Fall 23 - Feature Release for V3 Reports

Last Modified: Sep 15, 2023

1 Overview
- 1.1 Reports Page Direct Links
- 1.2 Transition Timeline
- 1.3 V2 Versus V3 Reports Permissions
2 Reports Landing Page
3 Standard Report Filtering and Logic
4 PDF of Feature Release

Overview

This release adds a new version of reporting that allows for greater control and customization of the filtering logic for reports. It also includes a redesigned results grid with many more formatting, display, and data manipulation options.

Generally, the same functionality exists moving forward from the V2 reports to the new V3 reports.

By default, users will be directed to use the V3 reports but can always switch back to V2 reports, if needed.

Reports Page Direct Links

V2 Reports

V3 Reports

Transition Timeline

At this time, V2 reports will be accessible alongside the new V3 reports for the foreseeable future. EAB has not announced a date when the V2 reports will no longer be accessible and they’ve guaranteed that it will not be in the 2023 calendar year.

However, please begin to use the V3 reports as much as possible and provide feedback to SpartanConnect@sjsu.edu so that we may pass it along to EAB prior to the sunset of V2 reports.

V2 Versus V3 Reports Permissions

Your existing access to V2 reports will remain unchanged when moving to V3 reports and the new V3 reports you can access will match the V2 reports you can already access.

Reports Landing Page

By default users are directed to the V3 “My Saved Reports” landing page tab.

This tab shows you your saved reports, if you have any.

Alternatively, switch to the “Standard Reports” tab to see the accessible V3 reports. Depending on your role in Spartan Connect, you may or may not see some or any reports.

Standard Report Filtering and Logic

With V3 reports, the new ability to more carefully and precisely specify the search logic allows you to fine-tune the search criteria in your reports. This additional control comes with some complexity so it’s recommended to take your time, practice searching, and carefully inspect and validate your report results.

Read below this screenshot for additional context on each number:

Collapsible section describing the report, what it data is returns, and the format of that data.
Specifies if the report is brand new or a previously saved report you’ve recalled.
Dropdown allowing you to select a previously saved set of search filters for this report.
Link to save your current report search filters to recall and reuse later.
Share These Filters button to enable you to send just the search criteria to another user.
1. Certain restrictions apply: users with whom you share report filters must have access to both the report itself and every one of the search fields used. Not all users have the same level of access.
Boolean filter processing logic allows. Hover over the ? icon to see an explanation of the options.
Each criteria row has a Field selection has standard student fields and report specific fields.
Each criteria row has a Condition selection that allows you to apply standard query logic to any field value comparison.
Each criteria row can be removed with the X icon, however there must be at least one criteria row to run the report.
Additional criteria rows can be added with the + Add Filter button.
Additional constraints can be added, depending on your needs and the report.
Once you’re satisfied with the criteria, you can run the report.