round 1 on reporting for the beginner user
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CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Round 1 on Reporting for the Beginner User
Raul and Chelsey
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Session startersPlease silence all cell phones
Please hold questions for question breaks
Please state your name and organizationwhen asking a question
PowerPoints and handouts are available at www.csoresearch.com/csoconference
Sit back, relax and let’s have some fun!
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
What we’re covering:• Reporting Basics• People Reports• Record Reports• Activity Reports • Reports from Search screens
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Reporting BasicsHow to get there:
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Reporting BasicsSelecting report type:
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Reporting BasicsField selection:
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Reporting BasicsCriteria Selection:
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Reporting BasicsGenerating/Saving Reports:
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
People ReportsStudent, Employer, Employer Contacts, Faculty, Mentors, Administrators
EXAMPLE:Employer Contacts whose
industry is Education related with an Inactive
status
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Record Reports Jobs, Schedules, Career Events
EXAMPLE:Jobs with post date from
8/1/2013 to 5/1/2014
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Activity Record ReportsObservation, Referral, Placement, Appointment, Student-Mentor, Student-Document
EXAMPLE:Appointments for 2013-14
school year, listed by Admin
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Reports from Search Screens
DEMO
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Q&A
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Thank you for attending!If you have any additional questions, please
contact the Support Team or your CRM.What’s next?
Join us for a complimentary lunch downstairs from 12:00pm – 1:30pm
12:30 pm – 1:00 pm | CareerSpots presentation1:00 pm – 1:30 pm | CPP presentation
If you’re planning on attending one of the partner sessions during lunch, feel free to grab a plate and bring it with you to the session room!
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