WKU InfoView 2024 Upgrade Slides for Training

WKU InfoView 2024 upgrade slides for training

1. Wku infoview A Web Reporting Tool at WKU

2. WKU INFOVIEW You will login to InfoView with your NetID and password. NetID NetID Password Select Windows AD

3. When logged in, the InfoView home page should display – with tabs appearing as Home, Favorite, Recent Documents, and Recently Run. Everyone should see Folders – this folder will show all folders you have access too. All Faculty/Staff employees will have access to the WKU Campus Community folder once they have been activated in HR. You must be granted access to any secure folders by contacting WKU ITS Application Support.

4. The Folders Icon will be clicked to display the Public Folders with the WKU Campus Community folder and the Student Folder if you have been assigned a folder that may be unique to your department. After you click on Folders, you will click Public Folders .

5. Please refer to the WKU InfoView manual for additional information on: Login Home Page Layout Prompts Managing User Preference General Navigation Changing Report Format Rescheduling, Run Now, Sending and Deleting Creating/Deleting a Recurring Instance Destination Function

6. We will do a walk through of how to schedule various reports: Program Enrollment Schedule of Classes Program Inventory (Maj/Minr/Conc) Academic Colleges HR Secure

7. Locate in Public, WKU Campus Community, Program Enrollment This report is in the Undergraduate folder, DETAIL- Program Enrollment by Dept or College (dw) Prompts and Scheduling are similar for other reports Program Enrollment Report

8. You will right click or use the … to Schedule the report Program Enrollment Report

9. Under the General Tab, you can schedule this to run as a recurring should you need. Please refer to the InfoView manual on instructions to schedule a recurring report. Program Enrollment Report

10. Under the Report Features Tab, you will enter the prompts necessary to run the report. This can be done by clicking on the individual prompts or clicking the Edit Values. This demonstration will use the Edit Values. Program Enrollment Report

11. You will be asked to enter values for Term, selecting Address type, selecting whether you are running this by College or Department, entering the desired College(s) or Department(s), and selecting the order in which you wish to run the report. Program Enrollment Report

12. The term code is the year plus the semester code: (ex. Fall 2024 is 202430) 05- Winter 10- Spring 20- Summer 30- Fall Program Enrollment Report The Address Type is selected by clicking the drop-down menu You will select your preference Highlight selection Click cancel to return if you are staying on the selection pre-load.

13. The Select Type will allow you to select between College(s) or Department(s) You will click the drop-down menu You will select Highlight selection Program Enrollment Report

14. To enter the selection based on the type (college or department) you will enter the codes. Codes are found at the end of the slides You may enter multiple codes You will type your selection and click the This adds your selection to the values Program Enrollment Report

15. Program Enrollment Report The Select order will allow you to select the order you wish your information to be organized. You will click the drop-down menu You will select Highlight selection You have successfully added the values You may now click

16. Program Enrollment Report This report is returned in Crystal Format. You may change the format from the drop-down menu Keep in mind, reports may only function properly in the format in which they were created All other information if prefilled You may now click

17. Program Enrollment Report This will take you to the History page where you will find your report You will access your report by clicking on the Title

18. Program Enrollment Report Your report will open For additional information on the function inside the report, please see the InfoView Manual

19. Locate in Public, WKU Campus Community, Schedule of Classes We will be running the SCHED- Classes by Department report Prompts and Scheduling are similar for other reports Schedule of Classes Report

20. You will right click or use the … to Schedule the report Schedule of Classes Report

21. Under the General Tab, you can schedule this to run as a recurring should you need. Please refer to the InfoView manual on instructions to schedule a recurring report. Schedule of Classes Report

22. Under the Report Features Tab, you will enter the prompts necessary to run the report. This can be done by clicking on the individual prompts or clicking the Edit Values. This demonstration will use the Edit Values. Schedule of Classes Report

23. You will be asked to enter values for Term and Department. Schedule of Classes Report

24. The term code is the year plus the semester code: (ex. Fall 2024 is 202430) 05- Winter 10- Spring 20- Summer 30- Fall Schedule of Classes Report The Department code is entered. You can find a list of departments codes at the end of the slides.

