Resource Category: Reporting

Did you notice that in the new year, some Infoporte reports transitioned to Tar Heel Reports? Reports that were available as SAS VA inside of Infoporte are being moved to Tableau as Tar Heel reports. Here are some highlights about the Tar Heel reports and the benefits to you: Not all reports have transitioned to the new technology. If it was transitioned, you’ll see “Now in Tar Heel Reports” next to the report name. The Tar Heel reports are the same reports you had access to before with a notable change – security is different. You’ll see reports for all departments, not just your own. Don’t worry, it’s easy to filter and save your reports. When you click the name of a Tar Heel Report a new window opens with a Sign into Tableau Reports button. Some Big Wins for You Downloading is easier and more intuitive. You can even pick specific or all columns to download. There are multiple formats to download to, including Image (png), Data (txt/csv), PDF and PPT. Tar Heel Reports load quickly. It’s a noticeable difference from loading SAS Visual Analytics reports. You can save your reports as Favorites. Filter for the department data you need, save your … Read more

This reference card explains how to use the Student Services Managers Facility Report in Tableau.  This report, intended for Student Services Managers across campus, shows class information such as the room the class is schedule to meet in, if applicable, and the type of instruction.

This document shows you how to schedule queries in the RPT reporting environment.

Notes on the changes for the 9.0 version of InfoPorte which was released on 6/28/19.

This session provides an overview and background of the development of the Faculty Portal. The Faculty Portal is a comprehensive portal developed specifically for faculty utilizing PeopleSoft’s “Fluid” technology. In addition to the background information a demonstration of the portal will be provided. To just view the slides from this presentation, click here.

The Research Administration Service Request (RASR) tool is a workflow tool developed by the Office of Research Information Systems to aid processing units in the receiving and processing of all types of transactions including but not limited to Vouchers, Journals, Travel, and Requisitions. In this presentation/demonstration, attendees would learn (1) how a client could use the RASR tool to submit (and later view) a request to a processing unit, (2) how an administrator would review/approve transactions at a pre-audit level, (3) how a processor would take information from RASR and enter the transaction/request in UNC FInance Systems and, (4) how the system communicates to UNC Finance Systems to automatically complete the request notifying the client of process completion. This tool provides increased transparency to clients, a worklist of action items to the processing unit, and valuable metrics to the leadership of the processing unit. To just view the slides from this presentation, click here.

The Office of Institutional Research and Assessment (OIRA), the Center for Faculty Excellence (CFE), and Information Technology Services (ITS) have collaborated on the development of information-driven resources in an effort to improve the quality of instruction and inclusiveness in the classroom. Using SAS Visual Analytics, IR has created an interactive dashboard for course instructors to access longitudinal information on student demographics and grade distributions for all courses they have taught since 2010. The institutional goals of this resource are to 1) increase faculty awareness about student diversity; 2) provide instructors with information they can use to improve student learning; and 3) to encourage a systematic approach to improving teaching and learning. In this presentation we will discuss the roles of IR, CFE, and ITS on the project, piloting and provisioning the dashboard, and what is coming next for this partnership. To just view the slides from this presentation, click here.

What is a salary projection? What are salary projections used for? Is it different for SHRA and EHRA? What if an employee’s salary is paid from State funds and Grant funds? These are all important questions and during this session, Jackie will focus on the three factors used in calculating salary projections: Employee Group, Funding Sources and End Dates. To just view the slides from this presentation, click here.

Are you mystified by data? You don’t have to be! And you don’t have to be an analytics wizard to realize value from data. We generate and interact with multitudes of data everday. There are very simple ways to gain insights into that data with tools that you work with on a daily basis. It doesn’t have to be hard to be valuable.

1) There are many reports other than Financial Reports in Infoporte. This session will have a brief survey of the non-finance reporting areas in Infoporte and what you can do with them. 2) Are you getting a Recharge out of Infoporte? An overview of defining, selling, and reporting in Infoporte Cores, and how we make it easy for you to place an order that will feed into the Peoplesoft/ConnectCarolina system. To just view the slides from this presentation, click here.