Introduction to

1
Introduction to MyReports

• Basic Concepts
• Getting Started
• Copying and Running a Pre-Built Query
• Resources and Help

2
Basic Concepts - What is MyReports?

• When you use PeopleSoft, the data is input into a
  data warehouse which is exactly what it
  sounds like a big electronic place where all of
  the data is stored for retrieval.
• You may have noticed that PeopleSoft is mainly
  geared toward looking up information in small
  quantities i.e. the info about one student, or
  one class, or one semester.
• MyReports allows you to look at larger
  collections of data.

3
Basic Concepts - Vocabulary

• There are several names for this system.
• MyReports is the interface that you use to see
  the data.
• Data Warehouse is the place where all the data
  is stored.
• Hyperion is the software that everything runs
  in
• Brio is the previous system
• EPM Enterprise Performance Management is the
  project that is creating the new data warehouse.
• You will hear the system referred to by any of
  these names.

4
Basic Concepts Different Folders

• When you get into the system, there will be
  several different types of folders
  understanding the folder structure will keep you
  from getting lost.
• There are four different sets of folders that you
  will use
• Welcome
• Content
• User
• University Wide

5
Basic Concepts Welcome Folder

• The welcome folder holds training material and
  information about using MyReports. Please feel
  free to make use of the information.

6
Basic Concepts Content Folders

• When you apply for access, you specify which
  content areas you need. The content folders hold
  pre-built queries to the data. You copy the
  queries to your user folder to use it.
• This example shows two content folders Student
  Records and HR.

7
Basic Concepts User Folders

• Any work that you do should be done in your user
  folder. Every user has a folder with their name
  on it, listed under the folder that begins with
  the first letter of your last name.

8
Basic Concepts University-Wide Folder

• You can also copy your queries into the
  University Wide folder so that others can
  retrieve them.

9
Basic Concepts Two Formats

• When you look at the data, you can do so using
  either the HTML format or the Interactive
  Reporting Web Client format.
• They both show the same data, but the navigation
  is slightly different between the two.
• You can set your Preferences to one format or the
  other as a default format that will be used when
  you open a query, but you can use either format
  at any time.

10
Basic Concepts Choosing a Format

• You can open a query by double clicking on it.
  It will open in the format you set in your
  preferences (more about that later).
• You can also right click on a query, select Open
  As and select the format you wish.

11
Basic Concepts HTML Format

• This is what the HTML format looks like. For
  each query there is an Info section that
  describes the query and a separate section that
  holds the data.

12
Basic Concepts Interactive Report Web Client
Format

• This is what the other format looks like. Note
  that this format opens in a new window.

13
Getting Started Three Steps

• In order to use MyReports, you have to do these
  things
• Apply for an account (if you have an existing
  brio account, skip this step)
• Download the plug in
• These steps are clearly described at the
  MyReports welcome page. http//www.asu.edu/it/eds/
  welcome.html
• In addition, you must set your browser to allow
  popups and downloads from the warehouse.
• Instructions for this are at http//www.asu.edu/c
  ourses/oasis/_JobAids/SetYourBrowserforPeopleSoft.
  pdf

14
Pre-Built Query Copying

• There are already queries that have been created
  by other people that you can use to pull data.
• To do this, look through the content folders to
  see if any of the pre-built queries gets close to
  what you want to know.
• If you find one, you will copy it to your content
  folder and then run it.
• Copying is a matter of opening the file and then
  Saving it as a new query in your user folder.

15
Pre-Built Query Copying HTML Format

• Once you have opened the query in HTML format,
  choose Save As from the File menu.
• Navigate to your user folder and click on Save

16
Pre-Built Query Copying Interactive Web

• Once you have opened the query in the Interactive
  Web Client format, choose Save to Repository As
  from the File menu.
• Navigate to your user folder and click on Save

17
Pre-Built Query Running
Once you have copied the pre-built query to your
user folder, you run it to see the data. Again,
each format is run slightly differently. To run
the query, you open it, and then (depending on
the format) you run the query using your custom
criteria. The next few slides will show how to
run a query in both formats.

18
Pre-Built Query Running in HTML

• This is what a query looks like in HTML format
• Notice all the info that is available
• by clicking on the info menu.
• To run the query, click on the
• Refresh button.
• It will ask you to define all of the
• custom criteria -

19
Pre-Built Query Running in HTML

• When you click on the process button, a series of
  dialog boxes like this will appear, asking you to
  set eachcustom criteria.
• To see the list of possible values, click on the
  Show values tab.
• Click on ignore if all values are acceptable
  for that criteria.
• To select a specific value for a criteria,
  select it and click set.

20
Pre-Built Query Running in HTML

• This is what typical results look like.
• You must click on the results menuitem on the
  left to see the results.
• You can further filter or sort the databy
  right-clicking on any column heading.

21
Pre-Built Query Running in the Interactive Web
Client

• This is what a query looks like in the
  Interactive reporting web client format
• Notice all the info that is available
• by clicking on the info menu.
• To run the query, click on the
• Process button.
• It will ask you to define all of the
• custom criteria -

22
Pre-Built Query Running in the Interactive Web
Client

• When you click on the process button, a series of
  dialog boxes like this will appear, asking you to
  set eachcustom criteria.
• To see the list of possible values, click on the
  Show values button.
• Click on ignore if all values are acceptable
  for that criteria.
• To select a specific value for a criteria,
  select it and click ok.

23
Pre-Built Query Running in the Interactive Web
Client

• This is what typical results look like.
• You must click on the results menu item on the
  left to see the results.
• You can further filter or sort the data by
  right-clicking on the grey button above any
  column.

24
Resources and Help

• There are several places to get help
• MyReports Welcome page http//www.asu.edu/it/eds/
  welcome.html
• MyReports tech base wikkihttps//techbase.asu.edu
  /wiki/index.php/CategoryMyReports
• PeopleSoft Job Aid Pagehttp//www.asu.edu/oasis/s
  upport/JobAids.html
• HelpDesk Cases http//www.asu/edu/support

25
Next Steps

• This is the end of this presentation.
• Please practice the procedures in the course
  materials area of this course.
• Please take the test as a review of the important
  concepts
• Please follow the instructions in the Next Steps
  area of this course.