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Crystal “Clear” and “En” visioning Reporting – Tips & Tricks

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Session Number: 27652
Track: Reporting
Sub-Categorization: Reporting Tools
Session Type: Tips and Tricks
Presenter: Jeevan Ramagiri (Virginia Community College System)

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Target Audience: Technical
Audience Level: Intermediate
Level of Customization: None or N/A
Project Phase: Production
Project Go Live: Q2 2008
Version Presenting: PS 8.9
Product: PeopleSoft
CPE Eligible: No

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The Virginia Community College System (VCCS) includes 23 colleges on 40 campuses and has annual student enrollment over 350,000. VCCS has implemented the Student Administration System as a single shared database for all 23 colleges. VCCS also implemented its Financial System and is in the process of Implementing HR system.

Reporting is critical to all institutions and organizations in order to view data in a meaningful way. The reporting needs of upper management are often quite different than those of managers and individuals who work with the data regularly. A simple approach to reporting which provides the summary level and detailed level of data that meet the needs of many audiences is necessary and helps everyone understand how well the organization is doing.

In this presentation, you will learn how Crystal and nVision reports can be designed, developed and data presented in a user friendly way such that it represents the value to the wide variety of users. Even though there are many reporting tools, you’ll see why these are easy and more user-friendly to create, present, manage and understand.

We’ll share tips & tricks that can be utilized in the development and presentation. For example number of report developments can be minimized by using drilldown, sub reports technology in Crystal. Trees can be used in nVision and Crystal reports to present data in a departmental hierarchy and rollup such that upper management can run the report at a summary level where as a manager can run the same report at a more detail level.