Infinite Campus Ad Hoc Reporting Basics

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "Infinite Campus Ad Hoc Reporting Basics"

Transcription

1 Infinite Campus Ad Hoc Reporting Basics May,

2 Overview The Ad hoc Reporting module allows a user to create reports and run queries for various types of data in Campus. Ad hoc queries may be used to find data relating to students, staff, all people and courses. These queries may be exported from Campus or used to filter canned reports throughout the product. In addition, a tool is available in the Ad hoc module to create form letters and complete a mail merge using fields from the Campus database. Basic Ad Hoc Vocabulary Filter - A selection of fields used to generate other custom reports like mailing labels, etc. Query - Think of it as a question or an inquiry about a specific topic. For example, I am inquiring about all of the 11th grade girls who have birthdays after the 15th of March. Field - It will return data that is specific to the information that has been populated in that field elsewhere in campus. For example, the grade field will only populate with the grade level nothing else. Table - The data that is collected by the query is organized into a table made up of rows and columns. Think of this as the answer to your question (query). Column - Each field that is selected will get a column on the table such as a column listing the birthdates of all of the students. Ad Hoc Vocabulary Explained The nurse stopped by the office and said she needs a list of all 11th grade girls who had a questionable scoliosis screening or were referred after their first screening. You can create a query (ask a question) in Campus to get this information. Now that you know what the query (question) is you can put together the fields (information) you need. The fields (information) you need are the student s gender, first name, last name, grade, screening name and screening status. These fields will then form a filter or selection of fields. 2

3 Navigating to the Filter Designer 1. From the Index, expand the Ad Hoc Reporting and select the Filter Designer option. 2. Existing Ad hoc filters will list in the Saved Filters window. The first filters on the list will be the user s personal Ad hoc Filters. The bottom of this window will have shared filters-- Ad hoc queries that have been created and saved to a particular user group. 3. A user may copy a filter as the starting point of a new query, or to modify that existing query. To copy a filter, select the filter in the list and click Copy. Click OK when the message appears that the filter has been copied. Then, with the new filter still highlighted, click on edit. On the next screen, take out the words Copy of and either name the filter something different or leave the rest of the name and scroll to the bottom right and click on next. On this screen, scroll to the bottom and click on SAVE. This will save the filter to your user account. You can then make any changes you want and the original filter will remain available for others in the district to copy. Saving and Organizing your queries 1. From the main Filter Designer screen, select Create a new Folder. 2. Give the folder a name and save it. If you want to create a folder within a folder, you would create the main (parent folder) first and the create a new folder and name the new folder and choose the Parent Folder you wish to put it in. 3

4 Now you will see that you ve got 2 choices of where to place grade level queries. If you have existing filters that you want to move into one of these folders, highlight the name of the filter and click on EDIT and then scroll to the bottom of the screen and just under the SAVE TO: User Account it says Folder/ with a drop down menu where you can choose which of the two folders that you created to save the query. You can eliminate the steps above by saving your query to a folder when you first create the query. Writing your own query 1. From the main Filter Designer screen, select the first radio button Query Wizard. 2. Select a Filter Data Type - Student, Census/Staff or Course/Section. 3. Click the Create button. The screen will display items to select in order to create the filter. 4. Enter a Query Name for this filter. The Query Name should be task descriptive. 5. In the All Fields table, expand the headers to select the fields to be included in the filter by clicking the field. This will move the field to the Selected Fields list. If you don t know where the data is, use the Filter by field by entering a word and click on Search. This will bring up list of headers that contain possible fields to find the data. Example: type in the word Grade and a list of all the places where you can find grade will appear in the All Fields list below. To bring back all fields, simply click on Clear and they will return. 6. Users may determine the sequence in which the fields will appear in the output. They may also determine the sort order of data: ascending or descending. The column header may be renamed and alignment, formatting and length may be adjusted. 7. Click Save & Test and the query will run and the results will appear in a separate window. 4

5 Operator Function Example Equals (=) An exact match of the user specified value. Student.Grade=12 will return all seniors Does Not Equal (<>) Will return all results that do not equal the user-specified value Student.Gender<>M will return all females or student s whose gender field is null. IN Includes Student.Grade IN 9,10 will return all 9th and 10 th grade students NOT IN Does not include LIKE Searches for the text string in the field A course with name LIKE this will return all history classes SOUNDS LIKE Phonetic search that searches for text that have similar sound pattern Last name SOUNDS LIKE Ball will return Bell and Boll > and >= Greater than (or equal to) Students 16 and older could be found with Student. Age >= 16. < and <= Less than (or equal to) Students with last names A through Lon could be found with student.lastname<lon IS NULL Searches for empty fields. StateID IS NULL will find all students without a stateid IS NOT NULL Returns all records that have data in the field. student.ssn IS NOT NULL will return all students who have a Social Security Number entered in Campus. Using the Selection Editor From the main Filter Designer screen, select the second radio button option, Selection Editor. Select Student as the data type. Click the CREATE button. Give the Selection a name and choose your Quick Search options if needed. Your students will be listed on the left side. Select the students from the All Students list on the left by highlighting the name and clicking the rightpointing arrow key. To remove a student from the selected students list, click the left-pointing arrow key. Click the Save button when finished. The new filter will be listed in the Saved Filters list on the main page of the Filter Designer feature. Using Ad Hoc Filters in Reports Many canned reports in the Campus application may be run for a particular Ad hoc filter. As an example, mailing labels may be run for an Ad hoc filter using Census > Reports > Mailing Labels. 1. From the Index, expand the Census folder by clicking the plus (+) sign next to the folder or by clicking on the name of the folder. 2. From the Index, expand the Reports folder by clicking the plus (+) sign next to the folder or by clicking on the name of the folder. 3. Select the Mailing Labels op on from within that folder. 4. Select your filter. 5. Click Generate Report to see a preview of your labels. 5

