Cal State Training Resources

How to Create a Report View

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This article covers how to create a report. 

Creating the Report

Step 1: Locate the Ad Hoc Report you created.

Open the Ad Hoc Report.

Step 2: Click on the Save icon > Save Ad Hoc View and Create Report.

There is a green box around the Save and Save Ad Hoc View and Create Report.

Step 3: Fill out the required fields (Data View Name & Report View) and a description of your Ad Hoc view and Report.

Type in the name of the Ad Hoc and Report.

Step 4: Select the following from the dropdown on both view/report: CSU_PROD > Custom > Reports > Select your Campus and click Save.

There is a green box around the Save button.

Step 5: Once the report has been saved, you can go back to View > Repository and search for the report you created (CSU_PROD > Custom > Reports > Select your Campus). Notice you will find two:

  • Ad Hoc View
  • Ad Hoc View Report (Static Report)
List of the Ad Hoc and Report saved in the Advanced Reporting.

Within the Ad Hoc View Report, you can filter for multiple Activity Code and Completion Status.

Step 6: Select the report to view the information.

There is a green report showing the location of the report.

Step 7: Click on the Options icon to change your filters.

There is a green box and arrow showing the location of the Options icon.

Step 8: Make any changes based on the filters that you created.

There is a green box showing the location of the Input Controls window.

Step 9: Click on the Apply button. 

There is a green box showing the location of the Apply button.

Step 10: Click on the OK button.

There is a green box showing the location of the OK button.

Step 11: Click on the Export icon to export the data.

There is a green box showing the location of the Export icon.

Step 12: Open the file to review the information. 

File is available for download.

This concludes how to create a Report View. You can view the following articles for more information about reporting:

Previous Article How to Create Filters in Advanced Reporting
Next Article How to Create a Report Schedule
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