User Type

Authentication

Authorized Access Level

College User

SSO User

SSO access via college/district IdP

Single college access to available data sets based on College MIS Code

District User

SSO User

SSO access via college/district IdP

Multi-college access to available data sets based on District MIS Code

Chancellor's Office User

Non-SSO User

Direct access (non-IdP) via two-factor authentication (2FA)

Access to all data sets across all colleges

CVCOEI User

Non-SSO User

Direct access (non-IdP) via two-factor authentication (2FA)

Access to CVCOEI report but no actual data (can see tables and columns in AdHoc view, but no data populates)

CCCTC Administrator

Non-SSO User

Direct access (non-IdP) via two-factor authentication (2FA)

Access to the internal system administration console to facilitate account creation & configuration.

User Type

Authentication

Update Email Address

Update Password

College User

SSO User

SSO access via college/district IdP

Contact CCCTC Support

Contact your college/district IT Dept

District User

SSO User

SSO access via college/district IdP

Contact CCCTC Support

Contact your college/district IT Dept

Chancellor's Office User

Non-SSO User

Direct access (non-IdP) via two-factor authentication (2FA)

Contact CCCTC Support

Use the self-serve Forgot Password? process

CVCOEI User

Non-SSO User

Direct access (non-IdP) via two-factor authentication (2FA)

Contact CCCTC Support

Use the self-serve Forgot Password? process

CCCTC Administrator

Non-SSO User

Direct access (non-IdP) via two-factor authentication (2FA)

Contact CCCTC Support

Use the self-serve Forgot Password? process

Getting Started Page Sections

Allows you to:

Header bar Menu Items

• click the Home icon from anywhere in the application toreturn to the Getting Started (Home) page

• click the Library link to view all available reports, views, and content resources

• click the View drop-down list to view Search Results, report Repositories, Schedules for scheduled report jobs, system Messages, or UI Samples for report design

• click the Manage drop-down list is for managing Report Server access via organization, users, roles, and server settings; this option may only be available to CCC Tech Center staff

• click the Create drop-down list to select short cuts to creating the items that also display in the Core Workflows section

On the right side of the header bar, you can:

• click the Help link to view the JasperReports Server v7 online help

• click Log out to safely sign out of the Report Server

• enter text queries in the Search server field

Getting Started Column

• view and access the most frequently used features in the server, including :

  • view and click items in the Recently Viewed Items and Popular Resources

  • link to Video Tutorials for each core workflow

Core Workflow Icons

• multiple blocks that link to the core workflows, that may include some or all of the following options:

  • Ad Hoc Views – Select or create a visualization for basic reporting and analysis

  • Reports – Create an interactive report from an Ad Hoc view, or select an existing report

  • Dashboards – Combine related visualizations into a single-page layout, or select from existing layouts

  • Data Sources – Select or define a connection to a database or other data source

  • Domains– Add structure to your data source for use in a visualization

Display the Repository page

select View > Repository from the header menu (from any page)

view and access the contents you are authorized to view in the Repository.

Browse the Repository

click to expand a folder name (Public or Private folder) in the Folders panel

view and access the reports, themes, and other content files stored on the server that you have permission to view.

Search the entire Repository

select View > Search Results from the header men (from any page)

display the Search Results page and search the entire Repository using intuitive search criteria, such as who modified a resource and when, to find pinpoint resources.

Click the...

To...

Save icon and select Save

save the report to the default DW Reports folder

Save icon and select Save As

display the Save As dialog box where you can select a different folder to save your report:

Image Modified

Export icon

select an export format option to download the report to your computer's default download location.

To add fields and measures as columns in your table-type ad hoc View

1. In the Data Source Selection panel, click to select the field or measure you want to add to the table. Use Ctrl-click to select multiple items.

2. Drag the selected item into the Columns box in the Layout band row.

3. The field is now added to the View as a column in the table.

To remove a field or measure from a table View:

In the Layout Band, click the x next to the field or measure’s name.

To re-order the fields (columns) in your table View:

In the Columns row in the Layout Band, click and hold a field tab and drag it right or left to a new position

Create a group

1. In the Data Source Selection panel, click to select the field you want to add to the table as a group.

2. Drag the field to the Groups box in the Layout Band.

3. The Ad Hoc view refreshes and displays the data grouped under a new header row.

Remove a group

In the Layout Band, click the x next to the field’s name in the Groups box.

Move a grouping order up or down in a table

In the Layout Band, drag the name of the group you want to move into its new position.

