General Information

Prefer to learn using videos? Check out this recorded training of the Reports section of DAISI.

To access the reporting screen, follow the following steps:

  1. Select Change FY from the navigation bar.
  2. Select Home from the navigation bar.
  3. Select the Reports

Navigation Bar with "Change FY" tab highlighted

DAISI V2 Home page with "Home" menu option highlighted ICCB DAISI Home page with "Reports" link highlighted


 

 

Pentaho Home Page

To access the Pentaho Home Page, click the Pentaho Home Page link under the Pentaho heading of the Reports page.

Reports home page with "Pentaho Home Page" link highlighted

Here, you can build custom reports with data that is not included in the reports listed on the Reports home page.


 

 

Error Check

The Error Check allows you to check the validity of program data and search for errors or warnings during the selected fiscal year. There are two reports that show errors in your program’s data:

  1. Student Error Summary: Lists the types of errors and warnings that exist in your program’s data and the count of each error
  2. Student Error Details: Lists each error and warning one by one, and includes details that will help you find the error such as the student’s name and the class number

 

Student Error Summary

To run a student error summary report, click the Student Error Summary link on the Reports homepage.

Select the Fiscal Year, Program Name, General College (if applicable), and Output Type. Then, click View Report.

Pentaho Student Error Summary Report page

The report will either display in the bottom half of the screen or be downloaded to your computer, depending on the Output Type you chose. It will show the Error Type, Error Type, whether it’s an Error or Warning, and the count of errors of the given type.

 

Student Error Details

To run a Student Error Details Report, click the Student Error Details link on the Reports homepage.

The screen will prompt you to enter several fields to narrow down the results in your report. Pay close attention to the Number of Errors field, and be sure it reflects all of the errors you want to see.

Pentaho Student Error Details Report page with "Number of Errors" drop-down menu highlighted

Click View Report, and the report will either be displayed in the bottom half of the screen or be downloaded to your computer, depending on the Output Type you selected.

Pentaho Student Error Details page with report displayed


 

 

Required Reports

To access the required reports, choose one of the links under the Required heading on the Reports page.

Reports home page with list of Required Reports highlighted

There are four required reports you can choose from:

  • Enrollment Report
  • Master List Report
  • Program Status Report
  • NRS Performance Report

Note: Detailed report information may be found in the Appendix: Required Reports section of the online help.

 

Generating a Report

To generate a report, select the following details from the drop-down menus:

  • Fiscal year
  • Program Name
  • College (if applicable)
  • Quarter
  • Funding Source
  • Output type

Fields that are outlined in red are mandatory. Check the Auto-Submit box to automatically view search results after each field is updated.

When you are finished selecting the appropriate details, click View Report.

NOTE: Generating a report is process intensive and may require some time to complete. Please be patient. The report will display on the screen when it has been completely generated.

Pentaho Enrollment Report page

 

Report Submission Schedule

The schedule for submitting signed reports to the ICCB is as follows:

Program Status Report

  • (Required Funds: Restricted Funds – 3405, 3410, 4800, 4805, 4815)
  • Quarter 1: October 30th
  • Quarter 2: January 30th
  • Quarter 3: April 30th
  • Quarter 4: July 30th

 

Enrollment Report

  • (Required Funds: 3405, 3410, 4800, 4805)
  • Quarter 2: January 30th
  • Quarter 4: July 30th

 

NRS Performance Report

  • (Required Funds: All Funds – 3405, 3410, 4800, 4805, 4815, 4900, 4910)
  • Quarter 1: October 30th
  • Quarter 2: January 30th
  • Quarter 3: April 30th
  • Quarter 4: July 30th

 

Public Assistance Master List Report (Quarterly)

  • (Required Funds: 3410 only)
  • Quarter 1: October 30th
  • Quarter 2: January 30th
  • Quarter 3: April 30th
  • Quarter 4: July 30th

 

Public Assistance Master List Report (Full Year)

  • (Required Funds: 3410 only)
  • Quarter 4 – Cumulative: July 30th

 

 

Reports: Static Reports

Prefer to learn using videos? Check out this recorded training on the Static Reports section of DAISI.

