11 UNC’s Reporting Portal. 22 Agenda What is Insight How to get access Demonstration Reports available now Future plans How to request additional.

11

UNC’s Reporting Portal

22

Agenda

What is Insight How to get access Demonstration Reports available now Future plans How to request additional reports

33

What is Insight?

It is UNC’s single destination reporting portal.

Reports are created by IT, OBIA, and designated report writers from the Operation Data Store (ODS) which is an extension of Banner using a tool called Web Focus.

Optimizes system without slowing down productivity

ODS is updated nightly (prior day data)

Some critical timing reports will have real time data (e.g. seat counts)

Get more information here: http://www.unco.edu/aboutinsight

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What does it Provide/Replace?

Provides data for planning and data driven decision making Access to budget data Course information Student data (class roles, email and addresses) Advising easier (major & minor info, GPA’s, enrollment and class cap

information) Easy to retrieve data without formal request

Information at your desktop

Replaces existing reporting portals E-Print reports Sharepoint/SRT reports MY UNC reports XDB requested reports Nightly batch reports

Does not replace Faculty Dashboard Used for interactive classes, communication and grades

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Access???

All employees with Ursa will have access to the “University“ view reports

Summary level reports with no Personal Identity Information (PII) High Level Informational reports

All Faculty will have access to the “Academic” view reports

Contains PII data Operational type reports Decision making reports

Other views will require a security form Will require Data Steward signature See list of views on Insight website Gives end users access to relevant information while ensuring

information security

Security Form http://www.unco.edu/aboutinsight/pdf/Insight%20Security%20Form

%20NEW.pdf Faxed to Tech Support

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Security/Encryption

Off-campus access must utilize Secure Access SSL VPN which builds a secure connection . https://remote.unco.edu/dana-na/auth/url_default/welcome.cgi

If you need to store reports on laptops or flash drives computers must have encryption software URL. http://www.unco.edu/it/Policies/Sensitive&ProtectedDataManagement.pdf

Help us to protect Personal Identifiable Information (PII) and follow FERPA rules

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Structure

Insight - Reporting Portal

AdmissionsCourse

Default – University View

Academic View

Budget

Student

General

Course

Views

ReportsReportsReportsReports

ReportsReportsReportsReports

ReportsReportsReportsReports

ReportsReportsReportsReports

TabsReports

Examples:

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Additional Reports Process?

Insight Report Process

Val

idat

ion

Pro

cess Data Steward

and Requestor Validate the

Request

OBIA / IT gives the report to

Data Steward for validation

Data Steward shares report

with Requestor for validation

Dev

elop

men

tP

roce

ss

Request Report on-line

Additional needs identified by

another user(s)

Data Steward reviews / approves Request

Data Steward reviews / approves Request

OBIA / IT Develop the

Report

Publish to INSIGHT

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Insight’s Life Cycle

Evaluate

Plan

Act

Collect Data

Analyze Data

“Insig

ht”

Rep

ortin

g P

ortal

OperationalReports

FutureStrategic Reports

Future:EDW

Point In Time

10

Cycle of Continuous Improvement

Control Shared responsibility for controlling

data accuracy and access Conversation

Help participants use system more effectively and get feedback on needs

Continuity Vital to cycle of assessment and

improvement planning as a loop not a straight line.

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What Now?

Encryption for computer Determine report needed

Plan, Act, Evaluate Access Insight

Change view other than University default

Run Report Save at secure location (if needed)

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Summary

Quick/easy way to get real time data for decision making

Secure and non secure views Summary and PII data Report problems to Tech Support Center Keep info safe (FERPA, individual’s

responsibility)

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Contact Info Mark Gonzales Supervisor Banner/Insight Team

Banner/Insight System questions 351-1468

Technical Support Center Security problems, reports not working correctly

351-4357 Office of Institutional Research

Status of new report requests, development 351-2190

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Questions??