6 Data Export From the Index, expand the Ad Hoc Repor ng folder. Select the Data Export op on. Export a Filter in the Data Export 1. Select the Filter from the list of saved filters in the le hand window. 2. Select the Export Format in which to display the filter. HTML list report opens report in new Web window XML shows HTML coding values Comma Separate Values (CSV) Excel spreadsheet (MOST COMMONLY USED) Tab delimited Values Excel spreadsheet PDF Report 3. Click the Export bu on. The report will display in the format chosen. 6

7 Using Ad hoc Filters in Searches Ad hoc filters can be used as part of a search on the search tab. Student Ad hoc filters may be found in the student search, Census searches may be u lized when searching for a person, and course/sec on searches may be used when searching for a course or sec on. 1. Select the Search tab. 2. Choose the type of data to search for. 3. Select Advanced Search from the Search. 4. Select your filter from the list of Saved Filters and click Search. 5. Display results will appear on the le side of the Campus session. MORE ADVANCED OPTIONS 1. Open any saved query by highligh ng the query name and clicking on EDIT. Scroll down and click on NEXT. 2. Picking a field in the query that could have a result of one thing OR another like current students who are taking Spanish 4 and Honors English Click on the ADD bu on and it will add another data field with a drop down menu with a list of all the fields currently in your query. In this example, that field would be course number. Once you ve chosen the field you can then add the Operator and Value. 4. Logical Expression box is where you want to set the logic (by entering the line numbers above) with the operator as in the example just below the box. 7

8 5. If I just entered 6 or 8, I d get this warning: What this is telling me is that my query is NOT going to limit the results to ACTIVE students and students who are NOT dropped from either of these courses. 6. If I were to run this query as is, it would give me each student s name twice. Once with the first course and once with the second course. I only want their name listed one me because I already know what the 2 courses are. Click on NEXT to the Output Forma ng screen. You will see a checkbox field that says Output dis nct records. With this box checked, I d s ll get their names twice because the course name is unique (dis nct) for each record. By unchecking all but the student s number, last name, and first name fields, it will return each student s name once. That doesn t mean that it s not looking at those unchecked fields when the query is run. It s just saying I don t want those other fields to appear in the results. 8

Ad Hoc Create Table of Contents

Ad Hoc Create Table of Contents Ad Hoc Create Table of Contents Ad Hoc Filters in an Advanced Search... 1 Using Ad Hoc Filters in Reports... 2 Creating Folders... 3 Creating a Copy of a Filter... 4 Selection Editor... 5 Query Wizard...

More information

Ad Hoc Reporting: Data Export

Ad Hoc Reporting: Data Export Ad Hoc Reporting: Data Export Contents Ad Hoc Reporting > Data Export... 1 Export Format Options... 3 HTML list report (IMAGE 1)... 3 XML (IMAGE 2)... 4 Delimited Values (CSV)... 4 Fixed Width (IMAGE 10)...

More information

Ad Hoc Reporting Manual

Ad Hoc Reporting Manual Ad Hoc Reporting Manual Version 2008.2.5 This manual created by Custom Computer Specialists, Inc. 70 Suffolk Court Hauppauge, NY 11788 www.customonline.com Copyright 2007 Custom Computer Specialists,

More information

Jefferson County Public Schools. FRYSC Tips and Tricks

Jefferson County Public Schools. FRYSC Tips and Tricks FRYSC Tips and Tricks Table of Contents FRYSC Information Tracked in Infinite Campus... 4 Student Records... 4 Group Operations... 4 Individual Interventions... 5 Group Program Interventions... 9 Creating

More information

Email Mail Merge Using Thunderbird. Bob Booth February 2009 AP-Tbird2

Email Mail Merge Using Thunderbird. Bob Booth February 2009 AP-Tbird2 Email Mail Merge Using Thunderbird. Bob Booth February 2009 AP-Tbird2 University of Sheffield Contents 1. Introduction... 3 2. Installing the Mail Tweak Plug-In... 4 2.1 DOWNLOADING MAIL TWEAK... 4 2.2

More information

Module 9 Ad Hoc Queries

Module 9 Ad Hoc Queries Module 9 Ad Hoc Queries Objectives Familiarize the User with basic steps necessary to create ad hoc queries using the Data Browser. Topics Ad Hoc Queries Create a Data Browser query Filter data Save a

More information

Ad Hoc Advanced Table of Contents

Ad Hoc Advanced Table of Contents Ad Hoc Advanced Table of Contents Functions... 1 Adding a Function to the Adhoc Query:... 1 Constant... 2 Coalesce... 4 Concatenate... 6 Add/Subtract... 7 Logical Expressions... 8 Creating a Logical Expression:...