25. Schedule of Classes Report You have successfully added the values You may now click

26. Schedule of Classes Report This report is returned in Crystal Format. You may change the format from the drop down menu Keep in mind, reports may only function properly in the format in which they were created All other information if prefilled You may now click

27. Schedule of Classes Report This will take you to the History page where you will find your report You will access your report by clicking on the Title

28. Schedule of Classes Report Your report will open For additional information on the function inside the report, please see the InfoView Manual

29. Locate in Public, WKU Campus Community, Program Inventory (Maj/Minr/Conc) folder We will be running the MAJR- Majors and Concentrations by Dept with College Prompt report Prompts and Scheduling are similar for other reports Program Inventory (Maj/Minr/Conc) Report

30. You will right click or use the … to Schedule the report Program Inventory (Maj/Minr/Conc) Report

31. Under the General Tab, you can schedule this to run as a recurring should you need. Please refer to the InfoView manual on instructions to schedule a recurring report. Program Inventory (Maj/Minr/Conc) Report

32. Under the Report Features Tab, you will enter the prompts necessary to run the report. This can be done by clicking on the individual prompts or clicking the Edit Values. This demonstration will use the Edit Values. Program Inventory (Maj/Minr/Conc) Report

33. Enter the Major Code(s) from your list You may enter multiple codes You will type your selection and click the This adds your selection to the values Program Inventory (Maj/Minr/Conc) Report

34. Program Inventory (Maj/Minr/Conc) Report You have successfully added the values You may now click

35. Program Inventory (Maj/Minr/Conc) Report This report is returned in Crystal Format. You may change the format from the drop-down menu Keep in mind, reports may only function properly in the format in which they were created All other information if prefilled You may now click

36. Program Inventory (Maj/Minr/Conc) Report This will take you to the History page where you will find your report You will access your report by clicking on the Title

37. Program Inventory (Maj/Minr/Conc) Report Your report will open For additional information on the function inside the report, please see the InfoView Manual

38. Locate in Public, WKU Campus Community, Academic Colleges We will be running the DATA- Students by major w major GPA (dw) Prompts and Scheduling are similar for other reports Academic Colleges Report

39. You will right click or use the … to Schedule the report Academic Colleges Report

40. Under the General Tab, you can schedule this to run as a recurring should you need. Please refer to the InfoView manual on instructions to schedule a recurring report. Academic Colleges Report

41. Under the Report Features Tab, you will enter the prompts necessary to run the report. This can be done by clicking on the individual prompts or clicking the Edit Values. This demonstration will use the Edit Values. Academic Colleges Report

42. You will be asked to enter values for Term and Major Code. Academic Colleges Report

43. The term code is the year plus the semester code: (ex. Fall 2024 is 202430) 05- Winter 10- Spring 20- Summer 30- Fall Academic Colleges Report The Major Code is entered and hit the You can find a partial list of major codes at the end of the slides. For a full list, please see STVMAJR in Banner. If your major is not listed and you do not have Banner, please contact [email protected] and we will gladly assistant you in obtaining the necessary code.

44. Academic Colleges Report You have successfully added the values You may now click

45. Academic Colleges Report This report is returned in Excel Format. You may change the format from the drop-down menu Keep in mind, reports may only function properly in the format in which they were created All other information if prefilled You may now click

46. Academic Colleges Report This will take you to the History page where you will find your report You will access your report by clicking on the Title Please note the file will be available as a download

47. Academic Colleges Report Your report will open For additional information on the function inside the report, please see the InfoView Manual

48. Locate in Public, WKU Campus Community, HR Secure We will be running two reports Prompts and Scheduling are similar for other reports Human Resources Secure Report

49. Locate in Public, WKU Campus Community, HR Secure We will now run the Prompts and Scheduling are similar for other reports Human Resources Secure Report

