Insight Report Development

Training

Training is available for Insight power users who want to write their own Insight reports. Contact Mark Gonzales, the Business Intelligence Team Lead (1-1468) to arrange for training and assistance with the security form. Prerequisites for the training include knowledge of using databases with report creation software similar to Access, and knowledge of the functional area data in Banner.

Listserv

The listserv below is used by people who have report-writing security access in Insight. You will be added to the appropriate listserv after attending training or you may join the listserv by sending an e-mail to Mark Gonzales if you want to participate in the listserv without training.

Things the listserv can be used for:

  • To share information with other report writers
  • To inform others when “joins” have been requested
  • To provide questions and answers
  • To distribute handouts from report writer meetings

 

Publishing and Changing Reports

If you write a report and wish to share it within Insight with others, follow the Publishing Procedures, complete the Publishing Form and attach it to an Online Technical Support Ticket. If you wish to change a report that has been previously published, follow the Modifying Reports Procedures while you complete the Modifying Form and attach it to an Online Technical Support Ticket.


Login Options

When you login to Insight, you have an option to choose either Production or Development.  Most users running reports will use the Production choice.  Users who develop reports will use Development.  “Test” reports not released and awaiting requestor approval are now located under the Development option under the Report Validation tab.  “Test” reports awaiting Data Steward approval can be found under the Data Stewards tab.


Report writers from the IRAS team typically use the Application Studio tool to create reports to be used by the University.  The InfoAssist tool is available for report writers who do not require the full report development environment.


If any reports you develop might be useful for others on campus, you may share your report by submitting the procedures for Publishing. Please be sure to include what Insight tab you would like it to be placed under. It will be reviewed and validated by a Data Steward before being given the official university naming convention and prefix. Please be careful to validate all of the ad hoc reports that you develop. If you are unsure if your report has accurate information, you may request a Data Steward’s review before using data for decision-making or official university business.