More information

FrontPage 2003: Forms

FrontPage 2003: Forms FrontPage 2003: Forms Using the Form Page Wizard Open up your website. Use File>New Page and choose More Page Templates. In Page Templates>General, choose Front Page Wizard. Click OK. It is helpful if

More information

emarketing Manual- Creating a New Email

emarketing Manual- Creating a New Email emarketing Manual- Creating a New Email Create a new email: You can create a new email by clicking the button labeled Create New Email located at the top of the main page. Once you click this button, a

More information

Word 2007: Mail Merge Learning Guide

Word 2007: Mail Merge Learning Guide Word 2007: Mail Merge Learning Guide Getting Started Mail merge techniques allow you to create a document which combines repetitive text elements with data drawn from an external data document. To perform

More information

EXPORTING THE SCHOOL ROSTER INTO AN EXCEL SPREADSHEET

EXPORTING THE SCHOOL ROSTER INTO AN EXCEL SPREADSHEET EXPORTING THE SCHOOL ROSTER INTO AN EXCEL SPREADSHEET QUICK GUIDE Since Columbus City Schools were closed eight days during the 2013-2014 school year due to weather, three of those days will be made up

More information

Mail Merge: Create Mailing Labels Using Excel Data and Filtering the Contents in the Data

Mail Merge: Create Mailing Labels Using Excel Data and Filtering the Contents in the Data Mail Merge: Create Mailing Labels Using Excel Data and Filtering the Contents in the Data Prior to starting this, please save the.csv file that you exported as an excel file (example: xxxx.csv will now

More information

Ad Hoc Reporting. Basic Concepts RE1401. 2009 Infinite Campus. All Rights Reserved.

Ad Hoc Reporting. Basic Concepts RE1401. 2009 Infinite Campus. All Rights Reserved. Ad Hoc Reporting Basic Concepts 2009 Infinite Campus. All Rights Reserved. Agenda Designing filters Designing reports Building reports Exporting data Navigation Ad Hoc Reporting Filter Designer Campus

More information

RIFIS Ad Hoc Reports

RIFIS Ad Hoc Reports RIFIS Ad Hoc Reports To retrieve the entire list of all Ad Hoc Reports, including the Base reports and any additional reports published to your Role, select Ad Hoc for the Type under Filter Report By and

More information

Microsoft Access to Microsoft Word Performing a Mail Merge from an Access Query

Microsoft Access to Microsoft Word Performing a Mail Merge from an Access Query Microsoft Access to Microsoft Word Performing a Mail Merge from an Access Query Performing a Query in Access Before performing a mail merge, we need to set up a query with the necessary fields. Opening

More information

How to use Microsoft Access to extract data from the 2010 Census P.L. 94 171 Summary Files

How to use Microsoft Access to extract data from the 2010 Census P.L. 94 171 Summary Files How to use Microsoft Access to extract data from the 2010 Census P.L. 94 171 Summary Files This document provides a step by step example of how to use the Census Bureau provided Microsoft Access database

More information

and COMPUTER TRAINING CENTER 1515 SW 10 th Avenue Topeka KS

and COMPUTER TRAINING CENTER 1515 SW 10 th Avenue Topeka KS and COMPUTER TRAINING CENTER 1515 SW 10 th Avenue Topeka KS 66604-1374 785.580.4606 class@tscpl.org www.tscpl.org Word: Mail Merge & Mailing Labels 1 Single envelope: First, type the address on a blank

More information

Creating a New Search

Creating a New Search Getting Started The information search feature in AVImark allows the user to create and save queries to find specific information in the program. The Information Search in version 2010.4 and later now

More information

VDF Query User Manual

VDF Query User Manual VDF Query User Manual Page 1 of 25 Table of Contents Quick Start... 3 Security... 4 Main File:... 5 Query Title:... 6 Fields Tab... 7 Printed Fields... 8 Task buttons... 9 Expression... 10 Selection...

More information

Ad hoc Reporting. User Guide. Document Features: November 2009

Ad hoc Reporting. User Guide. Document Features: November 2009 Ad hoc Reporting November 2009 User Guide Document Features: Ad hoc Reporting Tools Sample Queries, Filters and Reports Explanation of Ad hoc Options This document is intended for restricted use only.

