Summary
In release 23.2.0.0 release of EAB Navigate, Version 3 (V3) of reports was released. The V3 Navigate Reports now appear when users select the Reporting icon. However, users can still access the legacy reports until they are sunset. The date for the legacy reports sunset will be announced in the future. These reports include versions of all existing legacy reports.
Content
Filter Parameters
Sharing Report Filters
Report Results
Pivot Tables and Charts
Grid Settings
Saved Reports
Scheduled Reports
When users access reports from the Icon on the left side of the page, they will be first taken to "My Saved Reports" which will display any reports the user has Saved. Users will click on the Standard Reports to access the list of reports in Navigate.
Some of the major changes and benefits of the V3 reports include:
- More Powerful Filter Parameters
- Working with Report Results
- Pivot Tables and Charts
- Grid Settings
- Configurations
The biggest change most users will notice when creating a V3 report is how the filters look as well as changes to how they can be applied. Users will now choose the fields to search on, but with more functions to search on as well as broader filter logic. At the top of the Data Filters section, users see the Filters Logic.
This determines how your criteria are interpreted by the platform. Explanations of the filter’s logic are below.
Next, users select a field. Fields are specific to the report chosen. Note. Conditions displayed vary by data type.
After choosing a Condition, various value fields may appear. These are unique to the Condition selected; for example, choosing between will open a Low and High field.
If after adding the first filter, users want to add another, select the Add Filter button and repeat this process.
Advanced filters:
Once filters are set, you may optionally select any of the checkboxes at the bottom of the Data Filters section
NOTE: See Examples of V3 Reports in the attached V3 Reports Starter Pack.pdf
Sharing Report Filters
Users can share the filters they select for a report by choosing the Share These Filters button.
Clicking the button copies a URL to the user’s clipboard. The user can then paste the URL and send it to another user. If the user has the correct permissions to see the report AND filters chosen, clicking the URL opens the Report page with pre-filled filters. If they do not have the correct permissions, users receive a Permission Denied notification.
Once users run a report, the results appear in a table much like in legacy reports; however, there are some changes. First, if a report has more than 20,000 results, it must be exported and will not display in the Navigate Reporting interface.
Users can search in the results using the search bar at the top of the results.
There are new icons that let users adjust their reports. The icons and what they do are explained in the table below.
Users can still take mass action on results by selecting the box in front of the row and clicking the Actions button.
A third-party tool, Flexmonster, is integrated into V3 reports and allows users to create data visualizations and pivot tables within Navigate. Once report results have generated, click on the icon noted above to load data into a pivot table. The selection of filters and arrangement of fields in a pivot table is done in the Fields area of the tool. Additional formatting and display options are also available. Visual displays of the data can also be generated by selecting a specific chart type from the Charts area of the tool.
Several configurations are available on the Grid Settings page. Information about these options is listed below.
Once data filters and parameters have been set and the user is confident that the report is returning the correct information, you can Save the report with all the filters and parameters in place for next time.
Using the Save As icon in the upper right, Name the Report and Save it.
Saved Reports will be added to the "My Saved Reports" tab when you enter the Reporting area
Saved Reports have the ability to be Scheduled. Reports can be scheduled to be delivered daily, weekly, or monthly. You can only create one schedule per Saved Report; for example, you cannot create a schedule that sends notifications on Monday and Wednesday weekly. Once a schedule is configured, users will be notified via email when their report is ready to be run or exported.
Note: Links within the Scheduled Report email are user-specific, so forwarding a Scheduled report to a colleague will not work.
All reports can be exported. To export, generate a report. Select Export Results from the icons on the upper right menu after taking any other actions (e.g., showing/hiding columns) you want to do before creating an export file. The CSV file downloads.
Further Readings
Need additional help?
Please fill out the EAB (Navigate) web form with as much information as possible, or contact the ET&S Help Desk team on your local campus.
For additional Training visit the Teaching and Learning Technologies Training site