Submitting Report Revision(s) Work Requests

 

Submit a separate Report Revision(s) work request to Faculty Success for each report you need revised. The reports you submit should be in Microsoft Word or Excel, or Rich Text Format. Additional information should accompany each report.

➤ To modify an existing custom report:

  1. Select Work Requests in the Navigation Bar.
  2. Select Report Revision(s) in the drop-down list and select Continue.
  3. In Step 1, title the work request. If you do not provide a title, the default will be "Report Revision: Report Name".
  4. In Step 2, describe the report modifications that you want made.
  5. Make sure that you include:
    1. Any changes to who will run this report. This is typically one or more security roles for one or more units, such as the College Limited Administrator security role for the College of Education, or Faculty security role for the entire campus.

      Note: We cannot assign reports to an individual; you grant access based on the security role(s) to which you have assigned a user. To see current security role assignments for each report, use the Download Custom Report Restrictions Report, which is available under the View Security Roles menu from Users and Security.

    2. Any changes to the name of the report? Indicate the name by which you would like the report to appear on your Reports drop-down list. Capitalization and punctuation are important. Examples include Faculty Activity Report, Annual Activity Report, or Faculty Annual Activity Report.
    3. Any changes for the time frame for which you will typically run the report? For many reports, the time frame for which you run it will influence the way that we set up the report to select records. For example, if you typically run your Annual Reports from July 1 - June 30, we will likely need to set up the report to pull in only one set of summer term courses. Knowing up-front what your date range will be ensures that we can ask the right questions when putting the report in place.
    4. Any changes for the group of users for which you will typically run the report? Knowing whether you will typically run a report on a single individual, a specific unit, or the entire campus will ensure that we are scaling this report appropriately and grouping data at the correct level.

    See What Should Be In a Work Request for more information.

  6. In Step 3, select Browse, choose the mock-up report that reflects the modifications you would like made. 

    Note: A helpful tool for creating report mock-ups is the Download Report Template link. This link becomes visible for most reports when selecting a custom report under Reports. Download and edit this document to display the changes you are requesting.

  7. Select Submit Request.
  8. Faculty Success will process the work request and modify the report template based on your mock-up. Faculty Success will notify you when the revisions to your report are complete.
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