More information

TheEducationEdge. Export Guide

TheEducationEdge. Export Guide TheEducationEdge Export Guide 102111 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying,

More information

Query 4. Lesson Objectives 4. Review 5. Smart Query 5. Create a Smart Query 6. Create a Smart Query Definition from an Ad-hoc Query 9

Query 4. Lesson Objectives 4. Review 5. Smart Query 5. Create a Smart Query 6. Create a Smart Query Definition from an Ad-hoc Query 9 TABLE OF CONTENTS Query 4 Lesson Objectives 4 Review 5 Smart Query 5 Create a Smart Query 6 Create a Smart Query Definition from an Ad-hoc Query 9 Query Functions and Features 13 Summarize Output Fields

More information

CONTENTS MANUFACTURERS GUIDE FOR PUBLIC USERS

CONTENTS MANUFACTURERS GUIDE FOR PUBLIC USERS OPA DATABASE GUIDE FOR PUBLIC USERS - MARCH 2013 VERSION 5.0 CONTENTS Manufacturers 1 Manufacturers 1 Registering a Manufacturer 2 Search Manufacturers 3 Advanced Search Options 3 Searching for Manufacturers

More information

Intro to Mail Merge. Contents: David Diskin for the University of the Pacific Center for Professional and Continuing Education. Word Mail Merge Wizard

Intro to Mail Merge. Contents: David Diskin for the University of the Pacific Center for Professional and Continuing Education. Word Mail Merge Wizard Intro to Mail Merge David Diskin for the University of the Pacific Center for Professional and Continuing Education Contents: Word Mail Merge Wizard Mail Merge Possibilities Labels Form Letters Directory

More information

Create Mailing Labels Using Excel Data (Mail Merge)

Create Mailing Labels Using Excel Data (Mail Merge) Create Mailing Labels Using Excel Data (Mail Merge) This quick guide will show you how to create mailing labels from an Excel spreadsheet. To print mailing labels, you ll import Excel spreadsheet data

More information

How to use Microsoft Access to extract data from the 2010 Census Summary File 1

How to use Microsoft Access to extract data from the 2010 Census Summary File 1 How to use Microsoft Access to extract data from the 2010 Census Summary File 1 This document provides a step by step example of how to use the Census Bureau provided Microsoft Access database shell to

More information

User Manual - Sales Lead Tracking Software

User Manual - Sales Lead Tracking Software User Manual - Overview The Leads module of MVI SLM allows you to import, create, assign and manage their leads. Leads are early contacts in the sales process. Once they have been evaluated and assessed,

More information

Microsoft Office. Mail Merge in Microsoft Word

Microsoft Office. Mail Merge in Microsoft Word Microsoft Office Mail Merge in Microsoft Word TABLE OF CONTENTS Microsoft Office... 1 Mail Merge in Microsoft Word... 1 CREATE THE SMS DATAFILE FOR EXPORT... 3 Add A Label Row To The Excel File... 3 Backup

More information

Choose the Reports Tab and then the Export/Ad hoc file button. Export Ad-hoc to Excel - 1

Choose the Reports Tab and then the Export/Ad hoc file button. Export Ad-hoc to Excel - 1 Export Ad-hoc to Excel Choose the Reports Tab and then the Export/Ad hoc file button Export Ad-hoc to Excel - 1 Choose the fields for your report 1) The demographic fields are always listed in the right

More information

SKYWARD. Data Mining. Quick Reference Guide

SKYWARD. Data Mining. Quick Reference Guide SKYWARD Data Mining Quick Reference Guide Table of Contents Data Mining How to Get to Data Mining 1 Filter Reports - All Reports 2 Filter Reports - All My Reports 3 Run an Existing Report 4 Create a New

More information

Mitigation Planning Portal MPP Reporting System

Mitigation Planning Portal MPP Reporting System Mitigation Planning Portal MPP Reporting System Updated: 7/13/2015 Introduction Access the MPP Reporting System by clicking on the Reports tab and clicking the Launch button. Within the system, you can

More information

Using Mail Merge in Microsoft Word

Using Mail Merge in Microsoft Word Using Mail Merge in Microsoft Word Creating the main document On the menu bar, click on Tools. From the pull down menu, select Letters & Mailings, then select Mail Merge... A task pane will appear on the

More information

Mail Merge in Word 2010 for Windows

Mail Merge in Word 2010 for Windows 1 Mail Merge in Word 2010 for Windows Introduction to Mail Merge Relationship between the Data Source and the Main Document Use the Mail Merge feature to create and manage a small database (Data Source)

More information

Radius Maps and Notification Mailing Lists

Radius Maps and Notification Mailing Lists Radius Maps and Notification Mailing Lists To use the online map service for obtaining notification lists and location maps, start the mapping service in the browser (mapping.archuletacounty.org/map).

More information

2012 Teklynx Newco SAS, All rights reserved.

2012 Teklynx Newco SAS, All rights reserved. D A T A B A S E M A N A G E R DMAN-US- 01/01/12 The information in this manual is not binding and may be modified without prior notice. Supply of the software described in this manual is subject to a user

More information

MICROSOFT WORD 2010 How to Do a Mail Merge

MICROSOFT WORD 2010 How to Do a Mail Merge MICROSOFT WORD 2010 How to Do a Mail Merge Documented by: Vincent J. Yanusauskas Computer Training Coordinator Weinberg Memorial Library Introduction If you have used any of the Office 2007 applications

More information

Microsoft Access Rollup Procedure for Microsoft Office 2007. 2. Click on Blank Database and name it something appropriate.

Microsoft Access Rollup Procedure for Microsoft Office 2007. 2. Click on Blank Database and name it something appropriate. Microsoft Access Rollup Procedure for Microsoft Office 2007 Note: You will need tax form information in an existing Excel spreadsheet prior to beginning this tutorial. 1. Start Microsoft access 2007. 2.