50. You will click the report By clicking you will be taken straight to the prompts Human Resources Secure Report

51. Human Resources Secure Report The click will bring up the Prompts box. Prompts MUST BE completed in the format listed by each prompt title The Date Format MUST BE DD-MON-YYYY (ex. 01-JUN-2023) The Desired Fund is typically 110000 (unless provided differently by Accounting or Grant Accounting) The Desired Orgn is the number (sometimes referred to as the Index Number)

52. After you have successfully enter your prompts, you may click Run Human Resources Secure Report

53. You will be prompted to enter a Database Logon This is your Banner User ID (typically U_LASTFM…Last name, First initial, Middle initial.) If you are unsure of your User ID, please contact App Support at [email protected] Your password is your Net ID password. Should these be out of sync, it will not allow you to proceed. Please reset your Net ID password at https://www.wku.edu/its/accounts/manage/ This will sync the two accounts. Human Resources Secure Report

54. Once you have successfully entered your User ID and password you may click ok. Human Resources Secure Report

55. Human Resources Secure Report Your report will open This particular report will provide the: WKU ID and Name of the Employee The position number The fund/orgn number The hours and pay of the employee For additional information on the function inside the report, please see the InfoView Manual

56. Locate in Public, WKU Campus Community, HR Secure, Web Time Entry We will now run the Prompts and Scheduling are similar for other reports Human Resources Secure Report

57. You will click the report By clicking you will be taken straight to the prompts Human Resources Secure Report

58. Human Resources Secure Report The click will bring up the Prompts box. Prompts MUST BE completed in the format listed by each prompt title The Payroll Year MUST BE YYYY (ex. 2024) The Payroll ID is ST (this is for Student Payroll) The Payroll Number is whatever is provided by Payroll each This is located https://www.wku.edu/strategyopfin/payroll/ under the Payroll Schedules The Desired Time Sheet Organization Code is Orgn Code (sometimes referred to as the Index Number) The approvers Banner User ID (U_xxxxxx) is the MAIN APPROVER for those timesheets that has been set by the Payroll Office. If you are unsure, please contact Payroll If you are a proxy, your User ID WILL NOT allow the report to run ALWAYS use the MAIN APPROVERS User ID

59. After you have successfully enter your prompts, you may click Run Human Resources Secure Report

60. You will be prompted to enter a Database Logon This is your Banner User ID (typically U_LASTFM…Last name, First initial, Middle initial.) If you are unsure of your User ID, please contact App Support at [email protected] This is where you will use your User ID if you are listed as a proxy Your password is your Net ID password. Should these be out of sync, it will not allow you to proceed. Please reset your Net ID password at https://www.wku.edu/its/accounts/manage/ This will sync the two accounts. Human Resources Secure Report

61. Once you have successfully entered your User ID and password you may click ok. Human Resources Secure Report

62. Human Resources Secure Report Your report will open This particular report will provide the: WKU ID and Name of the Employee The earning and hours of the employee The Payroll Year and Payroll number For additional information on the function inside the report, please see the InfoView Manual

63. Helpful List of Codes used in Banner

64. College and Department Codes (STVCOLL in Banner)

65. Departments: (STVDEPT in Banner)

66. Major, Minor Codes (STVMAJR in Banner) Additional Codes may be found in Banner on the screen above. If you do not have your department code and do not have access to Banner, please email us and we will gladly provide that code.

67. Ethnic Codes (STVETHN in Banner)

68. Gender Identity (GTVGNDR in Banner )

69. Personal Pronouns (GTVPPRN in Banner )

70. Religion (STVRELG in Banner )

71. Legacy (STVLGCY in Banner )

72. Additional Information: Additional information may be found in the InfoView manual located in this training or by visiting: https://www.wku.edu/its/infoview/ Please contact WKU ITS Application Support at [email protected] for further questions. KB Articles for additional support in running various reports are found https://td.wku.edu/TDClient/34/Portal/KB/?CategoryID=48