CORE - Saving, Exporting, Sharing and Printing Reports

Tags core data

Issue/Question

  • How can I save CORE parameters?
  • How can I export a CORE report?
  • How can I share a CORE report?
  • CORE reports meet my needs but I'd rather not re-enter the same parameters each time I run the report. What are my options for saving a report?
  • How do I build Pivot Tables from a CORE report
  • What is the rule of 10? Why are security codes associated with N>10?

Environment

  • Oregon State University
  • CORE

Resolution

Saving a Report

You can save the parameters used in a CORE report as part of the report URL. This is a useful way to save a report you return to frequently or want to share with someone else.

Note: You can share the URL with someone else so they can run the report with the same parameters you used. They will need to have access to the report in CORE for this to work though.

To save the parameters in a CORE report:

  1. After you run the report select “Save this Report” in the export options under the parameters

  1. The report reruns and generates a URL coded with the parameters you used in the report. When you return to this URL the report will pre-populate its fields with the parameters you had set.image of example url
  2. Save the URL by either:
    1. Copying and pasting the url into a document where you can find it again or paste into an email to send to someone else.
    2. Bookmark the url in your browser:
      • Chrome steps to create bookmarks
      • Firefox steps to create bookmarks

CSV Export of a Report

In the export options under the report parameters, click on the Export to CSV option. This will generate a CSV file with the data in the report that you can open in Excel.

Note: This option is not available on ad hoc reports that allow you to choose the fields you see in the report.

Note: CSV will provided you with the appropriate data format to build Pivot Tables in Excel.

PDF Export of a Report and Printing a Report

In the export options under the report parameters, click on either the printer icon or PDF icon. The report is exported as a PDF file that you can print using your office printer. This will replicate the view you see in the CORE report. 

 

Note: If you want to print out a physical copy of the report PDF is the best format to use.

Excel Export of a Report

In the export options under the report parameters select "Export to Excel." The Excel document will have the same header formatting as the report in CORE.

Note: The excel option is not good for data analysis as it includes extra formatting to make the Excel spreadsheet look like the report in CORE. This can result in a lot of clean up work to make the spreadsheet useful for analysis. If you are going to use the data for analysis it is better to export it as a CSV instead. In Ad Hoc reports the that do not allow for a CSV export the Excel export is simplified to make it easier to use in analysis.

Sharing Data in CORE

The information contained in CORE reports is restricted for use for approved business purposes and intended for internal use only. Distribution and use of this information for any other purpose is prohibited. See Acceptable Use of University Information for policies and obligations held by individuals with access to this information. Questions regarding a specific report should be directed to the appropriate data steward responsible for the underlying data. For distribution of information contained within reports or data available on the public IAR website, please consult the Data Reference Desk before distributing. 

Note: Sharing aggregated data is usually not in violation of FERPA. For data to be considered aggregated the data point must include 10 or more members (N>=10). For example, if a department has 11 students this data is considered aggregated since there are more than 10 members.

Assistance

For assistance, Contact IAR.

Details

Article ID: 134248
Created
Wed 9/8/21 1:03 PM
Modified
Fri 5/6/22 12:18 PM