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Personalised emails in bulk

The University of Amsterdam is the largest university in the Netherlands with over 58.000 applications every year, which result in over 35.000 enrolled students. All these students need to be informed about their username, the application procedure and their proof of enrolment. Dutch students...

Personalised email in bulk - EMEA 2019.pptx

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Getting to Know BI Publisher and CommGen

Cracking the code of BI Publisher and CommGen can feel overwhelming, as it involves learning several skills at the same time. This workshop aims to demystify the process with a step-by-step approach. By the end, participants will have created a financial aid offer (award letter) and a custom BI...

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"Grassley-Fed" Financial Aid Notices Using Organic CommGen!

Financial aid offers are often cryptic and confusing to students and their families. Unfamiliar terminology, incomplete information and a lack of financial context make it hard for students to grasp the real cost of attending college. The advent of the "Shopping Sheet" and the College Financing...

3 attachments

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Student Debt Letter Project: Lessons Learned

For three years the University of Minnesota has provided student-specific debt communications to students from all careers to apprise them of their total loan debt and provide resources to facilitate informed borrowing decisions. The text, content and data sources of the student debt...

MIDHUEG Presentation - Student Debt Comms - Final.pdf

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3 Ways to "Flatten" Data for Reporting or Exporting

If you have ever needed to include information in a report or dataset that is multiple rows in the database but you need it output as a single row, this session is for you. A common financial aid request is to show all of the student’s awards, but keep the output as a single row per student. I...

BGSU MidHEUG Flat Data.pdf

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Budget Overview Bypass the Drilldown with a Query

This presentation is divided into four sections sections. The first section provides an overview of the Commitment Control tables that are used in the various levels of the PeopleSoft Financials Commitment Control Budget Overview pages, from the highest summary level to the lowest drilldown...

6 attachments

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Query Report Viewer – A way to save time and solve issues

We have used the Query Report Viewer to solve many reporting issues that would have required technical effort to build reports or to replace out of system processes. Some examples of the different processes we have used this for include reports for Academic Senate pertaining to graduation,...

2017 CHEUG Query Report Viewer Slides.pptx

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Leveraging XML Transcripts – Achieving fast flexibility

Note: This presentation was previously delivered at the Alliance Conference in 2016. (There will be minor updates.) The XML Transcript delivered in PeopleSoft Campus Solutions 9.0 is advertised as a more flexible solution. But is it really? In practice, schools are locked into a very specific...

5057_Leveraging_XML_Transcripts.pptx

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Utilizing the eText template in BI Publisher

Learn how to utilize the reporting tools BI Publisher, Connected Query, PS Query, and a WORD RTF eText template to produce a file with a specific layout. This session will examine the process of developing a BI Publisher generated text file from start to finish. All the necessary steps will be...

NWHEUG eText template.rtf

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Highlights of Alliance Sessions from an SF Analyst in the Northwest.

There were many good sessions at the National Conference this year. I plan to touch on and summarize a few sessions. I want to explain the need and benefit of exploring the usefulness of each topic. The sessions to be summarized and then linked to for the original presentation include: Basics of...