More information

Creating a Participants Mailing and/or Contact List:

Creating a Participants Mailing and/or Contact List: Creating a Participants Mailing and/or Contact List: The Limited Query function allows a staff member to retrieve (query) certain information from the Mediated Services system. This information is from

More information

Human Resources (HR) Query Basics

Human Resources (HR) Query Basics Human Resources (HR) Query Basics This course will teach you the concepts and procedures involved in finding public queries, creating private queries, and running queries in PeopleSoft 9.1 Query Manager.

More information

Cal Answers Analysis Training Part III. Advanced OBIEE - Dashboard Reports

Cal Answers Analysis Training Part III. Advanced OBIEE - Dashboard Reports Cal Answers Analysis Training Part III Advanced OBIEE - Dashboard Reports University of California, Berkeley March 2012 Table of Contents Table of Contents... 1 Overview... 2 Remember How to Create a Query?...

More information

Note: With v3.2, the DocuSign Fetch application was renamed DocuSign Retrieve.

Note: With v3.2, the DocuSign Fetch application was renamed DocuSign Retrieve. Quick Start Guide DocuSign Retrieve 3.2.2 Published April 2015 Overview DocuSign Retrieve is a windows-based tool that "retrieves" envelopes, documents, and data from DocuSign for use in external systems.

More information

SENDING E-MAILS WITH MAIL MERGE

SENDING E-MAILS WITH MAIL MERGE SENDING E-MAILS WITH MAIL MERGE You can use Mail Merge for Word and Outlook to create a brochure or newsletter and send it by e- mail to your Outlook contact list or to another address list, created in

More information

Connect Your Bank Accounts and Credit Cards to QuickBooks Online

Connect Your Bank Accounts and Credit Cards to QuickBooks Online You can save time and reduce errors by downloading your transactions directly from your bank and credit card accounts from a secure online connection. QuickBooks Online allows you to set these transactions

More information

MICROSOFT ACCESS 2003 TUTORIAL

MICROSOFT ACCESS 2003 TUTORIAL MICROSOFT ACCESS 2003 TUTORIAL M I C R O S O F T A C C E S S 2 0 0 3 Microsoft Access is powerful software designed for PC. It allows you to create and manage databases. A database is an organized body

More information

Results CRM 2012 User Manual

Results CRM 2012 User Manual Results CRM 2012 User Manual A Guide to Using Results CRM Standard, Results CRM Plus, & Results CRM Business Suite Table of Contents Installation Instructions... 1 Single User & Evaluation Installation

More information

2009 Braton Groupe sarl, All rights reserved.

2009 Braton Groupe sarl, All rights reserved. D A T A B A S E M A N A G E R U S E R M A N U A L The information in this manual is not binding and may be modified without prior notice. Supply of the software described in this manual is subject to a

More information

Merging Labels, Letters, and Envelopes Word 2013

Merging Labels, Letters, and Envelopes Word 2013 Merging Labels, Letters, and Envelopes Word 2013 Merging... 1 Types of Merges... 1 The Merging Process... 2 Labels - A Page of the Same... 2 Labels - A Blank Page... 3 Creating Custom Labels... 3 Merged

More information

HRS 750: UDW+ Ad Hoc Reports Training 2015 Version 1.1

HRS 750: UDW+ Ad Hoc Reports Training 2015 Version 1.1 HRS 750: UDW+ Ad Hoc Reports Training 2015 Version 1.1 Program Services Office & Decision Support Group Table of Contents Create New Analysis... 4 Criteria Tab... 5 Key Fact (Measurement) and Dimension

More information

BUSINESS INSIGHTS EXPLORER Data at Your Fingertips

BUSINESS INSIGHTS EXPLORER Data at Your Fingertips How Do I BUSINESS INSIGHTS EXPLORER Data at Your Fingertips Access Business Insights Explorer Find Information in Business Insights Explorer Drill Into Additional Information Filter, Sort, Group, or Summarize

More information

for Sage 100 ERP Business Insights Overview Document

for Sage 100 ERP Business Insights Overview Document for Sage 100 ERP Business Insights Document 2012 Sage Software, Inc. All rights reserved. Sage Software, Sage Software logos, and the Sage Software product and service names mentioned herein are registered

More information

Click on Faculty & Staff Then Staff Resources. Click on Kiosk

Click on Faculty & Staff Then Staff Resources. Click on Kiosk Click on Faculty & Staff Then Staff Resources Click on Kiosk 1 Login For First Time Users without a password, you will want to click where the arrow is instructing you. When prompted, you must use your

More information

Advanced Excel 10/20/2011 1

Advanced Excel 10/20/2011 1 Advanced Excel Data Validation Excel has a feature called Data Validation, which will allow you to control what kind of information is typed into cells. 1. Select the cell(s) you wish to control. 2. Click

More information

Important Tips when using Ad Hoc

Important Tips when using Ad Hoc 1 Parkway School District Infinite Campus Ad Hoc Training Manual Important Tips when using Ad Hoc On the Ad Hoc Query Wizard screen when you are searching for fields for your query please make sure to

More information

Tutorial 3. Maintaining and Querying a Database

Tutorial 3. Maintaining and Querying a Database Tutorial 3 Maintaining and Querying a Database Microsoft Access 2010 Objectives Find, modify, and delete records in a table Learn how to use the Query window in Design view Create, run, and save queries

More information

Microsoft Office 2010

Microsoft Office 2010 Access Tutorial 3 Maintaining and Querying a Database Microsoft Office 2010 Objectives Find, modify, and delete records in a table Learn how to use the Query window in Design view Create, run, and save

More information

Ad Hoc Reports. To create a new report, click on the create report icon on the right hand side of the screen.

