Montana State Argos Report Strategy

Transcription

1 Montana State Argos Report Strategy Document Version 4.0 Last Updated

2 Table of Contents Strategy... 4 Additional Reports Considered... 5 Financial Aid... 5 HR... 5 Finance... 5 Student... 6 Securely store report output... 7 Write to Custom/Existing tables... 8 Appendix. ADS Report Details... 9 Student Admissions Management Dashboard... 9 Finance Operating Ledger Summary Report Financial Aid Revised Award letter Financial Aid Financial Aid Administrator Dashboard Student Credits to Graduate report HR Employee Count Dashboard and OLAP Finance Department Credit Hours Report Evisions Montana State Argos Report Strategy Page 2 of 24

3 Trademark, Publishing Statement and Copyright Notice 2013 Evisions, Inc. All rights reserved. This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. No part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of Evisions, Inc. The information contained herein is subject to change without notice and is not warranted to be error-free. Product features referenced herein for a period of time may not match product contents. Evisions, Inc. does not warrant that the functions contained in the software will meet your requirements or that the operation of the software will be uninterrupted or error free. Evisions, Inc. reserves the right to make changes and/or improvements in the software without notice at any time. This software and documentation may provide access to or information on content, products, and services from third parties. Evisions, Inc. and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services. Evisions, Inc. and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services. Evisions, Inc. does not endorse the content or developer of any products or web sites mentioned. All information in this guide is designed for instructional purposes only. Evisions, Inc. makes no guarantees regarding the accuracy or performance of any techniques used in this guide. Software configurations and environments may vary, and some techniques used in this guide may not operate efficiently under all configurations. This guide may contain examples of various technologies or products, which are the sole property and responsibility of their creators. Trademarks are the property of the respective owners for any products mentioned herein. Evisions Montana State Argos Report Strategy Page 3 of 24

4 Strategy Reporting needs have been discussed with the Finance, Student Services, Financial Aid, Human Resources and IR groups. The groups have created a list of reports. Some of the reports will be created during the Argos Deployment Service (ADS) contract. The reports identified have been reviewed against the reporting needs of the various groups as well as the technical skill involved in producing the report and the Argos functionality employed. The IR group does not have any specific reports, but is involved in all of the reports especially validating the report results. The following reports are recommended to be included in the ADS contract work. These reports were selected based on meetings with the different functional areas and also for the use of Argos functionality. The Department Credit Hour report was not finished during the ADS report specification gathering. This report is at risk of not being included in the ADS project. The reports are listed in priority order. Student Admissions Management Dashboard (Show metrics such as # of applicants, admits, applied for housing, signed up for orientation, type, high school) Finance Operating Ledger Summary Report (Summary, Transactions and Invoices) Financial Aid Revised Award letter (Allow student to print their letter via Banner Self-Service) Financial Aid Financial Aid Administrator Dashboard (Show metrics, such as number of applicants, number of FAFSA submitted) Student Credits to Graduate report (Show student close to graduation) HR Employee Count Dashboard and OLAP (Show employees including faculty with multiple breakdowns of the overall count) Finance Department Credit Hours Report (College/Department, Hours Taught, Budget and Actual) Evisions Montana State Argos Report Strategy Page 4 of 24

5 Additional Reports Considered The following reports from different areas were considered for inclusion in the ADS contract work. These reports were not selected for a variety of reasons. The most common reason is that the actual report requirements may prove difficult to obtain and thus use additional contract hours that could be spent on report building. In addition, many of the reports use basic Argos functionality and techniques and, while helpful to the institution, were not selected for inclusion because of that reason. Financial Aid Scholarship Support Reports (Students eligible, not eligible, etc.) Student Acknowledgement of Approval (Write to Banner table) Student Acknowledgement of Conditions (Write to Banner table) Student Ad Hoc Financial Aid Ad Hoc Financial Aid Customer Service Dashboard (dashboard) Academic Progress Dashboard (dashboard) Query Only Quick-flow (banner form consolidation) HR Employee Turnover Trending (dashboard) Average Salary Trending (dashboard) HR Ad Hoc Report Budget vs Actual Trending (dashboard) Common Report (combine multiple existing reports in to one) Employee Data Dump Banner/MS SQL Server report (multiple data sources) Payroll OLAP (OLAP) Finance Transaction History Vendor Ad Hoc Product/Item Ad Hoc CatBooks to Banner Report (multiple data sources) Inception to Date Grant Expenses/Funding Electronic Proposal Form Evisions Montana State Argos Report Strategy Page 5 of 24

