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Ad Hoc Reporting
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Basic Concepts
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• Designing filters
• Designing reports
• Building reports
• Exporting data
Agenda
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Navigation
Ad Hoc ReportingFilter Designer
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• Three data types
Student
Census/Staff (person)
Course/Section (curriculum)
Campus Ad Hoc Filter Designer
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• Three filtering methods
Query Wizard
Selection Editor
Pass‐through SQL Query
• All filters can be saved and reused
• Filters can be made by you and shared
Campus Ad Hoc Filter Designer
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• Query WizardCreates a dynamic filter, updates automaticallyUses Campus field names, not plain languageRequires knowledge of search operators
– Examples=, <>, etcNULLSOUNDS LIKE
• Selection EditorOnly works on student dataCreates a static filter, must be updated manually
• Pass‐through SQL QueryMost powerful and flexibleBest way to build cohort‐based, longitudinal filtersRequires knowledge of SQL programming language & Campus schema
Filtering Methods
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• What is Selection Editor good for?
Athletic rosters
Activity rosters
Your ideas?
• Remember
Selection Editor filters are static– If a student adds or drops from activity, filter must be updated manually
Filter Designer: Selection Editor
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Filter Designer: Selection Editor
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Filter Designer: Selection EditorClick on a student in All Students, use right arrow to move them to Selected Students Use left arrow to remove them from Selected Students
Give selection a meaningful name
Choose to save to your user account or your user group
Save
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• Query Wizard allows creation of dynamic custom searches on any of three data types
• What is Query Wizard good at finding?
Persons with information that shouldn’t be there– Parents with social security numbers or birthdates
Persons who are missing information– Ex: Parent/guardians without phone numbers
Persons who meet search criteria– Ex: Students with course grades of D or F
– Ex: Students with GPA above 3.5
Your ideas?
Filter Designer: Query Wizard
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Filter Designer: Query Wizard
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Filter Designer: Query Wizard
Click any field that will be used as filter criteria or will be displayed on output
Give query a meaningful name
NextFields in All Fields list expand, making thousands of possible filter combinations
To remove a field from Selected Fields, select it and click arrow button
To filter All Fields list, enter criteria and click Search
To return to All Fields list, click Clear
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Filter Designer: Query Wizard
Use Organized To dropdown list to save filter to your user account or share it with other user groups you belong to
Use operators to narrow your search
Enter filter criteria here
Save Click Test to view pop‐up window with search results using filter [Note: be sure your browser has pop‐ups enabled for Campus]
For export: Set options
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• For text values
Equal or Not Equal (=, <>)
IN, NOT IN
LIKE
SOUNDS LIKE
IS NULL, IS NOT NULL
• For numeric values
>, >=, <, <=
• For dates
IS TODAY, IS YESTERDAY
Query Filter Search Options
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Tip: The LIKE Option Uses Wildcards% zero or more characters wildcard
student.lastName LIKE Mc% will find all names that begins with “Mc”
student.lastName LIKE %en% will find all names that includes letters “en” (Bennet, Green, McBadden)
_ one character wildcard
student.lastName LIKE Anders_n will find “Anderson” and “Andersen”
but not “Andersohn”
[ ] matches each single character enclosed in brackets
student.lastName LIKE [ABCD]% will find every name beginning with A, B, C or D
student.lastName LIKE [CKL]ars[eo]n will find “Carsen”, “Karsen”, “Larsen”, “Carson”, “Karson” and “Larson”
^ when used with square brackets, it means NOT
student.lastName LIKE M[^c]% will find all names beginning with M that do not have c as second letter
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• Required Knowledge
Campus database schema
SQL, a database programming language
• These filters are covered in another Interchange session
Filter Designer: Pass-through SQL Query
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• Report Designer allows custom letters to be created using a WYSIWYG editor
Report Designer
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Using Report Designer
Use Organized To dropdown list to save filter to your user account or share with user groups you belong to
Name designCompose letter using:• Formatting tools• Links• Graphics• Campus fields • Campus subreports
Save
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• Brings filters and report designs together to create PDF output
• Users select from filters and designs created by themselves and/or others in their user group
Report Builder
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Using Report Builder
Select filter(s) Select report design
Choose sort orderBuild report
With multiple filters selected, set operation
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Tip: Report Builder Set Operations
X
X X
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X
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X X
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X
X
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Union Example:All dodgeball team membersAndAll 10th grade boys
Intersection Example:All dodgeball team membersWho are10th grade boys
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• Use Query Wizard filters to filter data
• Export formats
HTML (opens a browser pop‐up window)
XML (a Web language used by computer programs)
Comma Separated Values (CSV) (used by Excel)
Tab delimited values (used by Excel)
PDF report can be saved and printed but not edited
Data Export
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Using Ad Hoc Data ExportSelect filter(s) Select export format
Export
(Optional) Check to be prompted to save file
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• Mailing Labels
Navigation: Census>Reports>Mailing Labels
Ad Hoc Filter dropdown list contains saved filters
• Advanced Search
Search tab
Search for a student
Choose advanced search
Select a filter from list
More Uses for Ad Hoc Filters
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• Check box or Yes/No values are recorded in Campus as 1 or 0
Example: To select active students use “student.activeToday” with a value of 1
• Some fields store data as code numbers, not words
Example: For non‐white students use “student.raceEthnicity” with a value <> 5
Tips
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Ask, we’re ready!
Questions & Answers
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Stay Inspired!
Additional training available from Infinite Campus University• Professional, certified trainers• Just‐in‐time offerings
In person• In your district• At Infinite Campus
Online• Live webinars• Self‐paced trainings
College Model Number Title
General Self‐paced AD 1113 Ad Hoc Reporting Basics
General Webinar AD 1116 Ad Hoc Reporting Basics
General Tutorial AD 1119 Ad Hoc Reporting Basics Study Group