Pennsylvania Banner Users Group 2008 Fall Conference

Value-Added Reporting

Through ArgosPatrick Kelly – Director, Administrative Computing – Immaculata University

General Announcements:

Please turn off all cell phones/pagers If you must leave the session early, please

do so as discreetly as possible Please avoid side conversations during the

session Questions will be answered …..

Thank you for your cooperation

Immaculata University

A private, liberal arts, co-educational Catholic University founded in 1920

375+ acres overlooking the Great Valley in historic Chester County, Pennsylvania;

Approx. 20 miles west of downtown Philadelphia, PA Fall 2005 - 1st Undergraduate co-educational class

http://www.immaculata.edu

Immaculata University

Approx. 4,200 students in 3 Colleges offering associate, bachelor's, master's and doctoral degrees:

College of Undergraduate Studies – 906 students (Fall 2008)

College of Graduate Studies – 1137 students (Fall 2008)

College of Lifelong Learning – 2064 students (Fall 2008)

Completed Banner Implementation in 2007 All modules except Human Resources (includes Self-Serve) Reporting – greatest challenge following implementation

Overview

Our Goal Sustainable, Value-Added Reporting Model

Value-Added: Where the value of the solution/report exceeds the costs/effort to implement/produce the solution/report.

Solution / Examples: Argos (from Evisions)

Transcript Archive Inventory of Reports Account Look-Up Admission Award Letters Admissions Query Labels Web Registration Statistics

Our Goal

Sustainable, Value-Added Reporting Model Centralized Report Repository

Deploy / Support One Reporting Solution

…versus multiple reporting solutions such as:• Microsoft Access

• Self-Serve Banner

• Adhoc SQL Scripts

Ease of Deployment / Accessibility Web-Based; Zero Client Footprint

Improved Security ManagementSimple yet GranularReplace “Default Role” Security (as is needed in MS

Access) with “Proxy User” Security

Our Goal cont…

Sustainable, Value-Added Reporting Model cont…

Capture & Report “Meta-Data”Report descriptions & notes - for end-users

Audit trails – for developers On-Demand Schedule & Delivery Room for “Growth”

Graphing & Executive Dashboards“Slice & Dice” data, OLAPIntegration with other systems / applications

• Active Directory• Luminis Portal

Avoid Reinventing the Wheel

Our Solution

Argos Reporting Solution (from Evisions)

http://www.evisions.com/products/argos/http://hope.immaculata.edu:9095/

Examples

Transcript Archive: Custom solution developed in conjunction with Evisions Features:

1. Search for a student

2. Add/Update a transcript memo

3. Retrieve/View the associated student transcript files in Adobe Acrobat

Implementation Steps:1. Extract Transcripts from Legacy Systems

2. Use Formfusion product (from Evisions) to: Convert transcripts to *.pdf format Load transcript index information into custom table

3. Develop Argos report to search and retrieve transcripts

Examples cont…

Inventory of Reports: Developed by IU; Available in Argos COOP Accesses Argos “MAPS” database (MSAccess)

Provides information about each Argos available in report to the end-users

Ability to search by: Production vs. Development reports Argos “Folders” “Key Words”

A formatted (“Banded”) report is available for hardcopy printing & distribution

Examples cont…

Account Look-Up: Developed by IU Report supports multiple areas of the University:

Help Desk Services Portal Services OneCard (Campus Card) Services Campus Security Services Library Services

Ability to search by: ID, Username, Name, Birth Date, Term Code &

Course Number (CRN), Employee Type Displays image associated with user’s account

(if available)

Examples cont…

Admissions Award Letters: Alternative to producing letters through Banner

Letter Generation Or Microsoft Word “Mail Merge”

Steps to produce Letter in Argos:1. Select & Review Population

Loads recipients into the Banner Population Selection table (GLAEXTR Form; GLBEXTR Table)

2. Confirm & Print Letters Populates the “Print Date” for the letter (SUAMAIL

Form; GURMAIL Table)

3. A formatted (“Banded”) report is used to produce a the hardcopy, personalized letter

Examples cont…

Admissions Query: Many Report Parameters – allow end-users to

answer many questions Results can be further manipulated in a

spreadsheet, etc…

Labels: Formatted & Personalized Mailing Labels for a

specified population

Web Registration Statistics: Graph & Totals display on the “Quick View” screen Argos “Dashboard” module required

Questions / Comments ?

Thank you !

Patrick Kelly

Director, Administrative Computing – Immaculata University

pkelly@immaculata.edu

610.647.4400 ext. 3845