SIS Reporting Services Web Reporting Update April 2, 2003

1. SIS Reporting ServicesWeb Reporting UpdateApril 2, 2003 Bernie Kluger, SIS Isabella Lupinski, SIS Paul Maya, AIS bkluger@columbia.edu, x41361 il80@columbia.edu, x43085 psm2002@columbia.edu, x44404

2. Fall 2002 Goals • Serve a broader range of Columbia administrative staff • Satisfy a broader range of needs among existing clients • Support more sophisticated research questions and other reporting needs (e.g. data integration, consultation) • Improve quality & reliability of Reporting Services output Sustain service levels! SIS Reporting Services -- Web Reporting Update

3. Overview Service Update Web Reporting Status Beta Test Plan Questions, Comments SIS Reporting Services -- Web Reporting Update

4. Service Update Number of SDR Reports Run Each Month Falling number of Infoline requests… Number of Clients Using SDR …and a leveling of SDR reporting load * SIS Reporting Services -- Web Reporting Update

5. Service Update • Steady increase in the number of SDR reports... • Missing SREQ documents for a given student • Student that have expired residence hall addresses but have not transferred to a new residence hall address • Total for each fund code disbursed for a given term • Applicant phone numbers by pool code • Students having made a payment through a particular payment code • Faculty teaching courses in a given semester • et al ...and new tables to RSS... • ESAR FA • FALB FA • FLAG AD • OFFR FA • PD3S FA • PINC FA (extended) • PPDR FA • ADCO CM • CACT SA • CAGR SA • CALC SA • CIP SR • CLCH SA • ECLS CM • RPOS CM • SINC FA (extended) • TUNI SA • UCAT SA • UCHG SA SIS Reporting Services -- Web Reporting Update

6. Web Reporting Status: Two Tracks • Web Reporting System • Integration of Report Directory and Web Focus Reports • Broader access to reporting users • Beta set of 20+ reports • Additional reports in development Report Directory Searchable index of all reports Directory of all reports Four test groups Web Focus Reports Online report access Customized menus & no "fill-ins" Four test groups Closed Beta Open Beta SIS Reporting Services -- Web Reporting Update

7. Web Reporting Status Report Directory SIS Reporting Services -- Web Reporting Update

8. Web Reporting Status Report Directory SIS Reporting Services -- Web Reporting Update

9. Web Reporting Status Report Directory SIS Reporting Services -- Web Reporting Update

10. Web Reporting Status Report Directory SIS Reporting Services -- Web Reporting Update

11. Web Reporting Status Report Directory SIS Reporting Services -- Web Reporting Update

12. Web Reporting Status Report Directory SIS Reporting Services -- Web Reporting Update

13. Web Reporting Status: Menu-driven access Upon authenticated login, each user sees a menu of report groups for which he has been authorized by the security rules pertaining to the data source. Security rules guarding SIS reports are stored and maintained by the SIS development team in the same tables as guard SDR. SIS Reporting Services -- Web Reporting Update

14. Web Reporting Status: Customized SIS Report List Clicking on a menu yields a list of reports filtered by the restrictions associated with the user’s security profile. SIS Reporting Services -- Web Reporting Update

15. Web Reporting Status: Report Interface Selecting a report produces a screen for entering run-time parameters Parameters may be selected from a drop-down box or entered into a text box “Sensitive” parameters - i.e. those for school and department - are selected from lists of values authorized for the user’s security profile associated with the selected report At run-time, user may select from various output options: HTML EXCEL 2000 PDF SIS Reporting Services -- Web Reporting Update

16. Web Reporting Status: Report Output Report output may also allow for “drill-down” to a linked report show in a finer level of detail for the selected item. SIS Reporting Services -- Web Reporting Update

17. Web Reporting Status: Report Output: Drill Down SIS Reporting Services -- Web Reporting Update

18. Web Reporting Status: Scheduled Reports Time-intensive, broadly comprehensive, and/or routine reports may be scheduled to run off-hours or on weekends - at regular intervals, if desired. Output can be made available as HTML or in comma-delimited format suitable for download. SIS Reporting Services -- Web Reporting Update

19. Beta Test Plan: Two Tracks • Web Reporting System • Integration of Report Directory and Web Focus Reports • Broader access to reporting users • Beta set of 20+ reports • Additional reports in development Report Directory Searchable index of all reports Directory of all reports Four test groups Web Focus Reports Online report access Customized menus & no "fill-ins" Four test groups Closed Beta Open Beta SIS Reporting Services -- Web Reporting Update

20. Beta Test Plan OrderSchoolContact (TBD) #1 Grad. School of Engineering (EP) Tiffany Simon 1 acad_progress_report_for_student 2 dept_track_pr 3 applicant_list_with_flags 4 applicant_email_addresses 5 grad_student_contact_list #2 School of Nursing (SNUR) Judy Honig, Juanita Johnson * rec_grds_apr_for_ssn 6 exp_grads_local_address_labels 7 class_enrolls_by_student_school 8 basic_class_roster 9 department_gpa_list 10 demo_counts_by_billing_program 11 school_gpa_list 12 school_term_enrollment #3 School of Social Work (SW) Marina Henriquez-Blandino 13 class_rosters_and_grades_by_dept * rec_stud_school_term_enroll 14 enroll_status_counts_by_billprog 15 school_counts_by_billing_program * rec_stud_demo_by_bill_prog #4 School of Law (LW) Llamar Richardson, Maritza Sanchez 16 all_aid_history_for_student 17 exp_grads_without_exit_interview 18 all_aid_history_for_standing_yr 19 applicant_contact_info 20 applicant_proof_sheets • Goals: • Confirm design of web reporting. • Test stability of software. • Develop training & support plan. SIS Reporting Services -- Web Reporting Update

21. Questions, Comments Open Questions • Beta test group... • Report Directory location... • Excel formatting... Other issues??? SIS Reporting Services -- Web Reporting Update