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If you prefer to work in Excel for certain projects, ITS also builds template spreadsheets for you in SSRS.  Whenever you start a new spreadsheet report, you should pull up a template, make your modifications, and save it under a different name.  We try to simplify the underlying Colleague data for you in the spreadsheets, while still leaving you lots of opportunity to extract a wide variety of data.  We have links to documentation on each template, so please review that prior to creating a new spreadsheet.


Remote Work with Colleague Reporting (SSRS)

Colleague Reporting can be accessed for remote work while maintaining the following:

  1. Requirement: Must be using a Carleton-owned, ITS-provided computer
  2. Requirement: GlobalProtect VPN

Recommended References:


How do security and accounts work?

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The quickest way to run an SSRS report is to double click on it.  There are things that you can do with reports other than run them, however.  The below image shows the various report options:

Function

Description

Move

This option will come in handy if you are creating new folders and organizing your reports.  If you'd like to move this report to a new folder, choose the 'Move' option and select the appropriate new folder.

Delete

Most reports are written by ITS and should remain in your folders.  If, for some reason, you really need to delete a Report Builder report, this is the proper way to do so.

Subscribe

Subscriptions are requests to have reports sent to you automatically on a pre-arranged time schedule.  For example, you may want a particular report emailed to you on the first of every month.   While this option will let you set up your own subscriptions, we do not support this at Carleton because the subscription will keep your password and when you change your password in a few months, the subscription will no longer work.  If you are interested in getting a subscription to a particular report, please place an ITS helpdesk call and a Colleague support person will assist you with your request.

Create Linked Report


 


View Report History


 


Security

You are able to view the security settings of this report.

Manage


 


Download


 


Edit in Report Builder

If you have been trained in Report Builder, this is how you modify reports.  We do not secure Report Builder at Carleton, so anyone can try to write reports against the views that they have access to.  However, it is highly encouraged that you gain knowledge in Report Builder prior to doing this.

Run a Report Builder report

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