To add a summary to a specific column

1. In the table, right-click the column you want to calculate a summary for, and select Add Summary.

2. The summary total is added to the bottom of that data column, or in the heading of a group of rows if a group has been included in the table

To remove a summary from a specific column:

1. In the table, right-click the column with the summary you want to remove, and select Remove Summary.

2. The summary information is removed from the table.

Edit a column or header label

1. On the Ad Hoc view panel, right-click the column or group header you want to rename.

2. Select Edit Label from the context menu. The Edit Label window opens.

3. In the text entry box, delete the existing name and enter the new name.

4. Click Submit.

Delete a column or header label:

1. On the Ad Hoc view, right-click the column or header label you want to remove.

2. Select Delete Label from the context menu.

Re-apply a label:

1. Right-click the column or header label you want to replace.

2. Select Add Label from the context menu. The Edit Label window opens.

3. Enter the label name, if needed.

4. Click Submit.

Click this button in the Input Controls dialog box...

To...

Apply

run the report but leave the Input Controls dialog box open

OK

run the report and auto-close the Input Controls dialog box

Reset

set the field values back to their default after you've edited them; the
Input Controls dialog box remains open

Cancel

close the Input Controls dialog box; click View → Repository to return to the list of data warehouse reports

Save

to display the Save Values dialog box to save a specific value setting so you can use it easily the next time you run the report The next time you run the report, a drop-down lists displays in the upper left corner so you can select your saved value(s).

General Best Practice

Example

View/Report Organization

• Keep your Views organized in folders that have the word "View" in their name to make the Views easier to find

• Keep your reports organized in folders that have the word "Reports" in their name to make the reports easier to find

• Use the same name for the View as you do for its corresponding Report but include "View" or "Report" in its name to further help with organization

When Creating a View by Copying an Existing View

• Only copy a report's View if you need to edit or customize it; otherwise, always run a Public report from the Public folder in the Repository

• When copying or customizing an existing View, add the word "Report" or "View" onto the end of the new name to keep the report/View distinction clear

• If you want to keep the original View when making changes, use the Save As button to save the View with a different name and then make your changes (and use the Description field in the Save As dialog box to add information)

• Public reports and their Views cannot be edited or deleted (though in some reports you may have the option to filter out certain data from the displayed results)

• Remember: If you change a View, you will need to create/run a report from it in order to see the changes in report form

1. Click View → Repository to display the Repository folders in the navigation panel on the left side of the screen.

2. From the navigation panel (left column), open the Public folder → Data Warehouse folder → DW Reports folder to display all the available report templates for the Data Warehouse, including the DW_LGBTQ_Report.

3. Select the DW_LGBTQ_Report link and double-click to run the report. (Alternately, highlight the report link and click the “Run” button in the toolbar.)

Apply

run the report but leave the Input Controls dialog box open

OK

run the report and auto-close the Input Controls dialog box

Reset

set the field values back to their default after you've edited them; the Input Controls dialog box remains open

Cancel

close the Input Controls dialog box; click View → Repository to return to the list of Data Warehouse reports

Save

display the Save Values dialog box to save a specific value setting so you can use it easily the next time you run the report;

Saved Values

see a drop-down list of values saved previously.

Save icon and select Save

save the report to your college or district default Reports folder

Save icon and select Save As

display the Save As dialog box where you can select a different folder to save your report:

Export icon

select an export format that auto-downloads to your computer's hard drive default download location

Copy from the Public folder…

Paste into your Organization folder(s).

Your copy of the Ad Hoc View may appear without any data rows displayed due to the input control filters set. Review and update the filters as needed.

The screenshot below shows the same Ad Hoc View with the filters updated.

To change the format of the Ad Hoc View, click the Select Visualization Type icon in the Ad Hoc Editor toolbar to display the Select Visualization Type dialog box.

To create a Crosstab type View/Report, click on the Crosstab icon, then click the Apply and Close button at the bottom of the dialog box.

To create a pie chart type View/Report, click the Pie link in the left menu, then select your preferred pie icon. Then click the Apply and Close button at the bottom of the dialog box.

To add or remove data fields from the same data source…

With your Ad Hoc View open, click on the three vertical dots in the Data Selection column and select Choose Visible Fields from the menu.

Select fields to bring into your Ad Hoc View…

With the Choose Visible Fields dialog box displayed, select fields from the Available Fields column that you want to use in your report. In the screenshot below, one new field - “birthdate” - is selected from the Personal Information folder.

Click the single right arrow to bring selected fields over to the Visible Fields column, or click the double right arrows to bring all data fields over (not shown here). See below that the “birthdate” field is now in the Visible Fields column.

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.

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.