On Friday, May 1, at 11:00am in the Library Building Rm 620 we are going to hold a training session for Query Managers (or aspiring query managers) on the basics of using the CUNYfirst Reporting Instance for query development and the running of queries. Query Viewers are welcome to attend the session to increase your knowledge and understanding of the Reporting Instance environment. The session will cover:
- 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?
- 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
- Saving a Query
- Copying a Query to Another User
- Joining tables in a query
- Selection criteria for a query
On the data side we will focus on student records, but the overall training is applicable to other areas. The session will be recorded and made accessible to query managers following the training. Please email Patrick Ackerman if you are interested in attending the session so we can confirm seat count. We will confirm back with the training location and any other details.
Preparation or Review for the Training
If you are new to Reporting Instance and would like a primer ahead of the training you can take a look at the CUNYfirst Reporting training resources on their site, specifically the “Using PS Query in the Reporting Instances” PDF and Video (approx 70 mins). You can also review the “Intro to CUNYfirst for Query Developers” PDF and the “CF Data Structures 1 – Student Records” PDF and Video.