round 1 on reporting for the beginner user

CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.

Round 1 on Reporting for the Beginner User

Raul and Chelsey


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!

http://www.csoresearch.com/csoconference


What we’re covering:• Reporting Basics• People Reports• Record Reports• Activity Reports • Reports from Search screens


Reporting BasicsHow to get there:


Reporting BasicsSelecting report type:


Reporting BasicsField selection:


Reporting BasicsCriteria Selection:


Reporting BasicsGenerating/Saving Reports:


People ReportsStudent, Employer, Employer Contacts, Faculty, Mentors, Administrators

EXAMPLE:Employer Contacts whose

industry is Education related with an Inactive

status


Record Reports Jobs, Schedules, Career Events

EXAMPLE:Jobs with post date from

8/1/2013 to 5/1/2014


Activity Record ReportsObservation, Referral, Placement, Appointment, Student-Mentor, Student-Document

EXAMPLE:Appointments for 2013-14

school year, listed by Admin


Reports from Search Screens

DEMO


Q&A


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!

round 1 on reporting for the beginner user

Documents

tx copyright

cso research

qa csos

reporting round

reporting basicshow

search screens csos

record reports jobs

pm cpp presentation