6 Payroll Budget to Actual Exception Report Negative cash in fund Exception Report Overspent budget FOAP OLAP (OLAP) FOAP DataBlock only Student All Campus Dashboard - admits, withdraws, pre-enrolls (dashboard) Pre-Enroll Banner/Royal Report (multiple data sources) Pre-Enroll Trending Report (dashboard, drill down) Ad Hoc Meeting Results Letter Generation for Admit Letters Student Ad Hoc Retention OLAP (OLAP) Retention Dashboard (dashboard) CatTracks/Banner Report (CatTracks connection) Test Score Exception Report Graduate Committee Report Student Success Dashboard with OLAP (multiple data sources, dashboard. OLAP) DegreeWorks Student Plan DegreeWorks How many students are taking XYZ course in XYZ semester DegreeWorks In specific term, does enrollment match plan DegreeWorks How many substitutions does a student have DegreeWorks who does not have GPA > x DegreeWorks Who has incomplete grades DegreeWorks Course requirements in degree audit not met DegreeWorks Who is a degree candidate and has unmet degree requirements DegreeWorks Pull degree candidates and match to SHRDEG data DegreeWorks Students < X of graduation, what courses needed Evisions Montana State Argos Report Strategy Page 6 of 24

7 Securely store report output Use KNOX. KNOX is a secure file server that is used at Montana State University. Argos can use KNOX as an output destination. With WebDrive installed on MAPS, reports that are produced via schedules can be saved to the KNOX file server. Users can save their real time generated reports to KNOX as they will have access via WebDrive or Cadeaver. Reports generated via an Argos schedule can be saved to KNOX as a network location if the WebDrive software is installed on MAPS and MAPS is allowed to write to the WebDrive. The configuration of which drives MAPS can read/write is made within the MAPS Config Tool. The file structure of the MAPS WebDrive may need to be populated to reflect the Argos group structure so that the report can be placed in the appropriate area for the users. If there is no folder structure on the WebDrive, MAPS can at least place the report within the topmost folder. Obviously, any user that has access to KNOX can save a report in that location once they have the report. Evisions Montana State Argos Report Strategy Page 7 of 24

8 Write to Custom/Existing tables Some of the data for metrics reporting is not currently collected. While this issue should not affect the ADS reports, future reports may need this capability. Argos can serve as a collection source for the data. An Argos DataBlock can be constructed to collect the required information from a user and this information can be written to a database table. In addition, there might be good reasons to have Argos write to a temporary table for reporting purposes. This technique is used generally for pre-processing data into a temporary reporting table for speed. There are two steps in this process. The first step is to configure special ADO connections in MAPS to allow for the writing to custom tables. The custom tables will be used to collect information to support Montana State report metrics that are currently not collected or allow for populating of a temporary report table. The second step is to create Argos DataBlocks to support the input or collection of this data. There are no reports generally associated with this type of DataBlock. The DataBlock consists of one or more forms to collect the required information. An Argos construct called SQL Variable handles the writing to a custom database table. Additional DataBlocks will be constructed to report on the collected information. The first type of report should be a validation report. This report is used to ensure the integrity of the data in the custom table and that the metrics report has valid data. The second type of report is the summary report showing the metric data. This report is most commonly a dashboard report with the metric data displayed in a chart. A CSV and Banded type report can also be used to report on the metrics data. Argos can write to Banner tables as well. This capability needs to be used carefully to ensure data integrity is maintained. There are Banner APIs that are available for use as well as other tables that can be updated to indicate that certain events have occurred. The example of this functionality is letter generation where the Banner table GURMAIL can be updated to indicate that a letter has been sent to the target person. Evisions Montana State Argos Report Strategy Page 8 of 24

