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St' Josephs University Information Technology

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Ad hoc, web-based report writer. Easy to use tool to get information from Banner ... A glossary has the name and description of each column. ... – PowerPoint PPT presentation

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Title: St' Josephs University Information Technology


1
St. Josephs UniversityInformation Technology
  • SNAP-IT
  • A Web Based Report Writer

2
What is Snap-It?
  • Ad hoc, web-based report writer
  • Easy to use tool to get information from Banner
  • Accessible from any computer connected to the
    Internet
  • With Snap-IT, You can
  • Generate reports to your screen
  • Download formatted text files
  • Create personalized, targeted Email messages

3
Why is it needed?
  • Provides another tool to retrieve information
  • Easier to use and more intuitive than MS Access
  • Accessed on the web
  • Available to you on and off campus

4
Accessing Snap-It
  • Go to Campus Pipeline
  • Select the School Services tab
  • Select Administrative Service menu
  • Select Employee Services
  • Select Reporting Tools
  • Select Snap-It

5
Basic Steps in Building Your Report
  • Select your Snapshot
  • Select the columns or information you want
  • Select the specific records (rows)
  • Sort the records
  • Select your method of output

6
Snapshots Available
  • Look through the list of snapshots
  • Includes only snapshots to which you have
    security access
  • Description appears in box on the right
  • Next moves you to the next step
  • Jump to Report Summary takes you to the summary
    page

7
Saved Reports
  • Access to previously created and saved report
    definitions
  • Click on the report name you want
  • Have the option to load or delete a report
    definition

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9
Column Selection
  • A glossary has the name and description of each
    column.
  • Click the columns required on your report
  • Column names are highlighted
  • Use the Ctrl and Shift keys to select
    multiple columns

10
Column Selection continued
  • gtgt moves the highlighted column
  • ltlt removes the highlighted column
  • moves the column up on the list
  • v moves the column down

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13
Sum Columns
  • Calculates a total for the highlighted column

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16
Criteria Selection
  • Can enter up to five selection criteria
  • Select the column under Criteria
  • Select the operator
  • Select the conditions
  • Click on Valid codes for the column to select
    value

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Sort Order
  • Select the columns you want to sort by
  • Decide if you want ascending or descending order

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Report Summary
  • Displays the number of rows returned
  • Displays your selection choices
  • If you are not satisfied click on
  • Create New Report to start over
  • Edit Column, Edit Criteria, or Edit Sort
    Order to change the report definitions

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Reporting Options
  • Run Report returns rows to your screen
  • Save Report Definition saves the criteria
    created to produce the report
  • Download Report saves the report as a
    comma-delimited text file
  • Send Email will send email to the people you
    selected

25
Run Report
  • Select the number of records you want displayed
    on the the screen. The max number displayed is
    500 records.
  • Your selected columns are displayed.
  • PREV returns you to the previous report page.
  • NEXT moves you to the next report page.
  • Return to Report Summary takes you to the
    summary screen.

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Save Report Definition
  • Save Report Definition saves
  • Snapshot selected
  • Columns selected
  • Record selection criteria
  • Sort order selected
  • Enter the Saved Report Definition name

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29
Download Report
  • Download Report saves your report to a text
    file in a comma delimited, double quote format
  • Follow the instructions given carefully

30
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31
Converting Downloaded Text File
  • Open text file in Microsoft EXCEL
  • Opens the Text Import Wizard
  • Step 1
  • Click Delimited
  • Click Next

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33
Converting File Step 2
  • Step 2
  • Only Comma should be clicked in Delimiters
  • Text qualifier should be a double quote
  • Click Next

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Converting File Step 3
  • Comma data format gives defaults to General
  • If the data is a number with leading zeroes
  • Tab to the column
  • Click Text
  • Click Finish

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38
Sending Email
  • Option is available for people-based snapshots
    (with a pidm column)
  • Send Email sends an email message to your
    selected group
  • Test Email sends a sample to yourself

39
Creating Email
  • Enter the senders logon name
  • Enter the subject of the email message
  • Enter message, limited to 6000 characters

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41
Summary
  • An easy to use ad hoc web reporting tool
    accessible on and off campus
  • Allows flexibility in selecting snapshots,
    columns, record selection criteria, and sort
    order
  • Allows saving your report definitions
  • Allows output options
  • Report, detail or summary
  • Download
  • Email
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