Using the ARGOS Reporting Tool

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Using the ARGOS Reporting Tool

• Training for End Users

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Training Objectives

• Learn about the Reporting Website
• Understand security in Argos
• Learn the features of DataBlocks
• Running an existing report
• Creating a new report from a DataBlock

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Reporting Websitereporting.ualr.edu
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Reporting Website

• Bookmark this site
• Make this your entry point into Argos
• Important notices about reporting will be listed
  here
• Accessible only from campus locations

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Launching Argos

• The first time Argos is launched you may see the
  following screen

Click OK in the window, then click the gold
information bar to install the required ActiveX
control
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Installing the user client

• The Argos client must be installed the first time
  you launch Argos
• You may need to contact your helpdesk to install
  this client

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Click the Login icon
Click the Icon, or ctrll
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Login Dialog Box

• Enter your user name and password
• Username is the same as FACSTAFF
• Initial password is your T number
• Leave Remember Password unchecked
• Click the to add a server
• Server name Argos
• Server Address
• argos.ualr.edu

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Change Password

• You will need to change your password when you
  first log in
• Dont forget or share your password
• May want to synchronize with Banner

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Exercise 1 Log in to Argos

• Stop after you have changed your password

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Understanding Security in Argos

• Four types of users in Argos
• Administrator
• Designer
• Typical User
• Execute Only

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Execute Only User

• Run a previously created QuickView you have
  access to
• Run a previously created Report you have access
  to
• Create a shortcut to a Report or QuickView you
  have access to
• Export a report that you have access to

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Typical User

• All Execute Only User ability
• Create an Excel extract from a DataBlock you have
  access to
• Create a formatted report from a DataBlock you
  have access to
• Most Argos users at UALR have Typical User
  access

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Designer User

• Power users for each Banner module
• All of Typical User ability
• Create Folders
• Apply Security to reports
• Create a DataBlock
• Apply field and record level security to the
  DataBlocks
• Create a QuickView

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The Argos Desktop
Explorer Tree
DataBlocks
Reports
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What is a DataBlock?

• Data from Banner (or other data sources) is
  grouped together and pre-joined in a logical
  fashion
• Base from which a report can easily be built
• DataBlock QuickView Designed to send the output
  to the screen
• DataBlock Report Designed to allow users to
  format data into a printed report

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Using a QuickView

• Reports can be run directly from a Datablock
  using QuickViews
• Click the next to a folder to show contents
  (or double-click the folder icon)
• Click on a DataBlock icon to make it active
• Click the Quick View button on the right to
  execute the report

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Exercise 2 Find My POs

• Open the Finance/Payroll folder
• Click the Find My POs DataBlock icon
• Click the Quickview button in the menu to the
  right

If you do not see the Find My POs Datablock,
you do not have the appropriate security to view
this data. Skip to Exercise 3.
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Find My POs

• Select an Organization
• Select a fiscal year
• Click on a PO line to display Items/Invoices
  below
• To download the data to Excel, right-click then
  click Save Results

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Find My POs Results
Click on Close when you are done.
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Exercise 3 Scheduling

• Open the Student folder
• Click the Scheduling DataBlock icon
• Click the Quickview button in the menu to the
  right

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Scheduling

• Select a Term
• Select a Part of Term
• Select a College
• Select a Department
• The course listing is displayed below
• Select a course to see the detail
• To download the data to Excel, right-click in
  either box then click Save Results

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Scheduling Results
Click on Close when you are done.
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Running a Report

• Several reports have been pre-designed and are
  ready for you to run
• Reports are built from the fields in a Datablock
• Fields are pre-selected and formatted

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Report Formats

• CSV can be exported and opened in Excel
• Banded report More formal looking report with
  headers, etc.
• QuickView Display data on screen

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Report Types
CSV Report
Banded Report

• Quickview

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Exercise 4 Employee List by Department

• Open the Human Resource Services folder
• Click the beside the HRBlock by Dept
  datablock
• Click on the Employee List by Department report
• Click Execute

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Employee List by Department

• Preview Preview the report on screen
• Save to file Save the report output to your
  computer
• Save as PDF, html, Excel, text
• Print Print the report to paper
• Click Close when finished

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Add To QuickLaunch

• For reports that you run on a regular basis, it
  is helpful to create shortcuts to them
• Click on the DataBlock or report icon
• Right-click, then choose Add to QuickLaunch
• You can make the name of the shortcut more
  meaningful to you

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Creating your own report

• You can create your own report from an existing
  DataBlock
• Comma Delimited (CSV)
• Customize the columns, order, column names, add
  calculated fields
• Banded Report
• Lists, Tabular, Forms, Mailing Labels
• Add graphics
• Banded reports are quite difficult. You may need
  to create a new report request for these.

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Exercise 5 Create a CSV Report

• We need to create a budget report that summarizes
  the remaining budget for each fund in an
  organization
• Create a New Report

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Create a CSV Report (cont.)

• Click New Report from the Budget Balance
  DataBlock, select Comma delimited

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Create a CSV Report (cont.)

• Choose the fields to include in your report

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Create a CSV Report (cont.)

• Give your report a name starting with your user
  name
• Click the Private radio button
• Add a description to help you remember what is
  included in the report

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Create a CSV Report (cont.)

• Right-click on your report, add to Quick Launch
  (this step is optional)
• Click EXECUTE to run your report
• When prompted, select Create and Launch to create
  a CSV file from your new report

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Additional Help

• For additional help on a specific report, send an
  email to
• argos_at_ualr.edu
• For connectivity problems, contact the help desk
• Return to the Reporting website