It would really help us to be able to have something like a "data slicer" in the financial side, listing students, how many credits they are taking that term, and their billing. In other words, merging the students table info and the By Term Summary report.
10 comments
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Jeremiah Miller I strongly agree with Deborah. As great as Populi is, one of the most frustrating aspects for us are the very limited options for filtering and exporting data, especially on the financial side. But the other areas of Populi could use much more attention in this area as well.
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Christal Fehr I would love to see this go the other way as well. One of the problems I've just run into is the inability to run a report on how many students in a specific term are in dorm and how many are not in dorm. Would be great to have some of the financial information showing up in the academic data slicer, or better yet... in the student's table.
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Pat Martens Yes - would love to see the ability to report on credits sold, or number and type of meal plans, room plans, fees by type, etc.
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Dawn Dirksen Yes! Data slicer for financial information and the ability to save configured reports would be great!
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Angie Edgmon This would be wonderful. Also add in the financial aid information that a student is awarded.
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Jeremiah Miller The underlying issue with many of the financial reports is that important academic info like Term, Campus, active status, are not part of the filter criteria. Most of our financial reporting needs are based on either Active students vs. Former students, or based on term (this semester). It is surprisingly difficult to get this info because you can't filter on this data.
I often have to pull several separate reports (some from academic, some from finance), export them to excel, import them to Access, and then create some queries to pull together the data I need.
We really need a better way to filter and query the data across "areas" in Populi.
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Craig Mahler I strongly concur with the need for this on the financial side!
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Benji Swafford Yes! We definitely need a better way to filter and report on financial data within Populi (like the Data Slicer)! We also need the ability to *tag* students from within financial reports.
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Brenda Gibson This is extremely important to us. We shouldn't have to assign academic auditor role to someone who just needs to pull financial data. Please don't let this request sit like you did with the financial auditor role itself. That was originally requested in 2010 and it took until our audit caused problems because we couldn't prove separation of duties before you completed that.
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Satya Levine I'd like to add to this request the ability to add columns to financial reports, like the data slicer. We have some people (mentors) who are paid according to the (mentor) fees collected and I'd like to be able to run a report that shows the fees collected and the people that are supposed to be paid those fees.