CRCS: Curriculum Reports

This guide describes how to edit and run reports in the Curriculum Review and Consultation System (CRCS).

Edit a Report

To edit an existing report:

1. In the left navigation menu, move your cursor over the Reports link.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   Move cursor over Reports.
2. In the pop-up menu, select Edit Reports.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   Select Edit Reports.
3. On the Maintain Reports screen, to filter the list of reports, you can make a selection from the Filter By Category drop-down menu; if no selection is made, then the full list will be displayed.
   
   
   
   
   
   
   
   
   Optionally filter by category.
4. Optionally further filter the list by selecting Only Favorites, to display only reports that you have previously marked as a favorite (described in the "Run Reports" section below).
   
   
   
   
   
   Optionally check the box to display Only Favorites.
5. To the left of the report you wish to edit, click the Copy button.
   
   
   
   
   
   
   
   
   
   Click Copy.
6. On the Edit Report screen, you can change the Title of the report from Copy of [title] to a new title of your choosing.
   
   
   
   
   
   
   Enter a Title of your choosing.
7. From the Category drop-down menu, select the appropriate category.
   NOTE: Categories are used to filter the list of reports, as in step 3.
   
   
   
   
   
   
   
   
   
   
   
   
   Select the report Category.
8. If you wish the report to be shared with colleagues, leave the Shared check box checked.
   
   
   
   
   
   
   Select whether to share the report.
9. Under Base Color, optionally select a different background color for the heading of the report by clicking the text Click to show color picker, then clicking the desired color. If you know the hexadecimal code for the color, you can enter that in the field provided. You can also deselect the Use Gradient check box, if desired.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   Optionally select a different background color.
10. From the Stored Procedure drop-down menu, select the data set from which the report will be run.
    
    
    
    
    Select from the Stored Procedure drop-down menu.
11. The Show Detail Records check box is selected by default. If you only wish the report to show summaries, uncheck the box.
12. Under Group Columns:
    • To add a group column, select a criterion from the Add Group Column drop-down menu. By default, the column is set to ASC, ascending order; to change it to descending order, from the drop-down menu next to the column label, select DESC. Check the Show Footer check box if you wish subtotals to display.
    • To delete a group column, click the trash can icon to its right.
    • To move a column, click the up or down arrow to its right.
13. Under Detail Columns:
    • To add a details column, select a criterion from the Add Detail Column drop-down menu. By default, the column is set to ASC, ascending order; to change it to descending order, from the drop-down menu next to the column label, select DESC. From the drop-down menu at the right, if the column will contain numerical data, you can select either Count, Average, or Sum.
    • To delete a group column, click the trash can icon to its right.
    • To move a column, click the up or down arrow to its right.
14. Continue add group columns and detail columns as applicable for the report.
15. To see how the report table will display, at the bottom of the screen, click the Test button.
    NOTE: The table displayed below will show the layout; however, it will not reflect actual report data.
16. Click the Save button.

Run a Report

To run a report:

1. In the left navigation menu, move your cursor over the Reports link.
   
   
   
   
   
   
   
   
   
   
   
   
   
   Move cursor over Reports.
2. In the pop-up menu, select Run Reports.
   
   
   
   
   
   
   
   
   
   
   
   
   
   Select Run Reports.
3. On the Your Reports screen, all reports to which you have access will be listed. Those you have marked as favorites by clicking the gray star icon to the right of the report title will be listed under Favorites at the top of the screen. Select the report you wish to run.
   
   
   
   
   
   
   
   
   
   Select the report to run.
4. On the Run Report screen, depending on the data set the report is based on, there may be a Parameters setting. In the case of the example report illustrated, there is a RecertOnly drop-down menu with selections of True and False. If you do not make a selection, then all data will be included in the report.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   Select a parameter, if applicable.
5. Click the RUN REPORT button. The report will display below.
   
   
   
   
   
   
   
   
   
   
   
   
   
   Click RUN REPORT.
6. The star icon above the report allows you to click it to mark or unmark the report as a favorite, just as you can on the Your Reports screen.
7. To download the report, just above the report, you can click either the CSV, PDF, or Excel icon, according to the format that you prefer.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   To download, click the icon for the desired format.
8. A dialogue box will appear prompting you to open or save the report file. Make a selection and click OK.