Entrinsik Informer: What s New and Different

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1 1 Entrinsik Informer: What s New and Different Informer is being upgraded from version to version The new version has the same functionality that you are used to in the previous version, but does have a different look and feel, as well as a different way of organizing reports. This guide will illustrate the main differences between the old and new version as well as show you in detail how to perform basic tasks such as locating, running, scheduling, and exporting a report. Logging In: You will need to log in to the Inside Loyola portal (inside.loyola.edu) to access Informer. On the right, under Applications, you will see a link for Informer. Click on the link to be taken to the log in page. The log in page has changed, and looks different from the previous version. However, your username and password remain the same. Enter your username and password to log in to Informer just as you normally would: Landing Page: The landing page, or page you are taken to once you log in, also looks different in the new version. In the old version, reports were organized by folders. You would see a listing of folders and be able to open them to access the reports inside. In the new version, there are no folders; reports are now organized by tags. Additionally, the old version had a menu on the left side of the screen. This is also gone, and has been replaced with tabs across the top. Here is the old version:

2 2 Here is the new version:

3 3 Reports Listing and Locating a Report in the New Version: All reports you have access to are listed alphabetically by title in the middle of the screen. You can either look for a report there, or use the tags on the left to find a report. Tags are useful because a report may pertain to more than one person or office. By assigning tags to reports, you will be able to find them easier, because you do not have to know which one folder it resides in. Additionally, there is a search box above the report listing, and you can use that to search for a report. Clicking on a report title or the Details link (to the right of the report title) will take you to the report template. The reports listing also shows you who created the report, and the last time it was run. There is also a favorites column; clicking on the star next to a report will mark it as a favorite, making that report easier for you to find. Launching a Report in the New Version: (new version) There are two ways you can launch a report. The easiest way is to click Launch located next to the report title. You could also click the report title, which will take you to the report template or details page. Then click on the Data tab. Informer may ask you for parameters that it needs to run the report. Enter this information, and then click Launch Report. The old report detail screen looked like this:

4 4 The new version shows report details like this:

5 5 When you click Launch, Informer will run the report and display the results. Below the report results, Informer will list the number of records returned, the number of pages in the report, as well as paging controls so that you can navigate through the report. Scheduling a Report in the New Version: The old version of Informer allowed you to schedule reports to be run at regular intervals. The new version allows you the same functionality, however, this feature is located in a different place in the new version. In the old version, inside any report, there was a link that said Schedule This Report. See the picture to the right for the old location. To schedule a report in the new version, once you have opened a report, there is a tab called Schedules. Click on this tab to tell Informer how you want to schedule your report.

6 After clicking on the Schedules tab, this screen will allow you to choose the options for scheduling your report. This screen is different in the new version as well. In the previous version, all of your scheduling options were on one screen. In the new version, there are tabs for different parts of the scheduling process. So after you choose your options on the Schedule tab, click the Archive, E- mail, or Export tab to fill out the other options in scheduling your report. 6 Exporting a Report in the New Version: Once you ve run the report, you may want to export the results to use in another format, such as Excel. To export your results, click the Export link from the report results window: (new version)

7 7 Now, choose which format you want to export the results to. Excel is the most popular format, and is used in this example. You can then make some choices on how to export your report, including whether you want column headers and how you want to handle multivalue results. Click Download Now when you are ready to download your report. Informer will export your report to Excel. If you have questions about the other types of formats which reports can be exported in, please contact the Office of Technology Support at x5555.