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CCC Data Warehouse Report Server v7.8 Last Update: Feb 2022 |
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Authenticator for Mac and Windows Chrome browsers is available free from the Chrome Web Store. This app installs very quickly to your desktop (recommended) as well as your phone, and includes a lot of great features that promote security and usability. NOTE: The entire download and install process takes less than one minute. You may need local IT authorization and assistance to install it if policy requires this.
To Install the Chrome Authenticator:
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To run a report, click the name of a report in the repository. For example, click DW LGBTQ Report. The report appears in the Report Viewer.
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On the Home page, click Create in the Reports block. The Create Report wizard opens.
Select the Ad Hoc view you want to use as the basis for your report.
Select a report template. To use a template other than the default, select Custom Report Template, click Browse and select the desired template. See Report Templates for more information.
Click OK. If asked, enter the input controls needed. See Using Input Controls.
You can now begin working with your report.
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Creating Filters with Relative DatesYou can filter information in your view based on a date range relative to the current system date. You can accomplish this using date-based filters, and entering a text expression describing the relative date or date span you want to display, using the format <Keyword>+/-<Number> where:
For example, if you want to see all of the CC Promise Grant Applications submitted during the prior week, your expression would be: WEEK-1. |
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The Filterscolumn is the right column panel in the Ad Hoc Editor. Any filters that were added when the Ad Hoc View template originally will appear in the Filters column. These filters can be revised or removed, and the operator for each filter can be changed. |  | ||
A Filter can be created from any data field that is visible in the Ad Hoc Editor for use in your Ad Hoc View. Filters cannot be created using fields that are not visible in your Ad Hoc View. In the screenshot to the right, the two filters displayed were added when the Ad Hoc View template was first created are based on “tstmp_submit” and “college_id”. |  | ||
To add a new filter to your Ad Hoc View, right click on your selected field in the Data Field Selection panel and click on Create Filter from the context menu. The new filter will then be added to the Filters panel. |  | ||
Once the new filter has been added to the Filters panel, open the Change Operator menu and select the appropriate operator that will be used to filter your data.
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However, by changing the operator to “is on or after”, the filter will display all results where the “birthdate” is on or after the date entered. |  |
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OptionOptional: To add a Group to your table report, type template, right-click on the data field you want to use to group or segment your data rows and select Add Group. |
Step 4: Save your changes using the Save As > Save Ad Hoc View and Create Report function.
Step 4A: Click the Save icon in the Ad Hoc Editor tool bar. | Step 4B: In the dropdown menu, select Save Ad Hoc View and Create Report to open the Save As dialog menu. | Step 4C: In the Save Ad Hoc View and Create Report dialog box, enter the names of your View and Report, and designate the folders where each will be saved. |
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Helpful Tip: When saving the details of your custom Ad Hoc View and corresponding Report, keep the names and descriptions the same - or very similar - so you can identify the pair if you want to update your report in the future. Remember that every report is based on its original View, and if you want to change your report you need to make the changes in the corresponding View, and then save the changes as a new report. |
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