Reporting Services User Manual
Contents
1. Numbers snyder mdeca org Subscription Subscription 2 Then click the Delete button in the Reporting Services toolbar to delete the lt selected subscription Home My Subscriptions Help MDECA Reporting Services 1 My Subscriptions ae WO t Edit Student Street Roster with Parent Phone Send e mail to Student Timed New Numbers snyder mdeca_org Subscription Subscription 21 Updated 11 02 2011 3 You will get a confirmation screen Are you sure you want to delete this item Click OK Message from webpage Are you sure you want to delete this tem _4 Your subscription is now deleted and should no longer show on the screen Home Home My Subscriptions Help MDECA Reporting Services My Subscriptions There are no items to show in this view Click Help for more information about this page Updated 11 02 2011 222. D MDHS DELETED E I MDHS INACTIVE E MDHS 100 JVS T N MDHS NON RES E 0 MDHS NON RES IN E Q MDHS RES INACTIVE C R MDHS RES OUT E u MDHS RES ACTIVE b Date Field Allows you to either type in a date date and time or use the calendar picker to select the date StartDate a 4 October 2011 9 0 un 12 13 14 i6 17 18 19 2 n 233 24 25 2 2 2 Today is Monday October 31 2011 Updated 11 02 2011 7 Report Toolbar will appear after a report has been generated Home gt Homeroom gt Homeroom Listi HATT Home My Subscriptions Help SchoolYear 2011 2012 BuildingCode MDECA High School ka View Report HomeroomTerm FullYear MDHS Monday Start Date 10 24 2011 Ea Homeroom List HATT Monday Tuesday Wednesday Thurse a Document Map Will allow user to advance to a particular place within the report i Note Not all of the reports will be designed with the Document Map option So you may only see this periodically depending on which report has this option b Scrolling through records Arrows will appear to allow you to scroll through the report pages l4 d 2 of 2 b Fl c View dropdown Allows you to zoom in and out to view more or less records 100 d Find Allows you to search for specific wording within the report Find Next e Export Button Allows you to export the report to a different format Different options are XML
3. Student Lunch Status List Tage Provides List of Students and their Free Student Street Roster with Parent Phone Student Street Roster with Parent Phone student Building Progression Track List fe Student Diploma Type Report student Info Label fall Report that will create Labels with Stude student Street Roster with Parent Phone Tae Student Street Roster with Parent Phone Students with No Primary Contact aele Provides a list of students who do not ha Lists Students Address Information and mg Shows the Diploma Date and Type for St Home My Subscriptions Help Details View 3 Click on the report name you would like to run Home MDECA Reporting Services Student 4 Folder Settings All Student Contact Report Student Calendar Attendace Report Student EMIS Ethnicity Information Student Lunch Status List Wai Provides List of Students and their Free _ Student Street Roster with Parent Phone ae Student Street Roster with Parent Phone Updated 11 02 2011 Student Building Progression Track List aml Lists Students Address Information and Student Diploma Type Report W Shows the Diploma Date and Type for St Student Info Label W Report that will create Labels with Stude Student Street Roster with Parent Phone ae Student Street Roster with Parent Phone students with No Primary Contact
4. aml Provides a list of students who do not ha Home My Subscriptions Help EE Details View 13 4 Once a report is chosen select the criteria needed to generate the report and then click the View Report button on the right side of the screen If there are no parameters to select the report will automatically generate Home gt Student gt Student Street Roster with Parent Phone Numbers Home My Subscriptions Help BuildingCode MDECA High School SchoolYear 2011 2012 View Report StudentStatus MDHS ACTIVE MDHS NON RES Homeroom Term FullYear MDHS v a Note The dropdown menu provides boxes to select multiple buildings this will act as an OR in the selection statement giving you Building1 OR Building2 OR Building etc Home gt Student gt Student Street Roster with Parent Phone Numbars Home My Subscriptions Help View Report BuildingCodeag MDECA High School Select All s SchoolYear 2011 2012 n me Homeroom Term FullYear MDHS MDECA Training CTC Scho StudentStat MDECA Elementary MDECA High School MDECA Junior High 5 Once the report is generated you will be able to view the data as it has been designed a Note Most EMIS and District Reports are designed to be imported and manipulated into Excel MDECA will do it s best to fit these reports to standard sizes of paper 8 5x11 8 5x14 or 11x17 Home gt Student gt Student
