This service provides a centralized mechanism for university departments and authorized personnel to request custom or specialized reports from the Ellucian Banner ERP system. While many standard reports and self-service query options are available within Banner, this service addresses needs for complex data extractions, customized report layouts, or recurring data feeds that are not directly accessible through standard Banner functionalities.
Key Features and Functionality
- Custom Report Generation: Development of new reports to meet specific departmental or institutional reporting requirements, often involving data from multiple Banner modules (e.g., Student, Finance, HR, Financial Aid).
- Existing Report Modification: Customization or enhancement of existing Banner reports to include additional data fields, alter presentation formats, or adjust filtering criteria.
- Data Extracts and Feeds: Provision of raw data extracts or automated data feeds from Banner for use in external systems, business intelligence tools, or analytical applications.
- Report Scheduling: Ability to schedule recurring reports to be generated and delivered at specified intervals (e.g., daily, weekly, monthly, end-of-term).
- Report Delivery Options: Reports can be delivered in various formats (e.g., PDF, Excel, CSV) and through different channels (e.g., email, secure file transfer, network drive).
- Consultation and Analysis: Consultation with requesters to understand reporting needs, identify appropriate data sources, and determine the most effective report design and delivery method.
- Data Validation and Quality Assurance: Reports are developed with attention to data accuracy and consistency, often involving validation against existing Banner data.
Benefits
- Access to Specialized Data: Enables access to Banner data in ways not supported by standard self-service options, facilitating more in-depth analysis and operational insights.
- Improved Decision-Making: Provides specific, tailored information essential for strategic planning, operational management, compliance reporting, and resource allocation.
- Enhanced Efficiency: Automates the generation and delivery of recurring reports, reducing manual effort and freeing up departmental resources.
- Data Consistency: Ensures that reports are generated from the authoritative source (Banner), promoting data consistency across the institution.
- Compliance Support: Assists departments in meeting regulatory or internal compliance reporting requirements.
Eligibility and Request Process
- ligibility: This service is primarily available to university faculty and staff who have a legitimate business need for Banner data that cannot be fulfilled through standard Banner self-service or administrative access.
- Request Submission: Requests are typically submitted via the Banner Report Request Button on this page. Requesters will be prompted to provide detailed information about their reporting needs, including:
- Purpose of the report
- Required data elements
- Desired report format and layout
- Frequency of the report (one-time or recurring)
- Delivery method
- Relevant FOAPALs, PIDs, or other identifiers
- Approval Process: All report requests are subject to an approval process by the requester's department head and relevant Banner data stewards to ensure data security, privacy (e.g., FERPA compliance), and appropriate use.
- Prioritization: Requests are prioritized based on institutional impact, urgency, data complexity, and available development resources.
Submit a Banner Report Request