Running and Customizing Reports

Overview

Access and manage reporting options directly from the Reports menu in Faculty Success. This page displays the types of reports available to your account, which may include Full-Service Reports and Self-Service Reports based on your institution's configuration. These tools allow you to view and present your faculty activities to meet specific institutional or personal needs.

Full-Service Reports

Full-Service Reports are pre-built reports created by the Watermark team and made available to you by your institution. To learn how to run a Full-Service Report, see How to Run Full-Service Reports.

Self-Service Reports

If your institution has granted you the proper access, you can create custom reports by using the Create a New Report button in the Reports page. This opens a pop-up window with up to three available reports types, based on the tools your institution has enabled for you:

  • Blank Document Report: This report type allows you to begin with a blank document and selectively insert the activity data you would like to include.
  • Vita/CV Report: This report type uses a default template that automatically pulls most of your activities from Faculty Success.
  • Export Data Report: This report type allows you to extract data from selected screens and fields into a CSV or XML file.

If you do not see the Create a New Report button and would like access to run Self-Service Reports, contact your institution to request access to this reporting functionality.

The Reports menu item is your starting point for accessing and customizing reports in Faculty Success. Whether you're using a pre-built template or creating your own, this feature allows you to view and present your activity data in ways that meet your institutional needs. For additional guidance, refer to the linked articles above.

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