How to Build a Formatted Self-Service Report

Faculty Success administrators have many powerful reporting tools available, including formatted self-service reporting. Starting from the familiar CV format option, or from a blank template, a report may be designed and shared with other users at the institution. These reports may make use of custom sections, ordering, supplementary text, formatting, and record filtering and grouping. The flexibility of a formatted self-service report encourages uses outside of a standard CV. Uses include grant applications, conference presentation proposals, award applications and more. By default, formatted self-service reporting is available to users with access to Manage activities. 

Once a user creates and saves a report, the template will remember the settings and automatically pull in updated records from Faculty Success each time that user opens or downloads a copy of the report.

This article will walk you through the tools at users' disposal for creating and customizing self-service reports. Since this functionality is often requested by faculty, we recommend that you take the following steps:

  • Familiarize yourself with this functionality;
  • Update or amend any documentation that you provide to faculty at your institution to highlight this functionality; and
  • Encourage faculty to leverage this feature! Here is some message text that you can use as a starting point.

MORE: Administrators' Frequently Asked Questions on Customizable CVs

 

Was this article helpful?
0 out of 0 found this helpful

Articles in this section

How to Contact Support
Click here to submit a ticket for the Support Team.
Watermark Academy
Click to access the Watermark Academy for free webinars, workshops, certifications, and free on-demand training