Queries produce a list of records that contain granular details about each record. For example, a query may return a list of applicants with columns that display the application round in which they applied, their entry term, and their admission deci...

A report is used to display data in Slate in the aggregate . Create a Report To create a new report: Click Queries / Reports in the top navigation bar. Click on Reports in the top-right submenu. Click New Report Name the rep...

Data Explorer enhances the capabilities of Reports by including pivot tables for summarizing and reorganizing data and revealing underlying patterns. Data Explorer uses a customizable query to fetch relevant data from a database or from other sour...

Fields that store multiple values from a prompt list , also known as multi-valued fields, allow records to have more than one value in a single field, such as having multiple academic interests for a student in a single field. Given this one-to-man...

Slate is a transactional database that uses industry-standard timeouts . Timeouts are limits placed on processes that must be completed in a specific period of time. If a process takes too long and is hogging resources, it will be automatically sto...

There is no specific report permission. There are a few query permissions that control access to reports: Query Query (edit all users) Query (Configurable Joins - Base Access) Query (Configurable Joins - Join Access)\ 📝 Because repo...

Pinning a filter in a report allows anyone with view access to the report to modify the filter without changing the underlying report. When a user modifies a pinned filter, the report re-runs for that user using the new criteria. There are a few imp...

Similar to data and document exports, reports should be configured after having gone live with some or all aspects of Slate. A solid foundation in how data is stored in Slate is essential for constructing reports. Typically, institutions begin build...

The Report Builder includes the ability to define formulas that apply to the aggregated values in the rows or columns of a report. To use a formula, variables must be set that may then be used in the calculation. We recommend building out the parts...

Report URLs can include query string parameters where the values are passed into filters that have been added within the report.  Using Parameters in Reports Parameters can be used in part filters, column filters, or row group filters.  ...

When you want to view how applicants compare to their peers, you are able to use a cluster report that is viewed within the Slate Reader. Often, the comparison is done among applicants who are attending the same school, and the data compared is GP...

Certain elements of the report require careful review and customization to align with your institution’s unique data and processes. Even if you're already familiar with building and editing reports in Slate, you are strongly encouraged to review a...

Reports that contain graphical charts can use a customizable color palette. The color palette is customized on an individual report basis, and can be reverted to the default colors at any time. The color palette is accessible within a report by ...

🔔 Important Widgets do not support Configurable Joins and therefore depend on legacy functionality. Instead, display data on the Slate homepage using Homepage Reports , or in the Reader by updating the Homepage Display setting on your workflo...

Widgets are snapshots of Slate data that can be displayed on the Slate Homepage or the Reader. Widgets are designed to provide a quick overview that does not necessarily have to be built out into a full-blown query or report. A strong understanding...

Using queries, the Slate Voyager feature allows for the superimposing of data layers over a map of the United States. These layers could include data about records, events, organizations, data from the American Community Survey (ACS), and more. For...

New/ Edit Report

Many of these settings are correlated with a specific Type and Row Type, which is noted in the description.