Informer for FA How Informer can benefit the
Informer for FA How Informer can benefit the Financial Aid Office Brandi Massey, System Office, Financial Aid SME Daniel Boyette, System Office, Technical SME Hope Opportunity Jobs
Before you get started, ask yourself a few questions. • • Why do you need this report? What information do I want my report to display? What file(s) and field(s) are needed to create the report? Has a similar report already been created? What filtering criteria is needed? How often will the report be run? How will the information be grouped and sorted? 1/8/2022 Hope Opportunity Jobs 2
Information for Report • We need a list of all students that have recently been admitted our college. • This report is useful in identifying students that have met all admissions requirements and are now ready to package financial aid. • The output of this report needs to be the student ID, student name, application status and the application status date. 1/8/2022 Hope Opportunity Jobs 3
Informer Main Page Search for existing reports 1/8/2022 Hope Opportunity Jobs 4
Create a New Report 1/8/2022 Hope Opportunity Jobs 5
Report Template 1/8/2022 Hope Opportunity Jobs 6
Select Filter *An additional filter that could also be added: Appl Status Date = Today 1/8/2022 Hope Opportunity Jobs 7
Columns 1/8/2022 Hope Opportunity Jobs 8
Sorts 1/8/2022 Hope Opportunity Jobs 9
Normalized those Multivalued fields 1/8/2022 Hope Opportunity Jobs 10
Scheduling a Report to run 1/8/2022 Hope Opportunity Jobs 11
1/8/2022 Hope Opportunity Jobs 12
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