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User Guide

Interactive Reports

EPS/SSS Integration

Current users of Enrollment Planning Service™ (EPS) and Student Search Service (SSS) are now able to create an EPS Interactive Report (under ALL Students data source); and then analyze the same report query within SSS for ordering purposes.  Conversely, you can also create a query within SSS, and then review the same query within EPS Interactive Reports. 

Note:  The EPS/SSS integration is only available if the user has an active EPS Premium – Full Access account (i.e. ability to create Interactive Reports) and an active SSS account. Therefore, the “View Button” does not appear for an EPS (or SSS user), unless the user has active accounts for both EPS and SSS. 

 This EPS/SSS integration functionality is only available in the ALL Students data source.

*If you were to begin in EPS:

Step 1:  An Interactive Report query can be sent to SSS to populate an order form by first saving the Interactive Report, and then by clicking the “View is SSS” link.

Step 2:  You can review your query in a new SSS order form, and click “Continue” to begin submission of the SSS order.

*If you were to begin in SSS:

Step 1: After creating a SSS order, click on the “View in EPS” link at the top of the order form.

Step 2: You may be presented with errors relative to data elements that cannot translate from SSS to EPS (and vice versa). This is because some elements that “live” in SSS do not exist in EPS Interactive Reports (such as Search by Proximity).   Select “OK” to proceed.

Step 3: An EPS Interactive Report will be populated with all relevant SSS data. Then, in EPS, select a Row Value and Column Values for your report; and click “RUN”.

Note:   If a query starts in EPS and is sent to SSS, the Search Title for your order will have “_EPS01” appended to show the origin of the order and how many times it has been passed between EPS and SSS (i.e. the order originated in EPS).  Conversely, the same applies for queries that originate in SSS and are sent to EPS (i.e. “_SSS01” will be appended to your EPS report’s name).  Queries can be passed back and forth between EPS and SSS multiple times, and a consecutive numbering format will occur (e.g. _EPS01, _EPS02, _EPS03, etc.).

Saving a query acts as a “Save As” and therefore you can build multiple SSS orders or EPS reports without overwriting existing queries or reports.  You may move queries between the two programs multiple times to further refine or analyze your order.  It is highly recommend that you delete any orders or reports that you do not wish to retain.