Ad Hoc Reports. To create a new report, click on the create report icon on the right hand side of the screen. Ad Hoc Reports To create a report that meets your individual needs, use the Ad Hoc report manager in the reports module. Go to Reports, Ad Hoc Reporting Simple then Ad hoc Reports Manager (on the left

More information

Microsoft Word 2010 Mail Merge (Level 3)

Microsoft Word 2010 Mail Merge (Level 3) IT Services Microsoft Word 2010 Mail Merge (Level 3) Contents Introduction...1 Creating a Data Set...2 Creating the Merge Document...2 The Mailings Tab...2 Modifying the List of Recipients...3 The Address

More information

Using Ad-Hoc Reporting

Using Ad-Hoc Reporting Using Ad-Hoc Reporting The purpose of this guide is to explain how the Ad-hoc reporting function can be used to produce Management Information from client and product data held in the Key. The guide will

More information

Advanced Ad Hoc using SQL Pass-Through. Jason Packer Database Administrator School District 27J Brighton, CO

Advanced Ad Hoc using SQL Pass-Through. Jason Packer Database Administrator School District 27J Brighton, CO Advanced Ad Hoc using SQL Pass-Through Jason Packer Database Administrator School District 27J Brighton, CO A 30-Second Overview of Ad Hoc Query Wizard Pull data from predefined fields Tables are linked

More information

Table of Contents. Page 1 MLS PIN Customer Support 800 695 3000 Monday Friday 8 am to 7:30 pm, Saturday 9 am to 5 pm, Sunday 9 am to 1 pm

Table of Contents. Page 1 MLS PIN Customer Support 800 695 3000 Monday Friday 8 am to 7:30 pm, Saturday 9 am to 5 pm, Sunday 9 am to 1 pm Table of Contents Activity... 4 Chart Time Frame... 4 Listing Activity Chart... 4 View Price Activity Chart... 4 Archive... 4 Archive Contacts... 4 Unarchiving Contacts... 5 Assign Contacts... 5 Assigned

More information

Monthly Payroll to Finance Reconciliation Report: Access and Instructions

Monthly Payroll to Finance Reconciliation Report: Access and Instructions Monthly Payroll to Finance Reconciliation Report: Access and Instructions VCU Reporting Center... 2 Log in... 2 Open Folder... 3 Other Useful Information: Copying Sheets... 5 Creating Subtotals... 5 Outlining

More information

Creating and Managing Online Surveys LEVEL 2

Creating and Managing Online Surveys LEVEL 2 Creating and Managing Online Surveys LEVEL 2 Accessing your online survey account 1. If you are logged into UNF s network, go to https://survey. You will automatically be logged in. 2. If you are not logged

More information

Computer Science 125. Microsoft Access Project

Computer Science 125. Microsoft Access Project Computer Science 125 Microsoft Access Project Due Date : Tuesday, March 4th, 11:59 PM 50 points In this project, you will use Microsoft Access to create two databases : a student database and a coffee

More information

Marketing Cloud Email Quick References Guide

Marketing Cloud Email Quick References Guide Marketing Cloud Email Quick References Guide Navigating Marketing Cloud Follow these steps navigate to the Email Creation/ Email Send section of Marketing Cloud. 1. Click the Email Icon in the top left

More information

Using Folder Views Effectively in CCS HelpDesk

Using Folder Views Effectively in CCS HelpDesk Using Folder Views Effectively in CCS HelpDesk Crow Canyon Systems, Inc. (Note: There is extensive documentation on grouping, sorting, filtering and displaying folder items in the Microsoft Outlook Help,

More information

ProExtra eclaiming User Guide

ProExtra eclaiming User Guide ProExtra eclaiming User Guide Welcome to ProExtra eclaiming. You can use this system to submit claims to ProCare, for the services you have provided to patients referred to you by their GPs. You will need

More information

MicroStrategy Desktop

MicroStrategy Desktop MicroStrategy Desktop Quick Start Guide MicroStrategy Desktop is designed to enable business professionals like you to explore data, simply and without needing direct support from IT. 1 Import data from

More information

What is a Mail Merge?

What is a Mail Merge? NDUS Training and Documentation What is a Mail Merge? A mail merge is generally used to personalize form letters, to produce mailing labels and for mass mailings. A mail merge can be very helpful if you

More information

Using Microsoft Office to Manage Projects

Using Microsoft Office to Manage Projects (or, Why You Don t Need MS Project) Using Microsoft Office to Manage Projects will explain how to use two applications in the Microsoft Office suite to document your project plan and assign and track tasks.