5. DASL Username secure STUDENT15 The user noted above will have the following access to the buildings within Reporting Services as they do in DASL If you do not want this user to have access to specified buildings below then their DASL Security needs to be changed by the District DASL Security Administrator If you need assistance in changing security please submit a CA Unicenter Helpdesk ticket and someone from the Student Services Department will assist the Security Administrator Please note If a user needs to run reports for a different building s besides the one s listed below then the users DASL Security will need to be altered to give them access to that building After altering the Security please re run this security form to show the other buildings in the list print and send to MDECA lf the user needs access to run reports for the entire District please use the EMIS Coordinator District Wide Reporting Services Security Form Code The District Treasurer or their designee must sign all account requests Treasurer Name Please Print Signature Date e If you find that you have too many buildings listed contact your DASL Security Administrator and let them know so your DASL security can be edited After the updates to your DASL Access has been completed you will then need to log back into Reporting services and print off the corrected form have it signed by your Treasurer or their designee and faxed in 1
6. MDHS 12 A 97 Clooney Batman Way 7 In the toolbar you will see an Export dropdown button Click the button and choose the program format you would like This will download the information from Reporting Services into the program of your choosing Home gt Student gt Student Street Roster with Parent Phone Numbers Home My Subscriptions Help ka View Report Homeroom Term Full Year MDEL BuildingCode MDECA Training CTC School ME SchoolYear 2011 2012 StudentStatus MDEC ACTIVE MDEC NON RES Id 4 2 of 37 P bil 100 Find Next lak amp XML file with report data CSV comma delimited PDF Building Grade Student Student LastName First Name Bir hd ee eae eee ise Street Name Addres Code status Number web archive r Nu nber MDHS 11 Esquendolas 3 MDH Excel 74 i Antelope Run TIFF file ons fo a avo foen as Og lays MDHS na A Awa TRI 17 Smith ATAT Anw St 15 Updated 11 02 2011 8 Your screen will refresh and then you will be asked whether you want to open or save the file a If you choose to Open the exported file will open up into the proper program for you to manipulate b If you choose Save you can save the file to your computer NOTE If you need current new data you will need to rerun the report File Download 16 Updated 11 02 2011 5 Setting up and maintaining report subscriptions Within Repo
7. Street Roster with Parent Phone Numbers Home My Subscriptions Help BuildingCode MDECA Training CTC School ME SchoolYear 2011 2012 ka View Report StudentStatus MDEC ACTIVE MDEC NON RES Homeroom Term FullYear MDEL a EEREN ld 4 2 of 37 b bl 100 Find Next WA 4 A B Building Grade Student Student Last Name First Name Birthdate Homeroom Homeroo House Code Status Number m Teacher Number Street Name Addres mons fo a fam feam fas foem J pas as mons fo a r smn fa orro s aso ons 2 e a Menai e a E CA Bh mons 2 a fo fime fmn foar __ _ a25__ BameyWay MOHS 12 A 97 Clooney George 05 06 1991 532 Batman Way 14 Updated 11 02 2011 6 If you would like to export the information into a different format you will need to go to the Reporting Services toolbar shown below Home gt Student gt Student Street Roster with Parent Phone Numbers Home My Subscriptions Help 2011 2012 v View Report Homeroom Term FullYear MDEL BuildingCode MDECA Training CTC School MC SchoolYear StudentStatus MDEC ACTIVE MDEC NON RES id 4 2 of 3 gt bi 100 X Find Next bi B iu gt Building Grade Student Student LastName First Name Birthdate Homeroom Homeroo House Street Name Addres Code Status Number m Teacher Number O m e o a s i e s mos 2 Ja e Renae om o forens fe asa eae way ee ee fesen George 05 06 1991 532 WW
