St' Josephs University Information Technology

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St. Josephs UniversityInformation Technology

• SNAP-IT
• A Web Based Report Writer

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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

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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

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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

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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

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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

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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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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

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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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Sum Columns

• Calculates a total for the highlighted column

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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

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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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Download Report

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

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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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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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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

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Creating Email

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

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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