More information

REUTERS/TIM WIMBORNE SCHOLARONE MANUSCRIPTS COGNOS REPORTS

REUTERS/TIM WIMBORNE SCHOLARONE MANUSCRIPTS COGNOS REPORTS REUTERS/TIM WIMBORNE SCHOLARONE MANUSCRIPTS COGNOS REPORTS 28-APRIL-2015 TABLE OF CONTENTS Select an item in the table of contents to go to that topic in the document. USE GET HELP NOW & FAQS... 1 SYSTEM

More information

Business Objects. Report Writing - CMS Net and CCS Claims

Business Objects. Report Writing - CMS Net and CCS Claims Business Objects Report Writing - CMS Net and CCS Claims Updated 11/28/2012 1 Introduction/Background... 4 Report Writing (Ad-Hoc)... 4 Requesting Report Writing Access... 4 Java Version... 4 Create A

More information

MICROSOFT ACCESS STEP BY STEP GUIDE

MICROSOFT ACCESS STEP BY STEP GUIDE IGCSE ICT SECTION 11 DATA MANIPULATION MICROSOFT ACCESS STEP BY STEP GUIDE Mark Nicholls ICT Lounge P a g e 1 Contents Task 35 details Page 3 Opening a new Database. Page 4 Importing.csv file into the

More information

CNPS Training Library

CNPS Training Library CNPS Training Library How to do a Word mail merge from chapter Excel lists Subject: Author: Stacey Flowerdew Date: March 18, 2011 To start the mail merge process: Start Word. A blank document opens by

More information

Argos. Viewing and Writing Reports. Version 0.9 Marist College, Poughkeepsie, NY 12601

Argos. Viewing and Writing Reports.  Version 0.9 Marist College, Poughkeepsie, NY 12601 Argos Viewing and Writing Reports Table of Contents Argos Documentation Questions About Argos... 3 Getting Started... 4 Main Menu... 5 Report Viewer Instructions... 6 Step 1: Logging In... 6 Step 2: Locating

More information

Using Microsoft Access Databases

Using Microsoft Access Databases Using Microsoft Access Databases Print this document to use as a reference while you work through this course. Open Access, and follow all directions to familiarize yourself with the program. Database

More information

CONTACT LISTS CONTACTS LIST MANAGER

CONTACT LISTS CONTACTS LIST MANAGER 21 CONTACT LISTS Once you have entered your contacts into PastPerfect, you will need a way to organize them. The Contacts List Manager is the way to group contacts together, build specific lists, see the

More information

Mail Chimp Basics. Glossary

Mail Chimp Basics. Glossary Mail Chimp Basics Mail Chimp is a web-based application that allows you to create newsletters and send them to others via email. While there are higher-level versions of Mail Chimp, the basic application

More information

Instructions for applying data validation(s) to data fields in Microsoft Excel

Instructions for applying data validation(s) to data fields in Microsoft Excel 1 of 10 Instructions for applying data validation(s) to data fields in Microsoft Excel According to Microsoft Excel, a data validation is used to control the type of data or the values that users enter

More information

Work with the MiniBase App

Work with the MiniBase App Work with the MiniBase App Trademark Notice Blackboard, the Blackboard logos, and the unique trade dress of Blackboard are the trademarks, service marks, trade dress and logos of Blackboard, Inc. All other

More information

CREATING A MAIL MERGE CREATING A MAIL MERGE DOCUMENT. Creating a Mail Merge Complete the following steps to create a Mail Merge.

CREATING A MAIL MERGE CREATING A MAIL MERGE DOCUMENT. Creating a Mail Merge Complete the following steps to create a Mail Merge. CREATING A MAIL MERGE DOCUMENT The Mail Merge function provides the ability to create a personalized document that you will send to multiple recipients. To complete all the steps of the Mail Merge process,

More information

UDW+ Quick Start Guide to Functionality 2013 Version 1.1

UDW+ Quick Start Guide to Functionality 2013 Version 1.1 to Functionality 2013 Version 1.1 Program Services Office & Decision Support Group Table of Contents Accessing UDW+... 2 System Requirements... 2 How to Login to UDW+... 2 Navigating within UDW+... 2 Home

More information

Word 2010: Mail Merge to Email with Attachments

Word 2010: Mail Merge to Email with Attachments Word 2010: Mail Merge to Email with Attachments Table of Contents TO SEE THE SECTION FOR MACROS, YOU MUST TURN ON THE DEVELOPER TAB:... 2 SET REFERENCE IN VISUAL BASIC:... 2 CREATE THE MACRO TO USE WITHIN

More information

Chapter 4b - Navigating RedClick Import Wizard

Chapter 4b - Navigating RedClick Import Wizard Chapter Chapter 4b - Navigating RedClick Import Wizard 4b Click on an Import Name to display the template screen Click here to create a new template 2. Click on an existing template by clicking on the

More information

COURSE DESCRIPTION. Queries in Microsoft Access. This course is designed for users with a to create queries in Microsoft Access.