8. you move through Reporting Services your breadcrumb trail will populate on the left side of the Reporting Services screen showing the folders you have moved through as well as the name of the report you have selected Home gt Fees gt Student Fee Detail Home My Subscriptions Help Building SchoolYear lt Select a Value gt o 5 Updated 11 02 2011 3 Search By typing in a complete or partial report name Reporting Services will generate a list of items that are relevant to your search You can use this function to search for folders or reports Home My Subscriptions Help MDECA Reporting Services Q Folder Settings EH Details View 4 Folder and Report Dropdown Menus Each folder and report inside the folder has a dropdown menu Home My Subscriptions Help MDECA Reporting Services 4 Folder Settings EE Details View F 3 3 3rd Party Vendor Extracts R Administration Admission Security i hlanaqge a Only those with sufficient permissions are able to modify folders Home Home My Subscriptions Help F MDECA Reporting Services Jil Fees Search A C Folder Settings EH Details wiew r 3 Student Fee Detail f Student Fee Type Total Provides detailed Student Fee Information Peal Lists Fee Type Totals for Specific School rovides stu E Subscribe Fi Student Fee Delete P E Create Linked Report View Repat History a Security Manage Down
9. 1 Updated 11 02 2011 e If you need access to another building but not the district your DASL Security Administrator will need to edit your DASL Security accordingly You will then need to log back into Reporting Services and print off the corrected form have it signed by your Treasurer or their designee and faxed in b If you have any questions please submit a helpdesk ticket via the link https nelodesk usd oecn k12 oh us CAisd odmweb exe or call Student Services at 937 223 1112 option 5 e When entering a helpdesk ticket please include the following information 1 Building Code 2 Last Name 3 DASL username 4 How to Use Reporting Services 1 Once you have successfully gained extended security access when you log back into Reporting Services you will see folders representing the generic DASL topics Home My Subscriptions Help MDECA Reporting Services Gi Folder Settings E Details View A 3rd Party Vendor Extracts A Administration A Admission A Assessment Ua Attendance La Dayton Learn to Earn Data Reports La Discipline i EMIS La Fees La Homeroom 12 Updated 11 02 2011 2 After you have selected a folder you will see a list of available reports For example if we click on student you will see a list of student reports Home z MDECA Reporting Services 1 Student B Folder Settings All Student Contact Report Student Calendar Attendace Report student EMIS Ethnicity Information
10. An DECA Reporting Services User Manual This page is intentionally blank Updated 11 02 2011 Reporting Services User Manual for DASL Contents 1 How to Log into Reporting Services u ccssccssssccscsccssscccsssccssscsssssscsssscssssssssssessssssssessssessees 4 2 GETEIIG SEAILOO A E A N E 5 A Whatis Reporting Services cack eco ssa cise Se senes ae seca vec oese wide ce seeeedcecwtage aaen eaaa eiai 5 B Navigating Reporting ServiCes ccscscssssccsssscssssccsssccsssscsssssssssssssssssssssssssssssssssssessees 5 3 Requesting Reporting Services ACCESS sccsssssccssssssccssssssccsssssccsssssscsssssssccsesssscssssssseees 10 4 How to Use Reporting Services csssccssssessssccsssccsssscsssscessscsssscsssscssssscssssssssssssssssssssseseees 12 5 Setting up and maintaining report subscriptions scccssssccsssssssssccssssccssssssssssssssseees 17 A Creating a NEW report subscription ccsssccscssscsrcssscsccssssscccsssscssssssscssssssscssssseseees 17 B Editing and deleting report SUDSCTIPTIONG ccsccccccssscrccssssrcscsssscccsssssccscsssscseees 21 Editing areport SUDS CEI ON sna EEE 21 Deleting a report SUDSCIIDU OM ysesesissseessssesecsssvespeasssecaxessgscnecssvexsetsansanecssseceassansenecsdsesentsanvesaesesexe 21 Updated 11 02 2011 1 How to Log into Reporting Services 1 Go to https rs1 secure mdeca org reports Pages Folder aspx or you
11. CSV Acrobat PDF MHTML web archive Excel TIFF and Word i Note Web Archive is the html version that you are viewing on your screen inl f Refresh Will update the report to current information within the database g Print Will print the report Do not use the print found in the browser toolbar as that will only print the current page you are viewing and not the entire report Updated 11 02 2011 h Show Hide Arrow Allows you to show or hide the parameters above the report toolbar 3 Requesting Reporting Services Access 1 After you have successfully logged into Reporting Services you will then be brought to the Reporting Services Home Page Home My Subscriptions Help MDECA Reporting Services LA H ome Search P Details View 4 Folder Settings La MDECA Reporting Services Security For 2 Please click on the MDECA Forms Folder to access the Security Please select security Form 1 or 2 see notes a and b for further details Home My Subscriptions Help Home F MDECA Reporting Services 1 MDECA Reporting Services Security Forms Search r 4 Folder Settings EE Details View 1 BASL User Security Form 2 EMIS Coordinator Security Form This Security Form is for normal DASL U T This Security form is for requesting Distri a If you are only running reports as a DASL user Click on the 1 DASL User Security form b If you are an EMIS Coordinato
