Overview
This job aid shows QuickSight Readers how to access CHRS Reports.
What’s new
- CHRS Reporting is available in Amazon QuickSight.
- Amazon QuickSight has a two-tiered access structure that includes Readers and Authors.
- Readers can read, filter, and sort pre-built reports.
- Authors can create new reports.
- Pre-built reports are created by Business Intelligence/Data Operations (BI/DO) team per CHRS requirements and Campus Change Control requests
Log in to Amazon QuickSight
You can log in to Amazon QuickSight if you have Amazon QuickSight Reader or Author security roles assigned in PeopleSoft. If you need access to QuickSight, contact your campus CHRS security administrator. After you obtain access, you will be able to log in with Single Sign-On.
Step 1: Navigate to CHRS Reporting Home.
Step 2: Click the CHRS Reporting link.
- You are directed to the CHRS Reporting website.
- If the link does not work, contact the BI/DO team at [email protected].
Find Reports
Reports are contained in a folder structure. To find reports, navigate through the folder structure.
Step 1: Click Shared folders.
Step 2: Click CHRS.
Step 3: Click Name to organize the folders by name. The folders are arranged alphanumerically, by module.
Step 4: Click the folder to open it.
Step 5: Click a report to open it.
Step 6: Optional - Use the Search function to find reports. The search term can be anywhere in the title of the report or folder.
Tips: Viewing the Report
QuickSight includes some features for easier viewing.
Tip: Click a row to focus on it.
Other rows are faded. Click the row again to remove the highlight.
Tip: Click a column header to organize the column.
Navigate a visual
- Report data is displayed in a visual.
- Select the visual to expose tools.
- The selected visual has a blue outline.
Step 1: Click a visual to select it. The selected visual shows visual tools.
Step 2: Use the visual tools to:
- Expand the visual
- View existing filters
- Export the report to CSV or Excel
- Navigate the report data
Use Controls to filter a report
- Controls are pre-defined filters.
- Controls are at the top of the page.
- Use controls to filter the visuals.
Step 1: Click one of the controls above the visual.
The Controls area expands.
Step 2: Select the value to filter.
After you select your value, the visual is automatically updated.
Search for filter values
If the filter list is too long to scroll through, you can search for filter values.
Step 1: On the Filter menu, clear Select all.
Step 2: Type a string to search. Only values that contain the string are shown.
Step 3: Select the values that you want to see in the report.
Filter on a single value
You can quickly filter on a single value that is displayed by clicking it.
Step 1: Right-click on a value in the visual.
Step 2: Select a focus option:
- Focus only on the value
- Exclude the value
Clear filters
Step 1: Check the Select all check box to clear a single filter.
Step 2: Click Reset to clear all filters.
The filters are cleared.
Exit the Report
Step 1: Click the QuickSight logo to return to the QuickSight landing page.
Step 2: From the main landing page, you can select another report.
Sign out from QuickSight
Step 1: Click your account name in the top right of the page.
Step 2: Select Sign out.
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