Evisions Blog
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Doing the Impossible in FormFusion: Creating a Fully Customized PO
Template designers know that Evisions FormFusion provides flexibility in the look and layout of documents. However, due to the variable nature of some Banner output (i.e. transcripts and purchase orders), versatility of data mapping and control is...
The Process: It’s Not Just for Acting (It’s for Reporting Too!)
To report, or not to report - that is the question. Okay, maybe it’s not a question. For many of you, reporting is your job, or at least part of it. As such, you need your report creation procedures to be as painless and as efficient as possible....
How Do I Know if My Reporting Staff is Effectively Trained?
So your institution just purchased a new reporting solution and you would like to train your employees on this product. Or perhaps you had a recent turnover in staff and would like to train these new individuals on the existing software without...
Successful Training Starts With the Manager
You already heard about the discovery process needed to assess whether or not training will be an effective solution to your reporting problems. Once you’ve decided it is necessary, the next key step is to establish a training goal. After all, once...
Data Mart: The Data Warehouse’s Little Brother
Your institution operates on data. Lots and lots of data. In order to run your university or college effectively, you need to make sense of that data. This means that all of that information must be stored, organized, and made available for...
Understanding When and Why Training is Needed
As a reporting manager, you become rightly concerned when: Your team can’t get reports out the door on time The reports that do go out look unprofessional The quality of the reports is inconsistent Your team struggles with the reporting tool You...
Restructuring the Report Tree
The starting point for all your reports is the report tree. It contains the tools you use to make budget decisions, analyze departmental trends, run course and student database applications, and more. It is an unassuming, yet important, place for...
How To Take The Guesswork Out of Advancement
Many prestigious schools face a common dilemma. Young people, specifically college graduates, are more philanthropic than ever, generously donating to charitable causes. However, these same students and graduates may also be under the impression...
How to Gather Data from Other Reporting Tools
The decision has been made that your institution will be switching to a new reporting tool. The existing tool has been in place for years. There are a multitude of reports that work like a well-oiled machine and haven’t been touched since their...
Is it Time to Change Enterprise Reporting Solutions?
As unpleasant as change can be in an organization, a lack of change is potentially more unpleasant. Some might even consider change a four letter word. After all, it is one of the most challenging issues that we face in life, much less in the...
The Weighting Game: In-House vs. Outsourcing
Requests for new reports and dashboards are constant. You’ve been able to manage for a while, but now you are starting to realize that the amount of work piling up is more than your team can handle in its current state. This leaves you with two...
Training Your Reporting Staff
Employee training is essential for an institution’s success. Despite the importance of training, there can be resistance, with claims that training costs too much and takes employees away from real work. Proper allocation of training budgets and...
Juggling Priorities And Ranking Report Requests
Our world today is swamped with data. More data than ever before is available to help us make decisions. Whether this abundance of information is actually helpful to decision-making or instead leads to analysis-paralysis depends largely on our...
Seven Steps to More Flexible Dashboards and Sustainable Reports
Picture the following scenario: The boss calls at 3:30 P.M. wanting a report on specific data and charts for a presentation first thing the next morning. Quickly, you run an SQL statement to dump the data into a spreadsheet, filter it down to...
How to Gather Requirements and Solve Problems
You’ve heard the expression “first things first”? It sounds obvious, but as you’ll see, we can’t take anything for granted or assume things will get done as expected unless we take pains to spell out the necessary steps. To start with first things...