12. can access it from MDECA s homepage by going to htip www mdeca org and then clicking on DASL Reporting Services Metropolitan Dayton Educational Cooperative Association 275 Linwood Street Dayton OH 45405 D ECA office 937 223 1112 fax 937 223 2385 Home Administration DASL EMIS Fiscal Library Network Progress Book Site Map DASL Live We lco m e to DASL Public Course Request DASL Training Calendar asa Documentation Forms Newsletters Reporting Services et MDECA Metropolitan Dayton Educational Cooperative Association a member of the Ohio Education Computer Network is an Information Technology Center that provides technology related services to K 12 schoals in Darke Miami and Montgomery Counties and to Fairborn City School District in Greene County MDECA strives to bring the latest and best technology to the schools we serve Home CA Unicenter Helpdesk Exchange E Mail Remote Help Mac Remote Help WebMail Site Map Please refer questions to Webmaster imdeca_ore Copyright 2009 MDECA M Rights Reserved 2 You will be prompted for your username and password Here you will enter your DASL Account information You will need to enter secure before your DASL username in order for the server to properly recognize you Then type in your DASL password i Ex DASL Username bauertest li Reporting Services username will be secure bauertest Window
13. e bea Students wit X Delete Student Street Roster with Parent Phone Provides a li subscribe can Create Linked Report View Report History 5 Security Manage Download 17 Updated 11 02 2011 2 After the screen refreshes you will need to enter information into the Subscription screen a lo field You must put your valid email address in the field b Include Report field Make sure to select Include Report by placing a check in the checkbox if you would like the report sent to you via email c Render Format field By default MHTML web archive is selected If you would like the report to be sent to you in a different format XML File CSV TIFF PDF Word or Excel click the dropdown field and choose the different format d Include Link If you would like the URL to the report to be included in the o email make sure this box is selected Home gt Student Home My Subscriptions Help MDECA Reporting Services Subscription Student Street Roster with Parent Phone re Numbers Search p Report Delivery Options Specify options for report delivery Delivered by E Mail v a To Field Subject ReportName was executed at ExecutionTime Include Report Render Format Excel v b Include Report Vi Include Link c Render ormal Format Field d Include Link Priority Subscription Processing Options Specify options for subscription proce
14. eat after this number of days 1 Start time 06 00 OAM P M Start and end dates Specify the date to start and optionally end this schedule Begin running this schedule on Cl Stop this schedule on Cancel li After clicking OK make sure the Schedule settings have been correctly saved The settings can be found below the Select Schedule button Subscription Processing Options Specify options for subscription processing Run the subscription When the scheduled report run is complete Select Schedule At 6 00 PM every Mon Tue Wed Thu Fri of every week starting 11 1 2011 19 Updated 11 02 2011 f Report Parameters Fill in the required parameters to run the report by selecting or typing into the appropriate field s You will not be able to save the subscription without the parameters filled out Report Parameter Values specify the report parameter values to use with this subscription Userid EC El Use Default BuildingCode MDECA High School SchoolYear 2011 2017 StudentStatus MDHS ACTIVE at Homeroom Term Full ear MDHS i 0K Ce g After you have made all the necessary selections click the OK button 3 To see the subscription you just created click on the My Subscriptions link at the top right of your screen Home Home Help MDECA Reporting Services I My Subscriptions Search E ar O A Edit Student Street Roster with Parent Ph
