About Export Reports
In Unite, you can run an export report to see a quick count of records that match the report conditions, schedule a report, preview a report, or generate an output file that you can use to import data into other campus-wide systems. Each time you run a report, the output you select determines what Unite does with the report.
If you want to generate an export file, the following outputs are available.
Output |
Description |
|---|---|
| Comma Delimited File | This output provides a count of returned records and a comma delimited file with a cover sheet. |
| Fixed Text File | This output provides a count of returned records and a fixed text file with a cover sheet. |
| Microsoft Excel File | This output provides a count of returned records and a Microsoft Excel file with a cover sheet. |
| Quote Comma Delimited File |
This output provides a count of returned records and a quote comma delimited file with a cover sheet. |
| Tab Delimited File | This output provides a count of returned records and a tab delimited file with a cover sheet. |
If you want to see what a report looks like or generate a quick count of records that match the report condition, you can select one of the following outputs when you run the report.
Output |
Description |
|---|---|
| Quick Count Preview | This output provides a count of returned records. |
| Report Preview | This output provides a count of returned records and a Microsoft Excel file. |
You can also select the Scheduled output to set a schedule for Unite to automatically run an export report. The following image illustrates scheduling options you have for export reports.
As illustrated in the image below, you work with saved export reports on the Exports grid.
As long as there is a condition saved with an export report, you can select an output and run the report right from the grid. On the Exports grid, you can also see the number of times the report has been run as well as the last user who ran the report.
You can add any number of export reports to Unite, and you can edit and delete reports as needed. For each report, you select the fields and define the conditions to generate the output you want. The fields determine which columns of data are on the report. The conditions determine which records are included on the report. Before you can define report conditions, you must add at least one field to the report. Each export report and report condition must have a unique name for identification.
As illustrated in the following image, the Report Builder window provides everything you need to add, edit, delete, and configure fields for an export report.
The Report Builder window also provides everything you need to add, edit, delete, and configure report conditions, as illustrated in the following image.
Just as you are able to search and add fields that you want to include on a report, you are also able to search and add fields to define the report conditions. Fields come from person and application records.
There are a number of options you may have after you run an export report depending on the output you select. As illustrated in the image below, the report options for an output that generates an export file include a quick count of the returned records as well as options to download the report, add a contact note to the person record for each person included on the report, and select the Sent Data to University option.
At any time after you add an export report to Unite, you can edit or delete the report. You can also create a new report from a copy of a report.