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Using ePortfolio Reports Session - 110

Using ePortfolio Reports Session - 110. Presented by Barbara Deakin. Objective. Easily and quickly create reports from the eSite and eFinancial database. Discussion Topics. Reporting Functions Components of the Query Definition Form Opening an existing Definition Filter options Sorting

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Using ePortfolio Reports Session - 110

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  1. Using ePortfolio ReportsSession - 110 Presented by Barbara Deakin

  2. Objective • Easily and quickly create reports from the eSite and eFinancial database

  3. Discussion Topics • Reporting Functions • Components of the Query Definition Form • Opening an existing Definition • Filter options • Sorting • Save Excel workbook • Summary Report, Favorites • Query Templates

  4. What is Vision • Vision is an end-user reporting toolset and data model designer that.. • Creates a unified reporting structure that can reflect multiple databases and platforms • Live access across multiple application systems • Allows end-users to create queries using common terminology • Common user interface for reporting and data analysis • Conditional and scheduled report distribution

  5. Discussion Topics • Excel Template Workbooks • Combining reporting functions • Recalculate Functions and Automatic Filter Lookup • Adhoc Analysis - Drilldown • Adhoc Analysis – Cube • Format Tables • Macro Builder • Query Template View Only • Auto Format • Report Designer

  6. Link to Data Base

  7. Questions

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