Advanced Reporting

  • Advanced Faculty Success Reporting Concepts

    View this video in smaller increments, broken out by topic: Advanced Custom Report Functionality Report Parameters and Data Paths Advanced Ad Hoc Report Functionality Significant Dates and Reporting

  • Overview of Faculty Success by Watermark and HLC

    The Higher Learning Commission is one of the six regional institutional accreditors in the United States. HLC accredits degree-granting post-secondary educational institutions in the North Central region. At Faculty Success, we recognize that faculty activities can provide a wealth of valuable data for your self-study and evidence file. That’s why we’ve partnered with r...

  • Viewing Record Metadata

    There are several areas in Faculty Success where you can obtain metadata about specific records. This includes the following: Date a record was created Source of the record's creation (Data Entry, Import, etc.) Date the record was last modified Source of the last modification Please note that records can be "modified" either by users' actions or by a variety of syste...

  • Building New Custom Reports

    Once your campus becomes familiar with Faculty Success and its reports, you will likely determine brand new reports you would like built specifically for your campus. You should submit each new report as a separate Report Setup work request. The best way to tell us exactly what you need for a new report is to provide a sample report mock-up in Microsoft Word or Excel fo...

  • Advanced Custom Report Functionality

  • Report Parameters and Data Paths

    You likely have identified reporting needs that require data to be pulled in different ways and for different users using the same standard report template. Or perhaps you have custom reports that are very similar in their content but differ slightly in format. Rather than creating two custom reports that are nearly identical to meet these needs, communicate your needs ...

  • Saving Reports

    The ability to save a report is available in the new user interface in conjunction with Creating Reports. If you find that you are regularly using the "Create a new report" option on the Reports utility to create the same report over and over, you may want to save the report and your selected criteria to make running it in the future simpler and faster.  Saving a report...

  • Significant Dates & Reporting

    When running reports in Faculty Success, activities display if they occurred within the date range for which you ran your report. Date fields that are defined as "significant" are used to determine the start and end dates of each activity. There are often additional filters such as user, college, screen, etc., but these filters are generally applied after the initial da...

  • Search Using "Create a New Report"

    Faculty Success enables you and your users to search the information that is stored within it, including the files users have stored to supplement their activity records. This makes it easy for you and others on campus to answer key questions like: Who has published recently in a given area? Who is best suited to pursue a given grant opportunity or to speak to an indus...