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Topics and notes for CUNYfirst Reporting Instance training sessions for Query Managers.

Group the topics and consider time required for coverage of topic. The idea is to schedule some 1-1.5 hr training sessions for Query Managers. We'll record these sessions so they are available for later reference by others.

Basic Training Topics

  • Production Reporting vs Reporting Instance
  • Permissions and access for the Reporting Instance - roles and SACR (reference the form)
  • Locating the Reporting Instance
  • Public query versus private query
  • Viewing public and private queries
  • How to use prompts (finding terms (admit from, admit to, degree, academic plans etc)
  • Planning a query.  What user information is needed? 
  • Saving a Query
  • Copying a Query to Another User
  • What is a student?
  • Basic records in CS - ACAD_PROG, ACAD_PLAN, STDNT_CAR_TERM, CLASS_TBL_SE_VW (STDNT_ENRL and CLASS_TBL).
  • Table key structure.
  • Effective dating.
  • Joining tables.
  • Selection criteria.

Intermediate Topics

  • Prompts - Mandatory and optional.
  • Outer joins.
  • Subqueries (Exists vs Does not Exist)

Advanced Topics

 

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