To access the required reports, choose one of the links under the Static heading on the Reports page.

Reports home page with list of Static Reports highlighted

As with other reporting areas within the system, clicking a report link will present a page prompting for additional information. Select the desired information and click View Report to generate the selected report.

Note: Detailed report information may be found in the Appendix – Required Report section of this guide.

 

 

 

Ad Hoc Reports 

Create a New Ad Hoc Report

Prefer to learn using videos? Check out this recorded training to learn how to produce an Ad Hoc Report

To start an Ad Hoc Report, click the “Pentaho Home Page” link at the top of the reports page.

Reports Page with Pentaho Home Page link emphasized

Then, select “Create New,” and “WAQR.”

Pentaho Home page with "Create New" and "WAQR" buttons emphasized

In the “Select a Data Source” area, select the “AE Providers AdHoc” data source. It should be selected by default. Then, click the “Next” button at the bottom-right of the screen.

Pentaho Ad Hoc page with "AE Providers AdHoc" option magnified

Choose from the Available Items to build your report. To break your report into certain sections, drag an Item into the “Groups” section. To add data into your report, drag an Item into the “Details” section. To use an Item to filter your results, drag it into the “Filters” section.

AdHoc "Make Selections" page with the utility of each section explained

Click Next. On the “Customize Selections” page, specify and activate the filters you chose. Click on the name of the filter in the “Filters” section at the bottom-left of the screen, and click the “Add a Constraint” button. Choose an option from the drop-down menu to specify how you’d like the filter to work, and enter a criteria into the box. Check the checkbox to the right to activate the filter, and click “Next” to move onto the final step.

See the following GIF for a short demonstration of how to specify and activate a filter:

GIF that demonstrates how to activate a filter

To delete a filter, check the checkbox, and click on the small gray “X” to the right of the “Add a Constraint” box.

Finally, use the drop-down menu labeled “Preview As” at the bottom of the page to specify the file type of your report. Then, press “Go” to download the Report from your browser.

"Report Settings" page with "Preview As" drop-down menu and "Go" button emphasized

 

 

 

Schedule an Existing Ad Hoc Report

On the DAISI Reports page, select the first link; “Pentaho Home Page”.

DAISI Reports Page

Using either the blue button or the drop-down menu in the top left corner of the screen, select “Browse Files”.

Browse Files Button and Link

Select the following folders in consecutive order:

  1. DAISI
  2. PublishedReports
  3. College

In the center of the screen, a list of all reports in DAISI will appear in the “Files” pane. Select the report you’d like to schedule. Then, click the “schedule” link on the right side of the “Files” pane.

Pentaho Browse Files Page

A pop-up window will appear to help you customize your schedule. First, name your report. If you’d like the name to include the date on which the report was generated, click “Append timestamp to generated content.” In the “Generated Content Location” field, select the location in Pentaho in which you’d like the report to be saved. Click “Next” when you’re finished.

AdHoc Scheduling Pop-up Screen 1

Next, use the fields shown to customize the date on which the report will generate, how often it will generate, and the duration of your schedule. Click “Next” when you’re finished.

AdHoc Scheduling Pop-up Screen 2

Finally, set parameters for your report. For example, if you want your report to include data from FY2022 and to be downloaded in PDF form, specify those details on this screen. When you’re satisfied with the report settings, click “Finish”.

AdHoc Scheduling Pop-up Screen 3

To access your saved report, return to the “Browse Files” page and:

  1. Open the folder in which you saved the report,
  2. Select the report from the “Files” pane in the center of the screen, and
  3. Click on the “Download” link to the right of the “Files” pane.

Your report will then download to your computer.

 

Pentaho Browse Files page

Your schedule details will appear on the “Schedules” page of Pentaho. Here, you can edit or delete your report schedules.

Pentaho Schedules page

From the Pentaho Home page, you can access the “Schedules” page by selecting the last option in the drop-down menu in the top left of the screen.

Pentaho Schedules LInk

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