© 2012 Entrinsik, Inc.

Informer ReportingI need a report that…

PRESENTER: Tim Nicholson| Director of Customer Services | March 5-6, 2012

© 2012 Entrinsik, Inc.

New Features and Fixes (4.2.7+)

• Native SQL Reports (4.2.8)• Control HTML format using templates (4.2.8)• http

://www.entrinsik.com/support_resources/4.x.AddedFeatures.txt

New!

© 2012 Entrinsik, Inc.

Topics

• Basic Reporting• SQL Block• Output Manipulation• Analysis• Customizing Reports• Scheduling

© 2012 Entrinsik, Inc.

Basic Reporting

• Starting a Report– Statement

• “I need a report of all tuition charges for a given semester.”– Determine where you are starting

• TUITION– Identify the criteria

• Term– Identify the output

• Student ID• Name• City, St and Zip• Tuition Due• Tuition Paid

© 2012 Entrinsik, Inc.

Basic Reporting

• Multiple Criteria– “I need a report of all tuition charges over $500

for a given semester.”– Order matters for performance– Place most restrictive condition first

© 2012 Entrinsik, Inc.

Basic Reporting

• Compound Conditions– Combines ‘and’ and ‘or’ conjunctions– Parenthetical grouping• X and (Y or Z)

– “I need a report of tuition charges over $500 or tuition payments under $300 for a given semester.”

© 2012 Entrinsik, Inc.

Basic Reporting

• Nested Compound Conditions– “I need a report of all tuition charges over $500

for NC students or $1000 for TX students for a given semester.”

© 2012 Entrinsik, Inc.

Basic Reporting

• Select/Returning– Criteria is from a detail file– Cannot link directly from the summary file– Need detail summarized (unduplicated)– Need a savelist of summary file ID’s– “I need a report of students with tuition

balances.”

© 2012 Entrinsik, Inc.

Basic Reporting

• Additional formatting– Sorting– Grouping– Normalizing (U2 only)• Filtered vs. Non-filtered• “I need a report of all students receiving PELL

financial aid.”

© 2012 Entrinsik, Inc.

SQL Block• Got SQL?

– Run native SQL select’s to generate output– No need for mappings– Any valid SQL select statement– Can prompt for input

• <<Prompt text[Data type]multi-input indicator>>– Prompt text – any text (e.g. Enter start date)– Data type

» Text» Numeric» Date» Datetime» Time» Boolean

© 2012 Entrinsik, Inc.

Output Manipulation

• Adjusting Report Results– Move columns– Sort columns– Group

• Export Report Results

© 2012 Entrinsik, Inc.

Analytics and Charting

• Create Summary from Report Output– Basic pivot table

• Simple charts– Will be updating with dashboard charts

© 2012 Entrinsik, Inc.

Customizing Reports

• User Settings– Becomes independent version– Only YOU see your custom version• Add/remove fields• Add/remove sorting• Add/remove grouping• Add/remove normalization

– Must clear settings to see template

© 2012 Entrinsik, Inc.

Scheduling

• Run It When You Need It– Determine the schedule

• When? (Start/End Date & Time)• How often? (Recurrence)

– Determine the parameters (if any)– Determine what to do with the results

• Archive• Email• Export

– File– Savelist (U2 only)

© 2012 Entrinsik, Inc.

Thank you! Any questions?