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Reports
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Reports
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Report Builder Overview: Structure and Navigation
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...
Updated : 08 Nov 2023
Creating, Editing, and Rendering Reports
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 New Report Name the report . If desired, add the report to a...
Updated : 10 Nov 2023
Data Explorer
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...
Updated : 19 Apr 2024
Reporting on Multi-Valued Fields
Multi-valued fields allow records to have more than one value in a single field, such as housing multiple academic interests for a prospective student in a single field. Given this one-to-many relationship (e.g., one prospective student to their man...
Updated : 08 Nov 2023
Report and Query Timeout Errors
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...
Updated : 08 Nov 2023
Report Permissions
There is no specific “Report” permission, Query permissions control access to reports: Query Query (edit all users). Query The Query permission is necessary for users to access the Queries/Reports module, and it grants the ability to cre...
Updated : 22 Mar 2024
Pinned Filters in Reports
Similar to a query, filters can be pinned and accessible at the top of the report at the time of rendering. Therefore, once the pinned filters are set, users can select filter criteria without needing to edit the report. To configure pinned filte...
Updated : 08 Nov 2023
Using Reports to Compare Data
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...
Updated : 08 Nov 2023
Formulas in Reports
The Report Builder includes the ability to define and use formulas within a report. This is typically utilized to calculate admit rates, conversion rates, projected attendance, etc. To use a formula, variables must be set that may then be used in th...
Updated : 08 Nov 2023
Parameters in Reports
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. These fi...
Updated : 22 Mar 2024
Cluster Report
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. Many times, the comparison is done among applicants who are attending the same school, often containing GPA, cl...
Updated : 08 Nov 2023
Customizing Colors in Reports
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 b...
Updated : 08 Nov 2023
Report Widgets
Important! It is best practice to embed reports as widgets using the report builder. This allows you to take advantage of the reporting capabilities afforded by configurable joins. Widgets are snapshots of Slate data that can be displayed on the...
Updated : 08 Nov 2023
Report Widgets for Student Success
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...
Updated : 22 Nov 2023
Geo-Spatial Prospecting for Advancement
Leveraging queries, Slate's 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. ...
Updated : 04 Mar 2024
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