FacultySuccess@OregonState

Step-by-Step instructions

This video walks administrators through though the process of running a report in Faculty Success.  This example walks you through running a report for Non-Credit Instruction.

1. Click on Run Reports from the left hand nav menu  
2. Click on the down arrow on the right side of the drop down box
3. Click Create a new report
4. You are now presented with the Run Reports screen.  Use this screen to specify the information and format for your report. 
5. Section 2: Set your Date Range 
   1. Simply using the drop down boxes.
6. Section 3: Whom to Include
   1. Users Selected is defaulted to All.  You will only be shown results for the accounts you have permissions to see. If you want to run your report for all of your users, leave this as is.  If you want to only see a subset, such as one department, click the Change selection... link and use the window to select the desired subset.
   2. Include These Accounts is set to Enabled Only.  This option is important depending on the kind of information you're looking for. 
      1. Enabled Only - Use this option to only see currently active faculty.  Note this will NOT show data for anyone who has left OSU or whose profile have been disabled.
      2. Disabled Only - Use this option to only see data for people who have left OSU and whose profile have been disabled in the system.
      3. Enabled and Disabled - Use this option for historical reports such as all of the publications that that were published over the last two years.  This option will include faculty that have left OSU and whose profile have been disabled.
7. Section 4: Data to Include
   1. By default all data in DM is selected.  Click the checkbox "Include All" to uncheck all boxes, then go down the list to select the data elements you're interested in.
   2. Typically you will start in the Common Items section
   3. Click the > icon to expand that section and find the screen containing the data you're looking for.
   4. If the data you are looking for has fields specific to your college, click the > icon next to your college name and those fields.  Here's an example of the Impact Statement screen where O&E has two additional fields.  
   5. Click the Save button when your selection is complete.
8. Section: Grouping Method
   1. When developing the report, leave this set to None.  Experiment with this drop down to see how it effects your data.
9. Section: Search Keywords - OR leave empty
   1. If needed, enter specify text you want to use to find records within the screens you have selected for your report. Click the circle with a question mark for additional instructions on how to most effectively use the search box.
10. Section: File Format
    1. Comma-Separated Values (.csv) - This will open in Excel.  Use this file format to view large lists of data.  This is the most useful format.
    2. Files per Screen  Single is the default option, and may be useful with the "individual" group method.
    3. Microsoft Word (.doc) - This will open in Word.  Use this file format for smaller data sets were you want to easily see all of the data.
    4. PDF - This will open in Adobe Acrobat Reader or Pro. This file format will be exactly what you see when using Microsoft Word, but it won't be editable. This format is not recommended.
    5. Web Page (.html) - This will open in any web browser.  This file format will be exactly what you see when using Microsoft Word. We do not recommend using this format.
    6. XML - This format is used by system administrators.  We do not recommend using this format.
11. To run your report, click the Run Report button in the top right side of the window.
12. If you plan to use this report in the future, you an click the Save button in the top right side of the screen.  This will place the named report in your Report drop down for next time.