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 the Reports Icon in the top-right submenu. Click New Report ...

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...

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...

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. Two 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 cr...

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 pi...

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 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...

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. Many times, the comparison is done among applicants who are attending the same school, often containing GPA, cl...

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...

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...

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...

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. ...

New/ Edit Report

Edit Row Group Settings