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UNC’s Reporting Portal. 1. Agenda. What is Insight How to get access Demonstration Reports available now Future plans How to request additional reports. 2. What is Insight?. It is UNC’s single destination reporting portal. - PowerPoint PPT Presentation
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UNC’s Reporting Portal
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Agenda
What is Insight How to get access Demonstration Reports available now Future plans How to request additional reports
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What is Insight?
It is UNC’s single destination reporting portal.
Reports are created by IT, OBIA, and designated report writers from the Operation Data Store (ODS) which is an extension of Banner using a tool called Web Focus.
Optimizes system without slowing down productivity
ODS is updated nightly (prior day data)
Some critical timing reports will have real time data (e.g. seat counts)
Get more information here: http://www.unco.edu/aboutinsight
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What does it Provide/Replace?
Provides data for planning and data driven decision making Access to budget data Course information Student data (class roles, email and addresses) Advising easier (major & minor info, GPA’s, enrollment and class cap
information) Easy to retrieve data without formal request
Information at your desktop
Replaces existing reporting portals E-Print reports Sharepoint/SRT reports MY UNC reports XDB requested reports Nightly batch reports
Does not replace Faculty Dashboard Used for interactive classes, communication and grades
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Access???
All employees with Ursa will have access to the “University“ view reports
Summary level reports with no Personal Identity Information (PII) High Level Informational reports
All Faculty will have access to the “Academic” view reports
Contains PII data Operational type reports Decision making reports
Other views will require a security form Will require Data Steward signature See list of views on Insight website Gives end users access to relevant information while ensuring
information security
Security Form http://www.unco.edu/aboutinsight/pdf/Insight%20Security%20Form
%20NEW.pdf Faxed to Tech Support
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Security/Encryption
Off-campus access must utilize Secure Access SSL VPN which builds a secure connection . https://remote.unco.edu/dana-na/auth/url_default/welcome.cgi
If you need to store reports on laptops or flash drives computers must have encryption software URL. http://www.unco.edu/it/Policies/Sensitive&ProtectedDataManagement.pdf
Help us to protect Personal Identifiable Information (PII) and follow FERPA rules
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Structure
Insight - Reporting Portal
AdmissionsCourse
Default – University View
Academic View
Budget
Student
General
Course
Views
ReportsReportsReportsReports
ReportsReportsReportsReports
ReportsReportsReportsReports
ReportsReportsReportsReports
TabsReports
Examples:
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Additional Reports Process?
Insight Report Process
Val
idat
ion
Pro
cess Data Steward
and Requestor Validate the
Request
OBIA / IT gives the report to
Data Steward for validation
Data Steward shares report
with Requestor for validation
Dev
elop
men
tP
roce
ss
Request Report on-line
Additional needs identified by
another user(s)
Data Steward reviews / approves Request
Data Steward reviews / approves Request
OBIA / IT Develop the
Report
Publish to INSIGHT
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Insight’s Life Cycle
Evaluate
Plan
Act
Collect Data
Analyze Data
“Insig
ht”
Rep
ortin
g P
ortal
OperationalReports
FutureStrategic Reports
Future:EDW
Point In Time
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Cycle of Continuous Improvement
Control Shared responsibility for controlling
data accuracy and access Conversation
Help participants use system more effectively and get feedback on needs
Continuity Vital to cycle of assessment and
improvement planning as a loop not a straight line.
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What Now?
Encryption for computer Determine report needed
Plan, Act, Evaluate Access Insight
Change view other than University default
Run Report Save at secure location (if needed)
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Summary
Quick/easy way to get real time data for decision making
Secure and non secure views Summary and PII data Report problems to Tech Support Center Keep info safe (FERPA, individual’s
responsibility)
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Contact Info Mark Gonzales Supervisor Banner/Insight Team
Banner/Insight System questions 351-1468
Technical Support Center Security problems, reports not working correctly
351-4357 Office of Institutional Research
Status of new report requests, development 351-2190
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Questions??
