Welcome to ARGOS! I.T. contacts for Argos related concerns or questions are:

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1 ARGOS GETTING STARTED GUIDE ROLLINS COLLEGE Welcome to ARGOS! Argos stands for Ad-hoc Report Generation & Output Solution and is the official reporting software for Rollins College. Argos was purchased in February 2010 and is managed by Information Technology. A BRIEF OVERVIEW OF ARGOS I.T. contacts for Argos related concerns or questions are: Candy Hamblin, chamblin@rollins.edu and Roxanne Powery, rpowery@rollins.edu Argos is reporting software tool managed on I.T. servers and is available online in most browsers. Yes, it is accessible even when you are not at work or plugged into the Rollins network. Online availability makes it very convenient to gather data and pull reports virtually anywhere. After you log in, any data sent over the wireless network you are using is encrypted using government-approved security protocol. Argos is very secure and the government protocol encryption ensures that data flowing over public wi-fi cannot be captured and decrypted. The biggest security risk you face is if you save Argos report data to your laptop and the laptop gets in the wrong hands. While Argos is best known for housing the all-campus departmental budget reports, it is much more versatile and can be used in many different ways. Quite a few departments have their own custom reports (built by I.T. or built by one of their own report writers) in a folder dedicated to them. Departmental folders are only accessible to the users of that department, unless a special request is made to share some reports with other users. Argos has the capability to do many things. Here are some of the highlights. We can program Argos to: Create reports from multiple data sources, such as Banner, Degreeworks, Blackboard, and most any database that is managed by Rollins (i.e., not in the cloud by another company). Create scheduled delivery of reports to users' inboxes. Create dashboards with drill-down charts and data windows. Automate processes or database functions that ease the burden of mass data-entry for data management staff. Create schedules for sending formatted files via sftp to other companies or servers. Collaborate in the reporting effort with other departments by creating reports that need similar data by sharing the same report with others. Automate letters or s to students or staff based on some data configuration in the database. Publish personalized reports to a student or staff member's Foxlink page. Create statistical or business intelligence type reports that aid in departmental decision-making. Create reports used by many so that everyone is getting the same consistent data. No one at the meeting table is bringing their own set of numbers that don't match with the general consensus. Be used like a small database repository that can deliver hybrid data (a combination of Banner data with custom local data). This helps eliminate "shadow" databases and aids in the facilitation of shared campus data. If you'd like to consult with us regarding your project or reporting idea, please contact the argos staff (top of page) to get an idea of how long it might take, best practices, or other ideas that can help make your day-to-day processes more efficient. Using Argos has saved many departments from countless hours of manual labor spent gathering data from disparate sources or from time spent creating multiple distributions of reports or s. Argos can be programmed to compile the data, format the data, and send it out for you on whatever schedule fits your business needs. The reports can be copied to you or saved in a folder for your review after the distributions have been made.

2 Here are the steps necessary for getting started in ARGOS Navigate to the Argos website in a browser. Use your foxid credentials to log in. This is your username (without and your password. Click Log In. You will then land on the Argos product page: PC users should click the Argos button. Max OSX users should click the Argos Web Viewer button. GO TO: INSTRUCTIONS FOR PC USERS GO TO: INSTRUCTIONS FOR MAC USERS

3 FOR PC USERS You will prompted to download a application launcher. If so, please follow the prompts to download the launcher. You may also be asked if it's okay to run the program just click "Run" and wait a minute or two for the application to configure itself on your machine for the first time. It's a little slow the first time you download the launcher, but subsequent logins will go much faster. NOW THAT YOU ARE IN, HERE'S HOW TO RUN A REPORT Using the Departmental Budget Reports as an example. Once logged into Argos, you can see your folder access on the left Departmental Reports are located in your departmental folder, while all campus reports are located in the ALL CAMPUS ACCESS folder. If you don't see a folder that you need, just contact the argos staff (first page) and we'll get you set up with security access. Use the + signs next to the folder to navigate to your report.

4 Highlight the report you want to run, and click Execute in the right hand pane. When you execute a report, you will first get a parameter form which asks you for various types of input. Please follow the directions on the form and choose the necessary parameters for your report. Once the parameters have been chosen, you will see options in the upper right hand corner for ing, saving, or saving/launching the report. Please choose one of these output options. In order to get the output data that you desire, you must select some parameters on the form. First, select the desired fiscal year and click "GO." This will query database security and pull back the funds/orgns that Finance has given you rights to view. Now that you can see all of your assigned funds & orgns, you can select which ones to query on for a quick review or to publish a chosen report. Select the fund first, and then all associated orgns will populate the next list. If you choose the operating fund , you will be able to select one or more orgns. If you select restricted spending funds that begin with '2,' you will not be able to select specific orgns because the restricted 2* funds sometimes have multiple orgns attached it is important that you see the overall balance in a 2* fund, therefore all orgns associated with a 2* fund will auto-calculate.

5 If you wish to calculate multiple fund balances together, you can select more than one fund code by holding down the ctrl key and clicking on the funds you want from the list. After selected your funds/orgns, you can click the Summary button to get an "at-a-glance" view of that fund's budget, revenue, expenses, and balance. In the Summary window, you can click a row to get the list of transactions (Transactions window, below Summary window) for that given budget line. You can review the list of Transactions in the transactions window, sort them by clicking on the header cells, or output the list to a csv file (opens in Excel) by right-clicking anywhere in the Transactions window and following the prompts to "Save Results." 7. SELECT A REPORT FROM THE DROP-DOWN AND SELECT AN OUTPUT BUTTON OUTPUT OPTIONS 1. SELECT FISCAL YEAR & CLICK THE GO BUTTON 2. SELECT FUNDS/ORGNS 3. CLICK GET SUMMARY DATA 4. CLICK A SUMMARY LINE 5. REVIEW TRANSACTIONS FOR THAT SUMMARY LINE 6. RIGHT-CLICK IN THE TRANSACTIONS WINDOW TO SAVE RESULTS TO A FILE IF DESIRED That s it! You ve just pulled your first Argos report.

6 FOR MAC USERS After clicking the Argos WebViewer button, you will be taken to a browser-only version of Argos. Navigate and output a report: Using the Departmental Budget Reports as an example Click on the "All Campus Access" folder (left-hand menu). Click on the Budget Reporting folder (left-hand menu). Click on Departmental Budget Reports (right-hand pane). The Departmental Budget Reports form will launch. You are now presented with some parameters to fill out so that you can get the report you need. First, select a fiscal year and click "GO." This will query the budget funds/orgns that Finance has given you permission to view. Second, select the Fund(s) and Orgn(s) that you need to report on. You can select multiple items with cmd+click.

7 You can also check the box above to exclude Revenue Accts in case you want to look at purely operating budgets and expenses. You can also select a particular month, or select to see all transactions up to a Period. To get an "at-a-glance" summary of your budget, expenses, and balance, click the Get Summary Data button. To view the individual transactions that make up the summary totals, click one of the summary lines (if you've chosen multiple funds/orgns, you will have that many summary lines available). When you click a summary line, the transactions will be listed in the Transactions window below. Any time you see this wheel in a data window, you can click it and save the data in the data window to a csv file. A csv file will open like a spreadsheet in MS Excel. This csv file will auto-save to your downloads folder.

8 If you want to output the budget data in a formatted pdf file, you can select one of the available reports and click "Run." After clicking "Run" the report will auto-save to your Downloads folder as "report.pdf". Congrats you have just pulled your first Argos report!