9 Appendix. ADS Report Details The reports that comprise the ADS effort are detailed in this appendix. Each report has the data source identified, screen layout and report output listed in as much detail as in known at this writing. Student Admissions Management Dashboard This report is a multi-form dashboard. 1. Data Source Banner. SQL statements to calculate the results are available in the data cookbook or Leota Pilon. 2. Screen Layout Department Page Evisions Montana State Argos Report Strategy Page 9 of 24

10 Major/Concentration Page Evisions Montana State Argos Report Strategy Page 10 of 24

11 Residency Page Location Page Evisions Montana State Argos Report Strategy Page 11 of 24

12 Demographics Page Evisions Montana State Argos Report Strategy Page 12 of 24

13 Contact Page Prior School Page Evisions Montana State Argos Report Strategy Page 13 of 24

14 3. Report Output The report output is a dashboard only. The data from the various multi-column boxes can be saved as a CSV but there is no formal report. Finance Operating Ledger Summary Report This report is a dashboard showing the operating ledger at a summary level. The user will have the ability to select an Organization and drill into the transactions. From the transactions, the user will be able to view the individual invoices that comprise the transactions. 1. Data Source Banner. SQL statements are available in the data cookbook or from Tracy Simonson. 2. Screen Layout Main page Evisions Montana State Argos Report Strategy Page 14 of 24

15 Transaction Page Invoice Page Evisions Montana State Argos Report Strategy Page 15 of 24

16 3. Report Output The first report is a CSV report listing all of the associated data fields in a single output file. The second report is a banded report showing only the operating ledger summary data. The third report is a banded report showing the operating ledger, transactions and invoices. Financial Aid Revised Award letter This report is a letter that is dynamically generated over the Argos API. A student will access Montana State University MyInfo site and have a link presented to them. Clicking on the link will pass the student pidm to the report. The report will generate the letter based on the supplied template. 1. Data Source Banner. 2. Screen Layout Main Page 3. Report Output The output is a banded report following the Montana State University revised award letter template. The template is part of the report definition in the Montana State Data Cookbook. Evisions Montana State Argos Report Strategy Page 16 of 24

17 Financial Aid Financial Aid Administrator Dashboard (Show metrics, such as number of applicants, number of FAFSA submitted) 1. Data Source Banner. SQL statements for the various metrics are available in the data cookbook or from Shelby Gilluly. 2. Screen Layout Main Page Evisions Montana State Argos Report Strategy Page 17 of 24

18 Tracking Page Evisions Montana State Argos Report Strategy Page 18 of 24

19 Pell Page Evisions Montana State Argos Report Strategy Page 19 of 24

20 Freshman Page Evisions Montana State Argos Report Strategy Page 20 of 24

21 Scholarship Page 3. Report Output There is no output beyond the data presented on the screen. Student Credits to Graduate report This report shows students that are close to graduation. The majority of the data comes from DegreeWorks tables, which have been DB-Linked to the Banner tablespace. The user will be able to select how close to graduation (by credit catagories) a student is to graduation. The user can select several other values to narrow the student body. 1. Data Source Banner and DegreeWorks. There is a DB-Link established between the Banner tables and the DegreeWorks tables. Evisions Montana State Argos Report Strategy Page 21 of 24

22 Main Page 2. Screen Layout 3. Report Output Banded report showing the input parameters and a list of students. HR Employee Count Dashboard and OLAP This report is a dashboard that displays the selected campus employee count data on the main page. An OLAP cube containing various HR related data items is available on the second page. 1. Data Source Banner. Evisions Montana State Argos Report Strategy Page 22 of 24

23 Main Page 2. Screen Layout OLAP Page Evisions Montana State Argos Report Strategy Page 23 of 24

24 3. Report Output The dashboard is the only output from this report. The users will be able to export the multi-column list box and the OLAP cube as needed. Finance Department Credit Hours Report The report will show the selected college/department, course hours taught for the selected department as well as the hours budgeted and actual hours expended. The report has not been defined yet so the description may change. 1. Data Source Banner. 2. Screen Layout The screens are not defined at this time. Once the report details are known, the main page and any other supporting pages can be defined. 3. Report Output There is no report output currently defined. Evisions Montana State Argos Report Strategy Page 24 of 24