15. load b The only available option in this dropdown menu is Subscribe which is used to set up a Subscription for the report c Only those with sufficient permissions are able to select the other options Updated 11 02 2011 5 Details View button The Details View button will you show the details of what is currently on the screen For example if you are viewing the reports screen selecting Details View will refresh the screen and show you detailed information such as the report description when it was last run or modified and by whom Home My Subscriptions Help i MDECA Reporting Services aa Home G Folder Settings Lia 3rd Party Vendor Extracts Li Admission Li Attendance Li Discipline Lia Fees Lia Dayton Learn to Earn Data Reports Screen view before selecting the Details View button MDECA Reporting Services R Home 3rd Party Vendor Extracts Administration Admission Assessment H b D x W Attendance Data Sources Datasets Dayton Learn to Earn Data Reports Discipline EMIS Fees YWwwee eb Homeroom x g G Folder Settings Home My Subscriptions Help Search 10 30 2011 9 07 PM 10 30 2011 9 07 PM 10 30 2011 9 08 PM 10 30 2011 9 09 PM 10 30 2011 9 11 PM 10 30 2011 9 00 PM 10 31 2011 1 38 PM 10 31 2011 1 35 PM 10 30 2011 9 14 PM 10 30 2011 9 50 PM 10 30 2011 9 56 PM 10 30 2011 9 57 PM Screen view after selecting the Detail
16. one Send e mail to Student Timed New Numbers snyder mdeca_org Subscription Subscription 20 Updated 11 02 2011 B Editing and deleting report subscriptions You are able to edit and delete through My Subscriptions found in the top right of your screen Editing a report subscription 1 After selecting My Subscription you can edit your subscription through the entry listed on the subscriptions screen To edit a subscription click on the word Edit next to the name of the report Home Home My Subscriptions Help MDECA Reporting Services 1 My Subscriptions Search p T Edit tudent Street Roster with Parent Phone Send e mail to Student Timed New umbers snyder mdeca_org Subscription Subscription 2 After clicking on the Edit link you will be brought back to the main subscription set up screen where you will be able to edit settings for your report If you need help remembering what each setting does please refer to the Creating a new report subscription section found on pages 19 21 Deleting a report subscription 1 If you need to delete your subscription go to the entry listed on the subscription screen Place a check in the box to the left of the subscription you wish to delete Home Home My Subscriptions Help ah MDECA Reporting Services 1 My Subscriptions B A a eport 4 as eee Eil 6 Edit Student Street Roster with Parent Phone Send e mail to Student Timed New
17. r Click on the 2 EMIS Coordinator security Form e Note If you are an Administrator that needs to be designated as a Treasurer Designee please run and print this form 10 Updated 11 02 2011 3 Once you have selected Security Form 1 or 2 you will then be taken to a pre printed form with your DASL Security information on it Review this form to make sure it has all the buildings to which you need access Export the form to a PDF document print the form have it signed by the Treasurer or their designee and then fax it to MDECA at 937 223 2385 a Note When reviewing the form make sure all buildings that you need to run reports for have been listed on the form Your security within DASL is linked to which buildings you will have access to in Reporting Services Please make sure your buildings are correctly listed on the form before sending it in Home gt MDECA Reporting Services Security Forms gt 1 DASL User Security Form l4 4 1 ofi gt Pi 100 Find Next bd amp g DECA Metropolitan Dayton Educational Cooperative Association 225 Linwood Street Dayton OH 45405 Phone 937 223 4980 Fax 937 223 2385 Reporting Services Account Access Form For DASL User Access Only Please print authorization form and fax into MDECA to the number listed above This form will not be processed without the appropriate signatures Name TRAINING STUDENT15 District MDECA Training CTC School E Mail STUDENT15 MDECA ORG
18. rting Services users have the option to create a subscription A subscription is a automatic job that will run at a specific time and date for a specific report according to the parameters set for that report Once the report has been run Reporting Services will email that report to the user as a normal email or PDF Excel Word CSV XML or Tiff file attachment Make a note of when you would like the report to run It is highly recommended by MDECA to select a time between 5 pm and 6 am due to lower user volume This means the reports will run faster and be waiting for you when you come in to work the next morning A Creating a new report subscription 1 To create a subscription for a report you will need to point to the report and click onthe yellow dropdown arrow Select Subscribe from the dropdown menu Home Home My Subscriptions Help FE MDECA Reporting Services amp Student Search 2 4 Folder a El Details View student Building Progression Track List Qa All Student Contact Report bea Ceis hens Jubilee a and a eo E Se ee ae Student Diploma Type Report al student Calendar Attendace Report Shows the Diploma Date and Type for St bl Student EMIS Ethnicity Information aad copa Siac cle ens gad Student Lunch Status List Student Street Roster with Parent Phone Provides List of Students and their Free i Student Street Roster with Parent Phone Move student Street Roster with Parent Phon
