OS+-+Helicon

This page is for notes for the Open Space Sessions in Helicon.

Conveners, you (or your designee) should update your wiki page with:
 * Title: reports and lists
 * convener name
 * names of the participants
 * and a high-level summary and sharing of resources


 * Lists are the work horse for getting any data and manipulating it - it's simply the data spit out depending on how you define it when creating the list
 * Advanced vs. Basic Lists - basic lists have some limitations and quirks that may not be immediately apparent. Advanced lists have a steeper learning curve to them, but they have more options to build what you want.
 * Call support if you're frustrated or spending too much time trying to build a list
 * Look at how other lists are made and base your list from those when possible
 * To update data, use data refresh

Who do you give access to run in your school?
 * Create a role that only had a report access to the office staff. When you create a list, give that role run access
 * Some areas need to make and run their own lists

Is there any way to filter for new students?
 * Filter for current year = true; enrollment date =/= null (so that you have a list of students from the current year that have an enrollment date associated with the current academic year). An additional option is to also filter on students that have a withdrawn date = null to eliminate students that left that year and came back, should you want them to not show up in this list.

Some Complaints:
 * General inconsistency in the naming convention between the data diagram and what shows up in list builder
 * Labels - some don't fit, the size is limited for Avery labels