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Chabot – Las Positas Community College District Reporting Strategy

This conference presentation discusses the CLPCCD reporting plan, criteria for selecting a reporting tool, ideas for implementing the tool, and future plans. It also includes information on the current reporting environment and the evaluation of different reporting tools.

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Chabot – Las Positas Community College District Reporting Strategy

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  1. 2005 CONFERENCE April 5th & 6th Chabot – Las Positas Community College DistrictReporting Strategy

  2. Agenda • Overview of CLPCCD Reporting Plan • Not a Crystal Reports Demo • Audience – ITS Staff • List of Criteria Used for Selecting a Reporting Tool • Our Ideas to use the Reporting Tool • Goal – Ideas to help determine your Reporting direction • Questions 3CBG Conference - April 5th & 6th 2005

  3. About Chabot - Las Positas • 2 College District • Chabot College – Hayward • Las Positas College – Livermore • District Offices – Pleasanton • Current Adhoc Reporting / Data Extract Environment • Brio Query 6.x Client Server (Institutional Research and Financial Aid) • MS Access Tools (H/R Adhoc, Enrollment Management, Misc) • Banner Population Selection Extracts • “Call the Programmer” • Current Parameter Driven Reporting • 30 Local Banner Web Reports with Parameters • 750 Banner Local Job Submission Reports/Processes (SQL, COBOL, C) • Banner Baseline Reports 3CBG Conference - April 5th & 6th 2005

  4. List of CLPCCD User Criteria Used • Web based • Easy and Intuitive to Use • Easy to Join Data Views • Both Adhoc Reporting and Data Extracts for End Users • Multiple output formats (Excel, HTML, Text, Charts/Graphs) • “Cohort” Tracking for Institutional Research (track across multiple terms) 3CBG Conference - April 5th & 6th 2005

  5. List of CLPCCD Technical Criteria Used • Security Administration System • Scheduling System (run reports automatically unattended) • Parameter Driven Reports • Publish Static Reports to the Web • Work with Live Database or Future Data Store / Warehouse • Shared Library of Reports and Data Extracts • Replace Current Tools (Home grown MS Access Tools) • Reduce calls to Programming Staff 3CBG Conference - April 5th & 6th 2005

  6. List of CLPCCD Vendor Criteria Used • Company Reputation and Market Share • Flexible Pricing and Licensing • Training Options 3CBG Conference - April 5th & 6th 2005

  7. Tools We Evaluated • Selection is based on your needs • Business Objects (Crystal Reports) ***CLPCCD Selection*** • Hyperion (Brio Query) • MS Access • Oracle Discoverer • Others in the mix evaluated on paper • Cognos • Web Focus 3CBG Conference - April 5th & 6th 2005

  8. Initial License Breakdown for Pilot Group • 1 Administrator account (ITS Staff) • 7 Developer accounts (ITS Staff) • 30 End User accounts (Key Users from each functional area) • 100-150 Static Report Viewers (All Managers, Supervisors, Other) • End User Pilot Group will Help Setup Data Views • Planned Expansion 3CBG Conference - April 5th & 6th 2005

  9. Adhoc Reporting / Data Extract for End Users • Use Core Views for Each Functional Area • ODS = Operational Data Store, SCT announced at Summit 2004 their intention of getting out of the report writing business and to instead maintain ODS views. • Use modified ODS composite views as Satellite views with a Core view • Financial Aid example (see example chart) • CLPCCD Method used in modifying baseline ODS and Core views (see example code) 3CBG Conference - April 5th & 6th 2005

  10. Parameter Driven Reports Plan • Reduce the number of local reports – shift to End Users • Evaluate remaining reports for duplicate/ similar info • Combine/Rewrite most remaining reports to use Satellite and Core views to insure consistency in results • Determine best tool for rewrites (Crystal or Banner Job Sub) 3CBG Conference - April 5th & 6th 2005

  11. Publish Static Reports to the Web • Currently we publish static reports to the web (Intranet) via our enterprise server and cron jobs that run overnight or once a week • We will evaluate these current reports to see if they should use the Satellite and Core views to insure consistency in results • We will also evaluate whether to migrate these to the Crystal Reports server 3CBG Conference - April 5th & 6th 2005

  12. Future Plans • Move ODS Satellite and Core views to tables in a Data Store on another server (Crystal Reports Server) • Develop method to do nightly incremental updates to these tables (model after SCT’s method described at Summit 2005 – How to Modify the Sungard SCT ODS) • Develop views against the Data Store to create “Dashboard” type output that can be used by the Crystal Reports tool • Expand Pilot Group 3CBG Conference - April 5th & 6th 2005

  13. Questions Questions? Thank you Dave Suhr dsuhr@clpccd.cc.ca.us 3CBG Conference - April 5th & 6th 2005

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