CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.

Round 2 on Reporting for the Intermediate User

Anderson Garcia and Kevin Landolt

CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.

Session starters

Please silence all cell phones

Please hold questions for question breaks

Please state your name and organizationwhen asking a question

PowerPoints and handouts are available at www.csoresearch.com/csoconference

Sit back, relax and let’s have some fun!

CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.

What You’ll Learn

• Introduction to the different types of reporting

• Maximizing your reporting criteria

• Creating documents from reporting function-Mail Merge

CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.

Reporting Types

• Records• Activity• System Stats• One-Click

Reporting

CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.

Reporting Types Cont.

Record reporting from Databases:• Database > Student > Search• Database > Contact > Search • Database> Job > Search• Database > Employer > Search

CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.

Reporting Types Cont.

Activity Reporting Includes:

• Audit Log

• Delete Log

• Email Log

• Email Queue

CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.

Reporting Types Cont.

One-Click Reports:• Administrators can run standard pre-set

reports from the left hand navigational bar.

• These reports are hard-coded but some do have the ability to customize elements such as # of days, views or to narrow results

• One-click Reports can be generated online or exported to Excel as a .csv file.

CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.

Maximizing Reporting Criteria

• And / Or Statements

• Wildcards %• Is Like, Empty• Dates: “today”,

“yesterday”

CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.

Maximizing Reporting Criteria Cont.

“And” Criteria Statements• “And” is indicating that all of your added criteria

must match to be included in the results• Example:

– Active Co-op students with a current resume

CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.

Maximizing Reporting Criteria Cont.

“Or” Criteria Statements• Example:

– Observation report with a subject of Resume Review and two different administrators

CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.

Comparators

COMPARATOR DESCRIPTION EXAMPLE= Equals Usually text or numbers<  Less than Usually number or date>  Greater than Usually number or date

< = Less than or equal to Usually number or date> = Greater than or equal

toUsually number or date

< > Not equal to Usually number or date or text

LIKE Contains % as a wildcard

Usually text: Perm city like Aus%

IS EMPTY Contains no null value or empty value

Querying to pull fields with a null OR empty value

IS NOT EMPTY

Contains a value Querying to pull fields with a non-null OR non-empty value

CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.

Maximizing Reporting Criteria Cont.

“Wildcards” /“Is Like”• The wildcard is used in conjunction with the

comparator “Like”/“Not like” and is represented by the % sign, used to substitute for any other character or characters in a string.

• Example: - Searching for all employers with the word “school” in

the organization name

CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.

Maximizing Reporting Criteria Cont.

“Is Empty” • This is used when there is a null value

associated with the data in question• Example:

- Student records missing a primary email account

CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.

Maximizing Reporting Criteria Cont.

“Today/Yesterday”• This is used to target date formatted

fields within the various record of the databases

• Example: -All jobs created “Today” with an active

status.

CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.

Creating documents from reporting function-Mail Merge

Reference Examples:• Employer Guidebook for Career Fair• Student Registration Event

Attendance Sheet• Internship Timeline Overview

CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.

Questions/Comments/Scenarios

CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.

Thank you for attending!

If you have any additional questions, please contact the Support Team or your CRM.

What’s next?

The next session will

begin at

11am