Ad Hoc Basics

Ad Hoc Reporting

Audience: Person(s) responsible for creating custom reports and have the ability to filter, display and report specific database information based on defined criteria.

Skills:

• Create queries of data matching user-defined criteria
• Create static lists of students
• Share queries with other users
• Build custom reports

On-Demand Training Course(s):

• Ad Hoc Reporting Basics – (0:31)

Filter Designer

Topics:

• Query Wizard
  • Field Selection
  • Filter Parameters
  • Output Formatting
• Selection Editor
• Filter by Calendar
• Share and manage filters

Data Export

Topics:

• Extract data from Ad Hoc queries into multiple formats

Data Viewer

Topics:

• Create reports
• Combine and filter Data Viewer reports with Ad Hoc Filters
• Copy a report

Campus Community:

• Ad Hoc Overview
• Video: Understand Ad Hoc
• Query Wizard
  • Filter Operators
  • Output Formatting
• Selection Editor
• Student Filter Fields
• Course-Section Filter Fields
• Census-Staff Filter Fields

Yes. If users are assigned only READ rights to the User Group Filters tool right, then they will only be able to view filters that are shared with them via user groups.

Knowledge Base:

• Tool Rights (Ad Hoc Reporting)

No. Data Viewer reports cannot be shared with other users via user groups. If you need a report to be shared with other users, it is recommended to build this report through the Filter Designer.

Knowledge Base:

• Data Viewer
• Filter Designer

Consider where the data is stored in Infinite Campus. Usually, the field will follow that logical chain the same way. The search features are helpful as well. As is the Student Filter Fields resource on Campus Community.

Knowledge Base:

• Student Filter Fields
• Course-Section Filter Fields
• Census-Staff Filter Fields

Task: Create and test a Query Wizard report that includes all active students and their birth dates at Harrison High. Corresponding Video Lessons

• Ad Hoc Reporting: Filter Designer – Query Wizard Overview (2:19)
• Ad Hoc Reporting: Query Wizard – Field Selection (1:55)
• Ad Hoc Reporting: Query Wizard – Save & Test (1:13)

Task: Open the Ad Hoc report that you created, using the Data Export Tool and generate the report in CSV format. Corresponding Video Lesson

• Ad Hoc Reporting: Data Export (1:19)