Self-Service Reporting

  • 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 filteri...

  • Self-Service Reporting Tools for Administrators

    You and your faculty may already be familiar with the Customizable CV tool, which allows users to create and edit formatted reports using their own data. These reports are completely flexible, allowing users to add and reorder sections and maintain complete control over the formatting, filtering, and grouping of activities within that report template — all without any w...

  • Add/Edit Records within Self-Service Reports

    Self-Service Reports is a powerful tool that enables you and your faculty to create user-specific reports that reflect the accomplishments stored within Faculty Success in a variety of formats. These reports are displayed as live-previews, enabling you to see what you will have in your report before you export it from the system. Building off of this preview, the abilit...

  • FAQ: Customized CVs in Faculty Success

    Question Answer As a Faculty Success administrator, how do I make this available to my faculty? This feature is automatically available to your faculty. Here is a sample message you can use to promote awareness of this feature. Have you prepared sample materials for us? Yes! In the Resource Center section for Self-Service Reporting, you will find How-To doc...

  • Sample Email Announcement for Faculty on Customizable CVs

    Faculty Success Self-Service Reporting tools are valuable to faculty as well. To help you highlight how they can use them to meet their needs we've prepared some sample email text that you may use or modify for your own purposes. You may also want to include links or references to any internal documentation that you've updated to reflect this functionality. Faculty can ...

  • Creating a New Report: Export Raw Data

    Create a new report (formerly Run an Ad Hoc report) enables you to create reports on the fly from your campus’s data, whether campus-wide or on particular colleges/schools, departments, individuals or groups. You pick what to include in the report: which data, which users and which dates. Then Faculty Success creates a report customized to your requirements. You can cre...