Please take PowerPoint hand outs

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Welcome to New Brio Training!

December 14, 2011

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Trying to Report on Important Data can be Frustrating…

New Brio is Here to Help Us!

How does the Student Records

Reporting Dashboard work?

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How to Log in…1. www.nyu.edu/brio2. Log in using your NYU log in information (not your Stern info)

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Click on Student Records, then SR-Prod

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You’ve made it to the Dashboard!

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1.Enter in your unique EPM User name (this is your netID) & Password

2.Press GO!

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Stay Calm and Carry On!Note: Sometimes New Brio can take a while to

process information.

PROCESSING…

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Select the Excel extract or formatted report from the menu:

If you have not done so already, please review FERPA policy!

Student Data• Basic Enrollment - enrolled, not enrolled, maintaining

matriculation, dropped for non-payment, full-time/part-time, leave of absence, etc.

• Bio/demo Info: contact information, sex, ethnicity, age, etc.• Academic Statistics – grade-point averages, earned hours,

attempted hours, probation status• Students’ Course Information – list of courses students

are taking, midterm grades, final grades• Advisor Information – assigning and tracking students’

advisors• Other Attributes - major, minor, graduation term

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S-Reports!

Course Data Course Set-up - all courses being offered in a term

with faculty, enrollment caps, meeting times and all other course attributes

Class roster - single roster for combined sections including student email

Profile of students in course - home school, major, level, etc.

Grade information by course/department

Program/Plan Data Major/Minor - all students in a department’s major or

minor

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C and P-Reports!

PDF reports including…1. Screen “105” Class Section Report2. Schedule of Classes “Proofing” Report3. Class Roster/ Student Email Report4. Student Class Schedule Report

A-ReportsNew Advisor Queries

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R-Reports

Enter desired filters using the list boxes – when finished click SUBMIT button…

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Results are displayed for review and the data can be extracted to Excel with the click of a button:

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The data can then be manipulated using the full set of Excel tools:

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Formatted reports can be saved as an Adobe PDF with the click of a button…

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A comprehensive help and support document library is available:

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Not sure which Excel export is right for you?Let’s try out the Query Decision Guide and Support Document…

Testing Out the Query Decision Guide and Support Document

Any report suggestions to try out?

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New things are happening with New Brio!• Ex. Three new ‘Advisor’ queries were added to the Dashboard earlier this month• Our meetings will keep you updated to new queried appearing on the Dashboard

NEW!

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A peek behind the scenes of the Dashboard…

Questions?

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1. Please play around with New Brio!2. If you have not done so already review

NYU FERPA Policy3. Send questions or queries that you are

having issues pulling to my attention so we can discuss at the next meeting

4. Do we need help with Excel?5. Any agenda topics to discuss can be sent

to me Thank you!

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Things to Think About for Next Meeting…