Session Objectives
The purpose of this session is to guide you through exporting data from GEMS with the Advanced Search tool and Sample Reports.
By the end of this session, you will be able to...
Use the Advanced Search to generate spreadsheets of your data
Run Sample Reports to export your data
Task 1: Export a spreadsheet
Export an Excel spreadsheet showing…
all our Business Entities,
their Status fields,
and all their appointees.
Can you filter these results to only return current Business Entities?
Task 2: Filter an Advanced Search
Export an Excel spreadsheet showing…
All our Business Entities,
Their Status fields,
And only their current appointees
Is there another way you could have returned the current appointees?
Task 3: Bring in additional entities' data
Export an Excel spreadsheet showing…
All our Business Entities,
Their Status fields,
Their current appointees
Their current appointees’ addresses
Can you filter these results to only return the appointees’ service addresses?
Task 4: Save your Advanced Search
Save the Search you’ve been working with the following properties…
Name: [YourName] Training Search
Make it available to all users
Add it as a Favorite
Make sure it can be used in the Reporting Module
After you save the Search: log out and re-open it!
What do the Default and Jurisdiction options do? Experiment to find out.
Task 5: Run a Sample Report
Use the Find a Report tile to export a report containing all Business Entities and their current appointees.
Find a second report that also show Business Entities and their appointees. What's the difference between the two reports?