Overview

Faculty Reports provide access to faculty and staff information in Exxat Prism, including profile details, certifications, education, licensure, research and funding, and deleted faculty/staff records.

From Faculty and Staff > Reports, you can access standard reports, mark frequently used reports as favorites, create custom reports, and assign custom names to standard reports.

When you need a custom report using Faculty data, you can either:

• Use Report with Leo to describe the report in natural language and let Leo configure it.
• Use Create Manually to select and configure report data points, filters, rows, columns, and values yourself.

The Faculty data source provides access to faculty/staff demographic details, contact information, and associations. The current interface identifies this data source as Leo Powered and indicates that the data is refreshed every 24 hours.

Access Faculty Reports

1. Login to Exxat Prism using your university credentials. 

2. From the Exxat Prism Dashboard or the Hamburger menu, select Faculty and Staff.

3. On the Faculty and Staff page, select the Reports tab.
4. The Standard tab opens and displays the available standard reports.

You can use the Search field to find a report or select the star icon beside a report to add it to Favorites.

Standard Faculty Reports

Deleted Faculty/Staff Report

Certifications Report

Education Report

Faculty/Staff Information Report

Licensure Report

Research & Funding Report

Create a Custom Faculty Report

From Faculty and Staff > Reports, you can create a custom report using Leo AI or configure the report manually.

The method you choose depends on how you prefer to build the report.

Create a Report Using Leo AI

Leo allows you to describe the report you need in natural language instead of manually configuring each report component.

1. From Faculty and Staff > Reports, select Report with Leo. The Select a Data Source page opens.
   
2. Under the Faculty category, select Faculty as the data source. The Faculty data source provides access to faculty/staff demographic details, contact information, and associations. You can select only one data source for a report. After making your selection, the Describe your report page opens.
3. In the prompt field, describe the report you want Leo to create. Include the information you want to see, how you want the results organized or summarized, and any conditions that should apply.
   
4. If you are unsure how to structure your request, select one of the suggestions displayed on the page. The suggestion is added to the prompt field, where you can use it as provided or modify it to match your requirements.
5. To include a specific Faculty data point, type @ in the prompt field and select the required data point from the available options. You can continue typing after @ to narrow the list.
   

6. When your prompt is ready, select the arrow button to submit it. For example, you can enter: Give me count of faculty grouped by faculty rank and faculty profile status. Leo begins generating the report based on the Faculty data source and your instructions.

   Tip:

   Use clear and specific instructions to help Leo interpret your requirements accurately.

7. Wait for Leo to finish generating the report. Once it is ready, a preview appears with the generated report structure and a sample of the results.
   

8. Review the preview to confirm that the report matches your requirements. If filters were applied based on your prompt, review them as well to make sure the conditions were interpreted correctly.

   Note:

   The preview displays only a partial set of real data for review rather than the complete report.

9. If the report does not meet your requirements, select Edit Prompt. Update your original prompt, submit it again, and review the new preview. You can repeat this process as needed.

10. If you want to make additional changes directly in the report configuration, select Review Results Manually. The report opens in the appropriate Raw Data Report or Pivot Report section of the reporting canvas. Any filters applied to the Leo generated report are retained. 
    

    Important:

    Moving to the reporting canvas is a one-way transition. After selecting Review Results Manually, you cannot return to the Leo preview. Complete any prompt-based changes using Edit Prompt before continuing.

11. If you continue to the reporting canvas, review the generated configuration and make any required changes. For example, a Faculty count grouped by Faculty Rank and Faculty Profile Status can be configured with Faculty Rank and Faculty Profile Status under Rows and ID with Count under Values.
12. When you are satisfied with the report, select Save and complete the available save fields. The saved report is available from the Custom tab in Reports. 

Create a Faculty Report Manually

Use the manual reporting workflow when you want to select the report type, data points, filters, and report structure yourself.

1. From the Describe your report page, select Create Manually. The reporting canvas opens using the Faculty data source.
   

2. Choose the report type you want to create:

   • Raw Data Report: Use this option to display individual faculty/staff records with the selected data points.
   • Pivot Report: Use this option to group and summarize faculty/staff information.

   

3. On the Data Points tab, review the selected data points. For a Raw Data Report, the available Faculty data points shown in the example include Type, First Name, Last Name, Middle Name, Preferred Name, ID, Faculty Profile Status, Email ID, Alternate Email ID, Faculty Rank, and Administrative Position. 
4. To include another data point in the report, select Add new and add the required field. The selected data points appear in the report configuration and are reflected in the Preview.

5. If you are creating a Pivot Report, configure how the information should be summarized using Rows, Columns, and Values:

   • Rows — Add data points you want to use to group the results.
   • Columns — Add data points you want to organize into columns.
   • Values — Add the data point you want to summarize and select the required calculation.

   For example, a report that counts faculty by rank and profile status can use Faculty Rank and Faculty Profile Status under Rows and ID with Count under Values.

6. If you need to narrow the report results, use Basic Filters. For additional filtering options, select the Advanced Filters tab.
7. Review the Preview to confirm that the report contains the data points and structure you need.
8. When the report is configured, select Run. The report results are generated using your current configuration. 
9. Review the results. If you make additional changes to the report configuration, select Run again to apply those changes.
10. When you are satisfied with the report, select Save to save it.

Choosing Between Leo and Manual Report Creation

Both workflows can ultimately use the existing reporting canvas for detailed report configuration.

Customize Standard Report Names

You can assign custom names to standard Faculty Reports. This can help your organization use report names that are more familiar to its users.

Add a custom report name

1. Go to Faculty and Staff > Reports.
2. Make sure the Standard tab is selected.
3. Select Customize Report Name.
4. In the Add/Edit Reports Custom Name window, locate the standard report you want to rename.
5. Enter the preferred name in the Add Custom Name field next to the appropriate report.
6. Repeat this process for any additional reports you want to rename.
7. Select Save & Add Custom names.

The Exxat standard report name remains available for reference.

Troubleshooting

Frequently Asked Questions