourscreen.Thereportmaybeexportedtoanotherformatbyclickingontheexporticon.
Step9:Onceyouclickthe“export”button,youarepresentedwithseveraloptions.TheseoptionsincludeExcel,WordandPDF.
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Step10:Youmayalsonarrowdownwhichpagesappearonyourreportmuchinthesamewayyouwouldselectthepagesofadocumentforprinting.Whenyouhavedecidedwhichformatyouneed,andwhichpagesyouwouldliketoappearinyourreport,click“Ok”.Youwillthenbeaskedtoprovideanameforyourdocument.
Step11:Atthispoint,youwillbegiventheopportunitytoopenthereport.Youmayopenthereporttoseetheoutput.
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DataExtraction
TherearesomeformsfromwhichBannerofferstheabilitytoextractdataintoaspreadsheet.Thedatathatisextractedmaybesavedasacommaseparatedfile(.csv)ordisplayedastextinanewInternetbrowserwindow.
DataExtractionInstructions
Step1:AccesstheBannerform.
Step2:Ifapplicable,displaythedesiredrecordsontheform.
Step3:SelectoneofthefollowingoptionsfromtheHelppull‐downmenu:
• ExtractDatawithKey–thiswillextractkeydataanddatainthecurrentblock
• ExtractDataNoKey–thiswillextractdatainthecurrentblockonly
DependingonyourdirectoryoptionssettingontheGeneralUserPreferencesMaintenanceForm(GUAUPRF),theextracteddatawilleitherbedisplayedinabrowserwindow,oryouwillbepromptedtosavethe.csvoutputfile.
Note:Tosavethedatafromyourbrowserwindowtoafile,useInternetExplorer’sFile>SaveAsoptiontosavetheextracteddatatoalocaldirectoryasa.txtfile.Thenrenamethefileasa.csvfile.
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Data/ReportAccess
Atthispoint,wehavecoveredwaystodiscoverifreportsexistthatcontaintheinformationyouareinterestedinandhowtocontacttheappropriatepartiestogainaccesstothereports.Itshouldbeclarified,atthisstage,thatyoumightnotalwaysbegrantedaccesstothedata.Eachmodulehasapersonwhoisresponsibleforthedataintheirmodule.Thispersoniscalledthe“DataCustodian”.AccesstodataandreportsisrequestedfromtheappropriateDataCustodian.Theywilldetermineifyouwillbeallowedaccesstothedata.AlthoughtheDataCustodiangrantsaccess,the“ReportWriter,”fortheappropriatemodule,istheinitialcontactpersontogainaccesstodata.TheReportWriterwillreviewtherequestandforwardtherequesttotheDataCustodianforapproval.
BelowisalistofReportWritersbymodule:
Advancement–581‐6616JerilynHutsonDavePollard
Finance‐581‐6603 RajuPadmaraju KeithWortham
FinancialAid–581‐7511 TracyHall
HumanResources‐581‐5825 KenGerhardt PhilZimmer
Student‐581‐3831 JoshNorman MikeHubbartt