19. s Security Connecting to rsl secure mdeca org secure bauertest LLLLLLLLEE Domain secure Remember my credentials Updated 11 02 2011 2 Getting Started A What is Reporting Services Reporting Services is a Microsoft product that will allow MDECA to create reports for users to run against a database of information MDECA is using this product to create additional reports to assist DASL users in extracting and managing data from the DASL software B Navigating Reporting Services When logging in there are several important links and buttons that will assist you in using Reporting Services In navigating Reporting Services we will acquaint you with all of the notable options that are available on the screens when working with Reporting Services 1 Home My Subscriptions Help links MDECA Reporting Services a Home Search E 4 Folder Settings EE Details View a Home By clicking on this link you will be taken back to the Home screen of Reporting Services b My Subscriptions By clicking on this link you will be taken to a list of subscriptions you have created for reports that you want to run on a repeated basis It will allow you to manage edit and delete the subscriptions that you have created throughout Reporting Services c Help By clicking on this link you will be taken to basic Reporting Services Help This will help you use the program 2 Reporting Services breadcrumb trail As
20. s View button RS1 bauer RS1 bauer RS1 bauer RS1 bauer RS1 bauer RS1 bauer SECURE bauer SECURE bauer RS1 bauer RS1 bauer RS1 bauer RS1 bauer a Note You may see the Delete Move and Folder Settings buttons listed on the tool bar after you have selected the Details View button Unless you have the proper security rights you will not be able to delete or move folder s or report s The Folder Settings button will switch back to Tile View Updated 11 02 2011 6 Report Parameters Toolbar You may have parameters to select before viewing the report Listed below are types of fields you may encounter when selecting parameters a Dropdown lists There are two types of drop down lists i allows you to select only one option and ii allows you to select multiple options i Dropdown for selecting one option School Year lt Selecta Value gt lt Select a Value gt li Dropdown for selecting multiple options The dropdown shown below will allow you to select multiple or all options If you click on the Select All option it will select all options within the dropdown Building bd E Select All If MDECA Training CTC School _ W MDECA Elementary W MDECA High School MDECA Junior High lil Grabbing click and drag the lower right corner of a dropdown will expand the box to display all options available StudentStatus bal GradeLevel ese E Select All i E A MDHS ACTIVE E
21. ssing Run the subscription When the scheduled report run is complete Select Schedule e Select At 8 00 AM every Mon of every week starting 11 1 2011 Schedule Report Parameter Values Specify the report parameter values to use with this subscription Userid Vv Use Default BuildingCode f Report SchoolYear Parameters StudentStatus Homeroom Term Cancel 18 Updated 11 02 2011 e Select Schedule Click the Select Schedule button to set how often you would like the report to be run and emailed to you i On the Select Schedule Screen Select how often you want the report emailed to you Once you have selected all of the options click the OK button to go back to the main screen Please remember when setting up reports to run on a repeating basis it is best to select a time that is between 5 pm and 6 am Home gt Student Home My Subscriptions Help MDECA Reporting Services A Subscription Student Street Roster with Parent Phone Numbers Search P Use this schedule to determine how often this report is delivered Schedule details Choose whether to run the report on an hourly daily weekly monthly or one time basis All times are expressed in GMT 04 00 Eastern Daylight Time Hour Daily Schedule val On the following days liaise f Sun Mon FlTue FWed Thu Fri O Sat Month i Every weekd Once 5 Every weekday Rep
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