COURSE DESCRIPTION. Queries in Microsoft Access. This course is designed for users with a to create queries in Microsoft Access. COURSE DESCRIPTION Course Name Queries in Microsoft Access Audience need This course is designed for users with a to create queries in Microsoft Access. Prerequisites * Keyboard and mouse skills * An understanding

More information

Microsoft Outlook 2013 - Email. Sorting, searching and filtering emails. Sorting your messages

Microsoft Outlook 2013 - Email. Sorting, searching and filtering emails. Sorting your messages Sorting, searching and filtering emails When handling emails it is often necessary to find a certain message or type of message from your mail. As your inbox fills up, it can become more difficult to pick

More information

Introduction to Microsoft Access 2010

Introduction to Microsoft Access 2010 Introduction to Microsoft Access 2010 A database is a collection of information that is related. Access allows you to manage your information in one database file. Within Access there are four major objects:

More information

Mail Merge Tutorial (for Word 2003-2007) By Allison King Spring 2007 (updated Fall 2007)

Mail Merge Tutorial (for Word 2003-2007) By Allison King Spring 2007 (updated Fall 2007) Mail Merge Tutorial (for Word 2003-2007) By Allison King Spring 2007 (updated Fall 2007) What is mail merge? You've probably heard it mentioned around the office or at an interview (especially for a temp

More information

At the end of this lesson, you will be able to create a Request Set to run all of your monthly statements and detail reports at one time.

At the end of this lesson, you will be able to create a Request Set to run all of your monthly statements and detail reports at one time. Request Set Creation You can use a Request Set to run all of your monthly reports at one time, such as your Department Statements, Project Statements and RIT Account Analysis reports. A Request Set allows

More information

Microsoft Query, the helper application included with Microsoft Office, allows

Microsoft Query, the helper application included with Microsoft Office, allows 3 RETRIEVING ISERIES DATA WITH MICROSOFT QUERY Microsoft Query, the helper application included with Microsoft Office, allows Office applications such as Word and Excel to read data from ODBC data sources.

More information

User Guide. Trade Finance Global. Reports Centre. October 2015. nordea.com/cm OR tradefinance Name of document 8/8 2015/V1

User Guide. Trade Finance Global. Reports Centre. October 2015. nordea.com/cm OR tradefinance Name of document 8/8 2015/V1 User Guide Trade Finance Global Reports Centre October 2015 nordea.com/cm OR tradefinance Name of document 2015/V1 8/8 Table of Contents 1 Trade Finance Global (TFG) Reports Centre Overview... 4 1.1 Key

More information

Getting Started with Crystal Reports Session Description:

Getting Started with Crystal Reports Session Description: Session Description: If you would like to create customized reports look no further. This session will introduce you to the tools needed to write basic reports using the Report Wizard and Blank Report

More information

introduction to emarketing

introduction to emarketing introduction to emarketing emarketing is typically used for promotional campaigns for attendee generation and for attendee communication. It works closely with ereg which also includes email capabilities

More information

Section 4. Mastering Folders

Section 4. Mastering Folders Section 4 Mastering Folders About This Section Section 3: Working with Receipts introduced you to the Receipts Grid area of the Receipt Organizer window (the lower of the two grids). In the Receipts Grid,

More information

Blackbaud StudentInformationSystem. Reports Guide for Admissions Office

Blackbaud StudentInformationSystem. Reports Guide for Admissions Office Blackbaud StudentInformationSystem Reports Guide for Admissions Office 102811 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means,

More information

COGNOS Query Studio Ad Hoc Reporting

COGNOS Query Studio Ad Hoc Reporting COGNOS Query Studio Ad Hoc Reporting Copyright 2008, the California Institute of Technology. All rights reserved. This documentation contains proprietary information of the California Institute of Technology

More information

Access I 2010. Tables, Queries, Forms, Reports. Lourdes Day, Technology Specialist, FDLRS Sunrise

Access I 2010. Tables, Queries, Forms, Reports. Lourdes Day, Technology Specialist, FDLRS Sunrise Access I 2010 Tables, Queries, Forms, Reports Lourdes Day, Technology Specialist, FDLRS Sunrise Objectives Participants will 1. create and edit a table 2. create queries with criteria 3. create and edit

More information

Microsoft Access 2000

Microsoft Access 2000 Microsoft Access 2000 Level 1 Region 4 Teaching, Learning and Technology Center Kaplan, LA Activity 1 Creating a Database 1. Open Microsoft Access 2000 a. Click on START, highlight Programs, point and

More information

Report and Export Options

Report and Export Options Report and Export Options Report Options You can filter the results of any report by hitting the Options button You will be brought to the Report Options page We will concern ourselves with the bottom

More information

Introduction to Microsoft Access 2013

Introduction to Microsoft Access 2013 Introduction to Microsoft Access 2013 A database is a collection of information that is related. Access allows you to manage your information in one database file. Within Access there are four major objects:

More information

elearning FAQ for Faculty

elearning FAQ for Faculty elearning FAQ for Faculty How do I log into elearning? Where do I go for help? How do I request space in elearning for my class? How do I add/remove course tools in my elearning class? How do I edit the

More information